very likely。据传闻NVDA虽然PC demand下降,但接到了不少数据中心AI相关的紧急下单。

来源: 2023-02-22 08:39:17 [旧帖] [给我悄悄话] 本文已被阅读:

"However, we see sustained outsized data center growth driven by increasing industry adoption of AI workloads, enhanced by generative AI workloads (i.e., ChatGPT, Bard)."

Nvidia Earnings Preview: Big Tech AI Arms Race May Ignite Renewed Chip Demand