Nvidia 的 Blackwell GPU 在未来 12 个月的供应量已售罄 摩根士丹利分析师分享了最近与 Nvidia 领导层（包括 CEO 黄仁勋）会面后得到的结果。会议期间该公司透露，未来 12 个月的 Blackwell GPU 订单已经售罄。这意味着今天下订单的新客户必须等到明年年底才能收到货。Nvidia 的传统客户（AWS、CoreWeave、Google、Meta、Microso ...

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Nvidia also has major new product releases set for the fourth quarter. The first of its Blackwell processors is expected to ...

NVIDIA's Blackwell platform, which offers significant cost and energy consumption improvements for AI training, was delayed ...

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