这不是玩文字游戏吗，_老虎社区_美港股上老虎 - 老虎社区

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hitquartz
03-17

这不是玩文字游戏吗，都不是一个时间段，怎么能放在一起比较？难怪涨了不到五分钟就掉下来了。

黄仁勋放豪言：到2027年Blackwell和Rubin芯片至少创收1万亿美元

黄仁勋公布此预测后，英伟达股价刷新日高、涨近5%。去年10月末黄仁勋说，2025至2026年，Blackwell和Rubin相关数据中心业务将合计实现5000亿美元收入。

黄仁勋放豪言：到2027年Blackwell和Rubin芯片至少创收1万亿美元

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tg-height=\"240\"/></p><h2 id=\"id_177846491\">AI算力需求持续爆发</h2><p style=\"text-align: justify;\">过去两年，随着生成式AI快速普及，英伟达已经成为AI基础设施浪潮中最核心的硬件供应商。</p><p style=\"text-align: justify;\">从大型科技公司到初创企业，各类企业正大举采购AI服务器和加速卡，用于训练和运行大型模型。微软、亚马逊、谷歌母公司Alphabet以及Meta等科技巨头均已成为英伟达数据中心GPU的主要客户。</p><p style=\"text-align: justify;\">市场普遍认为，未来几年全球科技企业在AI基础设施上的资本开支可能达到数千亿美元规模。</p><p style=\"text-align: justify;\">英伟达正试图通过快速迭代芯片架构，确保自己在AI加速计算领域保持领先。</p><p style=\"text-align: justify;\">2025年10月28日的GTC上，黄仁勋透露，英伟达对2025至2026年期间实现累计5000亿美元数据中心业务收入具备“可见性”，该预期涵盖Blackwell及下一代Rubin架构产品。</p><p style=\"text-align: justify;\">今年1月6日，英伟达首席财务官Colette Kress在摩根大通主办的活动上称，由于需求强劲，英伟达更为看好数据中心业务，到2026年末，英伟达数据中心芯片的预期收入“肯定”会超过去年10月给出的预测5000亿美元。</p><h2 id=\"id_1625407873\">Blackwell成当前核心增长引擎 Rubin瞄准下一轮算力升级</h2><p style=\"text-align: justify;\">在产品路线图中，Blackwell是英伟达当前最重要的AI计算平台。</p><p style=\"text-align: justify;\">该架构接替此前大规模部署的NVIDIA Hopper GPU architecture，专门针对大模型训练与推理优化，支持更高算力、更大显存带宽以及更高能效。</p><p style=\"text-align: justify;\">英伟达此前曾表示，大型AI集群部署规模正在迅速扩大——从早期的数千GPU规模，逐步迈向数十万甚至百万级GPU数据中心。</p><p style=\"text-align: justify;\">业内预计，Blackwell将成为未来几年AI服务器采购周期的核心产品。</p><p style=\"text-align: justify;\">在Blackwell之后，英伟达已经规划了下一代AI芯片架构——Rubin。该架构预计将在2026年左右推出，目标是在算力、能效和系统级AI性能方面继续实现数量级提升。</p><p style=\"text-align: justify;\">通过维持“一年一代架构”的产品节奏，英伟达希望保持对竞争对手的技术优势。当前，AMD、英特尔以及多家云厂商都在加速开发自研AI芯片，试图挑战英伟达在AI加速器市场的主导地位。</p><h2 id=\"id_3374902036\">万亿美元目标凸显AI基础设施周期</h2><p style=\"text-align: justify;\">分析人士认为，英伟达给出的1万亿美元收入目标，不仅是对自身产品需求的判断，也折射出整个AI基础设施市场规模的迅速膨胀。</p><p style=\"text-align: justify;\">如果该目标实现，意味着未来几年全球科技公司在AI服务器、GPU和相关系统上的投入仍将维持高强度增长。</p><p style=\"text-align: justify;\">随着AI模型规模持续扩大、推理需求激增以及企业级AI应用加速落地，AI算力正在逐渐成为类似云计算基础设施一样的长期资本开支方向。</p><p style=\"text-align: justify;\">对于资本市场而言，这一预期再次强化了一个核心判断：AI算力周期仍处于早期阶段，而非接近尾声。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋放豪言：到2027年Blackwell和Rubin芯片至少创收1万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-17 06:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: justify;\">去年10月末黄仁勋说，2025至2026年，Blackwell和Rubin相关数据中心业务将合计实现5000亿美元收入。</p></blockquote><p style=\"text-align: justify;\">在全球AI算力竞赛持续升温之际，英伟达CEO黄仁勋给市场带来一个更为激进的增长预期。</p><p style=\"text-align: justify;\">美东时间3月16日周一，黄仁勋在英伟达年度开发者大会GTC上表示，英伟达预计，旗下新一代AI加速芯片架构Blackwell与下一代Rubin产品，到2027年底累计将创造至少1万亿美元收入。这一数字远超黄仁勋去年10月给出的5000亿美元销售预测，再次凸显AI基础设施投资浪潮仍在快速扩张。</p><p style=\"text-align: justify;\">黄仁勋公布上述1万亿美元的预测后，周一美股午盘时段，英伟达股价涨幅迅速扩大、刷新日高，日内涨约4.8%，后很快回吐过半涨幅，到收盘时涨不足2%。在此之前，截至上周五收盘，英伟达股价进入2026年以来已累跌超3%，市场对AI投资周期持续性的担忧一度令股价承压。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3a994cb072d8be0f5820d155581d683\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_177846491\">AI算力需求持续爆发</h2><p style=\"text-align: justify;\">过去两年，随着生成式AI快速普及，英伟达已经成为AI基础设施浪潮中最核心的硬件供应商。