AMD' AI chip MI300 is 40% cheaper than NVDA' H100, people th

来源: Outlook2024beyond 于 2024-03-01 10:26:30 [档案] [旧帖] [给我悄悄话] 阅读数 : (185 bytes)

回答: If NVDA forward PE is same as AMD's, price is about $1400 由 Outlook2024beyond 于 2024-03-01 10:17:31

They will gain market share from NVDA. Currently NVDA controls 90% high end AI chip. But NVDA' next generation H200 and Blackwell B100 will be in production late this year.

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所有跟帖：

• 估计主要是基本面的因素。英伟达的显卡供不应求，客户得等。等不及的项目只能将就一下，用AMD。所以AMD业绩必然涨。 -韭菜传说- ♂ (0 bytes) () 03/01/2024 postreply 11:26:04

• 就有点类似于黄金涨的时候带动白银也涨。跟NVDA沾上就得涨，跟黄仁勋沾亲带故的都得涨 -韭菜传说- ♂ (0 bytes) () 03/01/2024 postreply 11:36:29

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