{"id":7237,"date":"2024-07-23T01:03:51","date_gmt":"2024-07-22T17:03:51","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7237"},"modified":"2024-07-23T01:06:54","modified_gmt":"2024-07-22T17:06:54","slug":"nvidia-130-still-cheap","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/nvidia-130-still-cheap\/","title":{"rendered":"Nvidia \u80a1\u7968 130 \u7f8e\u5143\u8cb7\u8cb4\u4e86\u55ce\uff1f"},"content":{"rendered":"<p>Nvidia \u80a1\u50f9\u96d6\u7136\u5df2\u9ad8\uff0c\u4f46\u4ecd\u5177\u6295\u8cc7\u50f9\u503c\u3002\u5206\u6790 Nvidia \u672a\u4f86\u6210\u9577\u6f5b\u529b\u8207\u6295\u8cc7\u5efa\u8b70\u3002<\/p>\n<h2><a id=\"%C2%A0%E6%91%98%E8%A6%81\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0\u6458\u8981<\/h2>\n<ul>\n<li>\u4eba\u5de5\u667a\u6167\u7522\u696d\u7684\u7206\u70b8\u6027\u589e\u9577\u5c0e\u81f4\u82f1\u5049\u9054\u516c\u53f8\u80a1\u7968\u5927\u5e45\u4e0a\u6f32\uff0c\u8a72\u80a1\u7968\u5728\u80a1\u7968\u62c6\u5206\u5f8c\u4ecd\u6301\u7e8c\u8868\u73fe\u826f\u597d\u3002<\/li>\n<li>\u6295\u8cc7\u8005\u4f4e\u4f30\u4e86 Nvidia \u5728\u6578\u64da\u4e2d\u5fc3\u9818\u57df\u7684\u92b7\u552e\u6f5b\u529b\uff0c\u8a72\u516c\u53f8\u6e96\u5099\u5229\u7528\u4eba\u5de5\u667a\u6167\u5e02\u5834\u52a0\u901f\u589e\u9577\u7684\u6a5f\u6703\u3002<\/li>\n<li>Nvidia \u7684\u4eba\u5de5\u667a\u6167\u80fd\u529b\uff0c\u5305\u62ec\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\uff0c\u4f7f\u5176\u5728\u4eba\u5de5\u667a\u6167\u9769\u547d\u7684\u6700\u524d\u6cbf\uff0c\u5177\u6709\u53ef\u89c0\u7684\u92b7\u552e\u589e\u9577\u548c\u591a\u91cd\u64f4\u5f35\u6f5b\u529b\u3002<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/1qZUSx1.jpeg\" alt=\"Nvidia Corporation building in Taipei, Taiwan.\" \/><\/p>\n<p>\u4eba\u5de5\u667a\u6167\u7522\u696d\u7684\u7206\u70b8\u6027\u589e\u9577\u5728\u904e\u53bb\u4e00\u5e74\u5f15\u767c\u4e86\u82f1\u5049\u9054\u516c\u53f8\uff08NASDAQ: NVDA\uff09\u7684\u5de8\u5927\u53cd\u5f48\u3002\u5373\u4f7f\u5728\u9032\u884c\u5341\u5c0d\u4e00\u7684\u80a1\u7968\u62c6\u5206\u5f8c\uff0c\u8a72\u80a1\u7968\u8868\u73fe\u4f9d\u7136\u826f\u597d\uff0c\u5118\u7ba1\u4e00\u4e9b\u6295\u8cc7\u8005\u5c0d\u82f1\u5049\u9054\u589e\u9577\u8def\u5f91\u7684\u53ef\u6301\u7e8c\u6027\u8868\u793a\u64d4\u6182\u3002<\/p>\n<p>\u8003\u616e\u5230 Nvidia \u4e3b\u8981\u696d\u52d9\u6578\u64da\u4e2d\u5fc3\u7684\u9a5a\u4eba\u52d5\u80fd\uff0c\u6211\u8a8d\u70ba\u6295\u8cc7\u8005\u4ecd\u7136\u4f4e\u4f30\u4e86 Nvidia \u7684\u92b7\u552e\u6f5b\u529b\uff0c\u7279\u5225\u662f\u5728\u6578\u64da\u4e2d\u5fc3\u5e02\u5834\u64f4\u5f35\u548c\u4eba\u5de5\u667a\u6167\u96c6\u7fa4\u5347\u7d1a\u6a5f\u6703\u65b9\u9762\u3002<\/p>\n<p>\u8a72\u516c\u53f8\u6e96\u5099\u5229\u7528\u6578\u64da\u4e2d\u5fc3\u9818\u57df\u52a0\u901f\u589e\u9577\u7684\u6a5f\u6703\uff0c\u8003\u616e\u5230\u5728\u6a5f\u5668\u5b78\u7fd2\u80fd\u529b\u4e0a\u7684\u91cd\u5927\u6295\u8cc7\uff0c\u82f1\u5049\u9054\u7684\u4f30\u503c\u5be6\u969b\u4e0a\u4e26\u4e0d\u904e\u9ad8\u3002<\/p>\n<p>Nvidia \u64c1\u6709\u652f\u6301\u5176\u4f30\u503c\u7684\u5229\u6f64\u589e\u9577\uff0c\u98a8\u96aa\/\u56de\u5831\u95dc\u4fc2\u4ecd\u7136\u770b\u8d77\u4f86\u76f8\u7576\u5438\u5f15\u4eba\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>Nvidia \u7684\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u52d5\u80fd\u8207\u6a5f\u5668\u5b78\u7fd2\u6a5f\u6703**<\/p>\n<p>Nvidia \u7b2c\u4e00\u5b63\u7684\u6536\u76ca\u8868\u73fe\u9a5a\u4eba\uff0c\u7279\u5225\u662f\u5728\u6578\u64da\u4e2d\u5fc3\u90e8\u9580\uff0c\u92b7\u552e\u984d\u98c6\u5347\u81f3 226 \u5104\u7f8e\u5143\uff0c\u53cd\u6620\u51fa\u5b63\u5ea6\u589e\u9577 23%\u3002<\/p>\n<p>\u7e3d\u92b7\u552e\u984d\u9054\u5230 260 \u5104\u7f8e\u5143\uff0c\u8f03\u4e0a\u5b63\u5ea6\u589e\u9577 18%\uff0c\u9019\u4f7f\u5f97\u516c\u53f8\u6bcf\u5e74\u7684\u92b7\u552e\u589e\u9577\u7387\u9054\u5230\u8d85\u904e 1000 \u5104\u7f8e\u5143\u7684\u8ecc\u9053\u3002<\/p>\n<p>\u6578\u64da\u4e2d\u5fc3\u7684\u92b7\u552e\u5728 2025 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u4f54\u92b7\u552e\u7e3d\u984d\u7684 87%\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u7684 60%\u5927\u5e45\u4e0a\u5347\u3002Nvidia \u7684\u6578\u64da\u4e2d\u5fc3\u5f9e Hopper GPU \u5e73\u53f0\u7684\u92b7\u552e\u4e2d\u7372\u5229\u3002\u96a8\u8457\u5c0d\u6a5f\u5668\u5b78\u7fd2\u80fd\u529b\u7684\u9700\u6c42\u4e0d\u65b7\u589e\u9577\uff0cNvidia \u6709\u5f88\u5927\u6a5f\u6703\u5728\u516c\u53f8\u672c\u8ca1\u5e74\u7684\u5269\u9918\u4e09\u500b\u5b63\u5ea6\u4e2d\u8d85\u8d8a\u5176\u4e0a\u4e00\u6b21\u7684\u8ca1\u5831\u8868\u73fe\u3002\u539f\u56e0\u5728\u65bc\u6578\u64da\u4e2d\u5fc3 GPU \u7684\u589e\u9577\u4f3c\u4e4e\u4e26\u975e\u66ab\u6642\u6027\uff0c\u800c AI \u96c6\u7fa4\u64f4\u5c55\u7684\u6a5f\u6703\u76f8\u7576\u53ef\u89c0\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/15\/54097509-172107804530266_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/DD5TpXl.png\" alt=\"Revenue\" \/><\/a><\/p>\n<p>\u00a0\u71df\u6536\uff08\u82f1\u5049\u9054\u516c\u53f8\uff09<\/p>\n<p>\u6a5f\u5668\u5b78\u7fd2\u5e02\u5834\u706b\u71b1\uff0c\u56e0\u70ba\u516c\u53f8\u5011\u6b63\u5728\u52aa\u529b\u7372\u53d6 GPU\u3002Nvidia \u7684\u6676\u7247\u7528\u65bc\u591a\u7a2e\u7528\u9014\uff0c\u4f8b\u5982\u908a\u7de3\u5230\u96f2\u7aef\u8a08\u7b97\u3001\u9a45\u52d5\u6c7d\u8eca\u6280\u8853\u3001\u52a0\u5bc6\u8ca8\u5e63\u6316\u7926\u548c\u5c08\u696d\u61c9\u7528\u3002\u7136\u800c\uff0c\u5728\u6700\u8fd1\u5e7e\u500b\u5b63\u5ea6\uff0c\u5b83\u5011\u4e3b\u8981\u88ab\u9700\u8981\u5806\u758a\u6578\u842c\u500b