然市场担心，DeepSeek低成本的模式势必迫使CSP厂或AI模型公司重新评估其成本结构，进而降低硬体的使用量，加上大型外资券商近期考量GB200 ...

英伟达GB200 NVL72屡次延期，郭明錤认为可能直到1H26才能大量出货，晚于市场普遍预期的2Q25。 当地时间周一，天风证券分析师郭明錤发布分析报告称 ...

英伟达突传利空消息。 摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量 ...

据媒体报道，工业富联母公司鸿海在今年春节期间，动员超过5000名员工全面加班赶工，成功完成了Nvidia对GB200 AI服务器在会计年度第四季度（截至1 ...

英伟达突传利空消息。 摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。摩根士丹利预测，云计算市场增长周期或持续至 ...

Grace Blackwell family-based system called the NVIDIA GB200 NVL72. The new rack-scale system will enable service providers and enterprises to swiftly deploy large and complex AI clusters with new ...

证券时报网讯， 当地时间2月4日，人工智能初创公司CoreWeave携手英伟达推出基于NVIDIA GB200 NVL72的云实例，系业界首次。 声明：证券时报力求信息真实、准确，文章提及内容仅供参考，不构成实质性投资建议，据此操作风险自担 下载“证券时报”官方APP，或关注 ...

The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led to speculation ...

The company will sell servers containing Nvidia Corp. GB200 semiconductors to Musk’s AI startup for delivery this year, according to people familiar with the matter, who asked to not to be named ...

In a significant move into the AI server market, Pegatron has successfully delivered its first GB200 server rack to Lambda Labs, a US-based cloud service provider (CSP). The company has also ...