{"id":4035,"date":"2024-06-19T11:21:00","date_gmt":"2024-06-19T03:21:00","guid":{"rendered":"http:\/\/www.yuntou8.com\/?p=4035"},"modified":"2024-06-19T11:21:00","modified_gmt":"2024-06-19T03:21:00","slug":"%e8%8b%b1%e4%bc%9f%e8%be%be%e8%b7%83%e5%b1%85%e5%85%a8%e7%90%83%e7%ac%ac%e4%b8%80%ef%bc%8c25%e5%b9%b4%e7%8b%82%e6%b6%a8591078","status":"publish","type":"post","link":"http:\/\/www.yuntou8.com\/?p=4035","title":{"rendered":"\u82f1\u4f1f\u8fbe\u8dc3\u5c45\u5168\u7403\u7b2c\u4e00\uff0c25\u5e74\u72c2\u6da8591078%"},"content":{"rendered":"<p>\u90a3\u662f 1999 \u5e74\u3002\u53f2\u8482\u592b\u00b7\u4e54\u5e03\u65af\u521a\u521a\u56de\u5f52\u82f9\u679c\u516c\u53f8\uff0c\u82f1\u7279\u5c14\u662f\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e3b\u5bfc\u529b\u91cf\u3002\u4e00\u5bb6\u540d\u4e0d\u89c1\u7ecf\u4f20\u7684\u82af\u7247\u5236\u9020\u5546 Nvidia \u5728\u7eb3\u65af\u8fbe\u514b\u8bc1\u5238\u4ea4\u6613\u6240\u9996\u6b21\u4eae\u76f8\u3002,\u4f46\u53ea\u7528\u4e86\u4e0d\u5230\u4e09\u5e74\u7684\u65f6\u95f4\uff0cNvidia Corp.\u5c31\u8dfb\u8eab\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\uff0c\u53d6\u4ee3\u4e86\u58f0\u540d\u72fc\u85c9\u7684\u77f3\u6cb9\u4ea4\u6613\u96c6\u56e2\u5b89\u7136\u3002,\u4f46\u5373\u4fbf\u5982\u6b64\uff0c\u4e5f\u5f88\u5c11\u6709\u4eba\u4f1a\u6253\u8d4c\u8be5\u516c\u53f8\u4f1a\u6210\u4e3a\u8fc7\u53bb 25 \u5e74\u8868\u73b0\u6700 \u597d\u7684\u80a1\u7968\uff0c\u81ea\u9996\u6b21\u516c\u5f00\u52df\u80a1\u4ee5\u6765\uff0c\u5305\u62ec\u518d\u6295\u8d44\u80a1\u606f\u5728\u5185\u7684\u603b\u56de\u62a5\u7387\u8fbe\u5230 591078%\u3002\u8fd9\u662f\u4e00\u4e2a\u96be\u4ee5\u7406\u89e3\u7684\u6570\u5b57\uff0c\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u8bc1\u660e\u4e86\u56f4\u7ed5\u4eba\u5de5\u667a\u80fd\u7684\u91d1\u878d\u72c2\u70ed\u6b63\u5728\u915d\u917f\uff0c\u6295\u8d44\u8005\u5df2\u7ecf\u5c06 Nvidia\uff08\u751f\u4ea7\u63a8\u52a8\u8be5\u6280\u672f\u7684\u5c16\u7aef\u82af\u7247\u7684\u516c\u53f8\uff09\u89c6\u4e3a\u7e41\u8363\u65f6\u671f\u7684\u6700 \u5927\u8d62\u5bb6\u3002,,\u5468\u4e8c\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u4e0a\u6da8\u81f3\u9876\u5cf0\uff0c\u53d6\u4ee3\u5fae\u8f6f\u516c\u53f8\u6210\u4e3a\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\uff0c\u5e02\u503c\u8fbe\u5230 3.34 \u4e07\u4ebf\u7f8e\u5143\u3002\u4eca\u5e74\u4ee5\u6765\uff0c\u8be5\u516c\u53f8\u5e02\u503c\u589e\u52a0\u4e86 2 \u4e07\u591a\u4ebf\u7f8e\u5143\u3002,\u8be5\u6392\u540d\u518d\u6b21\u63d0\u9192\u4eba\u4eec\uff0c\u4eba\u5de5\u667a\u80fd\u662f\u8bb8\u591a\u6295\u8d44\u8005\u5173\u6ce8\u7684\u7126\u70b9\u3002\u82f1\u4f1f\u8fbe\u88ab\u89c6\u4e3a\u8be5\u6280\u672f\u7684\u6700 \u5927\u548c\u6700\u65e9\u7684\u53d7\u76ca\u8005\uff0c\u56e0\u4e3a\u5b83\u51ed\u501f\u5176\u5907\u53d7\u8ffd\u6367\u7684\u82af\u7247\u4e3b\u5bfc\u5e02\u573a\uff0c\u8fd9\u4e9b\u82af\u7247\u5e2e\u52a9\u6570\u636e\u4e2d\u5fc3\u8fd0\u884c\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u6240\u9700\u7684\u590d\u6742\u8ba1\u7b97\u4efb\u52a1\u3002\u5bf9\u5176 H100 \u52a0\u901f\u5668\u7684\u9700\u6c42\u6fc0\u589e\uff0c\u5e76\u5e2e\u52a9\u8be5\u82af\u7247\u5236\u9020\u5546\u53bb\u5e74\u7684\u9500\u552e\u989d\u589e\u957f\u4e86 125% \u4ee5\u4e0a\u3002,,\u5176\u5b9e\u65e9\u5728\u5176\u4ed6\u5927\u578b\u82af\u7247\u516c\u53f8\u6210\u7acb\u7684\u6570\u5e74\u524d\uff0cNvidia \u7684\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u5c31\u8ba4\u4e3a GPU \u5bf9\u4e8e\u6784\u5efa\u4eba\u5de5\u667a\u80fd\u81f3\u5173\u91cd\u8981\uff0c\u5e76\u4e14\u4ed6\u6839\u636e\u81ea\u5df1\u7684\u4fe1\u5ff5\u5bf9\u516c\u53f8\u8fdb\u884c\u4e86\u8c03\u6574\uff0c\u4ee5\u9002\u5e94\u6280\u672f\u7684\u4e0b\u4e00\u4e2a\u5927\u7e41\u8363\u3002,\u4ed6\u7684\u5927\u8d4c\u6ce8\u6b63\u5728\u83b7\u5f97\u56de\u62a5\u3002\u6839\u636e\u4e00\u4e9b\u8861\u91cf\u6807\u51c6\uff0cNvidia \u63a7\u5236\u7740\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u82af\u7247\u5e02\u573a 80% \u4ee5\u4e0a\u7684\u4efd\u989d\u3002Nvidia \u6700 \u5927\u7684\u5ba2\u6237\u7ecf\u5e38\u4e89\u593a\u82af\u7247\u8ba2\u5355\uff0c\u4ee5\u8fd0\u884c\u5176\u5927\u578b\u6570\u636e\u4e2d\u5fc3\u7684\u8ba1\u7b97\u673a\uff0c\u5e76\u4e14\u6b63\u5728\u6784\u5efa\u81ea\u5df1\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\uff0c\u4ee5\u4fbf\u4ed6\u4eec\u4e0d\u518d\u8fc7\u4e8e\u4f9d\u8d56\u4e00\u5bb6\u4f9b\u5e94\u5546\u3002,\u201c\u5176\u4ed6\u4eba\u90fd\u6ca1\u6709\u5b8c\u5168\u770b\u5230\u6216\u610f\u8bc6\u5230\u8fd9\u4e00\u70b9\uff0c\u201d\u79d1\u6280\u7814\u7a76\u516c\u53f8 Futurum Group \u7684\u9996\u5e2d\u6267\u884c\u5b98\u4e39\u5c3c\u5c14\u00b7\u7ebd\u66fc (Daniel Newman) \u8868\u793a\u3002\u201c\u4ed6\u4eec\u770b\u5230\u4e86\u8d8b\u52bf\uff0c\u987a\u5e94\u8d8b\u52bf\uff0c\u5e76\u63a8\u52a8\u4e86\u5e02\u573a\u7684\u53d1\u5c55\u3002\u4ed6\u4eec\u53ef\u4ee5\u6709\u6548\u5730\u6536\u53d6\u4ed6\u4eec\u60f3\u8981\u7684\u4efb\u4f55\u8d39\u7528\u3002\u201d,Nvidia \u80a1\u4ef7\u98d9\u5347\uff0c\u8054\u5408\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u6210\u4e3a\u5168\u7403\u6700\u5bcc\u6709\u7684\u4eba\u4e4b\u4e00\u3002\u4ed6\u7684\u51c0\u8d44\u4ea7\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\u5df2\u6500\u5347\u8fd1 750 \u4ebf\u7f8e\u5143\uff0c\u8fbe\u5230 1190 \u4ebf\u7f8e\u5143\uff0c\u5728\u5f6d\u535a\u4ebf\u4e07\u5bcc\u7fc1\u6307\u6570\u4e2d\u6392\u540d\u7b2c 12 \u4f4d\u3002\u8fd9\u662f\u4ed6\u7684\u4ebf\u4e07\u5bcc\u7fc1\u540c\u884c\u4e2d\u6700 \u5927\u7684\u6da8\u5e45\u3002,\u6295\u8d44\u8005\u548c\u9ec4\u4ec1\u52cb\u90fd\u8ba4\u4e3a Nvidia \u4e0d\u4ec5\u4ec5\u662f\u4e00\u5bb6\u82af\u7247\u5236\u9020\u5546\u3002,Baron Capital Inc. \u526f\u603b\u88c1\u517c\u6295\u8d44\u7ec4\u5408\u7ecf\u7406 Michael Lippert \u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8868\u793a\uff1a\u201c\u4ed6\u4eec\u4e0d\u4ec5\u5728\u9500\u552e\u82af\u7247\uff0c\u8fd8\u5728\u9500\u552e\u7cfb\u7edf\u3002\u201d\u4ed6\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u62e5\u6709\u4e13\u6709\u8f6f\u4ef6\u548c\u5f00\u53d1\u751f\u6001\u7cfb\u7edf\u3002,Nvidia \u8fc5\u901f\u6500\u5347\u81f3\u699c\u9996\uff0c\u521b\u4e0b\u4e86\u5386\u53f2\u65b0\u9ad8\uff0c\u56e0\u4e3a\u8be5\u516c\u53f8\u662f\u5c11\u6570\u51e0\u5bb6\u4ece\u4eba\u5de5\u667a\u80fd\u4e2d\u5b9e\u73b0\u663e\u8457\u6536\u5165\u589e\u957f\u7684\u516c\u53f8\u4e4b\u4e00\u3002\u622a\u81f3\u5468\u4e8c\u6536\u76d8\uff0c2024 \u5e74\u80a1\u4ef7\u5df2\u4e0a\u6da8\u8d85\u8fc7 170%\uff0c\u5e02\u503c\u589e\u52a0\u8d85\u8fc7 2 \u4e07\u4ebf\u7f8e\u5143\u3002,Wedbush Securities Daniel Ives\u8868\u793a\uff1a\u201c\u968f\u7740\u7b2c\u56db\u6b21\u5de5\u4e1a\u9769\u547d\u7684\u987a\u5229\u8fdb\u884c\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u4f01\u4e1a\u548c\u6d88\u8d39\u8005\u8fc5\u901f\u8d70\u4e0a\u8fd9\u6761\u9053\u8def\uff0cNvidia \u7684 GPU \u82af\u7247\u672c\u8d28\u4e0a\u5c31\u662f\u79d1\u6280\u9886\u57df\u7684\u65b0\u9ec4\u91d1\u6216\u77f3\u6cb9\u3002\u201d,<br \/>\n<strong>\u82f1\u4f1f\u8fbe\u4f1a\u6210\u4e3a\u4e0b\u4e00\u4e2a\u601d\u79d1\u5417?<\/strong>,\u82f1\u4f1f\u8fbe\u7684\u5d1b\u8d77\u8ba9\u4eba\u60f3\u8d77\u4e86\u4e92\u8054\u7f51\u65f6\u4ee3\u7684\u5de8\u5934\u601d\u79d1\u548c\u77bb\u535a\u7f51\u7edc\uff0c\u5b83\u4eec\u5236\u9020\u4e86\u8fd0\u884c\u4e92\u8054\u7f51\u901a\u4fe1\u7f51\u7edc\u7684\u8bbe\u5907\u3002\u601d\u79d1\u7684\u80a1\u4ef7\u5728 1990 \u5e74\u9996\u6b21\u516c\u5f00\u52df\u80a1\u81f3 2000 \u5e74\u95f4\u4e0a\u6da8\u4e86 1000 \u591a\u500d\uff0c\u5e76\u4e00\u5ea6\u6210\u4e3a\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\u3002,Nvidia \u5e02\u503c\u589e\u957f\u901f\u5ea6\u4ee4\u4eba\u5403\u60ca\u3002\u82f9\u679c\u5728 2018 \u5e74 8 \u6708\u5e02\u503c\u7a81\u7834 1 \u4e07\u4ebf\u7f8e\u5143\uff0c\u53bb\u5e74 6 \u6708\u6210\u4e3a\u9996\u5bb6\u5e02\u503c 3 \u4e07\u4ebf\u7f8e\u5143\u7684\u516c\u53f8\u3002\u5fae\u8f6f\u4e5f\u7528\u4e86\u8fd1\u4e94\u5e74\u65f6\u95f4\u624d\u4ece 1 \u4e07\u4ebf\u7f8e\u5143\u6500\u5347\u81f3 3 \u4e07\u4ebf\u7f8e\u5143\u3002,Nvidia \u7684\u6295\u8d44\u8005\u66f4\u770b\u91cd\u8be5\u516c\u53f8\u7684\u6f5c\u529b\uff0c\u800c\u975e\u5f53\u524d\u7684\u5229\u6da6\u3002\u622a\u81f3 3 \u6708\u4efd\u7684\u4e09\u4e2a\u6708\u4e2d\uff0c\u5fae\u8f6f\u548c\u82f9\u679c\u7684\u5229\u6da6\u5747\u8d85\u8fc7 210 \u4ebf\u7f8e\u5143\u3002Nvidia \u5728\u5176\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\uff08\u622a\u81f3 