英伟达彻底把AI泡沫给戳破了！_老虎社区_美港股上老虎

英伟达彻底把AI泡沫给戳破了！

芯调查01-23

在瑞士达沃斯举行的世界经济论坛年会上，英伟达首席执行官黄仁勋明确表示，三星电子、SK 海力士和美光是构建“人工智能工厂”的关键合作伙伴。他指出，存储半导体正成为人工智能基础设施竞争的起点，而不是简单的“配套环节”。黄仁勋解释称，仅依靠GPU 已无法持续提升 AI 性能，高带宽内存（HBM）才是支撑大规模并行计算的核心组件。随着AI 模型规模不断扩大，内存带宽和能效往往会在计算能力之前率先触顶，而...

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已无法持续提升 AI 性能，高带宽内存（HBM）才是支撑大规模并行计算的核心组件。随着AI 模型规模不断扩大，内存带宽和能效往往会在计算能力之前率先触顶，而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012310011797a30952&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":"LU1691799644.USD","symbol_name":"Amundi Funds Polen Capital Global Growth A2 (C) USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012310011797a30952&s=b","article_id":"2605442099","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012310011797a30952&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, .hot-list, .recom-box, 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