GPU \u4ee5\u8a13\u7df4\u5927\u578b\u8a9e\u8a00\u6a21\u578b\u7684\u5927\u578b\u6578\u64da\u4e2d\u5fc3\u4f7f\u7528\u3002<\/p>\n<p>\u6a5f\u5668\u5b78\u7fd2\u662f\u4e00\u500b\u975e\u5e38\u5f15\u4eba\u6ce8\u76ee\u7684\u9818\u57df\uff0c\u9810\u8a08\u5728\u672c\u4e16\u7d00\u672b\u4e4b\u524d\u5c07\u6703\u8fce\u4f86\u7206\u70b8\u6027\u7684\u589e\u9577\uff0c\u800c Nvidia \u6b63\u8655\u65bc\u9019\u5834\u4eba\u5de5\u667a\u6167\u9769\u547d\u7684\u6700\u524d\u6cbf\u3002\u9019\u4e00\u589e\u9577\u4e5f\u662f\u6301\u4e45\u7684\uff0c\u4e3b\u8981\u53d7\u5230\u5c0d\u4eba\u5de5\u667a\u6167\u80fd\u529b\u9700\u6c42\u7684\u9a45\u52d5\uff0c\u800c\u975e\u66ab\u6642\u6027\u56e0\u7d20\u3002<\/p>\n<p>\u6839\u64da Statista \u5e02\u5834\u6d1e\u5bdf\uff0c\u6a5f\u5668\u5b78\u7fd2\u5e02\u5834\u9810\u8a08\u5c07\u4ee5\u6bcf\u5e74 19%\u7684\u901f\u5ea6\u589e\u9577\uff0c\u9019\u986f\u7136\u70ba Nvidia \u64f4\u5c55\u5176\u73fe\u6709\u7684 AI \u80fd\u529b\u63d0\u4f9b\u4e86\u5de8\u5927\u7684\u6760\u6746\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/15\/54097509-1721078137810192_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/s9p6cck.png\" alt=\"Market Size\" \/><\/a><\/p>\n<p>\u00a0\u5e02\u5834\u898f\u6a21\uff08Statista\uff09<\/p>\n<p>Nvidia \u53ef\u4ee5\u901a\u904e\u5176\u4e3b\u8981\u7684 GPU \u4f86\u7372\u5229\u65bc\u9019\u4e00\u52a0\u901f\u589e\u9577\uff0c\u9019\u4e9b GPU \u9a45\u52d5\u8457 AI \u61c9\u7528\u7a0b\u5e8f\uff0c\u4f46\u4e5f\u901a\u904e\u5176\u4e3b\u8981\u9762\u5411\u4f01\u696d\u7684 AI \u8edf\u4ef6\u5e73\u53f0\u3002<\/p>\n<p>Nvidia \u7684 AI \u8edf\u9ad4\u5305\u62ec\u751f\u6210\u5f0f AI \u529f\u80fd\u3002\u9019\u4e9b\u529f\u80fd\u53ef\u4ee5\u5e6b\u52a9\u90e8\u7f72 Nvidia AI \u6b66\u5668\u5eab\u7684\u516c\u53f8\u5be6\u73fe\u751f\u7522\u529b\u63d0\u5347\u3001\u512a\u5316\u4f9b\u61c9\u93c8\/\u6210\u672c\u7d50\u69cb\uff0c\u4e26\u63d0\u4f9b\u6df1\u5165\u7684\u5206\u6790\u6d1e\u5bdf\uff0c\u9019\u53ef\u80fd\u5f71\u97ff\u5546\u696d\u548c\u6295\u8cc7\u6c7a\u7b56\u7684\u901f\u5ea6\u548c\u6e96\u78ba\u6027\u3002<\/p>\n<p>Nvidia \u7684 GPU\uff0c\u5982 RTX\uff0c\u4e3b\u8981\u7528\u65bc\u6df1\u5ea6\u5b78\u7fd2\uff0c\u800c Nvidia \u7684\u4e3b\u529b\u8655\u7406\u5668 NVIDIA H100 Tensor Core GPU \u5247\u4f5c\u70ba\u6578\u64da\u4e2d\u5fc3\u5c64\u9762\u4eba\u5de5\u667a\u80fd\u61c9\u7528\u7684\u57fa\u790e\u3002<\/p>\n<p>NVIDIA H100 Tensor Core GPU \u662f\u70ba\u4e86\u512a\u5316\u751f\u6210\u5f0f AI\/\u8a9e\u8a00\u6a21\u578b\u7684\u958b\u767c\u3001\u8a13\u7df4\u548c\u5927\u898f\u6a21\u90e8\u7f72\u800c\u8a2d\u8a08\u7684\uff0c\u9019\u4e9b\u6a21\u578b\u76ee\u524d\u5e7e\u4e4e\u88ab\u6bcf\u500b\u4e3b\u8981\u516c\u53f8\u6240\u9700\u6c42\u3002\u5b83\u662f\u5e02\u5834\u4e0a\u6700\u5feb\u7684 