机构：英伟达的PC芯片公告表明AI交易正超越GPU

环球市场播报11:59

　　盛宝金融的Charu Chanana在一份研究报告中表示，英伟达最新的PC芯片表明，AI交易正在超越GPU领域。她说，AI的下一阶段可能不再局限于单一芯片，而是更多地涉及扩展AI所需的完整技术栈，从CPU、GPU、内存到网络和服务器。这意味着受益者名单正在扩大。她指出，Arm是架构方面的受益者，而微软是Windows AI的把关人。与英伟达共同开发最新PC芯片的联发科技，获得了涉足智能手机和互联设备之外的高端计算机会的敞口。她补充说，博通和Marvell等公司在网络层面上致力于扩展数据中心，而戴尔和联想集团等PC制造商将生产搭载英伟达芯片的PC。

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GPUs","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c50697192acd0047b10b4e9acdc38672","symbols_score_info":{"NVDW":0.6,"NVII":0.6,"NVD":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVDY":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDQ":0.6,"07388":0.6,"NVIW.SI":0.6,"NVDA":1.94,"NVDX":0.6,"NVYY":0.6,"NVDB":0.6,"NVDO":0.6,"ANV":0.6,"3NVD.UK":0.6,"07788":0.6,"NVDS":0.6,"2NVD.UK":0.6,"DIPS":0.6},"content_text":"盛宝金融的Charu Chanana在一份研究报告中表示，英伟达最新的PC芯片表明，AI交易正在超越GPU领域。她说，AI的下一阶段可能不再局限于单一芯片，而是更多地涉及扩展AI所需的完整技术栈，从CPU、GPU、内存到网络和服务器。这意味着受益者名单正在扩大。她指出，Arm是架构方面的受益者，而微软是Windows AI的把关人。与英伟达共同开发最新PC芯片的联发科技，获得了涉足智能手机和互联设备之外的高端计算机会的敞口。她补充说，博通和Marvell等公司在网络层面上致力于扩展数据中心，而戴尔和联想集团等PC制造商将生产搭载英伟达芯片的PC。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","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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