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高盛解读黄仁勋GTC演讲:5000亿美元收入预期,超过市场预期,还有进一步上调的空间_蜘蛛资讯网

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时间。这些都可能成为驱动高盛乃至整个市场继续上调其财务模型的催化剂。  战略合作多点开花,拓展AI生态版图  除了惊人的收入指引,英伟达还在GTC大会上宣布了一系列旨在巩固其AI生态系统领导地位的战略合作。  据高盛报告披露,英伟达宣布向诺基亚进行10亿美元的股权投资,认购价格为每股6.01美元。此举旨在加速开发和部署下一代AI原生移动网络及相关基础设施。同时,英伟达还发布了其ARC Aerial

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