4 \u6708\u4efd\uff09\u7684\u5229\u6da6\u4e3a 148.8 \u4ebf\u7f8e\u5143\uff0c\u4f46\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u957f\u4e86 600% \u4ee5\u4e0a\u3002,\u201c\u6570\u5b57\u589e\u957f\u5982\u6b64\u4e4b\u5feb\uff0c\u4eba\u4eec\u5f00\u59cb\u62c5\u5fc3\uff1a\u8fd9\u79cd\u72b6\u51b5\u53ef\u6301\u7eed\u5417\uff1f\u201d\u4f2f\u6069\u65af\u5766\u7814\u7a76\u516c\u53f8 (Bernstein Research) \u5206\u6790\u5e08\u65af\u6cf0\u897f\u00b7\u62c9\u65af\u5188 (Stacy Rasgon) \u8868\u793a\u3002\u201c\u5982\u679c\u4eba\u5de5\u667a\u80fd\u7684\u56de\u62a5\u4e0d\u9ad8\uff0c\u90a3\u4e48\u6574\u4e2a\u884c\u4e1a\u5c31\u4f1a\u5d29\u6e83\u3002\u201d,\u6807\u51c6\u666e\u5c14\u9053\u743c\u65af\u6307\u6570\u663e\u793a\uff0c\u81ea 1926 \u5e74\u8be5\u6307\u6570\u521b\u5efa\u4ee5\u6765\uff0c\u4ec5\u6709 12 \u5bb6\u516c\u53f8\u4ee5\u5e02\u503c\u9886 \u5148\u4e8e\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\uff1aAT&amp;T\u3001\u82f9\u679c\u3001\u601d\u79d1\u3001\u675c\u90a6\u3001\u57c3\u514b\u68ee\u7f8e\u5b5a\u3001\u901a\u7528\u7535\u6c14\u3001\u901a\u7528\u6c7d\u8f66\u3001IBM\u3001\u5fae\u8f6f\u3001\u83f2\u5229\u666e\u83ab\u91cc\u65af\u3001\u6c83\u5c14\u739b\u4ee5\u53ca\u73b0\u5728\u7684\u82f1\u4f1f\u8fbe\u3002,Nvidia \u7684\u5d1b\u8d77\u5f97\u76ca\u4e8e\u5176\u4e0d\u65ad\u8d85\u8d8a\u534e\u5c14\u8857\u9884\u671f\u7684\u80fd\u529b\u3002\u8be5\u516c\u53f8\u4e0a\u4e2a\u5b63\u5ea6\u7684\u9500\u552e\u989d\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f\u4e86\u4e24\u500d\uff0c\u8fbe\u5230 260 \u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u9884\u8ba1\u672c\u5b63\u5ea6\u7684\u9500\u552e\u989d\u5c06\u7ffb\u4e00\u756a\u3002,Nvidia \u9500\u552e\u7684\u4ea7\u54c1\u79cd\u7c7b\u7e41\u591a\uff0c\u4ece\u82af\u7247\u5230\u7528\u8fd9\u4e9b\u82af\u7247\u6784\u5efa AI \u7cfb\u7edf\u6240\u9700\u7684\u8f6f\u4ef6\uff0c\u518d\u5230\u8d85\u7ea7\u8ba1\u7b97\u673a\u3002\u8fd9\u4e9b\u673a\u5668\u6709 35,000 \u4e2a\u96f6\u4ef6\uff0c\u88c5\u6709\u8be5\u516c\u53f8\u7684 GPU\uff0c\u552e\u4ef7\u4e3a 250,000 \u7f8e\u5143\u6216\u66f4\u9ad8\u3002Rasgon \u8868\u793a\uff0cNvidia \u5373\u5c06\u63a8\u5411\u5e02\u573a\u7684\u65b0\u578b\u8d85\u7ea7\u8ba1\u7b97\u673a\u552e\u4ef7\u53ef\u80fd\u8d85\u8fc7 100 \u4e07\u7f8e\u5143\u3002,\u201c\u5c3d\u7ba1\u7cfb\u7edf\u6210\u672c\u5728\u4e0a\u5347\uff0c\u4f46\u6bcf\u4e00\u4ee3\u4ea7\u54c1\u7684\u6027\u4ef7\u6bd4\u90fd\u5728\u63d0\u9ad8\uff0c\u8fd9\u5c31\u662f\u4ed6\u4eec\u80fd\u591f\u8ba9\u5ba2\u6237\u7ee7\u7eed\u8d2d\u4e70\u7684\u539f\u56e0\uff0c\u201d\u62c9\u65af\u8d21\u5148\u751f\u8bf4\u3002,\u534e\u5c14\u8857\u4e00\u76f4\u5728\u5173\u6ce8\u7ecf\u6d4e\u653e\u7f13\u7684\u8ff9\u8c61\u3002\u5fae\u8f6f\u3001Meta\u3001\u8c37\u6b4c\u548c\u4e9a\u9a6c\u900a\u90fd\