$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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catherine052
2025-01-13

$英伟达(NVDA)$

blackwell订单黄了[捂脸] [捂脸] [捂脸] [捂脸] [捂脸]

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马甲
·2025-01-13
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没啥是芯片卖出就算收入的就。200改300
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- catherine052:
  要等下半年了
  2025-01-13
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不做暴富的梦
·2025-01-13
啊？怎么说
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- 不做暴富的梦回复catherine052:
  感谢
  2025-01-13
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- catherine052:
  【外媒：英伟达的大客户因AI芯片架构故障面临延期】据The Information报道，英伟达的一些最大的客户在数据中心安装和运行其最先进的人工智能芯片方面正面临新的延误问题。据三名在供应商工作的人士和两名处理过相关问题的客户说，首批装有英伟达最新芯片Blackwell的机架受到过热和芯片连接方式故障的困扰。这类缺陷对于新型芯片来说并不罕见，但它们正在推迟微软等客户的数据中心计划。对此，微软及包括亚马逊、谷歌和Meta在内的其他三家大客户，最近削减了英伟达Blackwell GB200机架的一些订单。另据了解计划的英伟达和微软员工称，其中一些客户正在等待更高版本的机架，可能要到今年下半年才能上市，或者计划购买英伟达较旧的人工智能芯片。其他重要客户则可能会尝试单独购买Blackwell芯片，尽管英伟达宣传机架是最大化利用芯片的最佳方式。如果英伟达及其供应商解决了这些故障，客户可能会改变策略，购买更多的机架。
  2025-01-13
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苍宗嘉措
·2025-01-14
别看做空新闻
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