以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
NVDA
6347 atoms · 跨 93 天 · 首见 2026-04-08 · 最近 2026-07-12
三色: 🟦 fact 3843 · 🟥 take 2504 · stance ▲2831/▼738/◆1097
叙事状态: ⚔️ contested (分歧) · ➡️ 平稳 · 策展近14d 36 atom · 🐦 X 近14d 285
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: 群 76 · X 6122 · 卖 79 · News 27
时态: fresh:5713 · aging:418 · stale:195 · expired:21
标签: 好数字:2420 · 好观点:2180 · 好信源:2018 · 好思考:577 · 好问题:83
别名 (合并): NVIDIA · Nvidia · 英伟达
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
NVDA F1Q26营收806亿美元超预期
¹，F2Q26指引910亿美元亦高于买方预期
¹；Jensen Huang称供应链成倍增长但未来十年仍难满足建设需求
¹。Mizuho与BofA分别上调目标价至300和320美元
¹¹，摩根士丹利目标价280美元维持增持
¹。然而，AI数据中心成本预期从每GW 500亿升至800亿美元
¹，若NVDA保持35%增速五年，其增量将占美国名义GDP增量的一半
¹。Goldman Sachs预计大型科技公司ROE明年平均下降7个百分点
¹，2026年Big Tech资本开支约7700亿美元达经营现金流100%
¹。CoWoS份额预计从60%小幅下滑至2027年约55%
¹，CUDA护城河存在被侵蚀风险
¹；技术迭代方面，CPO与800VDC落地大概率延期
¹。
🧭 拥挤度 (一人一票): ▲ 406 位作者 (KOL397 · 卖方7 · 媒体1 · TMTB1) + 群 33 条 vs ▼ 207 位作者 (KOL205 · 媒体1 · TMTB1) + 群 19 条
⚖️ 多头 397/406 来自KOL
🔄 谁改主意了 (2)
同一作者对本 entity 的立场翻向 · 前后原话并排, 自行判断是真转向还是换了子话题
▸ 弱信号 2 条 (前后话题不同, 可能是子话题切换)
- MS Tom Wigg ▼→▲ (2026-06-08 → 2026-06-16, 8d)
前: <a href="#atom-151a79742309f93e">"AI sell-off driven by NVDA despec concerns"</a>
后: <a href="#atom-562906d9b7c3e319">"NVDA 推理市场份额增加"</a>
- MS Tom Wigg ▲→▼ (2026-06-04 → 2026-06-08, 4d)
前: <a href="#atom-445c34472db67802">"AAPL new Siri uses NVDA B200?"</a>
后: <a href="#atom-151a79742309f93e">"AI sell-off driven by NVDA despec concerns"</a>
🔥 核心观点 · 5 个
≥2 个独立的人各自表达 take (已排除新闻 bot) · 多空按人算 · 跨语言合并
- H100 rental price
1 人观点 · 🟢 多 1 · X · +1快讯 · 🥇 @aleabitoreddit ★★★★ (2026-04-18)
<details><summary>展开 3 人 · 2026-04-18→2026-05-20</summary>
- ▲
X @aleabitoreddit ★★★★ [2026-04-18]
- · X @sssjeffpu ★★★★ [2026-05-20]
- · X @TheTranscript_ 📢 [2026-05-20]
- FY27 EPS 预测
1 人观点 · 🟢 多 1 · X · +1快讯 · 🥇 @sssjeffpu ★★★★ (2026-05-17)
<details><summary>展开 2 人 · 2026-05-12→2026-05-17</summary>
- ▲
X @sssjeffpu ★★★★ [2026-05-17]
- ▲ X @DrNHJ ×2 译 [2026-05-12]
- 将成为首家市值10万亿美元公司
1 人观点 · 🟢 多 1 · X · +1快讯 · 🥇 @scaling01 ★★★★ (2026-05-29)
<details><summary>展开 2 人 · 2026-05-13→2026-05-29</summary>
- ▲
X @scaling01 ×2 ★★★★ [2026-05-29]
- ▲ X @ramahluwalia 📢 [2026-05-13]
- 潜在新资本回报计划
1 人观点 · 🟢 多 1 · X · +1快讯 · 🥇 @sssjeffpu ★★★★ (2026-05-17)
<details><summary>展开 2 人 · 2026-05-17→2026-05-17</summary>
- ▲
X @sssjeffpu ★★★★ [2026-05-17]
- ◆ X @DrNHJ 译 [2026-05-17]
- Vera CPU 销售额预期
1 人观点 · 🟢 多 1 · X · +1快讯 · 🥇 @sssjeffpu ★★★★ (2026-06-02)
<details><summary>展开 2 人 · 2026-05-21→2026-06-02</summary>
- ▲
X @sssjeffpu ★★★★ [2026-06-02]
- ▲ X @wallstengine 📢 [2026-05-21]
📄 广泛报道的事实 · 215 个
展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)
- 数据中心营收预期 — 16 源报道 (含5快讯) ·
X
- Q1 data center revenue — 12 源报道 (含9快讯) ·
X
- 市值 — 11 源报道 (含8快讯) ·
X
- H200芯片对华销售获批 — 8 源报道 (含4快讯) ·
X
- CPU revenue guidance — 7 源报道 (含3快讯) ·
X
- 全生产状态 — 7 源报道 (含4快讯) ·
X
- share buyback authorization — 8 源报道 (含5快讯) ·
X
- announce multi-year technology partnership — 6 源报道 (含3快讯) ·
Xnewsletter
- Vera CPU 目标 TAM — 6 源报道 (含3快讯) ·
X
- Vera Rubin 生产状态 — 4 源报道 (含1快讯) ·
卖Xnewsletter
- 季度股息 — 6 源报道 (含5快讯) ·
X
- 当前股价 — 5 源报道 (含2快讯) ·
X
- CEO 是否受邀参加北京之行 — 8 源报道 (含8快讯) ·
X
- 增速相比超大规模厂商资本开支 — 4 源报道 (含2快讯) ·
X
- Q1 营收 — 5 源报道 (含3快讯) ·
X
- announced Vera Arm-based CPU for agentic AI — 5 源报道 (含4快讯) ·
X
- 季度营收 — 5 源报道 (含4快讯) ·
X
- 与IREN宣布战略合作 — 6 源报道 (含5快讯) ·
X
- CEO 将随美国总统访华 — 6 源报道 (含5快讯) ·
X
- 数据中心营收预期 — 3 源报道 ·
X
- Spectrum-X silicon photonics Ethernet tech production status — 4 源报道 (含2快讯) ·
X
- 芯片进入Windows PC — 3 源报道 (含1快讯) ·
X
- A100云定价年初至今涨幅 — 4 源报道 (含3快讯) ·
X
- 与台积电合作将AI引入晶圆厂 — 4 源报道 (含3快讯) ·
X
- 下季度营收指引 — 2 源报道 ·
X
- 发布Nemotron 3 Ultra — 2 源报道 ·
X
- Long-Term Partnership to Strengthen US Manufacturing for AI Infrastructure — 6 源报道 (含6快讯) ·
X
- 讨论提供信贷支持 — 6 源报道 (含6快讯) ·
X
- starts Vera CPU sales pitch to Chinese clients — 4 源报道 (含2快讯) ·
Xnewsletter
- 债券发行需求 — 5 源报道 (含4快讯) ·
X
- 市值 — 4 源报道 (含3快讯) ·
X
- right to buy Iren shares — 3 源报道 (含1快讯) ·
X
- AI 股权投资金额 — 4 源报道 (含3快讯) ·
X
- AI chip business revenue size relative to Cerebras — 3 源报道 (含1快讯) ·
X
- GPU-Direct Storage with HBF on Vera Rubin — 3 源报道 (含1快讯) ·
X
- 发布 Nemotron 3 Super 模型 — 3 源报道 (含2快讯) ·
X
- Rubin Ultra 机架功耗 — 2 源报道 ·
X
- Vera CPU 营收预期 (独立) — 2 源报道 ·
X
- cuts SOCAMM DRAM memory for Vera Rubin by 50% — 2 源报道 ·
X
- 与 SK Hynix 联合开发内存 — 3 源报道 (含2快讯) ·
X
💢 核心分歧 (6 轴)
1. 产能锁定 vs 物理瓶颈制约
*topic: 合作客户/竞争格局/供给产能 · 408 bull vs 101 bear*
🟢 bullish 侧:
- <a id="atom-e06f7d196cc22ead"></a>2026-04-15
X·@BenBajarin · guaranteed capacity contracts · 供给产能/订单需求 +同日1条
Those are done purely for guaranteed capacity.
tags: 好观点 · → daily
- <a id="atom-3a05da06a99c261e"></a>2026-04-15
X·@AIStockSavvy · 与Cadence合作开发AI机器人 · 合作客户
Cadence Design Systems, Nvidia Working Together on Developing AI for Robotics
tags: 好信源 · → daily
- <a id="atom-23b468fa37e2e0f0"></a>2026-04-15
X·@dwarkesh_sp ⭐ [老旧] · CEO 称 TPU、Trainium 不会成功 · 竞争格局/技术路线
TPU won't come, Trainium won't come. Nobody wants to show up.
tags: 好观点·好思考 · → daily
- <a id="atom-f82f4b88801bb097"></a>2026-04-15
X·@LuozhuZhang · 工程师协作便利 · 技术路线/合作客户
You can collaborate with NVD engineers on specific topics very easily, and everyone can help connect you with the right people and build better hardware. That is rare in a large organization
tags: 好观点 · → daily
- <a id="atom-a31b8c5a78c0d82a"></a>2026-04-15
X·@wallstengine [老化中] · CEO Jensen Huang 陈述 · 合作客户/竞争格局 +同日1条
If we didn't support CoreWeave to exist, these neo clouds, these AI clouds wouldn't exist.
tags: 好观点 · → daily
🔴 bearish 侧:
- <a id="atom-8d967f2762a29108"></a>2026-04-16
X·@bookwormengr · may lose leadership if not in Chinese market with researchers · 竞争格局/地缘政治
If Nvidia is not in that market, Nvidia loses out on that help from the researchers and there is a small chance they stand to lose their leadership position (remember world's 50%+ researchers are of Chinese origin and most working in still in China.)
tags: 好观点 · → daily
📷 原图
- <a id="atom-b72fccb3ec3f02ac"></a>2026-04-15
X·@scaling01 · 担忧华为5-10年内追赶并超越 · 竞争格局/地缘政治
it's a long term worry that Huawei will catch up and will outcompete Nvidia in ~5-10 years
tags: 好观点 · → daily
- <a id="atom-705bfd801986f70e"></a>2026-04-16
X·@tbpn [老化中] · 面临竞争芯片设计采纳度上升的威胁 · 竞争格局/毛利率
growing adoption of competitor chip designs spurred by limited compute capacity puts the company's margins at risk
tags: 好观点 · → daily
- <a id="atom-d80a6368b034ca56"></a>2026-04-16
X·@jukan05 · CoWoP 项目面临暂停 · 技术路线/合作客户
the CoWoP project led by NVIDIA and SPIL is reportedly facing a potential suspension
tags: 好信源 · → daily
- <a id="atom-1e82531811443541"></a>2026-04-17
X·@teortaxesTex · 中国市场将受CUDA锁定护城河侵蚀 · 竞争格局/市场份额
This will erode the factor of vendor lock-in that currently exists wrt CUDA. After that, Jensen will have an exponentially harder job every year getting back into that market and taking any piece of it.
tags: 好观点 · → daily
展开 148 条中性
- <a id="atom-6c908b8c0de53363"></a>2026-04-15
X·@TrungTPhan · 与TSMC无正式合同 · 合作客户
Nvidia and TSMC haven’t had official contract during a 30-year partnership.
