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新推出产品的利润率通常较低,这是由于持续的质量问题和生产线容量等。 目前销往中国的那些较不先进的芯片可能带来更高的利润...

新推出产品的利润率通常较低,这是由于持续的质量问题和生产线容量等。
目前出售给中国的那些较低级别的芯片可能会获得更高的利润率。总营业收入的12%占据了相当大的一部分。
通过推动中国完全依赖自己的芯片,可能会使他们在未来几年内放慢步伐,但当他们重振旗鼓时,他们可能会成为英伟达的强大竞争对手。
@10baggerbamm:I think Nvidia should take the stance the same exactly as Karp of Pltr. and I think Jensen should cut off all sales voluntarily 100% to China. there's so much business for NVIDIA between sovereign Nations that are allies of the United States hyperscalers and companies that are building out their AI Network, Nvidia does not need any revenues from China in order to excel. they're 100% pre-sold all of Blackwell within allotment if anyone cancels there's people standing in line waiting to buy anything they can get their hands on. it's my feeling that if Jensen takes a proactive stance and does this Nvidia stock goes straight up. it will no longer be the subject of political leaders using the company as a pawn in their economic trade war games.
市场传闻:英伟达否认向中国减少供应
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