NVDA的H20庫存60~90萬片,而中國市場現在的需求是180萬片。

來源: 2025-08-10 17:16:47 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

https://wccftech.com/jefferies-nvidia-likely-has-between-600000-and-900000-h20-gpus-in-inventory-while-chinese-demand-is-around-1-8-million-units/