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上帝不离不弃

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上帝不离不弃

09-08 11:24

$智谱(02513)$ 急什么呢？我们都还在

上帝不离不弃

09-07

$长飞光纤光缆(06869)$ 受贝莱德减持影响，没买它，以后还是要相信自己

上帝不离不弃

09-07

$兆易创新(03986)$ 它还是靠谱的

上帝不离不弃

09-07

$智谱(02513)$ 极度想割的时候，就是买的时候了

上帝不离不弃

09-07

$长飞光纤光缆(06869)$ 看来，光怎么样也比AI抗跌

上帝不离不弃

09-04

$智谱(02513)$ 等下周吧

上帝不离不弃

09-04

热爱风险的可以买买，涨的再好我也不参与了，安全性太低 $南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ $南方两倍做多三星电子(07747)$

上帝不离不弃

09-03

$SpaceX(SPCX)$ 昨晚精准抄底，此时觉得自己还行吧[龇牙] [爱你]

上帝不离不弃

09-03

$MINIMAX-W(00100)$ 现在居然比智谱抗跌 $智谱(02513)$

上帝不离不弃

09-02

$长飞光纤光缆(06869)$ AI股票跌的时候，光通信就涨 $智谱(02513)$ $MINIMAX-WP(00100)$

上帝不离不弃

08-28

$迈威尔科技(MRVL)$ 这个怎么不行了？

上帝不离不弃

08-27

$SK海力士(SKHY)$ 发生了什么？

上帝不离不弃

08-27

$闪迪(SNDK)$ 发生了什么？

上帝不离不弃

08-20

$智谱(02513)$ 让子弹飞一会

上帝不离不弃

08-20

$智谱(02513)$ 2000的目标价，达成时间是？

上帝不离不弃

08-19

$SK海力士(SKHY)$ 这就回调好了？$闪迪(SNDK)$

上帝不离不弃

08-19

$智谱(02513)$ 这轮回调要几天？

上帝不离不弃

08-19

$智谱(02513)$ 这轮回调大概在多少价格？

上帝不离不弃

08-19

越南要起飞，东南亚的产业升级强劲啊 $Space Exploration Technologies Corp(SPCX)$

上帝不离不弃

08-18

老黄疯了？？？这次怎么回事？？？$英伟达(NVDA)$

英伟达核弹级战略曝光！老黄宣布联手奥特曼圈地圈电，狂卷16GW算力霸权

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极度想割的时候，就是买的时候了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605040671573392","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605033928397576,"gmtCreate":1788750320365,"gmtModify":1788750322449,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4200638915699862","authorIdStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a> 看来，光怎么样也比AI抗跌","listText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a> 看来，光怎么样也比AI抗跌","text":"$长飞光纤光缆(06869)$ 看来，光怎么样也比AI抗跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605033928397576","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604005029933824,"gmtCreate":1788499123058,"gmtModify":1788499124791,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4200638915699862","authorIdStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 等下周吧","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 等下周吧","text":"$智谱(02513)$ 等下周吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604005029933824","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604004468528120,"gmtCreate":1788499081696,"gmtModify":1788499084108,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4200638915699862","authorIdStr":"4200638915699862"},"themes":[],"title":"","htmlText":"热爱风险的可以买买，涨的再好我也不参与了，安全性太低&nbsp;<a href=\"https://laohu8.com/S/07709\">$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ </a><a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$ </a>&nbsp;","listText":"热爱风险的可以买买，涨的再好我也不参与了，安全性太低&nbsp;<a href=\"https://laohu8.com/S/07709\">$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ </a><a 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Energy，在俄亥俄州PORTS-Pike园区拿下大规模容量，租客为OpenAI。