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                  2. 您现在的位置:融合网首页 > 芯片 > 产品 >

                    股价暴涨的英伟达真能高枕无忧?

                    来源:孙永杰 作者:孙永杰 责任编辑:方向 发表时间:2015-11-15 11:12 阅读:次
                    核心提示:支撑英伟达的核心业务依旧是传统PC市场的图形芯片(独立显卡),而涉及到AI相关领域或者是与AI密切相关(例如数据中心)业务的营收仅占到其总营收的1/10左右。所以仅从营收看,英伟达远称不上是一家AI芯片公司。而众所周知的事实是,目前AI是产业竞相追逐的热

                    本文原标题:《以AI之名:股价暴涨的英伟达真能高枕无忧?》

                    RIQIAN,TUXINGXINPIANCHANGSHANGYINGWEIDAFABULEJIDUYINGSHOUCHUANG6NIANZUIDAZENGFUDECAIBAO,BINGLADONGQIGUJIAPANHOUBIAOSHENG14%ERYINFAYENEIDEGUANZHU,JIAZHICIQIAN,QICEO HUANGRENXUNXUANCHENGYINGWEIDAYIJINGSHIYIJIAAI(RENGONGZHINENG)XINPIANGONGSI(POYOUGANAIFENGKOUDEYIWEI),YENEIFENFENKANHAOQIZAIXINPIAN,YOUQISHIAIXINPIANDESHICHANGBIAOXIAN。SHISHIZHENDERUCIMA?

                    楚雄棋牌 WOMENXIANKANKANZHEIGEJIDUYINGWEIDADECAIBAOBIAOXIAN。ZONGYINGSHOU20YIMEIYUAN,TONGBIZENGZHANG53.6%。QIZHONGTUXINGXINPIANBUMENDEYINGSHOUZAIQIZONGYINGSHOUZHONGZHANBI85%,TONGBIZENGZHANG52.9%,WEI17YIMEIYUAN;SHUJUZHONGXINYEWUTONGBIZENGZHANGLIANGBEI,WEI2.4YIMEIYUAN;QICHEYEWUTONGBIZENGZHANG60.8%,WEI1.27YIMEIYUAN。CONGYINGSHOUDEGOUCHENGSHANG,BUNANKANCHU,ZHICHENGYINGWEIDADEHEXINYEWUYIJIUSHICHUANTONGPCSHICHANGDETUXINGXINPIAN(DULIXIANKA),ERSHEJIDAOAIXIANGGUANLINGYUHUOZHESHIYUAIMIQIEXIANGGUAN(LIRUSHUJUZHONGXIN)YEWUDEYINGSHOUJINZHANDAOQIZONGYINGSHOUDE1/10ZUOYOU。SUOYIJINCONGYINGSHOUKAN,YINGWEIDAYUANCHENGBUSHANGSHIYIJIAAIXINPIANGONGSI。ERZHONGSUOZHOUZHIDESHISHISHI,MUQIANAISHICHANYEJINGXIANGZHUIZHUDEREDIAN,CENGJING,BAOKUOXIANZAIYIRANSHICHUANTONGPCCHANYEDULIXIANKA(XIANSHIXINPIAN)DEYINGWEIDAYAOSHENYIBIANCHENGWEIAIGONGSIZIRANHUIXIYINBUSHAODEYANQIU,CONGZHEIGEYIYIKAN,WOMENBUPAICHUYINGWEIDAYOUJIEZHUAIFENGKOUCHAOZUOHEKUADAZIJIXINPIANZUOYONGDECHENGFEN。

