三大巨头资本支出2000亿美元，英伟达笑了

芯工厂2025-05-05

2025年初，英伟达的股价遭遇了一些动荡，但科技巨头对人工智能的大规模资本投资可能很快就会推动强劲复苏。英伟达面临挫折在2023年和2024年飞速上涨之后，由于对市场饱和度的担忧以及来自DeepSeek 等中国人工智能公司的竞争加剧，英伟达的股价面临压力。不过，分析师表示，最近的回调可能是暂时的，该公司可能会从科技行业新一轮的人工智能支出浪潮中获益匪浅。Meta将AI支出提高至历史新高...

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Cloud的深度合作关系以及过去在AI模型和基础设施方面的合作，此次支出激增可能直接转化为英伟达GPU和系统的订单增加。分析师仍然看好英伟达的未来尽管近期面临阻力，分析师仍然对英伟达的前景持乐观态度。科技巨头对人工智能计算能力的需求日益增长，预计将维持对H100和Blackwell人工智能芯片的强劲需求。一些专家甚至认为DeepSeek的威胁被夸大了，而英伟达可以作为采用多供应商战略的公司的供应商而受益。预计到2025年，Meta、亚马逊和Alphabet在人工智能基础设施上的投入将超过2000亿美元。这对英伟达来说是一个利好信号，因为英伟达为这一转型提供了先进的芯片。尽管英伟达股价今年初出现下跌，但基本需求状况依然完好，并且在本季度变得更加强劲。","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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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