Taiwan's $NVDA GB200 supply chain on overheating and delay

来源: chyang98 于 2025-01-15 08:00:37 [档案] [旧帖] [给我悄悄话] 阅读数 : (1087 bytes)

Taiwan's $NVDA GB200 supply chain on overheating and delay rumors:

"How many times will the same rumor come?"
— Beth Kindig (@Beth_Kindig) January 15, 2025

聊聊關於Nvidia Blackwell產品線更新、市場傳言CoWoS-S擴產放緩與即將到來的台積電法說

點擊以下連結閱讀*****2x0ykTHgFF pic.twitter.com/kjhNEoOoxP
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) January 15, 2025

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• 正如郭明錤 (Ming-Chi Kuo) 指出：需求很强 -AI_2025- ♀ (30 bytes) () 01/15/2025 postreply 08:22:52

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