快一年了，该涨了没_老虎社区_美港股上老虎

快一年了，该涨了没

英伟达AI“新王牌”来了！Vera Rubin已交付OpenAI等巨头，下一轮算力竞赛开启

英伟达表示，基于最新Vera Rubin架构的计算系统已经交付多家大型人工智能企业，并即将投入实际运行。目前，英伟达仍是AI加速器市场的主导供应商。在此背景下，英伟达面临证明新产品能够按期交付且性能领先竞争对手的压力。英伟达表示，ChatGPT开发商OpenAI计划于第三季度“大规模”采用Vera Rubin系统。在位于加州桑尼维尔一处小型测试数据中心内，英伟达工程师展示了一组正在由OpenAI进行测试的Vera Rubin服务器。

英伟达AI“新王牌”来了！Vera Rubin已交付OpenAI等巨头，下一轮算力竞赛开启

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":588402354642968,"tweetId":"588402354642968","gmtCreate":1784683015739,"gmtModify":1784683017519,"author":{"id":4122648192477410,"idStr":"4122648192477410","authorId":4122648192477410,"authorIdStr":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>快一年了，该涨了没</body></html>","htmlText":"<html><head></head><body>快一年了，该涨了没</body></html>","text":"快一年了，该涨了没","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/588402354642968","repostId":2653011352,"repostType":2,"repost":{"id":"2653011352","kind":"news","pubTimestamp":1784678048,"share":"https://www.laohunote.com/m/news/2653011352?lang=zh_CN&edition=full","pubTime":"2026-07-22 07:54","market":"us","language":"zh","title":"英伟达AI“新王牌”来了！Vera Rubin已交付OpenAI等巨头，下一轮算力竞赛开启","url":"https://stock-news.laohu8.com/highlight/detail?id=2653011352","media":"智通财经","summary":"英伟达表示，基于最新Vera Rubin架构的计算系统已经交付多家大型人工智能企业，并即将投入实际运行。目前，英伟达仍是AI加速器市场的主导供应商。在此背景下，英伟达面临证明新产品能够按期交付且性能领先竞争对手的压力。英伟达表示，ChatGPT开发商OpenAI计划于第三季度“大规模”采用Vera Rubin系统。在位于加州桑尼维尔一处小型测试数据中心内，英伟达工程师展示了一组正在由OpenAI进行测试的Vera Rubin服务器。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>表示，基于最新Vera Rubin架构的计算系统已经交付多家大型人工智能(AI)企业，并即将投入实际运行。公司强调，新一代产品正按计划推进，有望进一步巩固其在AI芯片市场的领先地位。</p><p style=\"text-align: left;\">英伟达副总裁兼总经理Ian Buck在公司总部举行的媒体说明会上表示：“我们已经全面进入量产阶段，所有主要客户都在部署相关系统。”</p><p style=\"text-align: left;\">Vera Rubin产品的推出进度一直受到投资者和分析师密切关注，市场此前担忧其可能出现延期或生产环节受阻。尽管英伟达首席执行官黄仁勋此前已驳斥相关担忧，但随着竞争对手加速追赶，市场仍对英伟达能否维持技术优势保持警惕。</p><p style=\"text-align: left;\">数据显示，今年芯片行业基准指数累计上涨约66%，但英伟达股价仅上涨约9%。相比之下，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>股价均已上涨逾一倍。</p><p style=\"text-align: left;\">目前，英伟达仍是AI加速器市场的主导供应商。AI加速器主要用于数据中心运行人工智能软件。不过，AMD和<a href=\"https://laohu8.com/S/AVGO\">博通</a>正积极争夺更多市场份额，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等大型数据中心客户也在开发自研芯片，以降低对英伟达产品的依赖。</p><p style=\"text-align: left;\">在此背景下，英伟达面临证明新产品能够按期交付且性能领先竞争对手的压力。公司在位于加州圣克拉拉的总部举行多场说明会，强调新一代设备不仅拥有更高性能，部署难度也将明显下降。</p><p style=\"text-align: left;\">英伟达表示，ChatGPT开发商OpenAI计划于第三季度“大规模”采用Vera Rubin系统。<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、Alphabet旗下<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云、<a href=\"https://laohu8.com/S/MSFT\">微软</a>旗下Azure、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/DELL\">戴尔科技</a>等公司也已开始使用相关系统。</p><p style=\"text-align: left;\">尽管投资者今年对英伟达股价表现较为谨慎，市场预计其营收增速将进一步加快。分析师预计，英伟达本财年营收将同比增长82%，达到3934亿美元，高于此前约65%的增速；下一财年总营收预计将突破5000亿美元。</p><p style=\"text-align: left;\">英伟达有望贡献全球芯片行业约三分之一的销售额，同时继续保持较高盈利水平。市场预计，公司本财年毛利率将达到约75%。</p><p style=\"text-align: left;\">英伟达高管表示，公司正在推出一系列新技术，通过改善硬件设计、制造流程和散热系统，提高产品性能和部署效率。</p><p style=\"text-align: left;\">在此前几代产品中，容纳AI加速器、中央处理器和网络组件的计算托盘通常需要人工组装，其中包括连接大量线缆。这一过程耗时较长，尤其是在工厂员工刚开始熟悉新设计时，故障率相对较高。</p><p style=\"text-align: left;\">新一代系统则基本取消了内部线缆，主要通过电路板或专门设计的连接装置完成组件互联。英伟达表示，过去人工需要数小时完成的工作，如今机器人可以在数分钟内完成，同时显著降低故障率。</p><p style=\"text-align: left;\">这一改进部分得益于主要部件全面采用液冷技术。液冷系统减少了对风扇以及空气流通空间的需求，从而能够提升机柜内部组件密度。</p><p style=\"text-align: left;\">英伟达表示，新一代AI加速器整机柜NVL72的Token处理能力将达到上一代产品的10倍。Token是衡量AI计算任务的基本单位，相关性能数据由数据中心运营商CoreWeave测得。</p><p style=\"text-align: left;\">英伟达还罕见地直接对比了新产品与竞争对手的性能。公司称，在运行Python编程语言代码时，新款Vera处理器的速度最高可达到AMD Turin处理器的1.8倍。OpenAI和Anthropic均为该产品的早期客户。</p><p style=\"text-align: left;\">此外，英伟达已在硅谷总部附近建立多个测试场地，用于快速开发和验证AI数据中心所需的硬件、软件及配套技术。客户可以在设备正式交付前，在这些设施中测试新硬件上的软件和服务。</p><p style=\"text-align: left;\">在位于加州桑尼维尔一处小型测试数据中心内，英伟达工程师展示了一组正在由OpenAI进行测试的Vera Rubin服务器。英伟达借此传递出明确信号，新一代AI计算设备已经准备就绪，可以承担全球最关键的人工智能工作负载。</p></body></html>","source":"stock_zhitongcaijing","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AI“新王牌”来了！Vera Rubin已交付OpenAI等巨头，下一轮算力竞赛开启</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达AI“新王牌”来了！Vera Rubin已交付OpenAI等巨头，下一轮算力竞赛开启\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-22 07:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1470621.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达表示，基于最新Vera Rubin架构的计算系统已经交付多家大型人工智能(AI)企业，并即将投入实际运行。公司强调，新一代产品正按计划推进，有望进一步巩固其在AI芯片市场的领先地位。英伟达副总裁兼总经理Ian Buck在公司总部举行的媒体说明会上表示：“我们已经全面进入量产阶段，所有主要客户都在部署相关系统。”Vera Rubin产品的推出进度一直受到投资者和分析师密切关注，市场此前担忧其...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1470621.html\">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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) 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