2026年10月12日 20:34 ET 发布 · 更新于 1 个月前 · 1 个来源
Nvidia's pricing power will erode as hyperscalers shift inference to in-house chips
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原始报道
Nvidia's share of AI industry profits will decline even as AI compute demand and GPU revenue keep growing, because Microsoft, Google, Amazon and Meta are moving stable inference workloads to their own chips.
原文