摩根士丹利：NVIDIA-黄仁勋会议强调了加速计算跑道的规模和长度

M Update NVIDIA Corp. | North America October 10, 2024 03:22 AM GMT CEO meetings highlight both the magnitude and length of the accelerated computing runway This week we hosted Nvidia CEO for a 3 day non deal road show. Long term confidence remains high, with management highlighting new opportunities derived from the complexity of inference scaling exponentially with "long thinking". Every indication from management is that we are still early in a long term AI investment cycle Newest element is the much mor ...