毕竟前几年ETH显卡挖矿时期,某公司和它的小弟CoreWeave之间的左手倒右手刷收入就已经到了夸张的程度
AMD的短线技术图形看上去不错,近期基本依托着30日均线上行,上一个台阶,整理一段,然后再上一个台阶...
老黄的原话是“The versatility and leading performance of our data center platform enables a high return on investment for many use cases, including AI training and inference, data processing and a broad range of CUDA accelerated workloads. We estimate in the past year approximately 40% of data center revenue was for AI inference.”
我觉得老黄的意思是英伟达的数据中心收入中,如果按任务来区分,那么推理占其收入40%(训练应该占60%),这个应该不是说在推理市场上英伟达的市占率40%吧。