英伟达合作伙伴鸿海精密公布好于预期的季度营收,显示全球人工智能基础设施支出仍在维持高位。鸿海截至9月的三个月营收达到3.

智通财经
Oct 05
英伟达合作伙伴鸿海精密公布好于预期的季度营收,显示全球人工智能基础设施支出仍在维持高位。鸿海截至9月的三个月营收达到3.03万亿新台币(954亿美元),同比增长47%,高于分析师平均预期的2.83万亿新台币。鸿海强劲的销售增长紧随美光科技上周发布的乐观业绩展望,进一步表明人工智能领域的资本支出仍在持续增长。与此同时,OpenAI首席执行官Sam Altman和Anthropic首席执行官Dario Amodei等高管近期呼吁放缓新兴人工智能技术的发展,以确保其始终处于人类控制之下。作为英伟达服务器组装合作伙伴,鸿海过去两年受益于全球云计算基础设施建设。随着投资者对产能过剩、债务水平上升以及监管受阻的担忧加剧,鸿海的销售表现也被视为衡量人工智能行业景气度的重要指标。该公司股价今年以来上涨约10%。

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