u5f00\u53d1\u4e86\u81ea\u5df1\u7684\u53ef\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u82af\u7247\uff0c\u800c\u8d85\u5a01\u534a\u5bfc\u4f53\u548c\u82f1\u7279\u5c14\u7b49\u4f20\u7edf\u82af\u7247\u7ade\u4e89\u5bf9\u624b\u4e5f\u8bd5\u56fe\u7528\u81ea\u5df1\u7684\u4eba\u5de5\u667a\u80fd\u5904\u7406\u5668\u62a2\u5360\u82f1\u4f1f\u8fbe\u7684\u4e1a\u52a1\u3002,\u4f46\u9ec4\u5148\u751f\u8ba4\u4e3a\uff0c\u4efb\u4f55\u516c\u53f8\u8981\u60f3\u8d76\u4e0a\u82f1\u4f1f\u8fbe\u90fd\u9700\u8981\u65f6\u95f4\u3002\u82f1\u4f1f\u8fbe\u5df2\u7ecf\u9886 \u5148\u4e86\u5341\u5e74\uff0c\u5e76\u4e14\u5df2\u7ecf\u57f9\u517b\u4e86\u4e00\u4e2a\u5e9e\u5927\u7684\u4eba\u5de5\u667a\u80fd\u7a0b\u5e8f\u5458\u793e\u533a\uff0c\u8fd9\u4e9b\u7a0b\u5e8f\u5458\u90fd\u559c\u6b22\u82f1\u4f1f\u8fbe\u7684\u6280\u672f\u3002,\u201c\u6211\u4eec\u6b63\u5728\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u8ba1\u7b97\u7684\u8fd0\u4f5c\u65b9\u5f0f\u548c\u8ba1\u7b97\u673a\u7684\u529f\u80fd\uff0c\u201d\u9ec4\u4ec1\u52cb\u5728 5 \u6708\u4efd\u4e0e\u5206\u6790\u5e08\u7684\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\u3002\u201c\u4e0b\u4e00\u573a\u5de5\u4e1a\u9769\u547d\u5df2\u7ecf\u5f00\u59cb\u3002\u201d,<br \/>\n<strong>Nvidia \u4ece IPO \u5230\u73b0\u5728\u7684\u53d1\u5c55\u5386\u7a0b<\/strong>,\u8be5\u516c\u53f8\u7684\u5d1b\u8d77\u7edd\u975e\u677f\u4e0a\u9489\u9489\uff0c\u5176\u5728\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u699c\u9996\u7684\u6301\u4e45\u529b\u4e5f\u5e76\u975e\u677f\u4e0a\u9489\u9489\u3002\u82f1\u4f1f\u8fbe\u7684\u957f\u671f\u6295\u8d44\u8005\u4e0d\u5f97\u4e0d\u5fcd\u53d7\u8be5\u80a1\u4e09\u5e74\u5185 50% \u6216\u4ee5\u4e0a\u7684\u66b4\u8dcc\u3002\u7ef4\u6301\u5f53\u524d\u7684\u6da8\u52bf\u5c06\u9700\u8981\u5ba2\u6237\u7ee7\u7eed\u6bcf\u5b63\u5ea6\u5728 AI \u8bbe\u5907\u4e0a\u82b1\u8d39\u6570\u5341\u4ebf\u7f8e\u5143\uff0c\u800c\u8fd9\u4e9b\u8bbe\u5907\u7684\u6295\u8d44\u56de\u62a5\u7387\u76ee\u524d\u76f8\u5bf9\u8f83\u5c0f\u3002,\u7136\u800c\uff0c\u6700\u7ec8\u4e3a\u82f1\u4f1f\u8fbe\u6500\u5347\u81f3\u699c\u9996\u94fa\u5e73\u9053\u8def\u7684\u662f\u8be5\u516c\u53f8\u5bf9\u56fe\u5f62\u82af\u7247\u7684\u5927\u8d4c\u6ce8\uff0c\u4ee5\u53ca\u8054\u5408\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u7684\u613f\u666f\uff0c\u5373\u884c\u4e1a\u5c06\u8f6c\u5411\u4ed6\u6240\u8c13\u7684\u201c\u52a0\u901f\u8ba1\u7b97\u201d\uff0c\u800c\u4ed6\u7684\u82af\u7247\u5929\u751f\u5c31\u6bd4\u7ade\u4e89\u5bf9\u624b\u66f4\u64c5\u957f\u8fd9\u4e00\u70b9\u3002,\u201c\u6211\u8ba4\u4e3a\uff0c\u4f60\u5fc5\u987b\u7ed9\u4e88\u7ba1\u7406\u56e2\u961f\u6781\u5927\u7684\u4fe1\u4efb\uff0c\u201dZacks Investment Management \u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7ecf\u7406 Brian Mulberry \u8868\u793a\u3002\u201c\u4ed6\u4eec\u5b8c \u7f8e\u5730\u6293\u4f4f\u4e86\u786c\u4ef6\u9886\u57df\u7684\u6bcf\u4e00\u6ce2\u521b\u65b0\u6d6a\u6f6e\u3002\u201d,\u65e9\u5e74\u5386\u7a0b,,Nvidia\u4e00\u9e23\u60ca\u4eba\u3002,\u4ece\u9996\u6b21\u516c\u5f00\u52df\u80a1\u5230\u8fdb\u5165\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\uff0c\u8be5\u80a1\u4e0a\u6da8\u4e86 1600% \u4ee5\u4e0a\uff0c\u5e02\u503c\u8fbe\u5230\u7ea6 80 \u4ebf\u7f8e\u5143\u3002\u5f53\u65f6\uff0c\u8bb8\u591a\u5176\u4ed6\u79d1\u6280\u80a1\u90fd\u5728\u4e92\u8054\u7f51\u6ce1\u6cab\u4e4b\u540e\u66b4\u8dcc\uff0c\u4e92\u8054\u7f51\u6ce1\u6cab\u5728 2000 \u5e74 3 \u6708\u8fbe\u5230\u9876\u5cf0\u3002,\u8be5\u516c\u53f8\u65e9\u671f\u6210\u529f\u7684\u5173\u952e\u662f\uff1a\u5c06\u5176\u6280\u672f\u5e94\u7528\u4e8e\u5fae\u8f6f Xbox \u548c\u7d22\u5c3c PlayStation \u7b49\u89c6\u9891\u6e38\u620f\u673a\u3002Nvidia \u7684 GeForce \u56fe\u5f62\u5904\u7406\u5355\u5143 (GPU) \u6210\u4e3a\u6e38\u620f\u73a9\u5bb6\u68a6\u5bd0\u4ee5\u6c42\u7684\u5bf9\u8c61\uff0c\u56e0\u4e3a\u5b83\u4eec\u59cb\u7ec8\u63d0\u4f9b\u6700\u903c\u771f\u7684\u4f53\u9a8c\u3002,\u201cJensen \u4e00\u76f4\u662f\u4e00\u4f4d\u51fa\u8272\u7684\u6c9f\u901a\u8005\uff0c\u8bb2\u6545\u4e8b\u5f88\u7cbe\u5f69\uff0c\u663e\u7136 GPU \u53d8\u5f97\u8d8a\u6765\u8d8a\u91cd\u8981\uff0c\u201dWayve Capital Management \u9996\u5e2d\u7b56\u7565\u5e08 Rhys Williams \u8bf4\u9053\uff0c\u4ed6\u662f IPO \u7684\u4e70\u5bb6\u4e4b\u4e00\u3002\u201c\u6bcf\u4e00\u4ee3\u786c\u4ef6\u90fd\u63d0\u4f9b\u4e86\u66f4\u597d\u7684\u6027\u80fd\uff0c\u66f4\u903c\u771f\u7684\u753b\u9762\uff0c\u7136\u540e PC \u6e38\u620f\u624d\u771f\u6b63\u8bde\u751f\u3002\u201d,<br \/>\n<strong>\u8bc9\u8bbc\u4e0e\u7ade\u4e89<\/strong>,,\u63a5\u4e0b\u6765\u7684\u516d\u5e74\u5bf9 Nvidia \u6765\u8bf4\u5e76\u4e0d\u597d\u8fc7\u3002\u7531\u4e8e\u91d1\u878d\u5371\u673a\u524a\u5f31\u4e86\u9700\u6c42\uff0c\u957f\u671f\u9677\u5165\u56f0\u5883\u7684\u7ade\u4e89\u5bf9\u624b Advanced Micro Devices Inc. \u5f00\u59cb\u626d\u8f6c\u5c40\u9762\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u5728 2008 \u5e74\u66b4\u8dcc\u3002,\u4e0e\u6b64\u540c\u65f6\uff0cNvidia \u548c\u82f1\u7279\u5c14\u4e4b\u95f4\u5141\u8bb8\u4e24\u5bb6\u516c\u53f8\u4f7f\u7528\u5f7c\u6b64\u529f\u80fd\u7684\u534f\u8bae\u4e5f\u5931\u8d25\u4e86\uff0c\u8feb\u4f7f Nvidia \u9000\u51fa\u5176\u6700 \u5927\u7684\u5e02\u573a\u4e4b\u4e00\u3002\u4e24\u5bb6\u516c\u53f8\u4e8e 2011 \u5e74\u8fbe\u6210\u548c\u89e3\uff0c\u82f1\u7279\u5c14\u540c\u610f\u5411 Nvidia \u652f\u4ed8 15 \u4ebf\u7f8e\u5143\u3002,\u6b21\u5e74\uff0cNvidia \u63a8\u51fa\u4e86\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3\u670d\u52a1\u5668\u7684\u56fe\u5f62\u82af\u7247\u3002\u5b83\u4eec\u53ef\u4ee5\u5e2e\u52a9\u590d\u6742\u7684\u8ba1\u7b97\u5de5\u4f5c\uff0c\u4f8b\u5982\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u5929\u6c14\u9884\u62a5\uff0c\u8ba9 