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反駁AI規模擴展速度放緩論 Nvidia黃仁勳稱整個世界都判斷錯誤 @ 2025-03-19T Back Hot News
Keyword:黃仁勳
Concept:輝達黃仁勳
該公司的GPU技術大會(GTC)對於輝達可謂成敗攸關,黃仁勳周二的演講有望打消外界對這家晶片制造商銷售成長將見頂的擔憂。投資者最關心的是BLACKWELL產品線最新情況,以及黃仁勳關於毛利率、中國、競爭對手和成長的評論。
NVIDIA正舉行年度GTC大會,行政總裁黃仁勳在大會首日的主題演溝中,公布多項新產品,包括下一代AI晶片VERA RUBIN、個人AI超級電腦。黃仁勳又預期,至2028年底,數據中心基礎設施的資本支出將超過1萬億美元。雖然黃仁勳的演講披露了多項新產品及合作計劃,惟市場反應平淡,NVIDIA周二隨大市下跌3.43%,收報115.43美元。
行業觀察人士預計,黃仁勳將重點介紹輝達最新的BLACKWELL系列圖形處理器(GPU),包括正在開發的最新進展。投資者也很關心黃仁勳關於毛利率、中國、競爭對手和成長的看法。

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