若英伟达将园区全部16吉瓦容量包揽，结合OpenAI至2030年约12吉瓦的算力承诺，这笔大单规模将达约6000亿美元。</p></blockquote><p style=\"text-align: left;\">黄仁勋刚刚抛出一枚重磅炸弹。英伟达正式宣布亲自下场锁定土地、电力和厂房这些物理世界的绝对核心资源，用来建设超级AI工厂。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/585fe2ab26b0ef61e493ec5393c9c382\" tg-width=\"1024\" tg-height=\"709\"/></p><p style=\"text-align: left;\">在AI主导的经济体中，算力直接等于真金白银的收入。AI工厂是这个时代最具代表性的基础设施，它把算力、能源和数据源源不断地转化为驱动各行各业的智能。</p><p style=\"text-align: left;\">一座完整的AI工厂需要最顶级的芯片、封装技术、内存和网络，同时更需要土地、电力和厂房这三大物理基石，业内将其简称为LPS。英伟达决定把过去搞定芯片供应链的强悍手腕，直接复制到LPS资源的争夺上，专门为英伟达AI工厂储备独家容量。</p><p style=\"text-align: left;\">最新落地的动作是，英伟达与SB Energy公司正式联手，在美国俄亥俄州条件极佳的PORTS-Pike技术园区拿下了庞大的LPS容量。这片土地上将拔地而起一座用来承载英伟达算力的超级数据中心，而这里的租客正是OpenAI。</p><h2 id=\"id_89446803\" style=\"text-align: left;\">前沿AI实验室的算力饥渴</h2><p style=\"text-align: left;\">对于全球最大的云服务商和企业巨头来说，搞定土地和电力一直是他们基建战略的基本盘。他们财大气粗，拥有专业的基建团队和长期合同，完全可以靠自己独立拿下LPS资源，然后采购英伟达的计算网络系统来运营AI工厂。这也是英伟达未来最主要的商业模式。</p><p style=\"text-align: left;\">前沿AI实验室的情况则完全不同。</p><p style=\"text-align: left;\">他们对训练和推理算力有着极其恐怖的需求，但自身的扩张速度实在太快了，资产负债表和信贷能力根本跟不上。这些公司手握海量客户和暴涨的收入，唯独缺乏长达几十年的基建合同和投资级融资能力，完全没办法独立搞定AI工厂的基础设施。</p><p style=\"text-align: left;\">限制他们爆发的瓶颈已经彻底变成了算力短缺，算法或者客户需求早已绰绰有余。只要有更多的算力，他们就能产出更多的智能，开发更多的产品，吸引更多的用户并赚取更多的收入。英伟达亲自下场，就是要为这种飞轮效应提供最底层的引擎。</p><h2 id=\"id_325183077\" style=\"text-align: left;\">锁定未来20年的超级聚宝盆</h2><p style=\"text-align: left;\">OpenAI将在PORTS-Pike建设并运营一座世界顶级的AI工厂。这里会全面采用英伟达全栈的DSX AI工厂平台，涵盖GPU、CPU、网络和基础设施软件。</p><p style=\"text-align: left;\">首期部署预计将提供高达4.25吉瓦的AI工厂容量。这笔账极其惊人：在PORTS-Pike部署的每一代英伟达系统，都意味着大约150万块英伟达GPU的庞大体量，能够为英伟达带来1500亿至2000亿美元的巨额收入。整个园区的生命周期长达20年，足以支撑设备的多次换代升级。</p><p style=\"text-align: left;\">这里的核心经济逻辑非常清晰：只要搞定了土地和电力，就等于锁定了一个寿命极长的AI工厂阵地，而里面的英伟达设备可以不断更新换代。每一代新设备都能带来更高的产能、更强的智能和更好的经济效益。</p><p style=\"text-align: left;\">未来英伟达甚至可能把园区剩下3.75吉瓦的容量也全部包圆。</p><h2 id=\"id_601937835\" style=\"text-align: left;\">绑定OpenAI的6000亿算力版图</h2><p style=\"text-align: left;\">放眼全局，OpenAI已经承诺在2030年前大规模部署英伟达的AI基础设施。目前OpenAI现有和计划中的承诺大约需要吞噬12吉瓦的英伟达算力。如果英伟达真的把PORTS-Pike的合作规模拉满，这个数字有机会直接飙升到16吉瓦。</p><p style=\"text-align: left;\">按照这种恐怖的规模计算，到2030年，这笔交易代表着大约6000亿美元的英伟达算力大单。</p><h2 id=\"id_1578700924\" style=\"text-align: left;\">直击四大核心疑问</h2><p style=\"text-align: left;\">这件事公布后，外界极其关注里面的细节，黄仁勋也给出了极其清晰的解答。</p><p style=\"text-align: left;\">首先是英伟达到底担保了什么。英伟达为PORTS-Pike约4吉瓦的物理基础设施提供20年期的支持，确保这块地独家用来部署英伟达算力。这种支持仅限于特定部分的租金和电费支付，外加特定的残值承诺。英伟达并不会全盘接手场地的所有成本或租客的所有义务。这些担保会在2028年到2030年间随着数据中心投用分阶段生效。只要OpenAI按时交租，英伟达的风险敞口就会不断往下降。</p><p style=\"text-align: left;\">其次是英伟达亲自担保的动机。土地和电力已经成了卡住AI工厂建设的最大脖子。英伟达的做法是精挑细选出最顶级的场地，在上面部署多代算力设备，满足客户极其坚挺的需求。</p><p style=\"text-align: left;\">第三个争议点在于这究竟算不算循环融资。答案是绝对没有。租金由OpenAI全额支付。英伟达只是利用自身的体量和对未来的超前预判拿下了这块地。这和他们管理供应链的逻辑如出一辙，只要看到明确的客户需求并且能转化为长期生产力，他们就会果断出手锁定核心资源。</p><p style=\"text-align: left;\">最后一个问题是，万一OpenAI以后不用这个场地了怎么办。