经济观察报记者 郑晨烨进入AI时代后,个人电脑时代的霸主英特尔(INTC)曾一度被认为彻底“掉队了”。近年来,AI算力的竞争主要围绕AI加速芯片展开,英伟达(NVDA)占据了这一市场的主要份额,其主力产品是H100、B200这类数据中心GPU(图形处理器,如今被广泛用于大规模并行计算)。投资者判断一家芯片公司在AI时代的价值,很大程度上是看它能从AI算力投入中拿到多少订单。按照这个标准,英特尔(...
Source Link经济观察报记者 郑晨烨进入AI时代后,个人电脑时代的霸主英特尔(INTC)曾一度被认为彻底“掉队了”。近年来,AI算力的竞争主要围绕AI加速芯片展开,英伟达(NVDA)占据了这一市场的主要份额,其主力产品是H100、B200这类数据中心GPU(图形处理器,如今被广泛用于大规模并行计算)。投资者判断一家芯片公司在AI时代的价值,很大程度上是看它能从AI算力投入中拿到多少订单。按照这个标准,英特尔(...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.