专题：大超预期！英伟达Q2营收962亿美元同比增106%，数据中心营收890亿美元同比增长117%
英伟达表示，预计毛利率将在2027财年第四季度下降并触底，区间在71%至72%，部分原因在于内存价格。
“我们希望对此坦诚相告，而不是让它作为一个悬而未决的问题持续存在，”克雷斯表示。“今天的内存短缺，在很大程度上是由AI基础设施建设本身所驱动的。”
专题：大超预期！英伟达Q2营收962亿美元同比增106%，数据中心营收890亿美元同比增长117%
英伟达表示，预计毛利率将在2027财年第四季度下降并触底，区间在71%至72%，部分原因在于内存价格。
“我们希望对此坦诚相告，而不是让它作为一个悬而未决的问题持续存在，”克雷斯表示。“今天的内存短缺，在很大程度上是由AI基础设施建设本身所驱动的。”
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