H20海外专家访谈

This call obviously post the approval of the US for AMD and Nvidia AI chips to be shipped to China. Sherman also shared his thoughts on China datacentres and Sherman on TSMC ahead of earnings tomorrow. Sherman 还分享了他对中国数据中心市场的见解，并在台积电明日财报前发表了看法 Loads of useful takeaways in here on H20, RTX. Ascend and the beneficiaries in the supply chain and amongst CSPs. 会议包含大量关于 H20、RTX、昇腾芯片的有价值信息，以及供应链和云服务提供商中的受益企业。 Nvidia 英伟达 Inventec 英业达 Alibaba 阿里巴巴 TSMC 台积电 Some key winners: 主要赢家： 此次会议显然是在美国批准 AMD 和英伟达向中国运送 AI 芯片后举行 ...