美銀:料Nvidia發布最新AI晶片時間縮減至一年 競爭對手駟馬難追
美國銀行全球研究部發表報告,指晶片製造商Nvidia(NVDA.US)即將推出的人工智慧晶片系列將加快創新速度,對投資者而言屬利好消息,重申Nvidia為「首選買入」評級 ,並目標價650美元。
報告稱,Nvidia人工智慧晶片產品周期將由先前的兩年縮短至一年,預期Nvidia將在2024年和2025年發布目前高階H100產品的後繼產品。
美銀認為,根據Nvidia新數據中心路線圖,Nvidia通過加快發布節奏,以擴大產品範圍,繼續令商業競爭對手更難追趕。
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