Nvidia \u5728\u8fd9\u4e2a\u5229\u6da6\u4e30\u539a\u7684\u5e02\u573a\u4e2d\u7ad9\u7a33\u4e86\u811a\u8ddf\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u82af\u7247\u5e76\u6ca1\u6709\u7acb\u5373\u7545\u9500\u3002Nvidia \u7684\u80a1\u4ef7\u82b1\u4e86\u8fd1\u4e5d\u5e74\u65f6\u95f4\u624d\u8d85\u8fc7 2007 \u5e74\u7684\u9ad8\u70b9\u3002,<br \/>\n<strong>Crypto\u548cCovid<\/strong>,,2015 \u5e74\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u518d\u6b21\u98d9\u5347\u3002\u5728\u6b64\u671f\u95f4\uff0c\u8be5\u516c\u53f8\u7684\u82af\u7247\u6210\u4e3a\u65b0\u5174\u6280\u672f\u7684\u57fa\u7840\uff0c\u4ece\u5148\u8fdb\u7684\u56fe\u5f62\u754c\u9762\u5230\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\uff0c\u518d\u5230\u65b0\u4e00\u6ce2\u4eba\u5de5\u667a\u80fd\u4ea7\u54c1\u3002,\u6b63\u662f\u5728\u90a3\u65f6\uff0cBanrion Capital Management \u9996\u5e2d\u6267\u884c\u5b98 Shana Sissel \u9996\u6b21\u771f\u6b63\u6ce8\u610f\u5230\u4e86\u8fd9\u5bb6\u516c\u53f8\u3002\u5979\u63cf\u8ff0\u4e86 2017 \u5e74\u7684\u4e00\u6b21\u4f1a\u8bae\uff0c\u5728\u4f1a\u4e0a\uff0c\u82f1\u4f1f\u8fbe\u66f4\u50cf\u662f\u4e00\u4e2a\u9009\u7f8e\u51a0\u519b\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u6295\u8d44\u7406\u5ff5\u3002,\u201c\u6bcf\u4f4d\u53d1\u8a00\u8005\u90fd\u8bf4\u82f1\u4f1f\u8fbe\u662f\u6700\u91cd\u8981\u7684\u516c\u53f8\uff0c\u201dSissel \u8bf4\u3002\u201c\u90a3\u65f6\uff0c\u5b83\u771f\u7684\u5f15\u8d77\u4e86\u6211\u7684\u6ce8\u610f\u3002\u201d,\u5373\u4f7f\u5728\u52a0\u5bc6\u8d27\u5e01\u77ff\u5de5\u7684\u9700\u6c42\u67af\u7aed\u4e4b\u540e\uff0c\u6570\u636e\u4e2d\u5fc3\u7684\u9500\u552e\u989d\u4ecd\u5728\u7ee7\u7eed\u589e\u957f\u3002\u65b0\u51a0\u75ab\u60c5\u63a8\u52a8\u4e86\u8fd9\u9879\u4e1a\u52a1\uff0c\u56e0\u4e3a\u516c\u53f8\u9700\u8981\u8d2d\u4e70\u989d\u5916\u7684\u8ba1\u7b97\u80fd\u529b\u6765\u652f\u6301\u8fdc\u7a0b\u5de5\u4f5c\u3002\u4ece 2017 \u8d22\u5e74\u5230 2021 \u8d22\u5e74\uff0c\u82f1\u4f1f\u8fbe\u7684\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u589e\u957f\u4e86\u516b\u500d\u3002,<br \/>\n<strong>\u4eba\u5de5\u667a\u80fd\u9500\u552e\u7206\u70b8\u5f0f\u589e\u957f<\/strong>,,2022 \u5e74\uff0cNvidia \u7684\u80a1\u4ef7\u4e0e\u5176\u4ed6\u79d1\u6280\u884c\u4e1a\u4e00\u8d77\u66b4\u8dcc\uff0c\u8fd9\u4e9b\u884c\u4e1a\u5728\u65b0\u51a0\u75ab\u60c5\u7e41\u8363\u540e\u56e0\u5229\u7387\u98d9\u5347\u548c\u9700\u6c42\u4e0b\u964d\u800c\u9677\u5165\u56f0\u5883\u3002,OpenAI \u4e8e 2022 \u5e74\u5e95\u53d1\u5e03\u7684 ChatGPT \u7acb\u523b\u5f15\u8d77\u4e86\u8f70\u52a8\uff0c\u4f46\u6295\u8d44\u8005\u82b1\u4e86\u4e00\u6bb5\u65f6\u95f4\u624d\u610f\u8bc6\u5230 Nvidia \u53ef\u80fd\u4ece\u4e2d\u53d7\u76ca\u3002\u6700\u7ec8\uff0c\u4eba\u4eec\u5bf9 