Nvidia：GB300和B300 – 推理推断、亚马逊、内存、供应链 – 半分析 --- Nvidia’s Christmas Present_ GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain – SemiAnalysis
-·2024-12-25 13:52
Nvidia's Christmas Present: GB00 & B00 Reasoning nference, Amazon, Memory,Suppy Chain //Backwe Deays, Microsoft Orders, GB00 BOM, Nvidia Gross Margin, ConnectX8, VRMs, Micron, Samsung, SK Hynix, Wistron, F Foxconn, Aspeed, Axiado Nvidia 的圣诞礼物：GB00 和 B00 推理推断，亚马逊，内存，供应链 Backwe 延迟，微软订单，GB00 BOM，Nvidia 毛利率，ConnectX-8，VRM，镁光，三星，SK 海力士，纬创，F 富士康，Aspeed，Axiado minutes 分钟 By , and 由迪伦·帕特尔、迈伦·谢和丹尼尔·尼什博尔撰写 Dyan Pate Myron Xie Danie Nishba Aug 0, 202 202 年 8 月 日 Dyan Pate, Wega Chu, Danie Nishba , Myron Xie, Chaoien T ...