Nvidia Grace CPUs

搜索文档
Big Tech's $4 Trillion Artificial Intelligence (AI) Spending Spree Could Make These 2 Chip Stocks Huge Winners
Yahoo Finance· 2025-09-21 17:12
Key Points AI infrastructure spending is estimated to reach up to $4 trillion in five years. As the leading chip supplier for data centers, Nvidia is well positioned to benefit. Broadcom just won a $10 billion custom chip deal with a major AI customer. 10 stocks we like better than Nvidia › Leading tech companies are spending billions on data centers to support growing demand for artificial intelligence (AI) compute capacity. AI chip leader Nvidia (NASDAQ: NVDA) recently said it expects spending ...
CoreWeave is the first cloud provider to deploy Nvidia's latest AI chips
CNBC· 2025-07-03 16:31
英伟达Blackwell Ultra芯片商用部署 - 英伟达下一代人工智能图形处理器Blackwell Ultra已在CoreWeave实现商业部署 [1] - CoreWeave成为首家安装基于Blackwell Ultra系统的云服务提供商 [1] - 部署系统采用戴尔制造的GB300 NVL72 AI架构 [1] Blackwell Ultra技术细节 - 芯片预计将在今年剩余时间大规模出货 [2] - 系统配备72个Blackwell Ultra GPU和36个Grace CPU [2] - 采用液冷技术并由戴尔在美国完成组装测试 [2] 市场反应 - 消息公布后CoreWeave股价上涨6% [2] - 戴尔股价上涨约2% [2] - 英伟达股价涨幅低于2% [2] 行业意义 - 此次部署标志着英伟达在AI芯片领域的重要里程碑 [2]