英伟达(NVDA)盘前涨超2% 与亚马逊达成史上最大规模芯片供应协议

金吾财讯
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金吾财讯 | 英伟达(NVDA)盘前涨超2%,截至发稿,报177.7美元。消息面上,英伟达与亚马逊云科技达成史上最大规模芯片供应协议——到2027年底前,英伟达将向AWS交付超过100万颗GPU及全套AI基础设施。这笔交易不仅涉及Blackwell和下一代Rubin架构GPU,更包含Spectrum网络芯片、Groq LPU推理芯片及网络设备,标志着AI算力竞争已从单一芯片性能比拼,全面转向异构协同的系统级平台较量。

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