tags: 好信源 · → daily
- <a id="atom-1a71633e4fe6c5ce"></a>2026-04-15
X·@8teAPi · forward deployed engineers 部署情况 · 合作客户
they have forward deployed engineers at every lab.
tags: 好信源 · → daily
value: qty=every lab
- <a id="atom-f9fe6b3846923239"></a>2026-04-16
X·@bubbleboi [老化中] · 竞争状态 · 竞争格局
Don’t really compete with each other *yet*
tags: 好观点 · → daily
- <a id="atom-c9d38ebdba1e4f34"></a>2026-04-17
X·@dwarkesh_sp · 如果客户数据中心未准备好可能跳过排队 · 供给产能
if your data center isn't ready, they might serve someone else first to maximize throughput.
tags: 好观点·好信源 · → daily
- <a id="atom-1e83f2ac2a6db1b5"></a>2026-04-19
X·@JigarShahDC · next year CoWoS capacity locked · 供给产能/供应链
NVIDIA has locked up ~70% of next year's CoWoS packaging capacity
tags: 好数字 · → daily
value: qty=~70% · date=next year
2. CUDA 护城河 坚固 vs 被侵蚀
*topic: 技术路线/竞争格局 · 322 bull vs 52 bear*
🟢 bullish 侧:
- <a id="atom-2fe4ba6226a1a433"></a>2026-04-24
群 [老化中] · AI-RAN架构策略 · 技术路线/架构替代
NVDA 试图用基于 GPU 的 AI-RAN 架构 (Aerial) 替代传统定制芯片和基于 CPU 的虚拟 RAN
tags: 好观点 · → daily
- <a id="atom-c743fb3f7abdb082"></a>2026-05-31
卖·BofA Brian Fenske · 消费级CPU扩张可能性 · 技术路线/竞争
Vivek also sees potential for NVDA expansion into consumer CPUs with MediaTek
tags: 好观点 · → daily
- <a id="atom-910e86ecac41f467"></a>2026-06-01
卖·BofA Brian Fenske · Vera Rubin 成本优势 · 技术路线/AI芯片 +同日1条
Vera Rubin is the lowest token cost out there delivering 10x agent throughput at scale vs. Blackwell
tags: 好观点 · → daily
value: text=lowest token cost, delivers 10x agent throughput at scale vs Blackwell
- <a id="atom-d613d7649af9da48"></a>2026-06-05
卖·BofA Brian Fenske · 产品与客户多样性战略定位 · 竞争/技术路线 +同日2条
Vivek views NVDA as the 'king of diversity', supplies to every hyperscaler, every model maker, has significant incumbency and moat in ACIE-type workloads (Vivek views custom XPU having limited opps there). Also sees NVDA continuous upgrades to system software and new model rollouts as key competitive advantages.
tags: 好思考 · → daily
- <a id="atom-3f953f04339120bd"></a>2026-06-25
卖·MS Tom Wigg · Blackwell GPU · 技术路线/数据中心
Hyperscalers can lower token prices by 75% by transitioning workloads from NVDA Blackwell GPU to Feynman GPU.
tags: 好数字 · → daily
value: token_price_reduction=75% · target_gpu=Feynman (2028)
🔴 bearish 侧:
- <a id="atom-8f9d807f628159cc"></a>2026-05-31
群 · Vera Rubin CPU 将使用 LPDDR5 · 技术路线/供应链
Jensen 刚宣布 Vera Rubin CPU 也将使用 LPDDR5
tags: 好信源 · → daily
- <a id="atom-00989c428a4d02fd"></a>2026-04-28
X·@bioshok3 [老化中] · rack间连接落后于Anthropic Google · 技术路线
アンソロピックGoogleはスケールアップラック間接続でエヌビディアより先行してる
tags: 好思考 · → daily
value: direction=落后
- <a id="atom-5fa258a1c0fb5212"></a>2026-04-15
X·@teortaxesTex [老化中] · ban would prevent DeepSeek V4 release · 技术路线/地缘政治
ban Nvidia > DeepSeek V4 never comes out
tags: 好思考 · → daily
- <a id="atom-241125ccf716afbd"></a>2026-04-15
X·@DrNHJ · Anthropic이 없으면 TPU 성장도, Trainium 성장도 없다 · 竞争格局/技术路线
“Anthropic이 없으면 TPU 성장도, Trainium 성장도 없다” 는 발언
tags: 好观点 · → daily
- <a id="atom-84aaf5c00dcc0620"></a>2026-04-16
X·@R3000C [老化中] · 引入非CUDA架构的推理芯片 · 技术路线/推理架构 +同日1条
NVIDIA、直近に「CUDA Everywhere」とか言ってたのに、しれっとCUDAでは直接扱えない（と思う）Groq LPUを導入するという大転進をやるのは、それくらい推論特化なアーキテクチャに対して脆さがあるって事なんですよね。
tags: 好观点·好思考 · → daily
展开 196 条中性
- <a id="atom-89f64b5069555118"></a>2026-04-15
X·@wallstengine · AI-RAN技术合作伙伴关系 · 技术路线
Nokia, Orange, and $NVDA are partnering on AI-RAN technology, combining $NOK's anyRAN 5G software with Nvidia AI infrastructure to improve network performance and energy efficiency, while helping Orange prepare for a software-defined path to 6G.
tags: 好信源 · → daily
- <a id="atom-54883fe7431869a1"></a>2026-04-15
X·@georgejrjrjr [老化中] · used mostly open-ish data in pretraining mix · 技术路线/数据策略
nvidia doing much the same with mostly open-ish data, a hilarious proportion of their pretraining mix was “mmlu-sft” data
tags: 好思考 · → daily
- <a id="atom-475f9cb71af1864b"></a>2026-04-15
X·@SemiAnalysis_ · ISSCC 2026 参与 · 技术路线/产品发布
ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More
tags: 好信源·好思考 · → daily
📷 原图
- <a id="atom-6dbe2c84a18eda7d"></a>2026-04-16
X·@_xjdr · V4 的 fp4 GEMM 使用预期 · 技术路线_
i'd be surprised if the eventual V4 doesn't at least use fp4 gemms, fp8 projections and this reduced precision flavor of DSA tho.
tags: 好思考 · → daily
- <a id="atom-87acd3908fb2bc1a"></a>2026-04-17
X·@bookwormengr · 2nm 工艺晶体管宽度 · 技术路线
At 2nm, transistors are 10 atoms wide.
tags: 好思考 · → daily
value: qty=10 atoms wide
📷 原图
3. 回购释放价值 vs 沦为提款机
*topic: 价格动态/仓位情绪 · 183 bull vs 97 bear*
🟢 bullish 侧:
- <a id="atom-cebee5f36bfb80d7"></a>2026-04-15
X·@bookwormengr · 现有库存价格上升 · 价格动态
demand is not coming down, so it creates price rise for existing inventory
tags: 好观点 · → daily
value: direction=increase
- <a id="atom-6893d449299df7e9"></a>2026-04-15
X·@tuolaji2024 · 当日涨幅 · 价格动态
今天美股光领域，英伟达+1.5% 是涨幅最高的
tags: 好数字 · → daily
value: qty=+1.5% · date=2026-04-15
[图: 包含TD序列指标和价格高低点标注的股票/指数K线走势图 — 最高点价格: 24019.99; 最低点价格: 20690.25]
📷 原图
- <a id="atom-0d48518b70f7ba14"></a>2026-04-15
X·@cnfinancewatch · 股价突破下降趋势线 · 价格动态 +同日1条
tags: 好数字 · → daily
[图: 英伟达 (NVDA) 股票日K线走势图，显示股价突破下降趋势线 — 当前股价 (NVDA): 197.87; 涨跌幅: +1.36 (+0.69%); 支撑位价格: 152.89]
📷 原图
- <a id="atom-8239ccd069ca6882"></a>2026-04-15
X·@DrNHJ · 토큰 가격이 올라가고 있음 · 价格动态/毛利率
토큰 가격이 올라가고 있다
tags: 好数字 · → daily
- <a id="atom-25916e4f24367a7a"></a>2026-04-16
X·@sanhuyanxishe · 全系列GPU在云端数据中心现货租赁价格变化 · 价格动态/数据中心算力
近几个月来，英伟达全系列GPU在云端数据中心的现货租赁价格均大幅上涨
tags: 好数字·好信源 · → daily
value: direction=上涨
🔴 bearish 侧:
- <a id="atom-4eb7ac7bf0982247"></a>2026-04-28
X·@DeItaone · 股价下跌 · 价格动态
NVIDIA DOWN 2.8%
tags: 好数字 · → daily
value: qty=2.8% · direction=下跌
- <a id="atom-eaf97c38f618756c"></a>2026-04-28
X·@cnfinancewatch [老化中] · 支撑位 · 价格动态
支撑位$200
tags: 好观点 · → daily
value: qty=$200
- <a id="atom-60abedf17256f87f"></a>2026-04-28
X·@TheAhmadOsman [老旧] · peak price comment by @TheAhmadOsman · 仓位情绪
This is the top guys
tags: 好观点 · → daily
value: direction=na
- <a id="atom-cda3d2b27306d8b1"></a>2026-04-28
X·@tszzl [老旧] · sell all positions order by @tszzl · 仓位情绪
sell everything
tags: 好观点 · → daily
value: direction=na
- <a id="atom-8abc62d37c0a6170"></a>2026-04-16
X·@jimcramer · 股价 · 价格动态
Nvidia is down
tags: 好数字 · → daily
展开 49 条中性
- <a id="atom-6dae38b00698cccd"></a>2026-04-15
X·@IlyasHairline [老化中] · 压缩状态 · 价格动态
This is called compression
tags: 好观点 · → daily
- <a id="atom-0c14bc8b350e91cb"></a>2026-04-15
X·@DrNHJ [老化中] · 투자 전략 · 管理层表态/仓位情绪
엔비디아는 승자를 점찍지 않는다
tags: 好观点 · → daily
- <a id="atom-7cb6ebeeaed352c1"></a>2026-04-16
X·@cnfinancewatch · 昨日涨幅3.75% · 价格动态
英伟达(+3.75%)
tags: 好数字 · → daily
value: qty=3.75%
- <a id="atom-2c7dee5a059eb1e3"></a>2026-04-24
X·@xeophon · Inference connections pricing · 价格动态/数据中心算力
You are paying 50K for connections
tags: 好数字·好观点 · → daily
value: qty=50K · currency=USD
- <a id="atom-d0e0705485187044"></a>2026-04-27
X·@zubo_semicon · 股价创半年新高 · 价格动态
NVIDIA株が半年ぶり最高値更新
tags: 好数字 · → daily
value: date=2026-04-27
4. Token需求叙事 vs 宏观增速质疑
*topic: 估值/数据中心算力/竞争格局 · 381 bull vs 106 bear*
🟢 bullish 侧:
- <a id="atom-9de2fba42569cae2"></a>2026-04-10
群 ⭐ [老旧] · 市场表现对比 · 管理层表态/估值/需求叙事
Jensen tried everything. The 5 layer cake. The super exponential token demand. The token factory moniker. Everything. Edge. Embodiment. All of it. 18x PE.
tags: 好观点·好思考 · → daily
- <a id="atom-00ac80f46ca7bc36"></a>2026-05-02
群 ◌ [老旧] · 估值与护城河 · 估值/护城河
市场怀疑 CUDA 在推理中的护城河，但 Nvidia 仍是高增长领导者且估值变便宜
tags: 好观点 · → daily
- <a id="atom-7e98220a8dd221aa"></a>2026-05-21
群 [老旧] · Gavin Baker论估值 · 估值/市场情绪/阶梯走势
Gavin Baker on $NVDA: 'once you're the largest company in the world, you trade in a stair-step pattern, with your multiple compressing due to broad skepticism, then a re-rating, etc'. Relative multiple baked in unlikely share loss, and we're just not seeing that share loss right now.
