{"id":7649,"date":"2024-12-18T08:14:59","date_gmt":"2024-12-18T00:14:59","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7649"},"modified":"2024-12-18T08:17:24","modified_gmt":"2024-12-18T00:17:24","slug":"smci-xai-deal-breakdown","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/smci-xai-deal-breakdown\/","title":{"rendered":"SMCI \u8207 x.ai \u7684\u5408\u4f5c\u5e36\u4f86\u7684\u71df\u6536\u7d30\u6536\u62c6\u89e3"},"content":{"rendered":"<blockquote>\n<p>\u9019\u7bc7\u6587\u7ae0\u5c07\u91cd\u9ede\u95dc\u6ce8 SMCI \u5f9e <a href=\"http:\/\/x.ai\">x.ai<\/a> GPU \u5c08\u6848\u4e2d\u5c07\u7372\u5f97\u591a\u5c11\u6536\u5165<\/p>\n<\/blockquote>\n<p>\u6211\u6628\u5929\u767c\u4e86\u4e00\u7bc7\u95dc\u65bc\u6211\u5011\u6240\u77e5SMCI\u771f\u5be6\u60c5\u6cc1\u7684\u6587\u7ae0\uff0c\u6211\u9f13\u52f5\u60a8\u5728\u95b1\u8b80\u9019\u7bc7\u6587\u7ae0\u4e4b\u524d\u5148\u95b1\u8b80\u5b83\u3002 <a href=\"https:\/\/tenten.co\/blog\/investment\/smci-short-short-squeeze\/\">https:\/\/tenten.co\/blog\/investment\/smci-short-short-squeeze\/<\/a><\/p>\n<p>\u9019\u7bc7\u6587\u7ae0\u5c07\u91cd\u9ede\u95dc\u6ce8 SMCI \u5f9e <a href=\"http:\/\/x.ai\">x.ai<\/a> GPU \u5c08\u6848\u4e2d\u5c07\u7372\u5f97\u591a\u5c11\u6536\u5165\uff0c\u6240\u6709\u9019\u4e9b\u6578\u5b57\u90fd\u662f\u4f30\u8a08\u7684\uff0c\u5982\u679c\u60a8\u6709\u66f4\u6e96\u78ba\u7684\u6578\u5b57\uff0c\u8acb\u5728\u4e0b\u65b9\u7559\u8a00<\/p>\n<ul>\n<li>\n<p>xAI \u7684\u96c4\u5fc3\u52c3\u52c3\u7684\u5c08\u6848\uff1axAI \u6b63\u5728\u5efa\u69cb\u4e00\u500b 100 \u842c\u500b GPU \u7684\u8d85\u7d1a\u96fb\u8166\u53e2\u96c6\uff0c\u9019\u5728\u4eba\u5de5\u667a\u6167\u904b\u7b97\u65b9\u9762\u662f\u4e00\u9805\u5de8\u5927\u7684\u4efb\u52d9\u3002<\/p>\n<\/li>\n<li>\n<p>SMCI \u5728\u5b5f\u83f2\u65af\u7684\u89d2\u8272\uff1aSMCI \u6b63\u5728\u5b5f\u83f2\u65af\u5efa\u7acb\u7576\u5730\u71df\u904b\uff0c\u4ee5\u652f\u63f4 xAI \u7684\u5de8\u50cf\u8d85\u7d1a\u96fb\u8166\uff0c\u4ed6\u5011\u5c07\u8655\u7406\u4e00\u534a\u7684\u4f3a\u670d\u5668\u6a5f\u67b6\uff0c\u91cd\u9ede\u662f\u786c\u9ad4\u6574\u5408\u3001\u5b89\u88dd\u4ee5\u53ca\u63d0\u4f9b\u6301\u7e8c\u7684\u7dad\u8b77\u548c\u652f\u63f4\u3002<\/p>\n<\/li>\n<li>\n<p>\u5275\u7d00\u9304\u7684\u6642\u9593\u6210\u5c31\uff1a\u4ed6\u5011\u5148\u524d\u8207 xAI \u7684\u5408\u4f5c\u5728\u7834\u7d00\u9304\u7684 19 \u5929\u5167\u5b8c\u6210\uff0c\u5c55\u73fe\u4e86\u4ed6\u5011\u5feb\u901f\u90e8\u7f72\u7684\u80fd\u529b\u3002<\/p>\n<\/li>\n<li>\n<p>\u5c0d\u7b49\u8ca2\u737b\uff1a\u6234\u723e\u4e5f\u81f3\u95dc\u91cd\u8981\uff0c\u8207 