看多吧，云厂商202_老虎社区_美港股上老虎

看多吧，云厂商2026年AI资本支出超6000亿美元；Blackwell/Rubin订单能见度超5000亿美元。 @NextGen Digital Ventures

$英伟达 (NVDA.US)$ 宣布向 $迈威尔科技 (MRVL.US)$ 投资20亿美元，将其纳入自身AI基础设施生态体系。受此影响，英伟达大涨近6%，MRVL大涨近13%。两家建立深度战略合作，通过NVLink Fusion将Marvell接入英伟达的AI工厂及AI-RAN生态系统。【从芯片到网络的全面整合，能否推动英伟达&MRVL后续涨势？你看好这两家公司吗？】

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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NathanEsther
02-24
NathanEsther
AI资本支出爆炸，云厂商订单爆棚，冲啊！

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