tags: 好观点 · → daily
- <a id="atom-c21ce0ab34c9206e"></a>2026-05-26
群 [老旧] · 基本面与估值 · 估值/基本面/资本回报
RI: NVDA is up 16.3% YTD over 5 months with a very cheap valuation, accelerated capital return, and ridiculous fundamentals. Consensus is still 20% too low for ‘27.
tags: 好数字·好观点 · → daily
value: qty=16.3% YTD over 5 months, Consensus is still 20% too low for ‘27
- <a id="atom-5100f25f547ca2f3"></a>2026-06-01
群 ◌ [老旧] · 宣布 N1X 后 ARM+/INTC/AMD- 的市场反应是否为最预期事件 · 竞争格局
was this NVDA announcement the most telegraphed news ever yet ARM+. INTC/AMD-?
tags: 好问题 · → daily
🔴 bearish 侧:
- <a id="atom-64a6585a3b0f8721"></a>2026-05-22
群 ◌ · 估值反映 · 估值/资本开支担忧
当前估值仅反映了 Peak Capex 担忧
tags: 好观点 · → daily
- <a id="atom-3c6c4eecb5b037b9"></a>2026-06-03
群 ◌ · 走势疲软，引发估值逻辑探讨 · 走势/估值
在 AI 狂欢中，NVDA 走势疲软，引发估值逻辑探讨
tags: 好观点 · → daily
- <a id="atom-d3f7799969ad698c"></a>2026-05-31
卖·BofA Brian Fenske · 估值判断 · 估值
Mispriced, undervalued company, donating its creditworthiness, reputation and multiple to the ecosystem of AI like some kind, benevolent leader
tags: 好思考 · → daily
- <a id="atom-57c9057a8d1e0199"></a>2026-04-15
X·@scaling01 [老化中] · 认为因出口管制华为被迫创新 · 出口管制/竞争格局 +同日1条
he fears that Huawei is now forced to innovate and argues that if Nvidia was selling chips in China there wouldn't be a need to innovate
tags: 好观点 · → daily
- <a id="atom-c4ba70140e47c26d"></a>2026-04-15
X·@wallstengine · CEO 承认公司最大失误之一 · 管理层表态/竞争格局
NVDA CEO said one of Nvidia’s biggest misses was not realizing early enough that frontier AI labs like OpenAI & Anthropic had little choice but to take billions from hyperscalers in exchange for compute.
tags: 好观点 · → daily
展开 65 条中性
- <a id="atom-d6d66079692eaad4"></a>2026-04-15
X·@BenBajarin [老化中] · 市场从半导体稀缺故事转向工业系统叙事 · 技术路线/竞争格局
There is a key theme here from Jensen that underscores my recurring thesis I continually unpack @DiligenceStack: The market evolves from a semiconductor scarcity story to an industrial systems story in which energy, networking, packaging, software, and algorithmic efficiency all determine who captures value.
tags: 好思考 · → daily
- <a id="atom-9499d16f01a462fd"></a>2026-04-15
X·@DrNHJ [老化中] · 생태계 지원 철학 · 管理层表态/竞争格局
직접 하지 않고 생태계를 지원한다
tags: 好观点 · → daily
- <a id="atom-d8ba27d15b66f6d2"></a>2026-04-16
X·@fi56622380 · 自研ARM CPU不外售 · 竞争格局
Google/Amazon/Microsoft/Nvidia，虽然自研ARM CPU但是都不外售
tags: 好信源 · → daily
- <a id="atom-a70e59669117c2fa"></a>2026-04-16
X·@8teAPi [老化中] · Jensen 对 NVDA 不可替代性的看法 · 竞争格局
He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up
tags: 好观点 · → daily
- <a id="atom-61b0bdc0afbca739"></a>2026-04-19
X·@Underfox3 · 估值历史比较 · 估值
In Oct/22, Nvidia's valuation was < $300B.
tags: 好数字 · → daily
value: qty=$300B · date=Oct/22
5. Rubin量产节奏 信心 vs 疑虑
*topic: 产品发布/供给产能 · 278 bull vs 76 bear*
🟢 bullish 侧:
- <a id="atom-8d66d4df2e071ea8"></a>2026-04-15
X·@GavinSBaker [老旧] · Gavin Baker 认为向中国出售B30是亲美策略，尤其Vera Rubin即将推出 · 出口管制/产品发布
“Selling B30s to China is super pro-American, especially given Vera Rubin is launching imminently.”
tags: 好观点 · → daily
- <a id="atom-ade6000e9c595509"></a>2026-04-15
X·@rubicon59 [老化中] · 最大护城河在于对稀缺供应链的控制 · 供给产能
Is Nvidia’s biggest moat its grip on scarce supply chains?
tags: 好问题 · → daily
- <a id="atom-dc8deb8f38662bc9"></a>2026-04-15
X·@MCH2024 · 产品性能对比 · 产品发布
It won’t be worse than a 5070 laptop
tags: 好观点 · → daily
value: date=2026-04-16
- <a id="atom-14c1a1bdff54667f"></a>2026-04-16
X·@SemiAnalysis_ · GB200 NVL72 vs B200 Kimi K2.5 inference 性能倍率 · 推理性能/产品发布
_GB200 NVL72 delivers up to 3x performance compared to B200 on @Kimi_Moonshot 's Kimi K2.5_
tags: 好数字·好信源 · → daily
value: qty=3x · direction=up
[图: SemiAnalysis关于Kimi K2.5模型在GB200 NVL72与B200 GPU上的Token吞吐量与交互性对比性能图表 — GB200 NVL72最高吞吐量: 约12.5k tok/s/gpu; B200最高吞吐量: 约4k tok/s/gpu; 性能提升幅度: 最高达3倍]
📷 原图
- <a id="atom-23a5a50db9365d05"></a>2026-04-16
X·@jukan05 · 锁定 SoIC 产能 · 订单需求/供给产能
NVIDIA locking up most of this SoIC capacity. Only 10% will be allocated to CPO.
tags: 好数字 · → daily
value: qty=90% · date=2027
🔴 bearish 侧:
- <a id="atom-f6dc830225028569"></a>2026-04-15
X·@bookwormengr [老化中] · Vera Rubin延期 · 产品发布
Vera Rubin is delayed
tags: 好信源 · → daily
value: direction=delayed
- <a id="atom-85d7f20d8b3ab709"></a>2026-04-16
X·@cnfinancewatch [老化中] · Blackwell功耗对比AI5 · 功耗/产品发布
马斯克谈论AI5的惊人设计：功耗仅相当于英伟达Blackwell的三分之一。
tags: 好思考 · → daily
value: qty=三分之一 · direction=低于
- <a id="atom-141c28be3d69b51d"></a>2026-04-19
X·@HyperTechInvest [老化中] · HBM4供应约束(影响Rubin产量增长) · 供给产能
HBM4 constraints affecting Rubin production growth
tags: 好信源 · → daily
value: direction=有约束
📷 原图
- <a id="atom-fe8d9ecd5a0032c3"></a>2026-04-23
X·@TensorSlay · 面临潜在的2-4个月Rubin系统延迟 · 产品发布/数据中心算力
that lag translates into a potential 2–4 month Rubin system delay already priced into server BOM calendars
tags: 好思考 · → daily
value: date=2026年
- <a id="atom-b594b475a316a3c0"></a>2026-04-28
X·@aleabitoreddit · 不会与Marvell分享激光器分配 · 供给产能
I don't think $NVDA would share allocation to $MRVL.
tags: 好思考 · → daily
展开 202 条中性
- <a id="atom-bf08eef8194f275a"></a>2026-06-17
卖·MS Tom Wigg · 推出Nemotron模型套件 · 产品发布/竞争
NVDA推出了更便宜的模型套件Nemotron
tags: 好观点 · → daily
- <a id="atom-b3ad46df61e0942f"></a>2026-04-14
X·@Arronwei3n [老化中] · server CPU project status · 产品发布
I heard they are working on Server CPU before, not sure the Project still alive.
tags: 好信源 · → daily
- <a id="atom-594a390ed0247f5d"></a>2026-04-16
X·@bookwormengr · 芯片设计受HBM供应限制影响 · 供给产能/技术路线
Even NVIDIA's chip designs are being shaped by HBM supply constraints.
tags: 好信源 · → daily
value: qty= · date=
📷 原图
- <a id="atom-ea673db205d07041"></a>2026-04-16
X·@Alisvolatprop12 [老化中] · 양산 시점 · 供给产能
양산은 아직도 먼 이야기...
tags: 好观点 · → daily
value: date=unknown future
- <a id="atom-96b54c5c3b2c20e9"></a>2026-04-17
X·@Underfox3 · 发布论文展示自动化编码框架 · 技术路线/产品发布
In this paper, Nvidia researchers have demonstrated an agentic LLM-based coding framework capable of autonomously evolving a multi-million-line EDA tool, demonstrating self-improving code generation at the full scale of the ABC logic synthesis system.
tags: 好信源 · → daily
📷 原图
6. 资金轮动压制 vs 基本面吸引回流
*topic: 仓位情绪/资本开支 · 214 bull vs 55 bear*
🟢 bullish 侧:
- <a id="atom-46904de4433ff1c5"></a>2026-04-15
X·@dwarkesh_sp [老旧] · intends to invest in frontier AI labs going forward · 管理层表态/资本开支
"I'm not going to make that same mistake again."
tags: 好观点 · → daily
- <a id="atom-34e90354f0112d75"></a>2026-04-15
X·@DrNHJ · 为CoreWeave提供63亿美元backstop · 资本开支/合作客户 +同日3条
As seen in the $6.3 billion backstop provided to CoreWeave, Nvidia is willing to deploy massive capital when necessary.
tags: 好数字 · → daily
value: qty=$6.3B · date=2025或更早
- <a id="atom-104e3762f2f87680"></a>2026-04-16
X·@RYANHINGSHING [老化中] · 市场反弹原因 · 仓位情绪/宏观利率
US stock market’s been rebounding for 2 weeks partly due to excessive liquidity
tags: 好观点·好思考 · → daily
value: direction=excessive
[图: 这是一张分析美国货币市场流动性信号（SOFR低于IORB）的金融数据与观点信息图 — SOFR利率: 3.57%; SOFR低于IORB: -8bp; RRP工具规模: $15bn; 银行准备金变化: $3.2T → 2.8T]
📷 原图
- <a id="atom-d037b22fcbd96614"></a>2026-04-16
X·@dwarkesh_sp · CEO关于供应链能力的表态 · 资本开支/管理层表态
Jensen: “If our next several years is a trillion dollars in scale, we have the supply chain to do it.”
tags: 好观点·好信源 · → daily
value: qty=$1T · date=next several years
- <a id="atom-9d0bb6e25ad0c000"></a>2026-04-16
X·@lu_sichu · 更多收入使 NVDA 能更快为所有人开发更好的芯片 · 资本开支
more money for Nvidia means better chips for everyone faster
tags: 好思考 · → daily
🔴 bearish 侧:
- <a id="atom-0616ee7583a8102c"></a>2026-04-16
X·@PatrickMoorhead [老旧] · 不销售降级GPU版本，迫使中国企业加速自研XPU投资 · 出口管制/竞争格局/资本开支
NOT selling detuned GPU editions means they’re forced to do the work for Chinese XPUs. Hence more investment and more mandates.