GPU\uff0c\u56e0\u6b64\u7279\u5225\u53d7\u5230\u9700\u8981\u5feb\u901f\u8655\u7406 AI \u548c\u9ad8\u6027\u80fd\u8a08\u7b97\u5de5\u4f5c\u8ca0\u8f09\u7684\u516c\u53f8\u7684\u9752\u775e\u3002<\/p>\n<p>\u96a8\u8457 Nvidia \u70ba\u9019\u4e9b\u751f\u6210\u5f0f AI\/\u8a9e\u8a00\u6a21\u578b\u63d0\u4f9b\u57fa\u77f3\uff0cNvidia \u5df2\u5c07\u81ea\u5df1\u7f6e\u65bc AI \u9769\u547d\u7684\u6838\u5fc3\u3002<\/p>\n<p>Nvidia \u5728\u4eba\u5de5\u667a\u6167\u8655\u7406\u5668\u5e02\u5834\u4e0a\u64c1\u6709\u9818\u5148\u5730\u4f4d\uff08\u5982\u5176\u8ca1\u52d9\u6578\u64da\u6240\u793a\uff09\uff0c\u76f8\u8f03\u65bc\u7af6\u722d\u5c0d\u624b\u8d85\u5fae\u534a\u5c0e\u9ad4\u516c\u53f8\uff08AMD\uff09\uff0c\u5f8c\u8005\u6700\u8fd1\u624d\u5ba3\u5e03\u63a8\u51fa\u7af6\u722d\u6027\u8655\u7406\u5668\u3002<\/p>\n<p>\u4e00\u6b3e\u5373\u5c07\u9762\u4e16\u7684\u7522\u54c1\u662f\u5c08\u9580\u70ba\u652f\u6301\u6a5f\u5668\u5b78\u7fd2\u800c\u8a2d\u8a08\u7684 AI \u52a0\u901f\u5668 MI300X\u3002\u76ee\u524d\uff0cNvidia \u662f\u9818\u5148\u7684 AI \u8655\u7406\u5668\u88fd\u9020\u5546\u3002\u6839\u64da\u8d85\u5fae\u534a\u5c0e\u9ad4\uff08AMD\uff09\u9996\u5e2d\u57f7\u884c\u5b98\u8607\u59ff\u4e30\u7684\u8aaa\u6cd5\uff0c\u884c\u696d\u9700\u6c42\u5927\u5e45\u8d85\u904e\u4f9b\u61c9\u3002\u9019\u610f\u5473\u8457 Nvidia \u548c\u8d85\u5fae\u534a\u5c0e\u9ad4\u90fd\u5c07\u5728\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u548c GPU \u51fa\u8ca8\u589e\u9577\u65b9\u9762\u8fce\u4f86\u5de8\u5927\u7684\u4e0a\u884c\u6f5b\u529b\u3002<\/p>\n<p>\u64f4\u5c55\u8996\u91ce\uff0c\u4e0d\u50c5\u50c5\u9650\u65bc\u6a5f\u5668\u5b78\u7fd2\u7684\u6f5b\u529b\uff0c\u9084\u5305\u62ec\u6240\u6709\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u7684\u7372\u5229\u9014\u5f91\uff0c\u8b93\u6211\u5011\uff08\u548c Nvidia\uff09\u5c0d\u6301\u7e8c\u7684\u9577\u671f\u92b7\u552e\u589e\u9577\u6709\u4e86\u66f4\u7f8e\u597d\u7684\u5c55\u671b\u3002<\/p>\n<p>\u4f5c\u70ba\u4e00\u540d\u9577\u671f\u6295\u8cc7\u8005\uff0c\u6211\u4e3b\u8981\u95dc\u6ce8\u7684\u662f\u770b\u5230\u5f37\u52c1\u7684\u57fa\u790e\u5e02\u5834\u589e\u9577\uff0c\u50cf Nvidia \u9019\u6a23\u8655\u65bc\u884c\u696d\u524d\u6cbf\u7684\u516c\u53f8\u53ef\u4ee5\u5229\u7528\u9019\u4e00\u512a\u52e2\uff0c\u4e26\u4e14\u53ef\u80fd\u589e\u9577\u901f\u5ea6\u751a\u81f3\u5feb\u65bc\u5e02\u5834\u3002<\/p>\n<p>\u6839\u64da\u5f6d\u535a\u7814\u7a76\uff0c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u5e02\u5834\u7684\u589e\u9577\u901f\u5ea6\u6709\u671b\u8d85\u904e\u6a5f\u5668\u5b78\u7fd2\u5e02\u5834\u3002\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u5229\u7528\u6df1\u5ea6\u5b78\u7fd2\u548c\u795e\u7d93\u7db2\u7d61\u7b49\u6982\u5ff5\uff0c\u4e3b\u8981\u4f46\u4e0d\u50c5\u9650\u65bc\u5167\u5bb9\u5275\u4f5c\u9818\u57df\u3002<\/p>\n<p>\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u5e02\u5834\u9810\u8a08\u5c07\u5728 