英伟达订单持续增加，_老虎社区_美港股上老虎

英伟达订单持续增加，供不应求

传微软计划在年底前囤积180万个AI芯片

根据海外一份文件显示，微软内部设立目标，在2024年底前囤积180万个人工智能芯片。文件显示，微软计划在2024年将GPU数量增加两倍。两位消息人士称，从本财年到2027财年，微软预计将在GPU和数据中心上花费约1000亿美元。Meta CEO扎克伯格今年早些时候在社交媒体表示，该公司将在2024年购买约35万个英伟达H100 GPU，到年底将持有约60万个同型号或同类AI芯片。尽管微软内部正努力设计自己的AI芯片，但一些人对此持怀疑态度，因为其技术落后于英伟达多年。

传微软计划在年底前囤积180万个AI芯片

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":297003511341384,"tweetId":"297003511341384","gmtCreate":1713539362698,"gmtModify":1713539364552,"author":{"id":3573325047854143,"authorId":3573325047854143,"authorIdStr":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>英伟达订单持续增加，供不应求</p></body></html>","htmlText":"<html><head></head><body><p>英伟达订单持续增加，供不应求</p></body></html>","text":"英伟达订单持续增加，供不应求","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/297003511341384","repostId":2428633857,"repostType":2,"repost":{"id":"2428633857","pubTimestamp":1713516420,"share":"https://www.laohu8.com/m/news/2428633857?lang=&edition=full","pubTime":"2024-04-19 16:47","market":"us","language":"zh","title":"传微软计划在年底前囤积180万个AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2428633857","media":"C114通信网","summary":"根据海外一份文件显示，微软内部设立目标，在2024年底前囤积180万个人工智能芯片。文件显示，微软计划在2024年将GPU数量增加两倍。两位消息人士称，从本财年到2027财年，微软预计将在GPU和数据中心上花费约1000亿美元。Meta CEO扎克伯格今年早些时候在社交媒体表示，该公司将在2024年购买约35万个英伟达H100 GPU，到年底将持有约60万个同型号或同类AI芯片。尽管微软内部正努力设计自己的AI芯片，但一些人对此持怀疑态度，因为其技术落后于英伟达多年。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240419164845834v206omri7mb43d3\"/><p>根据海外一份文件显示，<a href=\"https://laohu8.com/S/MSFT\">微软</a>内部设立目标，在2024年底前囤积180万个人工智能（AI）芯片。微软正试图让生成式AI变得更快、更好，但主要依赖<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的GPU芯片。文件显示，微软计划在2024年将GPU数量增加两倍。</p><p>微软一直与OpenAI公司合作发展人工智能，但要想在该领域保持领先，代价不菲。两位消息人士称，从本财年到2027财年，微软预计将在GPU和数据中心上花费约1000亿美元。</p><p>微软发言人Frank Shaw拒绝对此消息发表评论，理由是上市公司在公布财报前存在静默期。</p><p>其他科技巨头公司也在建立庞大的GPU储备，这也是英伟达市值在短时间内迅速增至2万亿美元的关键原因。Meta CEO扎克伯格今年早些时候在社交媒体表示，该公司将在2024年购买约35万个英伟达H100 GPU，到年底将持有约60万个同型号或同类AI芯片。</p><p>根据研究机构DA Davidson分析师估算，微软2023年在英伟达芯片上花费了45亿美元，一位微软高管表示，这一数字与实际情况相差无几。尽管微软内部正努力设计自己的AI芯片，但一些人对此持怀疑态度，因为其技术落后于英伟达多年。</p></article></body></html>","source":"tencent","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>传微软计划在年底前囤积180万个AI芯片</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #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传微软计划在年底前囤积180万个AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404191648508b3a418b&s=b><strong>C114通信网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据海外一份文件显示，微软内部设立目标，在2024年底前囤积180万个人工智能（AI）芯片。微软正试图让生成式AI变得更快、更好，但主要依赖英伟达的GPU芯片。文件显示，微软计划在2024年将GPU数量增加两倍。微软一直与OpenAI公司合作发展人工智能，但要想在该领域保持领先，代价不菲。两位消息人士称，从本财年到2027财年，微软预计将在GPU和数据中心上花费约1000亿美元。微软发言人...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404191648508b3a418b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4528":"SaaS概念","BK4516":"特朗普概念","LU0056508442.USD":"贝莱德世界科技基金A2","NVDA":"英伟达","LU0444971666.USD":"天利全球科技基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4576":"AR","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0109392836.USD":"富兰克林科技股A","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4566":"资本集团","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4577":"网络游戏","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4538":"云计算","BK4579":"人工智能","LU0079474960.USD":"联博美国增长基金A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0171293334.USD":"贝莱德英国基金A2","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4551":"寇图资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4587":"ChatGPT概念","BK4097":"系统软件","MSFT":"微软","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404191648508b3a418b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2428633857","content_text":"根据海外一份文件显示，微软内部设立目标，在2024年底前囤积180万个人工智能（AI）芯片。微软正试图让生成式AI变得更快、更好，但主要依赖英伟达的GPU芯片。文件显示，微软计划在2024年将GPU数量增加两倍。微软一直与OpenAI公司合作发展人工智能，但要想在该领域保持领先，代价不菲。两位消息人士称，从本财年到2027财年，微软预计将在GPU和数据中心上花费约1000亿美元。微软发言人Frank Shaw拒绝对此消息发表评论，理由是上市公司在公布财报前存在静默期。其他科技巨头公司也在建立庞大的GPU储备，这也是英伟达市值在短时间内迅速增至2万亿美元的关键原因。Meta CEO扎克伯格今年早些时候在社交媒体表示，该公司将在2024年购买约35万个英伟达H100 GPU，到年底将持有约60万个同型号或同类AI芯片。根据研究机构DA Davidson分析师估算，微软2023年在英伟达芯片上花费了45亿美元，一位微软高管表示，这一数字与实际情况相差无几。尽管微软内部正努力设计自己的AI芯片，但一些人对此持怀疑态度，因为其技术落后于英伟达多年。","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}