SMCI \u4e00\u8d77\u8655\u7406\u53e6\u4e00\u534a\u7684\u4f3a\u670d\u5668\u6a5f\u67b6\u3002<\/p>\n<\/li>\n<li>\n<p>\u8ca1\u52d9\u5f71\u97ff\uff1a\u9810\u8a08\u9019\u5169\u5bb6\u516c\u53f8\u90fd\u5c07\u8cfa\u53d6\u7d04 221.9 \u5104\u7f8e\u5143\uff0c\u4f46\u7531\u65bc GPU \u6210\u672c\u9ad8\u6602\uff0c\u5229\u6f64\u7387\u5728 8-17% \u4e4b\u9593\u3002<\/p>\n<\/li>\n<li>\n<p>\u8d85\u8d8a\u786c\u9ad4\uff1a\u4ed6\u5011\u7684\u89d2\u8272\u64f4\u5c55\u5230\u7cfb\u7d71\u6574\u5408\u3001\u51b7\u537b\u548c\u652f\u63f4\u670d\u52d9\uff0c\u9019\u5c0d\u65bc\u53e2\u96c6\u7684\u6210\u529f\u81f3\u95dc\u91cd\u8981\u3002<\/p>\n<\/li>\n<li>\n<p>\u9810\u8a08\u6536\u5165\uff1a\u9810\u8a08 SMCI \u5c07\u5f9e xAI \u5c08\u6848\u4e2d\u8cfa\u53d6\u7d04 221.9 \u5104\u7f8e\u5143\u3002<\/p>\n<\/li>\n<li>\n<p>\u9810\u671f\u5229\u6f64\u7387\uff1a\u9810\u8a08 SMCI \u7684\u5229\u6f64\u7387\u5c07\u5728 8% \u5230 17% \u4e4b\u9593\uff0c\u9019\u53cd\u6620\u4e86 Nvidia \u63d0\u4f9b\u7684\u9ad8 GPU \u6210\u672c\u4ee5\u53ca\u4f3a\u670d\u5668\u786c\u9ad4\u548c\u670d\u52d9\u5e02\u5834\u7684\u7af6\u722d\u6027\u8cea\u3002<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/preview.redd.it\/revenue-breakdown-of-smci-for-x-ai-v0-o5y7nqjg1e7e1.jpg?width=1194&amp;format=pjpg&amp;auto=webp&amp;s=0f1115624dc7440adda2e44c8d85bf61eeccdc4f\" alt=\"Revenue breakdown of SMCI for x.ai\" \/><\/p>\n<p>\u66f4\u8a73\u7d30\u5730\u5206\u6790\u8868\u683c\uff0c\u5047\u8a2d\u6211\u5011\u77e5\u9053\u9019\u662f\u4e00\u500b\u4f4e\u5229\u6f64\u7684\u696d\u52d9<\/p>\n<p>\u4f4e\u5229\u6f64\u60c5\u5883\uff08\u6bdb\u5229\u7387 8%\uff09\uff1a<\/p>\n<ul>\n<li>\n<p>\u6bdb\u5229\uff1a17.75 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u71df\u904b\u8cbb\u7528\uff1a\u8b93\u6211\u5011\u4f30\u8a08\u70ba\u6536\u5165\u7684 5% = 221.9 \u5104\u7f8e\u5143 * 0.05 = 11.095 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u7a05\u524d\u6536\u5165\uff1a17.75 \u5104\u7f8e\u5143 &#8211; 11.095 \u5104\u7f8e\u5143 = 6.655 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u7a05 (21%)\uff1a6.655 \u5104\u7f8e\u5143 * 0.21 = 1.39755 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u6de8\u6536\u5165\uff1a6.655 \u5104\u7f8e\u5143 &#8211; 1.39755 \u5104\u7f8e\u5143 = 5.257 \u5104\u7f8e\u5143\uff0c\u6216\u7d04 5.257 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<\/ul>\n<p>\u9ad8\u5229\u6f64\u60c5\u5883\uff08\u6bdb\u5229\u7387 17%\uff09\uff1a<\/p>\n<ul>\n<li>\n<p>\u6bdb\u5229\uff1a37.72 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u71df\u904b\u8cbb\u7528\uff1a\u540c\u6a23\uff0c\u4f30\u8a08\u70ba\u6536\u5165\u7684 