2032 \u5e74\u589e\u9577\u81f3 1.3 \u5146\u7f8e\u5143\uff0c\u5f9e 2023 \u5e74\u7684 670 \u5104\u7f8e\u5143\u589e\u9577\u3002\u9019\u610f\u5473\u8457\u8a72\u5e02\u5834\u5728\u63a5\u4e0b\u4f86\u7684\u4e5d\u5e74\u4e2d\u9810\u8a08\u6bcf\u5e74\u589e\u9577 39%\u3002<\/p>\n<p>\u5c0d\u65bc\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c\u9019\u88e1\u7684\u91cd\u9ede\u662f\uff0c\u4eba\u5de5\u667a\u6167\u9769\u547d\u66f4\u53ef\u80fd\u8868\u660e\u6211\u5011\u6b63\u8655\u65bc\u4eba\u5de5\u667a\u6167\u63a1\u7528\u7684\u975e\u5e38\u65e9\u671f\u968e\u6bb5\u3002\u7c21\u800c\u8a00\u4e4b\uff0cNvidia \u7684\u4eba\u5de5\u667a\u6167\u589e\u9577\u66f2\u7dda\u624d\u525b\u525b\u958b\u59cb\uff0c\u9019\u610f\u5473\u8457\u6f5b\u5728\u7684\u5de8\u5927\u6a5f\u6703\uff0c\u5982\u679c\u4e0d\u662f\u70ba\u4e86\u591a\u91cd\u64f4\u5f35\uff0c\u90a3\u9ebc\u5c31\u662f\u70ba\u4e86\u92b7\u552e\u589e\u9577\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/15\/54097509-1721078207632484_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/mqRUo5v.png\" alt=\"Generative AI Revenue Growth\" \/><\/a><\/p>\n<p>\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u6536\u5165\u589e\u9577\uff08\u5f6d\u535a\u667a\u80fd\uff0cIDC\uff09<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>AI \u96c6\u7fa4\u64f4\u5927\u8207\u92b7\u552e\u9810\u6e2c**<\/p>\n<p>\u8a13\u7df4\u4eba\u5de5\u667a\u6167\u6a21\u578b\u7684\u5e38\u898b\u96c6\u7fa4\u5305\u62ec\u6578\u842c\u500b GPU\uff0c\u4f46\u5e02\u5834\u4f3c\u4e4e\u5df2\u6e96\u5099\u597d\u5728\u9019\u4e00 Nvidia \u696d\u52d9\u7684\u6838\u5fc3\u9818\u57df\u5be6\u73fe\u6307\u6578\u589e\u9577\u3002\u53cd\u904e\u4f86\uff0c\u9019\u53ef\u80fd\u5c0e\u81f4\u6295\u8cc7\u8005\u4ecd\u7136\u4f4e\u4f30 Nvidia \u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u589e\u9577\u7684\u6f5b\u529b\u3002\u8da8\u52e2\u662f\u66f4\u5927\u898f\u6a21\u7684 AI \u96c6\u7fa4\u548c\u8d85\u7d1a\u8a08\u7b97\u6a5f\uff0c\u9019\u53ef\u80fd\u6703\u5927\u5e45\u589e\u52a0\u672a\u4f86\u5c0d GPU \u7684\u9700\u6c42\u3002<\/p>\n<p>AMD \u7684 Lisa Su \u5728\u53bb\u5e74\u5e95\u8868\u793a\uff0c\u9019\u5bb6\u6676\u7247\u516c\u53f8\u9810\u671f\u5230 2027 \u5e74\uff0c\u6578\u64da\u5e02\u5834\u5c07\u589e\u9577\u81f3 4000 \u5104\u7f8e\u5143\u7684\u898f\u6a21\u3002Nvidia \u64c1\u6709\u8d85\u904e 90%\u7684\u5e02\u5834\u4efd\u984d\u3002<\/p>\n<p>\u4e00\u4e9b\u516c\u53f8\uff0c\u5982\u5fae\u8edf\u548c OpenAI\uff0c\u8868\u793a\u4ed6\u5011\u6253\u7b97\u5efa\u9020\u64c1\u6709\u8d85\u904e 100 \u842c\u500b GPU \u7684\u8d85\u7d1a\u8a08\u7b97\u6a5f\uff0c\u4ee5\u8a13\u7df4\u5927\u578b\u8a9e\u8a00\u6a21\u578b\uff08\u201cLLMs\u201d\uff09\u3002\u96a8\u8457 