AMD' AI chip MI300 is 40% cheaper than NVDA' H100, people th

來源: Outlook2024beyond 於 2024-03-01 10:26:30 [檔案] [舊帖] [給我悄悄話] 閱讀數 : (185 bytes)

回答: If NVDA forward PE is same as AMD's, price is about $1400 由 Outlook2024beyond 於 2024-03-01 10:17:31

They will gain market share from NVDA. Currently NVDA controls 90% high end AI chip. But NVDA' next generation H200 and Blackwell B100 will be in production late this year.

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• 估計主要是基本麵的因素。英偉達的顯卡供不應求，客戶得等。等不及的項目隻能將就一下，用AMD。所以AMD業績必然漲。 -韭菜傳說- ♂ (0 bytes) () 03/01/2024 postreply 11:26:04

• 就有點類似於黃金漲的時候帶動白銀也漲。跟NVDA沾上就得漲，跟黃仁勳沾親帶故的都得漲 -韭菜傳說- ♂ (0 bytes) () 03/01/2024 postreply 11:36:29

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