</p><p style=\"text-align: justify;\">从大型科技公司到初创企业，各类企业正大举采购AI服务器和加速卡，用于训练和运行大型模型。微软、亚马逊、谷歌母公司Alphabet以及Meta等科技巨头均已成为英伟达数据中心GPU的主要客户。</p><p style=\"text-align: justify;\">市场普遍认为，未来几年全球科技企业在AI基础设施上的资本开支可能达到数千亿美元规模。</p><p style=\"text-align: justify;\">英伟达正试图通过快速迭代芯片架构，确保自己在AI加速计算领域保持领先。</p><p style=\"text-align: justify;\">2025年10月28日的GTC上，黄仁勋透露，英伟达对2025至2026年期间实现累计5000亿美元数据中心业务收入具备“可见性”，该预期涵盖Blackwell及下一代Rubin架构产品。</p><p style=\"text-align: justify;\">今年1月6日，英伟达首席财务官Colette Kress在摩根大通主办的活动上称，由于需求强劲，英伟达更为看好数据中心业务，到2026年末，英伟达数据中心芯片的预期收入“肯定”会超过去年10月给出的预测5000亿美元。</p><h2 id=\"id_1625407873\">Blackwell成当前核心增长引擎 Rubin瞄准下一轮算力升级</h2><p style=\"text-align: justify;\">在产品路线图中，Blackwell是英伟达当前最重要的AI计算平台。</p><p style=\"text-align: justify;\">该架构接替此前大规模部署的NVIDIA Hopper GPU architecture，专门针对大模型训练与推理优化，支持更高算力、更大显存带宽以及更高能效。</p><p style=\"text-align: justify;\">英伟达此前曾表示，大型AI集群部署规模正在迅速扩大——从早期的数千GPU规模，逐步迈向数十万甚至百万级GPU数据中心。</p><p style=\"text-align: justify;\">业内预计，Blackwell将成为未来几年AI服务器采购周期的核心产品。</p><p style=\"text-align: justify;\">在Blackwell之后，英伟达已经规划了下一代AI芯片架构——Rubin。该架构预计将在2026年左右推出，目标是在算力、能效和系统级AI性能方面继续实现数量级提升。</p><p style=\"text-align: justify;\">通过维持“一年一代架构”的产品节奏，英伟达希望保持对竞争对手的技术优势。当前，AMD、英特尔以及多家云厂商都在加速开发自研AI芯片，试图挑战英伟达在AI加速器市场的主导地位。</p><h2 id=\"id_3374902036\">万亿美元目标凸显AI基础设施周期</h2><p style=\"text-align: justify;\">分析人士认为，英伟达给出的1万亿美元收入目标，不仅是对自身产品需求的判断，也折射出整个AI基础设施市场规模的迅速膨胀。</p><p style=\"text-align: justify;\">如果该目标实现，意味着未来几年全球科技公司在AI服务器、GPU和相关系统上的投入仍将维持高强度增长。</p><p style=\"text-align: justify;\">随着AI模型规模持续扩大、推理需求激增以及企业级AI应用加速落地，AI算力正在逐渐成为类似云计算基础设施一样的长期资本开支方向。</p><p style=\"text-align: justify;\">对于资本市场而言，这一预期再次强化了一个核心判断：AI算力周期仍处于早期阶段，而非接近尾声。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0942090050.USD":"UBS (LUX) 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Kress在摩根大通主办的活动上称，由于需求强劲，英伟达更为看好数据中心业务，到2026年末，英伟达数据中心芯片的预期收入“肯定”会超过去年10月给出的预测5000亿美元。Blackwell成当前核心增长引擎 Rubin瞄准下一轮算力升级在产品路线图中，Blackwell是英伟达当前最重要的AI计算平台。该架构接替此前大规模部署的NVIDIA Hopper GPU architecture，专门针对大模型训练与推理优化，支持更高算力、更大显存带宽以及更高能效。英伟达此前曾表示，大型AI集群部署规模正在迅速扩大——从早期的数千GPU规模，逐步迈向数十万甚至百万级GPU数据中心。业内预计，Blackwell将成为未来几年AI服务器采购周期的核心产品。在Blackwell之后，英伟达已经规划了下一代AI芯片架构——Rubin。该架构预计将在2026年左右推出，目标是在算力、能效和系统级AI性能方面继续实现数量级提升。通过维持“一年一代架构”的产品节奏，英伟达希望保持对竞争对手的技术优势。当前，AMD、英特尔以及多家云厂商都在加速开发自研AI芯片，试图挑战英伟达在AI加速器市场的主导地位。万亿美元目标凸显AI基础设施周期分析人士认为，英伟达给出的1万亿美元收入目标，不仅是对自身产品需求的判断，也折射出整个AI基础设施市场规模的迅速膨胀。如果该目标实现，意味着未来几年全球科技公司在AI服务器、GPU和相关系统上的投入仍将维持高强度增长。随着AI模型规模持续扩大、推理需求激增以及企业级AI应用加速落地，AI算力正在逐渐成为类似云计算基础设施一样的长期资本开支方向。对于资本市场而言，这一预期再次强化了一个核心判断：AI算力周期仍处于早期阶段，而非接近尾声。","news_type":1,"symbols_score_info":{"SNVD.UK":0.6,"NVDG":0.6,"NVDS.UK":0.6,"NVDW":0.6,"NVDA":1.98,"NVDY":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDS":0.6,"NVD":0.6,"NVII":0.6,"ANV":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDQ":0.6,"NVDB":0.6,"NVDL":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDX":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":140,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":84,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}