5% = 221.9 \u5104\u7f8e\u5143 * 0.05 = 11.095 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u7a05\u524d\u6536\u5165\uff1a37.72 \u5104\u7f8e\u5143 &#8211; 11.095 \u5104\u7f8e\u5143 = 26.625 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u7a05 (21%)\uff1a26.625 \u5104\u7f8e\u5143 * 0.21 = 5.59125 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<li>\n<p>\u6de8\u6536\u5165\uff1a26.625 \u5104\u7f8e\u5143 &#8211; 5.59125 \u5104\u7f8e\u5143 = 21.034 \u5104\u7f8e\u5143\uff0c\u6216\u7d04 21 \u5104\u7f8e\u5143<\/p>\n<\/li>\n<\/ul>\n<p>\u7e3d\u7d50\uff1a<\/p>\n<ul>\n<li>SMCI \u5f9e xAI \u5c08\u6848\u7684\u6de8\u6536\u5165\u7bc4\u570d\uff1a\u7d04\u70ba 5.257 \u5104\u7f8e\u5143\u81f3 21 \u5104\u7f8e\u5143\uff0c\u5177\u9ad4\u53d6\u6c7a\u65bc\u5be6\u969b\u5be6\u73fe\u7684\u6bdb\u5229\u7387\u3001\u71df\u904b\u8cbb\u7528\u7ba1\u7406\u7684\u6548\u7387\u4ee5\u53ca\u5176\u4ed6\u8ca1\u52d9\u8003\u91cf\u3002<\/li>\n<\/ul>\n<p>\u73fe\u5728\uff0c\u5982\u679c\u6211\u5011\u50c5\u4f7f\u7528 <a href=\"http:\/\/x.ai\">x.ai<\/a> \u7684\u9019\u4e00\u500b\u8a02\u55ae\uff0c\u4ee5 30 \u7684\u672c\u76ca\u6bd4\u4f86\u8a08\u7b97 SMCI \u7684\u5e02\u503c<\/p>\n<ul>\n<li>\n<p>\u5e02\u503c\u70ba 158 \u5104\u81f3 680 \u5104\u7f8e\u5143\uff0c\u5177\u9ad4\u53d6\u6c7a\u65bc\u5229\u6f64\u7387<\/p>\n<\/li>\n<li>\n<p>\u9019\u50c5\u57fa\u65bc\u4e00\u500b\u8a02\u55ae\u2026\u2026<\/p>\n<\/li>\n<li>\n<p>\u9019\u4e9b\u50a2\u4f19\u932f\u904e\u4e86 Nvidia\uff0c\u4ed6\u5011\u60f3\u8981\u4f60\u7684\u80a1\u7968\uff0c\u4ed6\u5011\u6b63\u5728\u6563\u4f48\u5927\u91cf\u7cdf\u7cd5\u7684 FUD\uff0c\u7576\u7136\u5b58\u5728\u9664\u724c\u98a8\u96aa\uff0c\u6240\u4ee5\u4e0d\u8981\u5b64\u6ce8\u4e00\u64f2\uff0c\u4f46\u8981\u6301\u6709\uff01<\/p>\n<\/li>\n<li>\n<p>\u986f\u7136\uff0c\u660e\u5e74 smci \u7684\u696d\u52d9\u5c07\u4e0d\u50c5\u50c5\u662f <a href=\"http:\/\/x.ai\">x.ai<\/a> \u2026\u2026<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"\u9019\u7bc7\u6587\u7ae0\u5c07\u91cd\u9ede\u95dc\u6ce8 SMCI \u5f9e x&hellip;","protected":false},"author":1,"featured_media":4980,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"csco_display_header_overlay":false,"csco_singular_sidebar":"","csco_page_header_type":"","footnotes":""},"categories":[532],"tags":[],"ppma_author":[533],"class_list":{"0":"post-7649","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investment","8":"cs-entry"},"yoast_head":"<!-- This site is optimized 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