英伟达“金主”豪盛，“榜一”“榜二”狂刷182亿美元_老虎社区_美港股上老虎

英伟达“金主”豪盛，“榜一”“榜二”狂刷182亿美元

阿尔法工场09-02

导语：“大型云服务提供商”占据了英伟达数据中心营收的50%，而数据中心业务又贡献了公司总营收的88%。根据提交给美国证券交易委员会的文件，英伟达（Nvidia）在第二财季中近40%的营收来自仅两家客户。上周三，这家芯片制造商公布，截至7月27日的季度营收创下467亿美元的新高，同比增长56%，主要得益于人工智能（AI）数据中心的爆发式增长。然而，随后的披露显示，这一增长很大程度上依赖于少数几家客户...

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providers）和互联网消费公司，则通过这些直接客户购买英伟达芯片。也就是说，像微软、甲骨文、亚马逊或谷歌这样的大型云服务提供商，不太可能是客户A或客户B——尽管这些公司或许是推动上述巨额采购的间接推手。实际上，英伟达（Nvidia）首席财务官妮可·克雷斯（Nicole Kress）在接受CNBC采访时表示，“大型云服务提供商”占据了英伟达数据中心营收的50%，而数据中心业务又贡献了公司总营收的88%。这一情况对英伟达未来发展前景意味着什么？信贷分析机构Gimme Credit的分析师戴夫·诺沃塞尔（Dave Novosel）向《财富》杂志表示，“营收高度集中在如此少数几家客户手中，确实存在重大风险”，但好消息是，“这些客户手头现金充裕，能产生巨额自由现金流，且预计未来几年会在数据中心领域投入巨资”。（TechCrunch）","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}