英伟达AI服务器芯片年收入或将超过苹果手机

智能纪元AGI01-11

在我看来，这是一个巨大的里程碑式意义。据SemiAnalysis统计，英伟达的数据中心AI芯片业务规模，现已超越苹果 iPhone业务，成为仅次于谷歌广告业务的全球第二大产品业务板块。据统计，苹果iPhone收入业务每年营收超2000亿美元，而英伟达数据中心业务在2025自然年营收达1900亿美元。2026日历年，按年度计算，英伟达数据中心业务收入极有可能实现对iPhone业务的全面超越。这意味着...

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iPhone业务，成为仅次于谷歌广告业务的全球第二大产品业务板块。据统计，苹果iPhone收入业务每年营收超2000亿美元，而英伟达数据中心业务在2025自然年营收达1900亿美元。2026日历年，按年度计算，英伟达数据中心业务收入极有可能实现对iPhone业务的全面超越。这意味着...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111235936a70e2c0a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989771016.USD","symbol_name":"东方汇理环球老龄化投资基金 A2 Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111235936a70e2c0a&s=b","article_id":"2602546575","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111235936a70e2c0a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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exceed that of Apple's mobile phone","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVD":0.6,"NVDA":1.95,"AAPL":1.92,"NVD2.UK":0.6,"NVDX":0.6,"NVDD":0.6,"MACW.SI":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDU":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6},"content_text":"在我看来，这是一个巨大的里程碑式意义。据SemiAnalysis统计，英伟达的数据中心AI芯片业务规模，现已超越苹果 iPhone业务，成为仅次于谷歌广告业务的全球第二大产品业务板块。据统计，苹果iPhone收入业务每年营收超2000亿美元，而英伟达数据中心业务在2025自然年营收达1900亿美元。2026日历年，按年度计算，英伟达数据中心业务收入极有可能实现对iPhone业务的全面超越。这意味着，在AI时代掉队的苹果，现在面临英伟达的赶超。这也同时说明，英伟达算力芯片已经成为AI模型发展的“生死符”。明天的下一步，就是高通量、高算力需求的AI For Science（AI4S）。1月9日，清华团队在Science发表研究，其DrugCLIP平台利用AI将药物虚拟筛选速度提升百万倍，首次实现人类基因组规模的全面筛选，为创新药物发现开辟新路径。另外，谷歌DeepMind旗下的AlphaFold能力持续迭代，最新的 AlphaFold 3在预测类药物相互作用方面展现出前所未有的准确性，有望大幅度减少经典CADD方法新药发现过程中所需的时间和成本，引领AI+药物发现步入“奇点时刻”。时间层面，AI加持下药物发现时间缩短50%；成功率层面，AI方法使新药发现整体POS率提升22 pcts。全球AI+药物发现行业尚处于发展早期，据Statista数据，2023年全球AI+药物发现环节市场规模15亿美元，预计2032年达到128亿美元。在今天清华大学举行的AI4S活动上，我看到了AI向生命科学场景渗透的产业机遇，比如已经上市的晶泰控股、英硅智能，均是这个行业的领先者。据了解，明早英硅智能还会公布更多好消息，值得期待。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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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