$AMD.US AI 的 GPU 指引是 40 亿,去年是 20 亿,上季度是 35 亿,虽然一直提高,但是花街预期很早之前就是 80 亿以上了……谷歌和亚马逊都没有拿下成为客户

还是老黄那句话,当 AMD 和英伟达的差距是 0 和 9 时,就没有必要对比了。

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like