“特别声明：以上作品内容(包括在内的视频、图片或音频)为凤凰网旗下自媒体平台“大风号”用户上传并发布，本平台仅 ...

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 ...

摩根士丹利称，随着大客户微软资本支出放缓，2025年英伟达GB200芯片出货量预测从3-3.5万件下调至2-2.5万件，最差低于2万，或对供应链造成300亿至350 ...

Investing.com -- CoreWeave, a cloud service provider, has launched NVIDIA (NASDAQ: NASDAQ:NVDA) GB200 NVL72-based instances, marking the first general availability of the NVIDIA Blackwell platform.

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 ...

We're eager to see how companies take their AI deployments to the next level with NVIDIA GB200 NVL72-based instances on CoreWeave." The promise of next-generation AI powered by foundational and ...

Investing.com -- CoreWeave, a cloud service provider, has launched NVIDIA (NASDAQ: NASDAQ:NVDA) GB200 NVL72-based instances, marking the first general availability of the NVIDIA Blackwell platform.

本文来自微信公众号：半导体行业观察 （ID：icbank），作者：L晨光，题图来自：AI生成 在前不久刚结束的CES展会上，英伟达重磅推出RT50系列显卡和GB10超级芯片等产品，引发行业关注。 对此，Cerebras直言不讳地对英伟达评价道：“它不是真正的AI大芯片”。

‘s NVDA first full 8-rack GB200 NVL72 system on Microsoft Corp.‘s MSFT Azure platform, marking a major advancement in the companies’ strategic partnership. What Happened: “First full 8 ...

GPU cloud provider Lambda has deployed an Nvidia GB200 NVL72 rack system at EdgeCloudLink's (ECL) data center in Mountain View, California. In a LinkedIn post, ECL's founder and CEO Yuval Bachar wrote ...