英伟达的算力设备极其通用且易于流转。这部分产能可以直接转手给全球生态系统中的云服务商、企业或者其他AI创业公司。CUDA生态让这些设备有了共通的灵魂，也让这些设备变成了可以随时出租和融资的高价值硬通货。这块宝地的价值绝对不会绑定在单一客户或某一代设备上。</p><h2 id=\"id_679901408\" style=\"text-align: left;\">智能时代的最强基建狂魔</h2><p style=\"text-align: left;\">未来英伟达圈地的策略会非常克制和精准。绝大多数客户依然会自己去搞定土地和电力。英伟达只把目光锁定在那些需求极其稳定、能支撑多代设备迭代的顶级场地上。</p><p style=\"text-align: left;\">从最初的加速计算芯片，到系统、网络、CUDA生态，再到全栈AI工厂，英伟达一直在进化。如今他们迈出了极其关键的全新一步，开始直接锁定建设这些工厂所需的底层物理资源。</p><p style=\"text-align: left;\">英伟达已经彻底化身为全栈AI基础设施平台。他们正在重金投资AI工厂的长远未来，确保客户能够一代又一代地部署全球最赚钱的算力机器。掌握了土地与电力，英伟达正在帮助全球最具创新力的公司打造驱动整个智能时代的超级工厂。</p></body></html>","source":"lsy1713840592850","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达核弹级战略曝光！老黄宣布联手奥特曼圈地圈电，狂卷16GW算力霸权</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达核弹级战略曝光！老黄宣布联手奥特曼圈地圈电，狂卷16GW算力霸权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-18 08:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/8bO08LE_Vas2OXJsoAL1xQ><strong>AI寒武纪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达宣布亲自锁定土地、电力和厂房（LPS）资源，建设超级AI工厂。首个落地项目联手SB Energy，在俄亥俄州PORTS-Pike园区拿下大规模容量，租客为OpenAI。若英伟达将园区全部16吉瓦容量包揽，结合OpenAI至2030年约12吉瓦的算力承诺，这笔大单规模将达约6000亿美元。黄仁勋刚刚抛出一枚重磅炸弹。英伟达正式宣布亲自下场锁定土地、电力和厂房这些物理世界的绝对核心资源，用来建设...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8bO08LE_Vas2OXJsoAL1xQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecd855c989c9c4e3653436b9fd033748","relate_stocks":{"NVDW":"NVDA周配息ETF-Roundhill","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDA":"英伟达","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","ANV":"GraniteShares Autocallable NVDA ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","07788":"南方两倍做多英伟达","NVDU":"2倍做多NVDA ETF-Direxion"},"source_url":"https://mp.weixin.qq.com/s/8bO08LE_Vas2OXJsoAL1xQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127873896","content_text":"英伟达宣布亲自锁定土地、电力和厂房（LPS）资源，建设超级AI工厂。首个落地项目联手SB Energy，在俄亥俄州PORTS-Pike园区拿下大规模容量，租客为OpenAI。若英伟达将园区全部16吉瓦容量包揽，结合OpenAI至2030年约12吉瓦的算力承诺，这笔大单规模将达约6000亿美元。黄仁勋刚刚抛出一枚重磅炸弹。英伟达正式宣布亲自下场锁定土地、电力和厂房这些物理世界的绝对核心资源，用来建设超级AI工厂。在AI主导的经济体中，算力直接等于真金白银的收入。AI工厂是这个时代最具代表性的基础设施，它把算力、能源和数据源源不断地转化为驱动各行各业的智能。一座完整的AI工厂需要最顶级的芯片、封装技术、内存和网络，同时更需要土地、电力和厂房这三大物理基石，业内将其简称为LPS。英伟达决定把过去搞定芯片供应链的强悍手腕，直接复制到LPS资源的争夺上，专门为英伟达AI工厂储备独家容量。最新落地的动作是，英伟达与SB Energy公司正式联手，在美国俄亥俄州条件极佳的PORTS-Pike技术园区拿下了庞大的LPS容量。这片土地上将拔地而起一座用来承载英伟达算力的超级数据中心，而这里的租客正是OpenAI。前沿AI实验室的算力饥渴对于全球最大的云服务商和企业巨头来说，搞定土地和电力一直是他们基建战略的基本盘。他们财大气粗，拥有专业的基建团队和长期合同，完全可以靠自己独立拿下LPS资源，然后采购英伟达的计算网络系统来运营AI工厂。这也是英伟达未来最主要的商业模式。前沿AI实验室的情况则完全不同。他们对训练和推理算力有着极其恐怖的需求，但自身的扩张速度实在太快了，资产负债表和信贷能力根本跟不上。这些公司手握海量客户和暴涨的收入，唯独缺乏长达几十年的基建合同和投资级融资能力，完全没办法独立搞定AI工厂的基础设施。限制他们爆发的瓶颈已经彻底变成了算力短缺，算法或者客户需求早已绰绰有余。只要有更多的算力，他们就能产出更多的智能，开发更多的产品，吸引更多的用户并赚取更多的收入。英伟达亲自下场，就是要为这种飞轮效应提供最底层的引擎。锁定未来20年的超级聚宝盆OpenAI将在PORTS-Pike建设并运营一座世界顶级的AI工厂。这里会全面采用英伟达全栈的DSX 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