A灋一
2025-09-01
看多博通！随着人工智能的发展，超大规模企业对数据中心AI加速芯片的需求不断增加，博通2025财年第一财季新增两家超大规模客户，潜在客户池显著扩大。同时，博通正在流片行业首个2nm 3.5D封装的XPU，目标算力达10PFLOPS，未来技术发展值得期待。
OpenAI带崩AI链条！股价大跌，能否上车？
OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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