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辑:宋雅芳

10月28日,英伟达CEO黄仁勋在GTC大会上透露,公司对在2025至2026年期间实现累计5000亿美元的数据中心业务收入具备“可见性”。该收入预期将涵盖其Blackwell及下一代Rubin架构的产品。  高盛最新研报强调,5000亿美元的规模显著高于此前的市场预期。该行分析师指出,这一目标比市场通过Visible Alpha Consensus Data反映的4470亿美元共识高出12%,同

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