英伟达：GPU 与 XPU- 人工智能基础设施峰会及超大规模企业主题演讲

Flash | 10 Sep 2025 01:34:06 ET │ 11 pages NVIDIA Corp (NVDA.O) GPU vs XPU: AI Infrastructure Summit & Hyperscaler Keynotes CITI'S TAKE We attended Day 1 of AI Infrastructure Summit in Santa Clara yesterday and recap key takeaways from hyperscalers Meta, Amazon, and Google keynotes. Overall, while all major hyperscalers have deployed GB200/GB300 at scale, they mentioned that they are also working with other GPU makers like AMD and internal custom silicon chips to support AI workload diversity to drive lowes ...