高盛：英伟达长期市场地位备受关注

智通财经08-26 19:16

【高盛：英伟达长期市场地位备受关注】AMD等对手竞争加剧，英伟达如何看待自身市场份额前景，也将成为财报电话会的焦点。高盛表示：“随着AMD面向越来越多AI模型开发客户推出MI450X Helios机架级系统，同时各大云厂商加速自研专用ASIC芯片，市场格局不断变化，我们预计投资者会重点关注英伟达更新后的长期行业地位判断。”

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