ChatGPT \u548c\u5176\u4ed6\u751f\u6210\u5f0f AI \u4ea7\u54c1\u7684\u5174\u8da3\u6fc0\u589e\uff0c\u5f15\u53d1\u4e86\u5bf9 Nvidia \u82af\u7247\u8ba2\u5355\u7684\u75af\u72c2\u6fc0\u589e\u3002,\u5f53\u8be5\u516c\u53f8\u516c\u5e03 2023 \u5e74\u7b2c \u4e00\u5b63\u5ea6\u6536\u76ca\u65f6\uff0c\u5176\u4e1a\u52a1\u589e\u957f\u7684\u89c4\u6a21\u9707\u60ca\u4e86\u534e\u5c14\u8857\u7684\u51e0\u4e4e\u6240\u6709\u4eba\u3002Nvidia \u7ed9\u51fa\u7684\u5b63\u5ea6\u9500\u552e\u989d\u9884\u6d4b\u6bd4\u5e73\u5747\u9884\u6d4b\u9ad8\u51fa 50% \u4ee5\u4e0a\u3002,Nvidia \u7684\u6570\u636e\u4e2d\u5fc3\u9500\u552e\u989d\u5728 2023 \u8d22\u5e74\u9996\u6b21\u8d85\u8fc7\u5176\u6e38\u620f\u6536\u5165\u3002\u5728 Nvidia \u7684\u5f53\u524d\u8d22\u5e74\uff0c\u5206\u6790\u5e08\u9884\u8ba1\u8fd9\u4e9b\u9500\u552e\u989d\u5c06\u8d85\u8fc7 1000 \u4ebf\u7f8e\u5143\u3002,\u201c\u4ed6\u4eec\u5728\u884c\u4e1a\u4e2d\u7684\u5730\u4f4d\u975e\u5e38\u7a33\u56fa\uff0c\u201dWayve Capital Management \u7684\u7b56\u7565\u5e08\u5a01\u5ec9\u59c6\u65af\u8bf4\u3002\u201c\u663e\u7136\uff0c\u4ed6\u4eec\u4e0d\u53ef\u80fd\u6c38\u8fdc\u5360\u636e 95% \u7684\u5e02\u573a\u4efd\u989d\uff0c\u4f46\u51e0\u4e4e\u4e0d\u53ef\u80fd\u6709\u4eba\u80fd\u53d6\u4ee3\u4ed6\u4eec\u3002\u201d,\u3010\u672c\u6587\u7531\u5408\u4f5c\u4f19\u4f34\u5fae\u4fe1\u516c\u4f17\u53f7\uff1a\u534a\u5bfc\u4f53\u884c\u4e1a\u89c2\u5bdf\u6388\u6743\u53d1\u5e03\uff0c\u672c\u5e73\u53f0\u4ec5\u63d0\u4f9b\u4fe1\u606f\u5b58\u50a8\u670d\u52a1\u3002\u3011\u5982\u6709\u4efb\u4f55\u7591\u95ee\uff0c\u8bf7\u8054\u7cfb\u5904\u7406\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u90a3\u662f 1999 \u5e74\u3002\u53f2\u8482\u592b\u00b7\u4e54\u5e03\u65af\u521a\u521a\u56de\u5f52\u82f9\u679c\u516c\u53f8\uff0c\u82f1\u7279\u5c14\u662f\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e3b\u5bfc\u529b\u91cf\u3002\u4e00\u5bb6\u540d\u4e0d\u89c1\u7ecf\u4f20\u7684\u82af\u7247\u5236\u9020\u5546 &hellip;<\/p>\n","protected":false},"author":83,"featured_media":4036,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-4035","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=\/wp\/v2\/posts\/4035","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=\/wp\/v2\/users\/83"}],"replies":[{"embeddable":true,"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4035"}],"version-history":[{"count":0,"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=\/wp\/v2\/posts\/4035\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=\/wp\/v2\/media\/4036"}],"wp:attachment":[{"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4035"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4035"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.yuntou8.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}