tags: 好观点 · → daily
- <a id="atom-176de9f749785532"></a>2026-04-17
X·@cnfinancewatch [老化中] · 现金获取效率与AI消费属性 · 资本开支/现金流模型
$NVDA：2分09秒
tags: 好观点 · → daily
value: direction=每2分09秒赚100万美元，AI资本开支驱动
- <a id="atom-7a7053bbce304b9d"></a>2026-04-28
X·@SemiAnalysis_ [老化中] · capex investment in supplier · 资本开支
NVIDIA is so scared they're paying half the capex to expand supplier fabs themselves
tags: 好思考 · → daily
value: qty=half the capex
- <a id="atom-043254d82536d81a"></a>2026-05-01
X·@BichonRedux · AI算力周期预期 · 数据中心算力/资本开支
The collapse sequence is simple: frontier labs fail → GPU cloud middlemen (who borrowed billions at peak prices) get crushed → hyperscalers cut capex → NVIDIA cycles down. Each step accelerates the next.
tags: 好思考 · → daily
- <a id="atom-21e7cb5c2051ace0"></a>2026-05-06
X·@TBU12345678 [老化中] · 股价低估 · 仓位情绪 +同日1条
Jensen at cucks his shareholders again and yeets more $ into $GLW at 50x NTM instead of his own stock
tags: 好思考 · → daily
value: direction=negative
展开 60 条中性
- <a id="atom-59b21c09b13e0324"></a>2026-04-19
X·@TheTranscript_ · CEO statement about underestimating capital intensity · 资本开支
$NVDA CEO: Nvidia underestimated the capital intensity required to build frontier AI labs.
tags: 好信源 · → daily
📷 原图
- <a id="atom-7d228b884cd12605"></a>2026-04-22
X·@NuttyCLD [老化中] · own capex fueling overheating in photonics and power semis · 资本开支/供给产能
NVIDIA's own capex is fueling the current overheating in photonics and power semis
tags: 好观点·好思考 · → daily
- <a id="atom-1b6285de625fd0a6"></a>2026-05-07
X·@allen_ai · 投资 NSF OMAI 计算项目 · 资本开支
$152M national investment from @NSF & @NVIDIA
tags: 好数字 · → daily
value: qty=$152M
📷 原图
- <a id="atom-f0133204c491cd58"></a>2026-05-07
X·@Techmeme · 对IREN投资金额 · 资本开支
Nvidia can invest $2.1B into IREN
tags: 好数字 · → daily
value: qty=$2.1B
- <a id="atom-3a12a63f4bc3003d"></a>2026-05-07
X·@MarkosAAIG · 与 IREN 的交易结构 · 资本开支/技术路线
NVIDIA structured a deal where their capital commitment is tied to their own delivery decisions. That’s not just alignment that’s NVIDIA retaining control of the vesting clock. The execution NVIDIA’s capital is tied to is largely NVIDIA’s own execution on GPU supply.
tags: 好观点 · → daily
🔗 因果传导 (causal map)
*NVDA 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*
🏛 常设关系 (5) — 复发陈述晋升, 常驻
- 🔴 neocloud · 竞争
🏛常设 · 3 次陈述 · 06-27→06-27
Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster, or if their c
- 🟢 ARM · 需求拉动
🏛常设 · 4 次陈述 · 05-21→06-01
ARM 是 NVDA 进军 CPU 市场的最大叙事受益者
- 🟢 供应链 · 需求拉动
🏛常设 · 2 次陈述 · 05-18→06-10
Jensen Huang称供应链成倍增长，但未来十年仍难满足建设需求
- 🟢 Argentum AI · 需求拉动
🏛常设 · 3 次陈述 · 06-23→06-23
Argentum AI to deploy 47,000 NVIDIA gb300 chips
- 🔴 ASIC · 替代
🏛常设 · 2 次陈述 · 05-22→06-25
随着算力集群趋于同质化，CUDA 护城河可能减弱，NVDA 在 Token/$ 成本上正面临 AMD 和 ASIC 的竞争压力
↓ 下游·近期陈述 (12)
- 🟢 Hyperscalers · 成本传导 · 2 次陈述
Byrd math shows that Hyperscalers can lower token prices by 75% by transitioning workloads from NVDA Blackwell GPU to Fe
- 🟢 CoWoS-R · 需求拉动 · 2 次陈述
$NVDA 's Vera CPU, which is slated to eat up the lion's share of CoWoS-R allocation going forward.
- 🟢 AWS · 需求拉动 · 2 次陈述
#Nvidia and #AWS are expanding tools that could make it easier for companies worldwide to build and run large-scale AI s
- 🟢 MU · 需求拉动 · 2 次陈述
第二阶段，英伟达交付更多AI系统，HBM和高端存储被推成新瓶颈，美光、海力士、三星开始接住利润弹性
- 🟢 SK Hynix · 需求拉动 · 2 次陈述
第二阶段，英伟达交付更多AI系统，HBM和高端存储被推成新瓶颈，美光、海力士、三星开始接住利润弹性
- 🟢 Nokia · 产能依赖 · 1 次陈述
NVDA 投资 $1B 获 Nokia ~2.9% 股份，合作开发 5G/6G 基站芯片
- 🟢 NOK · 需求拉动 · 1 次陈述
On October 28, 2025, Nvidia announced a $1 billion investment in Nokia
- 🟢 LITE · 需求拉动 · 1 次陈述
LITE CEO saying rn NVDA trying to get even more supply from them and may end up with 'all of it'
↑ 上游·近期陈述 (13)
- 🟢 Apple · 需求拉动 · 2 次陈述
The Information also noted that AAPL also recently approved NVDA privacy technology for its GOOGL Cloud usage.
- 🔴 QCOM · 竞争 · 2 次陈述
This isn’t an $NVDA compete story.
- 🟢 TSM · 产能依赖 · 2 次陈述
Nvidia (USA) servers depend on TSMC (Taiwan) for GPUs
- 🔴 Tenstorrent · 竞争 · 2 次陈述
テンストレントは、明日、エヌビディアGPUの４倍の性能で、1/5の価格のAI半導体「ブラックホール」を発表
- 🟢 GPT-5.5 · 需求拉动 · 1 次陈述
明确提及 NVDA GB200/GB300 硬件支持
- 🔴 Intel · 竞争 · 2 次陈述
放弃训练市场，新 GPU 采用风冷 + LPDDR5 内存，试图避开 NVDA/AMD 遇到的 HBM 和液冷基础设施瓶颈
- 🔴 OpenAI · 替代 · 1 次陈述
OpenAI is open to the idea of publicly sharing software it’s been developing to make its AI run on chips from different
- 🟢 美国政府 · 政策影响 · 1 次陈述
米国政府が中国の顧客へのH200出荷ライセンスを承認した
📏 估计带 (18)
*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*
- TAM 2030: $200B · 3 个估计 · 最新 2026-06-02 $200B (
newsletter·cred4)
- 价格/ASP 2026: 13 – 800 · 3 个估计 · 最新 2026-06-23 13 (
X·cred3)
- 营收 2030: $20B – $1.7T · 2 个估计 · 最新 2026-06-02 $20B (
newsletter·cred4)
- 估值倍数 2026: 18x – 5.29e+03x · 2 个估计 · 最新 2026-06-29 18x (
卖·cred4)
- 毛利率 2026: 70% – 77.5% · 2 个估计 · 最新 2026-06-27 70% (
X·cred3)
- 营收 2027: -8% – -5% · 2 个估计 · 最新 2026-06-23 -8% (
X·cred3)
- 营收 未标期限 ⚠
混合口径: $5B – $70B · 5 个估计 · 最新 2026-06-27 $30B (X·cred5)
- 份额 未标期限 ⚠
混合口径: 21.5% – 80% · 5 个估计 · 最新 2026-06-29 21.5% (X·cred3)
🔮 前瞻触发器 (forward triggers)
*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*
产品 (8 · ▲3/▼3)
- 🟢 2026-06-08 · 即将获得 Anthropic 份额
NVDA 暗示将很快获得 Anthropic 份额，或有重大宣布
- ⚪ 2026-06-05 · 预计 Rubin NVL72 的 SOCAMM DRAM 容量减半至 ~28TB，机架成本降至 ~$6.8M
NVDA 预计将 Rubin NVL72 的 SOCAMM DRAM 容量减半至 ~28TB，降低机架成本至 ~$6.8M
- 🟢 2026-06-01 · 宣布 N1X 后 ARM+/INTC/AMD- 的市场反应是否为最预期事件
was this NVDA announcement the most telegraphed news ever yet ARM+. INTC/AMD-?