AI GPU \u8a13\u7df4\u96c6\u7fa4\u73fe\u5728\u7531\u6578\u842c\u500b GPU \u7d44\u6210\uff0c\u672a\u4f86\u4f7f\u7528\u7684 AI \u96c6\u7fa4\u53ef\u80fd\u6703\u5305\u62ec\u6578\u767e\u842c\u500b GPU\uff0c\u9019\u4ee3\u8868\u8457\u76ee\u524d\u898f\u6a21\u7684 10 \u500d\u589e\u9577\u3002<\/p>\n<p>\u6211\u5728\u9019\u88e1\u7684\u770b\u6cd5\u662f\uff0cAI \u96c6\u7fa4\u898f\u6a21\u7684\u64f4\u5927\uff08\u8a13\u7df4\u96c6\u7fa4\u4e2d\u5305\u542b\u66f4\u591a\u7684 GPU\uff09\u70ba Nvidia \u63d0\u4f9b\u4e86\u4e00\u500b\u6a5f\u6703\uff0c\u7279\u5225\u662f\u53ef\u4ee5\u5229\u7528\u5176\u5728 GPU \u5e02\u5834\u7684\u512a\u52e2\u3002H200 \u6676\u7247\u5c07\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u51fa\u8ca8\uff0c\u800c Nvidia \u7684 Blackwell GPU \u4e5f\u5c07\u5728\u5e74\u5e95\u4e0a\u5e02\u3002\u9019\u4e9b\u65b0\u6676\u7247\u627f\u8afe\u63d0\u4f9b\u66f4\u9ad8\u7684\u6027\u80fd\u548c\u964d\u4f4e\u7684\u529f\u8017\uff0c\u9019\u53ef\u80fd\u4f7f\u5b83\u5011\u5728\u8a08\u7b97\u9700\u6c42\u52a0\u901f\u589e\u9577\u7684\u6642\u671f\u6210\u70ba Nvidia \u7684\u66a2\u92b7\u7522\u54c1\u3002<\/p>\n<p>\u5982\u679c AMD \u9810\u6e2c\u5230 2027 \u5e74\u6578\u64da\u4e2d\u5fc3\u6676\u7247\u92b7\u552e\u9054\u5230 4000 \u5104\u7f8e\u5143\u662f\u6b63\u78ba\u7684\uff0c\u90a3\u9ebc\u8003\u616e\u5230\u76ee\u524d\u5728 AI GPU \u5e02\u5834\u4e0a 90%\u7684\u5e02\u5834\u4efd\u984d\uff0cNvidia \u53ef\u80fd\u6703\u4f54\u64da\u9019\u500b\u5e02\u5834 3600 \u5104\u7f8e\u5143\u6216\u66f4\u591a\u3002Nvidia \u5728 2023 \u5e74\u7684 GPU \u51fa\u8ca8\u4efd\u984d\u70ba 98%\uff0c\u4f46\u53ef\u80fd\u6703\u56e0 AMD \u6216 Intel \u7684\u5176\u4ed6 GPU \u7522\u54c1\u800c\u5931\u53bb\u4e00\u4e9b\u5e02\u5834\u4efd\u984d\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0cNvidia \u5728\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u63a8\u51fa\u7684\u65b0 Blackwell GPU \u53ef\u80fd\u6703\u63d0\u4f9b\u7a69\u56fa\u7684\u589e\u9577\u50ac\u5316\u5291\uff0cH200 \u51fa\u8ca8\u7684\u958b\u59cb\u4e5f\u662f\u5982\u6b64\u3002<\/p>\n<p>\u76ee\u524d\uff0c\u6839\u64da\u7b2c\u4e00\u5b63\u5ea6\u7684\u92b7\u552e\u6578\u64da\uff0cNvidia \u7684\u5e74\u5316\u92b7\u552e\u984d\u70ba 1040 \u5104\u7f8e\u5143\uff0c\u9810\u8a08\u660e\u5e74\u7684\u92b7\u552e\u5c07\u589e\u9577 35%\u3002\u56e0\u6b64\uff0c\u9019\u4e00\u92b7\u552e\u9810\u6e2c\u53ef\u80fd\u8f03\u70ba\u4fdd\u5b88\uff0c\u7136\u800c\uff0c\u6839\u64da AMD \u7684\u5e02\u5834\u9810\u6e2c\uff0cNvidia \u7684\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u5728 2024 \u5e74\u81f3 2027 \u5e74\u9593\u53ef\u80fd\u6703\u589e\u9577\u8d85\u904e\u4e09\u500d\uff0c\u9054\u5230\u8d85\u904e 3000 \u5104\u7f8e\u5143\uff0c\u8f03\u7b2c\u4e00\u5b63\u5ea6\u7684 