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
Permintaan untuk GPU Nvidia telah mendorong nilai pasarannya kepada hampir $6 trilion, dan syarikat memperoleh kuasa pengkomputeran melalui pelbagai kaedah seperti awan berskala ultra besar, awan baharu dan pembelian sendiri. NVIDIA menjangkakan pendapatan suku Oktober sebanyak $108 bilion, peningkatan tahun ke tahun sebanyak 89%; bilangan pembekal GPU telah meningkat daripada 209 kepada 323, dan harga spot B200 telah meningkat dua kali ganda sejak Mac.
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