- 🔴 2026-05-31 · Vera Rubin CPU 将使用 LPDDR5
Jensen 刚宣布 Vera Rubin CPU 也将使用 LPDDR5
回购/分红 (4 · ▲4/▼0)
- 🟢 2026-05-26 · 基本面与估值
RI: NVDA is up 16.3% YTD over 5 months with a very cheap valuation, accelerated capital return, and ridiculous fundamentals. Consensus is st
- 🟢 2026-05-22 · 未来回购规模
未来可能每年进行 $200B 的回购
- 🟢 2026-04-27 · 股价突破前高，资金在 50% FCF 回购启动前抢跑
NVDA 突破前高 = 资金在 50% FCF 回购启动前抢跑
- 🟢 2026-04-27 · 上涨发生在 50% FCF 回购计划启动前
当前的上涨甚至发生在 50% FCF 回购计划启动之前
产能 (3 · ▲2/▼1)
- 🟢 2026-05-15 · 拟改用 Intel EMIB-T 封装以突破 CoWoS 瓶颈
传 NVDA 为突破 CoWoS 瓶颈，拟引入 Intel EMIB 封装
- 🔴 2026-05-06 · Rubin CoW 生产受阻
散热器组装 = CoW 流程最后阶段 → 预计 Rubin CoW 生产将暂时中止，直至机械问题解决
- 🟢 2026-04-29 · TSMC 2026 CoWoS 产能锁定份额
NVDA 已锁定 TSMC 2026 年约 60% 的 CoWoS 产能，超大厂只能争夺剩余份额
指引 (3 · ▲1/▼0)
- 🟢 2026-05-21 · CPU收入指引澄清（CFO确认包含VR）
Colette Kress confirms $20 bn includes VR sales. 'We now have an opportunity to also have what we call a standalone CPU... we believe, for t
- ⚪ 2026-05-20 · 群友关注的新产品指引
群友普遍认为重点在于对新产品的指引及资本回报计划
- ⚪ 2026-05-18 · Q2业绩指引预期在$90B-$92B之间
市场对NVIDIA业绩指引预期在$90B-$92B之间
供需拐点 (2 · ▲2/▼0)
- 🟢 2026-06-07 · Blackwell GPU 供应短缺
即使有 12-15 MW 电力，也无法在 Q4 获得 6,000 张 Blackwell GPUs
- 🟢 2026-05-18 · Jensen Huang称供应链增长无法满足需求，未来十年仍难满足建设需求
Jensen Huang称供应链成倍增长，但未来十年仍难满足建设需求
财报 (2 · ▲0/▼1)
- ⚪ 2026-05-20 · 期权市场反应
期权市场对 NVDA 财报反应平淡
- 🔴 2026-05-20 · 财报前期权情绪
NVDA 财报前夕，期权市场表现出“零确信度”
监管/政策 (1 · ▲0/▼1)
- 🔴 2026-05-11 · 中美峰会参与
NVIDIA CEO 未被邀请出席特朗普-习近平北京峰会，暗示中美芯片谈判无进展
📊 程序化变化 (近 7 天)
- 新增 20 atoms
- 本周新 topic: AI 服务器/AI服务器/供应链瓶颈/先进封装/出货量预测
- 已过期 forecast: 20 条
展开过期列表
[已过期] 2025E · 2025年市场份额预测
2025E Nvidia 份额: 40% (10,198百万美元)[已过期] 2025 · 数据中心营收
2025年，NV数据中心销售额分别约1937亿美金[已过期] 2022-2028 · GPU 内存路线图
Nvidia’s GPU memory roadmap, 2022 - 2028 estimates[已过期] 2025年 · 2025年自由现金流预期
올해 약 1,900억 달러[已过期] 2025-2027年 · 2025-2027年订单积压预期
2025~2027년 기간의 수주 잔고는 1조 달러($1T+) 이상으로 파악됨[已过期] CY2025-2027 · 2025-2027年营收预期
2025~2027년(CY) 1조 달러 전망치 업데이트 (특히 이전에는 포함되지 않았던 LPU 랙, CPU, 베라 루빈 울트라의 기여도)[已过期] CY2025-2028 · EPS CAGR
46% 이상의 2025~2028년(CY) 예상 주당순이익 연평균 성장률(EPS CAGR)[已过期] 2025年5-7月 · 2025年5-7月营收增速
5〜7月は9割増収で予想上回る[已过期] 2025-2027 · Blackwell and Rubin revenue forecast 2025-2027
We have full confidence in the $1 trillion in Blackwell and Rubin revenue we foresee from 2025 through calendar 2027.[已过期] FY2027 · standalone Vera CPU market forecast FY2027
NVIDIA stated that it expects the standalone Vera CPU market to reach $20 billion in FY2027
🟦 客观事实 (facts) (30)
- <a id="atom-c8e8e75035d888be"></a>🟦 2026-05-20
X·@DrNHJ ⭐ · Vera CPU 新 TAM · TAM/产品发布
2,000억 달러 규모의 신규 시장(TAM)
tags: 好数字·好信源·好观点 · → daily
value: qty=$200B
- <a id="atom-ff8fa5a7ff2ce0f7"></a>🟦 2026-05-20
X·@DrNHJ ⭐ · Vera CPU 核心性能对比 x86 · 性能提升/技术路线
코어당 성능은 1.5배
tags: 好数字·好信源·好问题 · → daily
value: qty=1.5x
- <a id="atom-b9717b2178513759"></a>🟦 2026-06-26
群 ⭐ · 购买 $2B SNPS 并合作 EDA Agent · 合作/EDA
NVDA 购买 $2B SNPS 且大谈 EDA Agent
tags: 好数字·好信源 · → daily
value: qty=$2B
- <a id="atom-f43a756ae489e7bf"></a>🟦 2026-06-25
X·@GergelyOrosz ⭐ · 团队中10名开发人员有2名为早期职业员工并分配导师 · 人事变动
So on this engineer's team 2 of the 10 devs are v early career (an intern, a fresh grad), and they have assigned mentors
tags: 好数字·好观点·好信源 · → daily
value: qty=2 of 10
- <a id="atom-00df5fd158d58558"></a>🟦 2026-05-20
X·@TShirtnJeans2 ⭐ · Vera CPU 营收预期 (独立) · 营收预测
@rwang07 $20B is for stand alone Vera CPUs
tags: 好数字·好观点·好信源 · → daily
value: qty=$20B
- <a id="atom-405ce1865856e633"></a>🟦 2026-05-04
X·@SemiAnalysis_ ⭐ · GB300 端到端推理性能对比 GB200 · 推理性能/全栈优化
due to the full stack optimization with compounding gains, in the middle of the curve where most providers serve at, GB300 is up to 2.7x faster
tags: 好数字·好观点·好信源 · → daily
value: qty=最高 2.7x 更快 · date=middle of curve
[图: SemiAnalysis InferenceX 关于 DeepSeek V4 Pro 在 GB300 NVL72 与 GB200 NVL72 上的 GPU 吞吐量与交互性对比图 — 2.7x (性能提升); GB300 NVL72 (对比型号); GB200 NVL72 (对比型号); 05/01/2026 (更新日期)]
📷 原图
- <a id="atom-a0649e451da2a8f7"></a>🟦 2026-05-20
X·@TheTranscript_ ⭐ · CFO 经济指标论 · 数据中心算力/技术路线/定价权
"Customers do not buy GPUs; they build AI factories & the right economic metric is not the purchase price of the GPU. It is the lifetime cost of an AI factory producing intelligence: tokens per watt, tokens per dollar, uptime, utilization, time to production, software durability & asset life. NVIDIA excels at all of them."
tags: 好观点·好思考·好信源 · → daily
- <a id="atom-6eeb46bbc1be809e"></a>🟦 2026-06-16
卖·BofA Brian Fenske · index weight
NVIDIA Corp (NVDA) has a weight of 7.972639% in the S&P 500 Index as of 06/16/2026.
tags: 好数字·好信源 · → daily
value: qty=7.972639% · date=2026-06-16
- <a id="atom-86506511b6533d59"></a>🟦 2026-06-30
X·@zephyr_z9 ⭐ · 与群联电子合作开发100M IOPS NAND控制器用于CMX方案 · 产品发布/技术路线/数据中心算力
Developing a 100M IOPS NAND controller in collaboration with Hynix & Nvidia for their CMX solution
tags: 好数字·好信源 · → daily
value: qty=100M IOPS
- <a id="atom-f7c07ab7c55ad760"></a>🟦 2026-06-30
X·@dmjk001 ⭐ · GPU需求数量减少 · 出货量/需求
当工程师们应用这些新技术为没有免费或付费账户的访客提供 ChatGPT 服务时，一度将所需的英伟达图形处理单元数量减少到仅几百个
tags: 好数字·好信源 · → daily
value: qty=仅几百个
📷 原图
- <a id="atom-4e5df81eecc3fc09"></a>🟦 2026-06-29
X·@zerohedge ⭐ · Q2 2026 earnings report date · 财报
Nvidia (NVDA), the largest stock in the market, will report on August 26th.
tags: 好数字·好信源 · → daily
value: date=Aug 26 2026
- <a id="atom-31d0be624f645c65"></a>🟦 2026-06-29
X·@ctnzr ⭐ · uses both megatron-lm and megatron bridge · 技术路线
We use both megatron-lm and megatron bridge.
tags: 好数字·好信源 · → daily
- <a id="atom-0a2bb87419813f98"></a>🟦 2026-06-25
X·@jukan05 ⭐ · VR200 rack power consumption · 供给产能
NVIDIA's current VR200 rack consumes roughly 225kW
tags: 好数字·好信源 · → daily
value: qty=225kW
- <a id="atom-5a1e4a9687e47218"></a>🟦 2026-06-25
X·@jukan05 ⭐ · GB300 rack power consumption · 供给产能
prior generation GB300 (consumes) around 150kW
tags: 好数字·好信源 · → daily
value: qty=150kW
- <a id="atom-631322d344dffdbc"></a>🟦 2026-06-25
X·@jukan05 ⭐ · Rubin Ultra rack power consumption expected · 供给产能
Rack power consumption is expected to surge to around 660kW for Rubin Ultra
tags: 好数字·好信源 · → daily
value: qty=660kW
- <a id="atom-26169cb26f97549a"></a>🟦 2026-06-25
X·@jukan05 ⭐ · next gen air cooled systems power requirement · 供给产能
next generation air cooled systems may require 1.2MW to 1.3MW of power
tags: 好数字·好信源 · → daily
value: qty=1.2-1.3MW
- <a id="atom-f96384881a44e094"></a>🟦 2026-06-25
X·@dmjk001 ⭐ · 800V HVDC电源架方案开发目标 · 资本开支/供给产能
NVIDIA正积极打造自家800V HVDC电源架方案，目标于2026年第三季完成备货
tags: 好数字·好信源 · → daily
value: qty=2026年第三季完成备货
[图: TrendForce关于NVIDIA 800V电源架方案与AI服务器供电架构及电网挑战的研究报告截图 — VR200单柜功耗: 约225kW; GB300单柜功耗: 150kW; Rubin Ultra功耗设计: 660kW; 大型电力变压器平均交期: 约2.5年; 高电压等级变压器交期: 4至5年]
📷 原图
- <a id="atom-2f0d2209e22118a1"></a>🟦 2026-06-23
X·@DrNHJ ⭐ · DGX B300 黑市价格 · 价格动态
엔비디아의 DGX B300 서버는 6개월 전 약 400만 위안 수준에서 현재 800만 위안 이상, 달러 기준 약 110만 달러까지 오른 것으로 전해졌습니다
tags: 好数字·好信源 · → daily
value: qty=110万美元 · date=2026-06-24
- <a id="atom-16bf2b4b4acde7ff"></a>🟦 2026-06-23
X·@DrNHJ ⭐ · DGX B300 正常售价 · 价格动态
이 장비는 블랙웰 GPU 8개가 들어간 시스템이며, 미국 내 정상 판매가는 약 40만 달러 수준입니다
tags: 好数字·好信源 · → daily
value: qty=40万美元 · date=2026-06-24
- <a id="atom-1333703c01365763"></a>🟦 2026-06-23
X·@DrNHJ ⭐ · A100 服务器黑市价格 · 价格动态
A100 서버 가격은 지난해 말 약 20만 위안에서 현재 최대 60만 위안까지 올랐습니다
tags: 好数字·好信源 · → daily
value: qty=60万人民币 · date=2026-06-24
- <a id="atom-964dbc8175e7adee"></a>🟦 2026-06-23
X·@dmjk001 ⭐ · 在华禁售 AI 芯片黑市价格 · 价格动态/出口管制
英伟达在华禁售的 AI 芯片在黑市价格翻倍
tags: 好数字·好信源 · → daily
value: qty=翻倍 · date=2026-06-24
📷 原图
- <a id="atom-c8eb9bc16bd43c81"></a>🟦 2026-06-17
X·@jukan05 ⭐ · Vera Rubin platform MLCC demand per board · 出货量/技术路线
demand for 100μF 4V X6S 0805 MLCCs on NVIDIA's Vera Rubin platform has also increased from 320 units per board to 500 units
tags: 好数字·好信源 · → daily
value: qty=500 units per board · date=2026
- <a id="atom-2499a65ee482442f"></a>🟦 2026-06-16
X·@theinformation ⭐ · share of AI inference chip market rises · 市场份额
Nvidia's share of AI inference chip market rises
tags: 好数字·好信源 · → daily
- <a id="atom-269326f6426a204f"></a>🟦 2026-06-15
X·@zerohedge ⭐ · 计划从高等级债券销售中筹集至少20B美元 · 融资
NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE
tags: 好数字·好信源 · → daily
value: qty=$20B
- <a id="atom-7bc159fe176fa9c5"></a>🟦 2026-06-15
X·@AIStockSavvy ⭐ · 高评级债券发行金额下限 · 融资
JUST IN: $NVDA NVIDIA (NVDA) Plans To Raise At Least $20b From High-grade Bond Sale - Bloomberg
tags: 好信源·好数字 · → daily
value: qty=至少200亿美元
- <a id="atom-e8de4778a6385471"></a>🟦 2026-06-15
X·@Techmeme ⭐ · 发行公司债 · 融资
Nvidia is marketing its first corporate bond sale since 2021, seeking to raise $20B+ across seven tranches with maturities ranging from two to 30 years
tags: 好数字·好信源 · → daily
value: qty=$20B+
- <a id="atom-5e667b642361a996"></a>🟦 2026-06-15
X·@zerohedge ⭐ · 债券发行融资规模 · 融资/资本开支
Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
tags: 好数字·好信源 · → daily
value: qty=20B · currency=USD · date=2026-06-15
- <a id="atom-3b3246e77d3b98a4"></a>🟦 2026-06-14
X·@dmjk001 ⭐ · NPO需求指引 · 订单需求/业绩指引
英伟达给了 2500 万只 NPO 需求指引
tags: 好数字·好信源 · → daily
value: qty=2500万只
- <a id="atom-ab5d0e566b75053a"></a>🟦 2026-06-12
X·@zerohedge ⭐ · Vera_CPU_availability_for_Chinese_clients · 产品发布/出货量
Nvidia has told Chinese clients that its new 'Vera' central processors for AI data centers could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said.
