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。
"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