$英伟达 (NVDA.US)$
According to a report from Commercial Times citing sources, it’s revealed that NVIDIA has executed changes to the Blackwell series’ 6-layer GPU mask. Therefore, the process can now proceed without re-taping out, as production delays being minimized.
The report noted that NVIDIA’s updated version of B200 is expected to be completed by late October, allowing the GB200 to enter mass productio...
According to a report from Commercial Times citing sources, it’s revealed that NVIDIA has executed changes to the Blackwell series’ 6-layer GPU mask. Therefore, the process can now proceed without re-taping out, as production delays being minimized.
The report noted that NVIDIA’s updated version of B200 is expected to be completed by late October, allowing the GB200 to enter mass productio...
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$英伟达 (NVDA.US)$
我们都见过这样的情况:像英伟达这样的公司超过了盈利预期,在所有方面都表现出色,但华尔街分析师仍然找到了一些负面的东西来说。他们认为这家公司没有达到他们“不切实际的目标”,并开始对其未来增长提出担忧。这引出了一个问题- 为什么他们要这样做?
答案非常简单:这对他们有利。机构投资者,大型玩家...
我们都见过这样的情况:像英伟达这样的公司超过了盈利预期,在所有方面都表现出色,但华尔街分析师仍然找到了一些负面的东西来说。他们认为这家公司没有达到他们“不切实际的目标”,并开始对其未来增长提出担忧。这引出了一个问题- 为什么他们要这样做?
答案非常简单:这对他们有利。机构投资者,大型玩家...
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