$超微电脑(SMCI)$ SMCI 是 AI ,云,存储,和 5G/边缓技术和 IT 制造商,其解决方案跟英伟达 H100 深度学习获得强大吸引力,SMCI 正在获得下一代 AI 和 CPU 更高的设计,对 AI 推理系统和算法需求不断增长,蠃得大量订单和积压订单。在强劲的需求下,公司今年财年预期从 110 亿美元上调至 147 亿美元。

有人说英伟达不涨,SMCI 涨没逍理,这也难怪他家涨的道理。

超微 (SMCI) 获得英伟达强大吸引力和赢得市场大量需求订单和积压订单

前几天说了几次,英伟达和超微是互相合作,互为需求,还有的人不信。

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