tags: 好数字·好信源 · → daily
value: date=2026-08 · direction=available
- <a id="atom-9c6d4a5d76e0c697"></a>🟦 2026-06-11
X·@DrNHJ ⭐ · Quantum-X InfiniBand Photonics Q3450-LD 交换机功耗 · 产品发布
전력 효율: 기존 스위치(7kW) 대비 3.95kW 수준으로 약 3.5배 향상
tags: 好数字·好信源 · → daily
value: qty=3.95kW · date=未知
🟥 多头 takes (bullish) (30)
- <a id="atom-edb95fd0f47f8b42"></a>🟥 2026-05-21
X·@DrNHJ ⭐ · Mizuho target price upgrade · 评级目标价
미즈호 , 엔비디아에 대한 '매수(Outperform)' 투자의견을 유지, 목표 주가를 275달러에서 300달러로 상향 $NVDA
tags: 好数字·好观点·好信源 · → daily
value: qty=300 · date=2026-05-21 · direction=up
- <a id="atom-b3e67d7120735009"></a>🟥 2026-05-13
群 · BofA target price · 目标价上调
BofA raises NVDA PT to $320 from $300
tags: 好数字·好信源 · → daily
value: qty=$320 from $300
- <a id="atom-8275a1222621417d"></a>🟥 2026-05-17
X·@DrNHJ ⭐ · F1Q26营收 · 营收预测
1분기 매출(F1Q Rev): $806억 (시장 예상치 $800억 상회)
tags: 好数字·好信源 · → daily
value: qty=$806亿 · date=F1Q26
- <a id="atom-262cb61606c29cb7"></a>🟥 2026-05-17
X·@DrNHJ ⭐ · F2Q26营收指引 · 业绩指引
2분기 가이던스(F2Q Guid): $910억 (바이사이드 예상치 $900억 상회)
tags: 好数字·好信源 · → daily
value: qty=$910亿 · date=F2Q26
- <a id="atom-0141ff965bd22c28"></a>🟥 2026-05-18
群 [老旧] · Jensen Huang称供应链增长无法满足需求，未来十年仍难满足建设需求 · 供应链/需求/供不应求
Jensen Huang称供应链成倍增长，但未来十年仍难满足建设需求
tags: 好观点·好数字 · → daily
value: date=未来十年
- <a id="atom-4e7e0971f8c5ebe6"></a>🟥 2026-06-16
X·@theinformation · AI inference 芯片市场份额 · 市场份额/订单需求
commands an estimated 74% of the market for chips that run existing AI models
tags: 好数字·好信源 · → daily
value: qty=74% · date=2026-06-16
- <a id="atom-4df3566308a41733"></a>🟥 2026-06-12
X·@cnfinancewatch · 摩根士丹利目标价 · 评级目标价
摩根士丹利目标价280美元，维持增持
tags: 好数字·好信源 · → daily
value: qty=280
- <a id="atom-f517fc9fd5d932d8"></a>🟥 2026-06-03
X·@AIStockSavvy [老旧] · MS 目标价 · 评级目标价
maintains PT at $288
tags: 好数字·好信源 · → daily
value: qty=$288
📷 原图
- <a id="atom-705d073186ffb30f"></a>🟥 2026-06-02
X·@AIStockSavvy [老旧] · Truist Securities 目标价 · 评级目标价
maintains PT at $307
tags: 好数字·好信源 · → daily
value: qty=$307 · date=2026-06-02
📷 原图
- <a id="atom-130153ec1da5b339"></a>🟥 2026-06-02
X·@HyperTechInvest · GPU销售增长至2028年 · 订单需求
GPU sales will 2x from 2026 to 2028, based on TrendForce, Counterpoint, and KeyBanc estimates
tags: 好数字·好信源 · → daily
value: qty=2x · date=2028
- <a id="atom-c6f1061a9699a39a"></a>🟥 2026-06-02
X·@HyperTechInvest · ASIC销售增长至2028年 · 订单需求
ASIC sales will 3x, based on TrendForce, Counterpoint, and KeyBanc estimates
tags: 好数字·好信源 · → daily
value: qty=3x · date=2028
- <a id="atom-1a9615551cab5d0e"></a>🟥 2026-06-01
X·@AIStockSavvy [老旧] · 高盛目标价 · 评级目标价
maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟖𝟓
tags: 好数字·好信源 · → daily
value: qty=285 · date=current · direction=na
📷 原图
- <a id="atom-bcc2c2618f04fe24"></a>🟥 2026-05-19
X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
maintains PT at $352
tags: 好数字·好信源 · → daily
value: qty=$352 · direction=维持
📷 原图
- <a id="atom-5b15d57f3744006d"></a>🟥 2026-05-14
X·@AIStockSavvy [老旧] · UBS目标价 · 评级目标价
raises PT to $275
tags: 好数字·好信源 · → daily
value: qty=275 · direction=上调
[图: 这是一张关于瑞银（UBS）对英伟达（NVIDIA）投资评级及目标价调整的分析师报告摘要表。 — 新目标价 (Price Target): $275.00; 原目标价: $245.00; 当前价格 (Current Price): $233.18; 潜在上涨空间 (Upside): +17.9%; 第一季度预期营收 (F1Q revenue): ~$8
📷 原图
- <a id="atom-829ea45206e8bfc0"></a>🟥 2026-05-14
X·@AIStockSavvy [老旧] · UBS新目标价 · 评级目标价
新目标价 (Price Target): $275.00
tags: 好数字·好信源 · → daily
value: qty=275.00 · currency=USD
[图: 这是一张关于瑞银（UBS）对英伟达（NVIDIA）投资评级及目标价调整的分析师报告摘要表。 — 新目标价 (Price Target): $275.00; 原目标价: $245.00; 当前价格 (Current Price): $233.18; 潜在上涨空间 (Upside): +17.9%; 第一季度预期营收 (F1Q revenue): ~$8
📷 原图
- <a id="atom-b775bbaf6c975dd2"></a>🟥 2026-05-14
X·@AIStockSavvy · 潜在上涨空间 · 价格动态/评级目标价
潜在上涨空间 (Upside): +17.9%
tags: 好数字·好信源 · → daily
value: qty=17.9% · direction=上涨
[图: 这是一张关于瑞银（UBS）对英伟达（NVIDIA）投资评级及目标价调整的分析师报告摘要表。 — 新目标价 (Price Target): $275.00; 原目标价: $245.00; 当前价格 (Current Price): $233.18; 潜在上涨空间 (Upside): +17.9%; 第一季度预期营收 (F1Q revenue): ~$8
📷 原图
- <a id="atom-2a94b424cf50f136"></a>🟥 2026-07-01
X·@DrNHJ ⭐ · Vera CPU 물량 전망 상향 · 出货量
엔비디아 베라(Vera) CPU 물량 전망치를 2026년 160만 개에서 2027년 550만 개로 상향 조정
tags: 好数字·好思考 · → daily
value: qty=550만 개 · date=2027년
- <a id="atom-4a38377b1919ddb7"></a>🟥 2026-05-20
X·@DrNHJ ⭐ · Vera CPU 单颗价格预估 · 价格动态/产品发布
Vera는 Grace 후속으로 AI 에이전틱 워크로드에 특화되어 있기 때문에 Grace보다 높은 대당$5000~$8000의 가격이 예상됩니다.
tags: 好数字·好思考 · → daily
value: qty=$5000~$8000 · date=NA
- <a id="atom-4ea4c85f54f384b1"></a>🟥 2026-06-08
群 · 即将获得 Anthropic 份额 · 客户获取/市场份额
NVDA 暗示将很快获得 Anthropic 份额，或有重大宣布
tags: 好信源·好观点 · → daily
value: date=soon
- <a id="atom-5cac213bd7230c2a"></a>🟥 2026-06-02
群 [老旧] · 估值具有吸引力 · 估值吸引力
Loeb 认为 NVDA 在 2027 年 15x 或 2028 年 12x 的估值具有吸引力，半导体仍是最具吸引力的板块
tags: 好观点·好数字 · → daily
value: qty=2027 年 15x 或 2028 年 12x 收益
- <a id="atom-6305561f6f3f5008"></a>🟥 2026-06-30
X·@pequityresearch · Feynman GPU SoIC stack target · 产品发布/技术路线
Nvidia's upcoming Feynman GPU (2H28F) is expected to target the first-ever GPU-on-GPU SoIC stack
tags: 好数字·好信源 · → daily
value: date=2H28F
📷 原图
- <a id="atom-952fe9f4eefcc7b8"></a>🟥 2026-06-05
X·@DrNHJ ⭐ · Vera Rubin系统优先出货意图 · 产品发布/供给产能
메모리 공급난 속 Vera Rubin 시스템 판매를 우선 확대하기 위한 엔비디아의 고육지책
tags: 好思考·好信源 · → daily
- <a id="atom-2caebcf9d972411b"></a>🟥 2026-06-04
X·@randgroup · 向磷化铟材料层发出大额投资 · 资本开支
NVIDIA is writing checks worth billions in cash and warrants to lock up supply from this exact layer.
tags: 好数字·好信源 · → daily
value: qty=数十亿美元 · direction=out
📷 原图
- <a id="atom-9d8692fc8c5c2ee8"></a>🟥 2026-05-20
X·@tbpn · AI accelerator market share forecast · 市场份额/AI算力
$NVDA will control 80-90% of the AI accelerator market over the next 2-3 years.
tags: 好数字·好信源 · → daily
value: qty=80-90% · date=next 2-3 years
- <a id="atom-11d2ed60d02d47c8"></a>🟥 2026-05-12
X·@AIStockSavvy · Blackwell+Rubin 管道剩余额 · 订单需求
we est $840B+ remaining post F4Q26
tags: 好数字·好思考 · → daily
value: qty=$840B+ · date=post F4Q26
- <a id="atom-4a082956f1bb1644"></a>🟥 2026-05-12
X·@AIStockSavvy · FY27 部署算力规模预测 · 供给产能/数据中心算力
to ~15.7GWs (FY27)
tags: 好数字·好思考 · → daily
value: qty=~15.7GW · date=FY27
- <a id="atom-fa2146b2750028ca"></a>🟥 2026-05-12
X·@AIStockSavvy · FY28 部署算力规模预测 · 供给产能/数据中心算力
20.8GWs (FY28)
tags: 好数字·好思考 · → daily
value: qty=20.8GW · date=FY28
- <a id="atom-b88b6db3829e22e6"></a>🟥 2026-05-12
X·@AIStockSavvy · FY29 部署算力规模预测 · 供给产能/数据中心算力
25.2GWs (FY29)
tags: 好数字·好思考 · → daily
value: qty=25.2GW · date=FY29
- <a id="atom-3033a5f05b8f1284"></a>🟥 2026-05-12
X·@AIStockSavvy · FY27 数据中心营收预测 · 营收/数据中心增长
increase our FY27...Data Center rev ests to $354.5B (+83% y/y)
tags: 好数字·好思考 · → daily
value: qty=$354.5B · date=FY27
- <a id="atom-8452bdaa20accbc6"></a>🟥 2026-05-12
X·@AIStockSavvy · FY28 数据中心营收预测 · 营收/数据中心增长
$504.5B (+42% y/y)
tags: 好数字·好思考 · → daily
value: qty=$504.5B · date=FY28
🟥 空头 takes (bearish) (30)
- <a id="atom-06f23deea4abf480"></a>🟥 2026-06-01
newsletter·NVDA · AI数据中心成本预测 · 成本
cost of AI DC will grow from $50B per GW to $80B per GW in coming years
tags: 好数字·好信源 · → daily
value: from=$50B per GW · to=$80B per GW · timeline=coming years · trend=increase
- <a id="atom-57519850a2ef335f"></a>🟥 2026-05-20
群 · 35%增速5年对 GDP 增量占比 · 增速/宏观占比
若 NVDA 保持 35% 增速 5 年，其增量将占美国名义 GDP 增量的一半
tags: 好数字·好思考 · → daily
🧠 设:若 NVDA 保持 35% 增速 5 年 → 推:其增量将占美国名义 GDP 增量的一半
- <a id="atom-41a68617b005b569"></a>🟥 2026-06-14
X·@DrNHJ · 향후 ROE 하락 전망 (골드만삭스 분석) · 盈利能力/资本开支
대형 기술 기업들의 ROE는 데이터 센터 및 컴퓨팅 인프라 투자가 가속화됨에 따라 내년에 평균 7%p 하락할 것으로 전망됩니다.