                    DANGRAN,WOMENZAICIBINGFEIFOURENAIXINPIAN(ZHICHIAIYINGYONGHEGONGNENG)JIANGSHIWEILAIXINPIANCHANYEDEFAZHANQUSHI。YOUQISHIGUGERENGONGZHINENGRUANJIANAlphaGoLIYONGSHENDUXUEXIJISHUJIBAIQUANQIUDINGJIANWEIQIXUANSHOULISHISHIYUSHIZHERENGONGZHINENGJIANGSHIKEJIXINGYEHEDALAOMENJINGZHENGDEXIAYIGEREDIAN,ERDASHUJUHEWULIANWANGDEFAZHANCUSHIIBM、GUGE、Facebook、WEIRUANDENGZAINEIDEKEJIJUTOUHEXUDUODAXINGDETIGONGYUNFUWUDEYUNJISUANGONGSIJINGXIANGKAIFARENGONGZHINENGJISHU,YIQILIYONGWEILAIWULIANWANGSHEBEISHOUJIDEHAILIANGSHUJU(FENXI)WEISHICHANGHEYONGHUTIGONGGENGHAODEFUWU。XUYAOSHUOMINGDESHI,JINGUANGEJIACHANGSHANGJIAOFABUTONG,LIRUIBMCHENGZHIWEIRENZHIJISUAN,FacebookHEGUGECHENGZHIWEIJIQIXUEXIHUORENGONGZHINENG,DANZUOWEIZHICHENGZHEIXIEJISHUHEYINGYONGDESHUJUZHONGXINJICHUYINGJIANZHIYIDEXINPIANYIRANBANYANZHEZHONGYAODEJIAOSE。

                    楚雄棋牌 JIYUCIZHONGQUSHI,JUXIANGGUANTONGJI,MUQIANYUNXINGZAIBAOKUOIBM、GUGE、Facebook、YAMAXUN、WEIRUANDENGDALAOMENHEYUNJISUANGONGSIDESHUJUZHONGXIN(FUWUQI)ZHISHAOYOU10%ZUOYOUDEGONGZUOFUZAIYUAIYINGYONGYOUGUAN(HUOZIJIKAIFAXIANGGUANDEAIYINGYONGHUOZHICHIHEYUNXINGKEHUDEAIKAIFAJIYINGYONGDENG),QIESUIZHESHICHANGHEYONGHUDUIYUAIDEXUQIU,ZHEIZHONGQUSHIWEILAIHAIHUIKUODA。ERZHEIZHONGQUSHIDUIYUSHUJUZHONGXINDEJICHUXINPIANJISUANNENGLIHEGONGHAOTICHULEXINDETIAOZHAN,ERYINGWEIDACIQIANYIZHIZHUANGONGDEGPU(TUXINGXINPIAN)JUBEIYOUTIANRANDEYOUSHI。LIRUAISUOXUDEDAGUIMOBINGXINGYUNSUANNENGLI;TONGDENGMIANJIXIA,GPUSHANGYONGYOUGENGDUODEYUNSUANDANYUAN(ZHENGSHU、FUDIANDECHENGJIADANYUAN,TESHUYUNSUANDANYUANDENG);GPUYONGYOUGENGDADAIKUANDE Memory,YINCIZAIDATUNTULIANGDEYINGYONGZHONGYEHUIYOUHENHAODEXINGNENG;GPUDUINENGYUANDEXUQIUYUANYUANDIYUCPUDENG。

                    楚雄棋牌 JINGUANRUCI,ZHEIBINGBUDAIBIAOSHANGSHUDALAOMENDESHUJUZHONGXIN(FUWUQI)DUICPUMEIYOUXUQIU,XIANGFAN,CPUYIRANSHIJISUANRENWUBUKEHUOQUEDEYIBUFEN,ZAISHENDUXUEXISUANFACHULIRENWUZHONGHAIXUYAOGAOXINGNENGDECPULAIZHIXINGZHILINGBINGQIEHEGPUJINXINGSHUJUCHUANSHU,TONGSHIFAHUICPUDETONGYONGXINGHEGPUDEFUZARENWUCHULINENGLI,CAINENGDADAOZUIHAODEXIAOGUO,ZHEIYESHIWEIHEMUQIANDADUOSHUQIYECAIYONGDEYIRANSHI“CPU+GPU”DEZUHE,HUOZHECHENGWEIYIGOUJISUAN,ERZAIZHEIZHONGYIGOUMOSHIXIA,YINGYONGCHENGXUDECHUANXINGBUFENZAICPUSHANGYUNXING,ERGPUZUOWEIXIECHULIQI,ZHUYAOFUZEXUYAODALIANGJISUANDEBUFEN。CONGZHEIGEJIAODUKAN,QUEFACPUYINGGAISHIYINGWEIDAZAIXIANZAIHEWEILAIZIXUWEIAIGONGSISHIZHONGCUNZAIDEDUANBAN。

                    既然提到CPU,自然就会联想到此领域的老大英特尔,它既是英伟达成为AI芯片公司在CPU上无法跨域的屏障,即便是在其擅长的能够满足上述大佬AI需求的GPU上也是最大的挑战者。(责任编辑:方向)

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