英伟达披露了价值高达1万亿美元的数据中心营收订单,远超市场普遍预期,有助于消除投资者对于AI资本开支可能已达“峰值”的担忧。其次,英伟达推出了Groq的LPX机架系统,此举进一步巩固了对推理市场的战略承诺。英伟达首席执行官黄仁勋在GTC 2026大会上的主题演讲释放出强劲的长期增长信号,成功满足了市场对算力需求前景和推理市场布局的两大核心预期。据追风交易台,高盛在当地时间周一最新发布的研报中表示,...
Source Link英伟达披露了价值高达1万亿美元的数据中心营收订单,远超市场普遍预期,有助于消除投资者对于AI资本开支可能已达“峰值”的担忧。其次,英伟达推出了Groq的LPX机架系统,此举进一步巩固了对推理市场的战略承诺。英伟达首席执行官黄仁勋在GTC 2026大会上的主题演讲释放出强劲的长期增长信号,成功满足了市场对算力需求前景和推理市场布局的两大核心预期。据追风交易台,高盛在当地时间周一最新发布的研报中表示,...
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