900 \u5104\u7f8e\u5143\uff08\u6309\u5e74\u5316\u8a08\u7b97\uff09\u6709\u6240\u4e0a\u5347\u3002<\/p>\n<p>\u76ee\u524d\uff0cNvidia \u7684\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u5e74\u5316\u7d04\u70ba 1000 \u5104\u7f8e\u5143\uff0c\u53ef\u80fd\u6709\u671b\u4ee5\u63a5\u8fd1 50% \u7684\u5e74\u589e\u9577\u7387\u589e\u9577\u5176\u92b7\u552e\uff0c\u9019\u70ba\u591a\u91cd\u58d3\u7e2e\u7559\u51fa\u4e86\u7a7a\u9593\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>\u70ba\u4ec0\u9ebc Nvidia \u5728 130 \u7f8e\u5143\u6642\u662f\u500b\u4fbf\u5b9c\u8ca8**<\/p>\n<p>\u5728\u6211\u770b\u4f86\uff0cNvidia \u7684\u5e02\u76c8\u7387\u4ee4\u4eba\u9707\u9a5a\u5730\u9069\u4e2d\uff0c\u8003\u616e\u5230\u6a5f\u5668\u5b78\u7fd2\u5e02\u5834\u6240\u5448\u73fe\u7684 30%\uff08\u6216\u66f4\u9ad8\uff09\u5e74\u92b7\u552e\u589e\u9577\u6f5b\u529b\uff08\u751f\u6210\u5f0f AI \u5e02\u5834\u5247\u70ba 40%\uff09\u4ee5\u53ca Nvidia \u7684\u52a0\u901f\u5668\u767c\u5e03\u8def\u7dda\u5716\u3002<\/p>\n<p>\u76ee\u524d\uff0cNvidia \u7684\u80a1\u50f9\u50c5\u70ba\u672a\u4f86\u4e00\u5e74\u9810\u6e2c\u5229\u6f64\u7684 35 \u500d\uff0c\u8003\u616e\u5230\u8a72\u516c\u53f8\u96b1\u542b\u7684\u92b7\u552e\u589e\u9577\u6f5b\u529b\uff0c\u9019\u4f3c\u4e4e\u4ee4\u4eba\u9707\u9a5a\u5730\u4e0d\u8db3\u3002<\/p>\n<p>\u6839\u64da\u96c5\u864e\u8ca1\u7d93\u7684\u5171\u8b58\uff0cNvidia \u4eca\u5e74\u9810\u8a08\u6bcf\u80a1\u8cfa\u53d6 3.69 \u7f8e\u5143\uff0c\u9019\u610f\u5473\u8457\u540c\u6bd4\u5229\u6f64\u589e\u9577\u7387\u70ba 36%\u3002AMD \u9810\u8a08\u6bcf\u80a1\u8cfa\u53d6 5.56 \u7f8e\u5143\u3002AMD \u7684\u5171\u8b58\u53cd\u6620\u51fa 59% \u7684\u540c\u6bd4\u5229\u6f64\u589e\u9577\uff0c\u56e0\u70ba\u9019\u5bb6\u6676\u7247\u516c\u53f8\u52a0\u901f\u63a8\u51fa\u5176 AI GPU \u7522\u54c1\u3002\u56e0\u6b64\uff0cAMD \u7684\u5e02\u76c8\u7387\u70ba 33 \u500d\u7684\u9810\u671f\u6536\u76ca\u3002<\/p>\n<p>\u8003\u616e\u5230\u5176\u5728 GPU \u5e02\u5834\u7684\u4e3b\u5c0e\u5e02\u5834\u4efd\u984d\uff0c\u6211\u6703\u5728\u4efb\u4f55\u4e00\u5929\u9078\u64c7 Nvidia\uff0c\u5118\u7ba1\u5176\u6536\u76ca\u500d\u6578\u5e7e\u4e4e\u76f8\u540c\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u6211\u8a8d\u70ba\u5e02\u5834\u4f4e\u4f30\u4e86 Nvidia \u7684\u92b7\u552e\u589e\u9577\uff0c\u539f\u56e0\u5982\u524d\u6240\u8ff0\uff0c\u9019\u610f\u5473\u8457\u5be6\u969b\u7684\u4f30\u503c\u6bd4\u7387\u53ef\u80fd\u4e26\u4e0d\u50cf\u8868\u9762\u4e0a\u770b\u8d77\u4f86\u90a3\u9ebc\u9ad8\u3002<\/p>\n<p>\u5728\u6211\u770b\u4f86\uff0c\u8003\u616e\u5230\u672a\u4f86\u4e09\u5e74\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u7684\u589e\u9577\uff0c\u53d7\u5230\u6a5f\u5668\u5b78\u7fd2\u7684\u63a8\u52d5\u4ee5\u53ca\u4eba\u5de5\u667a\u6167 GPU \u96c6\u7fa4\u898f\u6a21\u7684\u64f4\u5927\uff0cNvidia \u7684\u5e02\u76c8\u7387\u53ef\u80fd\u6703\u9054\u5230 45 \u500d\uff08\u96b1\u542b\u5167\u5728\u50f9\u503c\u70ba 166 \u7f8e\u5143\uff09\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/15\/54097509-17210782844022918_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/2MCT7qx.png\" alt=\"Earnings Estimate\" \/><\/a><\/p>\n<p>\u6536\u76ca\u9810\u6e2c\uff08\u96c5\u864e\u8ca1\u7d93\uff09<\/p>\n<h2><a id=\"%C2%A0%E6%9C%83%E7%99%BC%E7%94%9F%E4%BB%80%E9%BA%BC%E9%8C%AF%E8%AA%A4%EF%BC%9F\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0<strong>\u6703\u767c\u751f\u4ec0\u9ebc\u932f\u8aa4\uff1f<\/strong><\/h2>\n<p>Nvidia \u53ef\u80fd\u7121\u6cd5\u5be6\u73fe\u5176 AI \u6f5b\u529b\uff0c\u6216\u589e\u9577\u901f\u5ea6\u53ef\u80fd\u6bd4\u6211\u5728\u4e0a\u8ff0\u8a08\u7b97\u4e2d\u63d0\u51fa\u7684\u8981\u6162\u3002\u5118\u7ba1\u5982\u6b64\uff0c\u5728\u6211\u770b\u4f86\uff0cNvidia \u7684\u589e\u9577\u6f5b\u529b\u662f\u975e\u5e38\u4e16\u4fd7\u4e14\u53ef\u6301\u7e8c\u7684\uff0c\u8a72\u516c\u53f8\u5df2\u7d93\u5728\u4e0d\u65b7\u767c\u5c55\u7684 AI \u6a5f\u6703\u4e2d\u4f54\u64da\u4e86\u91cd\u8981\u5730\u4f4d\u3002\u5f9e\u9577\u9060\u4f86\u770b\uff0c126% \u7684\u5e74\u589e\u9577\u7387\u662f\u4e0d\u53ef\u6301\u7e8c\u7684\uff0c\u56e0\u6b64\u672a\u4f86\u53ef\u80fd\u6703\u51fa\u73fe\u92b7\u552e\u589e\u9577\u653e\u7de9\u7684\u60c5\u6cc1\u3002<\/p>\n<p>\u6211\u4e0a\u8ff0\u7684\u8a08\u7b97\u4e5f\u5047\u8a2d Nvidia \u53ef\u80fd\u6bcf\u5e74\u589e\u9577 50%\u7684\u92b7\u552e\u984d\uff0c\u4f46\u9019\u4e5f\u6c92\u6709\u4fdd\u8b49\u6703\u5be6\u73fe\u3002<\/p>\n<h2><a id=\"%C2%A0%E6%88%91%E7%9A%84%E7%B5%90%E8%AB%96\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0<strong>\u6211\u7684\u7d50\u8ad6<\/strong><\/h2>\n<p>Nvidia \u5728\u904e\u53bb\u4e00\u5e74\u4e2d\u8868\u73fe\u51fa\u5353\u8d8a\u7684\u589e\u9577\uff0c\u9019\u662f\u7531\u65bc\u6578\u64da\u4e2d\u5fc3\u7684\u5feb\u901f\u589e\u9577\u3002<\/p>\n<p>\u5118\u7ba1\u8a72\u80a1\u7968\u5df2\u7d93\u98c6\u5347\uff0c\u4f46\u8003\u616e\u5230\u5373\u5c07\u63a8\u52d5\u516c\u53f8\u4e3b\u8981\u696d\u52d9\u6578\u64da\u4e2d\u5fc3\u7684\u57fa\u790e AI \u5e02\u5834\u6a5f\u6703\uff0cNvidia \u7684\u76c8\u5229\u6f5b\u529b\u4ecd\u7136\u4ee4\u4eba\u9707\u9a5a\u5730\u5408\u7406\u3002\u8a72\u80a1\u7968\u4ee5 35 \u500d\u7684\u9810\u671f\u76c8\u5229\u51fa\u552e\uff0c\u6211\u8a8d\u70ba\u6295\u8cc7\u8005\u6b63\u5728\u7372\u5f97\u975e\u5e38\u597d\u7684\u4ea4\u6613\u3002<\/p>\n<p>\u672a\u4f86\u771f\u6b63\u7684\u6f5b\u529b\u5c07\u5728\u65bc\u6a5f\u5668\u5b78\u7fd2\u548c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u3002\u9019\u5c07\u4fc3\u9032\u4eba\u5de5\u667a\u6167 GPU 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