英伟达2026财年NVL机架式服务器出货量预计为3万台

芯智讯02-21

2月21日消息，据wccftech报道，汇丰银行分析师 Frank Lee近日以GB200 的“供应链问题”依然存在为由，将他对英伟达“2026 财年 NVL 机架式服务器出货量预测从3.5万台降至3万台，同时下调了英伟达的目标股价从 185 美元下调至175 美元，虽然仍保持了“买入”评级。Frank Lee指出，英伟达能够“在 2026 财年上半年通过 B200 GPU 出货量的增长来抵消较慢...

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CSP 对 H20 GPU 的需求激增；3） 我们相信英伟达的客户，尤其是 CSP，正在 EMS（电子制造服务）提供商处为其库存提供资金，因此从英伟达到 EMS 的有效销售货物被确认为收入。此外，Oppenheimer分析师 Rick Schafer 预测，对 H200 GPU 的需求仍然强于预期，将占该英伟达今年销售组合的约30%。Rick Schafer还指出：“我们认为 GB300（预计 2025 年末）可能是单机架 （NVL72） 配置，这表明直流冷却问题正在得到解决。”“DeepSeek 对英伟达来说是积极的，因为 CSP 可以迅速将创新集成到西方模型中。”Schafer还表示：“超大规模企业的资本支出今年将增长 40%，达到 3000 亿美元以上，而 2024 年的数字为 2200 亿美元。”Rick Schafer 认为 AI ASIC 将与 GPU 共存：“在我们看来，CSP 定制 AI ASIC 项目与 GPU 共存，ASIC 主要用于内部工作负载，而 GPU 用于更广泛、动态、更高性能的 AI 应用程序。英伟达在 AI 领域仍然处于最佳地位，受益于全栈 AI 硬件/软件。编辑：芯智讯-浪客剑","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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