英伟达GPU无处不在，企业获取算力的六种途径
Nvidia GPUs are everywhere. Here are the ways companies are accessing them
The demand for Nvidia's GPUs has pushed its market value to nearly $6 trillion, and companies are acquiring computing power through various methods such as ultra-large-scale cloud, new cloud, and self-purchase. NVIDIA expects October quarter revenue of $108 billion, a year-on-year increase of 89%; the number of GPU suppliers has increased from 209 to 323, and B200 spot prices have doubled since March.
The surge in demand for NVIDIA GPUs and the doubling of prices show that technology capital expenditures are still in an expansion cycle, which usually supports market risk appetite and may weaken the safe-haven appeal of gold while affecting U.S. dollar liquidity and global capital allocation. Traders can pay attention to the data's subsequent guidance on the relative performance of risk assets and safe-haven assets, as well as the potential transmission of high computing power costs to corporate profits and inflation expectations.
本文梳理了从超大规模云到本地部署的多种GPU获取路径并给出客户集中度和价格变化数据，可帮助判断算力供给格局。
来源：CNBC Top News · cnbc.com