tags: 好数字·好观点 · → daily
value: qty=7%p · date=2027
- <a id="atom-9990d48820b5fd0c"></a>🟥 2026-06-14
X·@DrNHJ · 2026년 자본 지출 (Capex) 규모 · 资本开支/现金流
2026년 주요 빅테크 기업들의 자본 지출(Capex) 규모는 약 7,700억 달러로, 이는 영업현금흐름의 100%에 달하는 수준입니다.
tags: 好数字·好观点 · → daily
value: qty=$7700억 · date=2026
- <a id="atom-a6090a4daaaf8559"></a>🟥 2026-06-14
X·@DrNHJ · 감가상각비 비중 예상 · 盈利能力/资本开支
매출 대비 감가상각비 비중은 2022년 7%에서 2027년 약 12%까지 증가할 것으로 예상됩니다.
tags: 好数字·好观点 · → daily
value: qty=12% · date=2027
- <a id="atom-4fb278b756b399b2"></a>🟥 2026-06-30
X·@pequityresearch · CoWoS share 2027F · 份额/竞争格局
Nvidia's share modeled to slide slightly from 60% to c.55% in 2027F due to the TPU expansion
tags: 好数字·好思考 · → daily
value: qty=55% · date=2027F
📷 原图
- <a id="atom-8f795520d8a5017a"></a>🟥 2026-06-09
X·@tuolaji2024 · CPO与800VDC技术落地时间 · 技术路线/供给产能
CPO 与 800VDC 技术落地大概率延期 — Computex 2026; 800VDC
tags: 好观点·好信源 · → daily
value: date=2026
[图: Semianalysis 机构研究报告观点截图，指出 CPO 与 800VDC 技术落地大概率延期 — Computex 2026; 800VDC]
📷 原图
- <a id="atom-f624f37861a654bd"></a>🟥 2026-06-02
X·@theinformation · CUDA护城河风险 · 竞争格局/技术路线
potentially weakening Nvidia’s CUDA moat
tags: 好思考·好信源 · → daily
value: direction=削弱
- <a id="atom-7d26b04f274bf5b8"></a>🟥 2026-05-16
X·@zephyr_z9 · 商业可行性判断 · 商业可行性
GPT 5.4/5.5 running internally to accelerate R&D and product development for OpenAI is very different from it being commercially viable for external inference at a trillion parameter scale
tags: 好观点·好信源 · → daily
- <a id="atom-19171fe09cf15e45"></a>🟥 2026-05-19
X·@HyperTechInvest · position in AI infrastructure capex · 竞争格局/供应链
NVIDIA still captures the richest part of AI infrastructure capex, but custom ASICs are becoming the cost-pressure mechanism hyperscalers will use to reduce long-term dependency.
tags: 好观点·好信源 · → daily
📷 原图
- <a id="atom-fbef5b3c7e9883e0"></a>🟥 2026-05-07
X·@Sean14978416 · Rubin GPU 量产延迟 · 产品发布/供给产能
Aletheia's Warren Lau's $NVDA channel checks suggesting Rubin delays on heat-spreader redesign
tags: 好思考·好信源 · → daily
value: qty=延迟 · date=量产时间
[图: 关于英伟达Rubin GPU因散热顶盖设计变更导致量产延迟的卖方渠道调研报告截图]
📷 原图
- <a id="atom-35e5b82486bfb40e"></a>🟥 2026-04-17
X·@pstAsiatech [老化中] · CEO陈述：中国AI技术栈可能超越美国 · 技术路线/竞争格局
If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said.
tags: 好观点·好信源 · → daily
- <a id="atom-3348d73931c40af9"></a>🟥 2026-06-28
X·@jukan05 ⭐ · GPU在推理中利用率低 · 推理效率
GPUs are often underutilized in inference, sitting idle due to memory bottlenecks
tags: 好观点·好思考 · → daily
- <a id="atom-4e5fcd6e20b3c808"></a>🟥 2026-06-19
X·@jukan05 ⭐ · 芯片配給威脅 · 竞争格局/供给产能
Jensen Huang is effectively threatening neo-clouds implying that Nvidia could cut their chip allocations if they don’t buy Nvidia’s full stack.
tags: 好观点·好思考 · → daily
📷 原图
- <a id="atom-3b7bd85618ba6199"></a>🟥 2026-05-27
X·@fi56622380 ⭐ · CPX 在 2030 年前可能不会回归 · 产品发布/价格动态
given the GDDR/LPDDR price hiking, I think it is very possible that we will not see CPX come back before 2030.
tags: 好观点·好思考 · → daily
value: date=2030
- <a id="atom-5f7aeecbc0064401"></a>🟥 2026-05-26
X·@JerryCap · downside capture · 仓位情绪
downside capture 120%
tags: 好数字·好观点 · → daily
value: qty=120%
- <a id="atom-348faa52a89c13db"></a>🟥 2026-05-13
X·@fiiiiiist · 2025年10月改变地理营收报告方式 · 营收/地缘政治
As of October 2025, NVIDIA changed the way it reports geographic revenue, eliminating Singapore as a reported geography. This was at the same time that Singapore went from ~9% to 20% of revenue, and was facing heavy scrutiny as a smuggling hub
tags: 好数字·好观点 · → daily
- <a id="atom-52b0be1cde3ddc8f"></a>🟥 2026-05-07
X·@zephyr_z9 ⭐ [老化中] · Rubin设计调整-变更HBM4引脚速度计划 · 产品发布/技术路线/供应链
Nvidia got FAFOed multiple times with Rubin/Rubin Ultra design - They pushed for higher pin speed HBM4, but Micron's & Hynix's base die were subpar, so they had to change plans & face delays (lower pin speeds)
tags: 好观点·好思考 · → daily
- <a id="atom-3bc7df31955af0aa"></a>🟥 2026-05-07
X·@zephyr_z9 ⭐ [老化中] · Rubin Ultra设计-从四芯片改为两芯片/2+2 MCM · 产品发布/技术路线/良率
They pushed for a quad die Rubin Ultra design, yield and warpage issues forced them to switch to 2 die and 2+2 die MCM design
tags: 好观点·好思考 · → daily
- <a id="atom-5a1f392ad614af5c"></a>🟥 2026-05-07
X·@zephyr_z9 ⭐ [老化中] · Rubin Ultra HBM堆叠层数调整-从16Hi降至12Hi · 产品发布/技术路线/良率
They pushed for 16 Hi HBM4E for Ultra, yield issues forced them to come back down to 12 Hi
tags: 好观点·好思考 · → daily
- <a id="atom-175aff03d0786d36"></a>🟥 2026-05-07
X·@zephyr_z9 ⭐ [老化中] · Rubin散热方案调整-从铟石墨TIM改回石墨TIM · 产品发布/技术路线/供应链
They pushed for a dual profile 2.3kW/1.8kW Rubin, but indium-graphite TIM was unstable and now they are switching back to graphite TIM
tags: 好观点·好思考 · → daily
- <a id="atom-679ed1193c2f98e0"></a>🟥 2026-05-07
X·@boneGPT ⭐ [老化中] · pacing risk to customers · 产品发布/订单需求
NVDA treads a fine line between improving fast and fucking their biggest customers
tags: 好观点·好思考 · → daily
value: direction=fines line
- <a id="atom-c272063c07d6c462"></a>🟥 2026-06-30
X·@MilkRoadAI · CEO对超大规模客户具有定价权担忧 · 管理层表态/竞争格局
Jensen Huang absolutely hates a world where the hyperscalers have all the power
tags: 好观点·好信源 · → daily
- <a id="atom-5cea8ae317840bae"></a>🟥 2026-06-26
X·@Mark_AAIG · 数据中心冷却方案-无冷水机 · 数据中心算力/供给产能
Eliminating chillers entirely is a bold statement that is not practically achievable IMO. A dry cooler can’t make 45°C water when it’s 45°C outside. You need some delta in the temperature, roughly 5–15°C, so to actually deliver 45°C coolant, your ambient temperature has to be around 30-35°C.
tags: 好观点·好信源 · → daily
- <a id="atom-84cf70ba2177adae"></a>🟥 2026-06-26
X·@Mark_AAIG · 数据中心冷却方案-炎热气候无法无冷水机 · 供给产能/数据中心算力
And this is just an example of a cold climate, but what about the Gulf, Texas in summer, Singapore? On the hottest hours the dry cooler can’t hold the setpoint anymore. You still need something, a chiller for a few hundred hours a year, adiabatic assist (which brings water back), or you accept throttling.
