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科股早知道:这类基础设施建设进展顺利,一批国家重大工程建设加速推进
Tai Mei Ti A P P· 2025-07-03 00:31
必读要闻二:SK海力士有望向英特尔AI芯片供应HBM4 必读要闻一:这类基础设施建设进展顺利,一批国家重大工程建设加速推进 据报道,今年以来,我国全力推进水利基础设施建设。1至5月,全国水利基础设施建设进展顺利,共完 成水利建设投资4089.7亿元。一批国家重大水利工程建设加速推进,同时全国还新开工11项重大工程, 包括大型灌区建设与现代化改造、大江大河治理工程等。 兴业证券指出,2025年6月26日,中办、国办发布《关于全面推进江河保护治理的意见》,提出充分挖 掘现有水源调蓄工程供水潜力,加快推进已列入国家规划的骨干水源工程建设;健全重大水利工程建 设、运行、管理机制。近年来中央预算资金、专项债资金等均向水利水电倾斜,水利水电基建投资增速 保持高增长,建筑企业水利水电、水生态保护等江河相关的建筑工程订单同样保持高增长的态势,随着 此次《意见》落地,水利水电工程高景气度预期延续,关注水利水电带来的投资机会。 7月6日上午10:30,CMG世界机器人技能大赛首场机器狗任务赛直播开启,机器狗"黑豹2.0"将在直播 间,挑战三大"不可能任务",上演"百米人机对决"。 四足机器人是一种模仿动物肢体结构和行走方式的仿生 ...
If you invested $1,000 in NVDA when Nvidia released 1st AI chip, here's your return now
Finbold· 2025-05-11 14:05
Core Insights - Nvidia's early AI chip launch has resulted in remarkable investor returns, with stock gains exceeding 13,000% since the introduction of its first AI-focused chip, the Tesla P100 [1][2][3] - Continuous innovations in chip technology, including the Hopper and Blackwell architectures, have significantly enhanced performance and adoption in the AI sector [1][5][6] - Strong financial results for Q4 and optimistic guidance for 2025 indicate sustained growth driven by Nvidia's dominance in AI [1][7] Nvidia's AI Chip Launch and Growth - Nvidia launched the Tesla P100 on April 5, 2016, marking its entry into AI-specific semiconductors when AI was primarily in the research phase [2][4] - An initial investment of $1,000 in Nvidia at the time would now be worth approximately $131,067, reflecting a staggering return of over 13,000% [3] Technological Advancements - The Tesla P100 featured 15 billion transistors and was based on Nvidia's Pascal architecture, setting a new standard for AI computing [4] - Nvidia has since expanded its AI chip portfolio, with key products like the Hopper H100 and Blackwell, which are designed to meet the growing demands of AI applications [5][6] Financial Performance - Nvidia reported fiscal Q4 revenue of $39.33 billion, exceeding analyst expectations, with adjusted earnings per share of $0.89 [7] - The company has guided for first-quarter 2025 revenue of around $43 billion, indicating a 65% year-over-year growth, with significant contributions expected from the Blackwell architecture [7]
为何Nvidia还是AI芯片之王?这一地位能否持续?
半导体行业观察· 2025-02-26 01:07
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容编译自彭博社,谢谢。 让我们来看看 Nvidia 取得惊人增长的因素以及未来面临的挑战。 Nvidia 最受欢迎的 AI 芯片有哪些? 目前最赚钱的产品是 Hopper H100,其名称是对计算机科学先驱 Grace Hopper 的致敬。它是图形 处理单元的增强版,起源于视频游戏玩家使用的个人电脑。Hopper 将被 Blackwell 系列取代,后者 以数学家 David Blackwell 的名字命名。 一度让 Nvidia Corp. 成为全球市值最高公司的强劲股价涨势已停滞。投资者现在已开始谨慎对待向 这家芯片制造商投入更多资金,因为很明显,采用人工智能计算不会是一条直线道路,也不会仅仅 依赖 Nvidia 技术。 Hopper 和 Blackwell 都采用了将使用 Nvidia 芯片的计算机集群转变为能够处理大量数据并进行高 速计算的单个单元的技术。这使得它们非常适合用于训练最新一代人工智能产品 所依赖的神经网络 这一耗能任务。 Nvidia 成立于 1993 年,率先在这个市场进行了投资,投资历史可追溯到十多年前,当时它押注并 行工作的能力有 ...