tags: 好观点·好信源 · → daily
- <a id="atom-b9148ded01f766ca"></a>🟥 2026-06-25
X·@dmjk001 · 下一代气冷产品功耗水平 · 数据中心算力/供给产能
下一代气冷产品功耗水平多1.2MW-1.3MW
tags: 好数字 · → daily
value: qty=1.2MW-1.3MW
[图: TrendForce关于NVIDIA 800V电源架方案与AI服务器供电架构及电网挑战的研究报告截图 — VR200单柜功耗: 约225kW; GB300单柜功耗: 150kW; Rubin Ultra功耗设计: 660kW; 大型电力变压器平均交期: 约2.5年; 高电压等级变压器交期: 4至5年]
📷 原图
- <a id="atom-dddc4f4ff7c826ad"></a>🟥 2026-06-25
X·@cnfinancewatch · CEO警告走私AI芯片 · 出口管制
NVIDIA黄仁勋警告：走私AI芯片是'死胡同'
tags: 好观点·好信源 · → daily
- <a id="atom-f638310b7f0e85c1"></a>🟥 2026-06-01
X·@SemiAnalysis_ · DGX Spark performance testing on power, heat, and perf · 产品发布/性能功耗
Dgx spark already exists, and we have it, we have tested it. It says a lot about the power, heat, and perf
tags: 好信源·好观点 · → daily
- <a id="atom-87f15fda084b9746"></a>🟥 2026-05-19
X·@jukan05 · power component overhead share · 资本开支/数据中心算力
The power component, including cooling, can account for 30–50% of total overhead costs
tags: 好数字 · → daily
value: qty=30-50%
- <a id="atom-7ca37b2183933682"></a>🟥 2026-05-17
X·@FundaAI · Rubin出货份额预期 · 出货量/产品发布
we have lowered Rubin’s shipment share for 2026
tags: 好观点·好信源 · → daily
value: direction=lowered · date=2026
📷 原图
🟥 中性 takes (neutral) (20)
- <a id="atom-c4dd715b8a5524d8"></a>🟥 2026-05-13
X·@coatuemgmt [已过期] · GPU 内存路线图 · 技术路线
Nvidia’s GPU memory roadmap, 2022 - 2028 estimates
tags: 好数字·好信源 · → daily
value: date=2022-2028
- <a id="atom-fb007f5dc51b8b15"></a>🟥 2026-04-20
X·@bookwormengr · NVL72 rack prefill/decode role · 产品发布/技术路线
Prefill and Decode Attention runs on NVL72 racks
tags: 好数字·好信源 · → daily
value: direction=runs on
📷 原图
- <a id="atom-4dc607dd63f7eeb6"></a>🟥 2026-04-10
群 [老旧] · 投资回报 · 回撤/基本面投资
1 年期的基本面投资通常会经历 20-30% 的回撤，但最终会修复
tags: 好观点·好数字 · → daily
value: qty=20-30% 回撤后修复
- <a id="atom-c24562f8f0cf9d7a"></a>🟥 2026-06-11
X·@Z04_A1 · 合理估值倍数 · 估值
这种行业平台类公司给一个恒定的25-30倍估值感觉是合理的
tags: 好数字·好思考 · → daily
value: qty=25-30倍
- <a id="atom-62904265dc1397b3"></a>🟥 2026-04-26
X·@pstAsiatech [老化中] · GPU packaging technology allocation · 供给产能/技术路线
25% of the GPUs are expected to use Intel’s EMIB advanced packaging technology
tags: 好数字·好思考 · → daily
value: qty=25% · direction=use Intel EMIB
- <a id="atom-2c7dee5a059eb1e3"></a>🟥 2026-04-24
X·@xeophon · Inference connections pricing · 价格动态/数据中心算力
You are paying 50K for connections
tags: 好数字·好观点 · → daily
value: qty=50K · currency=USD
- <a id="atom-7ec2a80617aa7e6b"></a>🟥 2026-06-15
X·@MoodyWriter13 · 800V技术大产量时间 · 技术路线/产能规划
The big volumes only come in 2028
tags: 好思考·好信源 · → daily
value: date=2028
- <a id="atom-c0eb8fd4734f2ade"></a>🟥 2026-06-15
X·@MoodyWriter13 · 800V技术2027年渗透比例 · 技术路线
in 2027 it’s only about 5%
tags: 好思考·好信源 · → daily
value: qty=5% · date=2027
- <a id="atom-797ccd048ab4ebe4"></a>🟥 2026-06-11
X·@DrNHJ ⭐ · 扮演计算瓶颈角色 · 硬件瓶颈/计算芯片
4대 하드웨어병목: 연산 (Computation) $NVDA
tags: 好观点·好思考 · → daily
📷 原图
- <a id="atom-ecbd6c5dfc0b34f9"></a>🟥 2026-05-20
X·@spotgamma · gamma positioning support level · 仓位情绪
well supported below 220 into 200
tags: 好数字·好观点 · → daily
value: qty=200-220 · direction=above
📷 原图
- <a id="atom-6449a724d8ca5ca7"></a>🟥 2026-05-20
X·@spotgamma · gamma positioning local negative zone · 仓位情绪
Local (w.r.t time) negative gamma 230 into 250
tags: 好数字·好观点 · → daily
value: qty=230-250
📷 原图
- <a id="atom-60425fe9d09d163e"></a>🟥 2026-05-20
X·@spotgamma · implied move for ER · 仓位情绪
Interesting 5% implied ER move puts you at 230
tags: 好数字·好观点 · → daily
value: qty=5% · direction=up or down
📷 原图
- <a id="atom-00c3b547dbf021f0"></a>🟥 2026-06-29
X·@eliebakouch · uses megatron bridge (not megatron-lm) for training · 技术路线
i think the nvidia team doesn't use megatron-lm to train models anymore, they use megatron bridge (which is based on megatron-core, a submodule of megatron-lm)
tags: 好信源·好观点 · → daily
- <a id="atom-bd8d8016508bbb7a"></a>🟥 2026-06-04
X·@DrNHJ · Vera Rubin SO-CAMM content per system estimate · 出货量
Vera Rubin향 SO-CAMM 탑재량은 기존 1536GB에서 768GB로 낮아진 것으로 추정된다
tags: 好数字 · → daily
value: qty=768 GB · date=na
- <a id="atom-3cd2704298240d5c"></a>🟥 2026-05-28
X·@dnystedt · 计划投资金额 · 资本开支
Nvidia plans to invest NT$20 billion (US$620 million) for a stake in Taiwan ABF substrate supplier Kinsus Interconnect
tags: 好数字 · → daily
value: qty=NT$20 billion (US$620 million)
- <a id="atom-47ea1d33fb8e5b8b"></a>🟥 2026-05-26
X·@DrNHJ · CPU 营收预测 · 营收
엔비디아(NVDA)의 200억 달러 규모 CPU 매출
tags: 好数字 · → daily
value: qty=$20B
- <a id="atom-ab91bf9378444654"></a>🟥 2026-05-18
X·@jukan05 · FY27 EPS 预测调整 · 盈利能力
adjust our FY27E EPS forecasts by +0%
tags: 好数字 · → daily
value: qty=+0% · date=FY27
- <a id="atom-74f1d3e3def32d4b"></a>🟥 2026-05-14
X·@DrNHJ · 2026-2027年毛利率预期 · 毛利率
매출 총이익률(Gross Margin)은 루빈 세대가 이어지는 2027년까지 약 75% 수준을 유지할 것으로 예상
tags: 好数字 · → daily
value: qty=75% · date=2027年
- <a id="atom-72fe5adffe2dd3ba"></a>🟥 2026-05-14
X·@DrNHJ · Blackwell Ultra 2026年营收占比预期 · 产品路线
2026년에는 블랙웰 울트라가 70%
tags: 好数字 · → daily
value: qty=70% · date=2026年
- <a id="atom-509a34490acc65e0"></a>🟥 2026-05-14
X·@DrNHJ · Rubin平台2027年营收占比预期 · 产品路线
2027년에는 루빈 플랫폼이 전체 매출의 68%를 차지하며
tags: 好数字 · → daily
value: qty=68% · date=2027年
🟦 新闻流 (squawk · 40)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-1e3a9db0dcf579c3"></a>🟦 2026-07-02
X·@wallstengine · previous commitment to CoreWeave · 订单需求
Nvidia previously agreed to buy CoreWeave’s unsold capacity through 2032, worth $6.3B at the time
tags: 好数字 · → daily
value: qty=$6.3B · date=through 2032
📷 原图
- <a id="atom-e2d03baf7d521c62"></a>🟦 2026-07-02
X·@wallstengine · additional guarantee tied to customer data-center leases · 订单需求
and has since guaranteed another $3.5B tied to customer data-center leases.
tags: 好数字 · → daily
value: qty=$3.5B · date=
📷 原图
- <a id="atom-fa1fcf1744d4444d"></a>🟦 2026-07-01
X·@wallstengine · 涉及芯片走私案 · 地缘政治/监管
Singapore seized a luxury home worth about $42M in a suspected $NVDA chip smuggling case.
tags: 好信源 · → daily
value: qty=$42M · date=2026-07-01
📷 原图
- <a id="atom-a4e10c673a80d775"></a>🟦 2026-07-01
X·@DeItaone · 跌幅 · 价格动态
$NVDA -2.3%
tags: 好数字 · → daily
value: qty=-2.3% · direction=下跌
- <a id="atom-3b4704e56e9977d4"></a>🟦 2026-07-01
X·@financialjuice · provides financial support for GPU acquisitions · 合作客户
Nvidia provides financial support for GPU acquisitions, earning share of cloud revenue: The Information
tags: 好信源 · → daily
- <a id="atom-90578fc1e043215b"></a>🟦 2026-07-01
X·@financialjuice · 将分占部分客户云收入份额 · 营收/市场份额
Nvidia: to take share of certain customers' cloud income - the information
tags: 好信源 · → daily
- <a id="atom-87f14a45236eb913"></a>🟦 2026-07-01
X·@financialjuice · partnered with AI clouds for multi-tenant AI factories · 合作客户/资本开支
Nvidia partners with AI clouds to launch large-scale, multi-tenant AI factories via revenue-sharing and credit support model
tags: 好信源 · → daily
- <a id="atom-cdd2785bafd5721f"></a>🟦 2026-07-01
X·@FirstSquawk · 合作模式 · 合作客户
Nvidia Teams Up With AI Cloud Providers on Revenue-Sharing AI Factory Model
tags: 好信源 · → daily
value: direction=revenue-sharing AI factory model
- <a id="atom-9d1214779ca3c444"></a>🟦 2026-06-30
X·@FirstSquawk · AI芯片被调查涉嫌走私至中国 · 监管政策/出口管制
TAIWAN ESCALATES PROBE INTO ALLEGED SMUGGLING OF NVIDIA AI CHIPS TO CHINA; INVESTIGATES UNAUTHORIZED DIVERSION OF SUPER MICRO AI SERVERS
tags: 好信源 · → daily
- <a id="atom-874c1953d0df8c9d"></a>🟦 2026-06-30
X·@wallstengine · 正在招聘中国机器人团队职位 · 产品发布/人事变动
$NVDA is ramping up hiring for its China robotics team, with 12+ roles across Beijing, Shanghai and Shenzhen, per SCMP.
tags: 好数字·好信源 · → daily
value: qty=12+
📷 原图
- <a id="atom-476c1bd6037e5ca0"></a>🟦 2026-06-30
X·@wallstengine · CEO陈述Physical AI是下一前沿 · 技术路线
The next frontier of AI is physical AI. AI is now beginning to understand the laws of physics.
tags: 好信源 · → daily
📷 原图
- <a id="atom-697ec520142addf6"></a>🟦 2026-06-30
X·@financialjuice · 被做空 · 仓位情绪
Michael Burry: Have shorted Nvidia
tags: 好信源 · → daily
value: direction=short
- <a id="atom-dadfeed7aaf33436"></a>🟦 2026-06-30
X·@FirstSquawk · 股东批准了所有十位董事提名 · 公司治理
NVIDIA SHAREHOLDERS APPROVED THE ELECTION OF ALL TEN DIRECTOR NOMINEES TO SERVE UNTIL THE 2027 ANNUAL MEETING
tags: 好信源 · → daily
value: date=2027年年会之前
- <a id="atom-559ceda34669760f"></a>🟦 2026-06-30
X·@FirstSquawk · 股东批准了高管薪酬咨询投票 · 公司治理
SHAREHOLDERS ALSO BACKED THE ADVISORY VOTE ON EXECUTIVE COMPENSATION
tags: 好信源 · → daily
- <a id="atom-1c05957960d78fb7"></a>🟦 2026-06-30
X·@FirstSquawk · 股东批准了治理变更，将绝对多数投票要求改为简单多数投票标准 · 公司治理
SHAREHOLDERS ALSO APPROVED A GOVERNANCE CHANGE TO REPLACE THE COMPANY'S SUPERMAJORITY VOTING REQUIREMENT WITH A SIMPLE MAJORITY VOTING STANDARD
tags: 好信源 · → daily
- <a id="atom-3e78397b7e4e76b4"></a>🟦 2026-06-29
X·@DeItaone · CLAUDE 模型可用平台 · 合作客户/模型发布
$NVDA - NVIDIA - ANTHROPIC'S CLAUDE MODELS NOW AVAILABLE ON NVIDIA GB300 BLACKWELL ULTRA IN AZURE
tags: 好信源 · → daily
- <a id="atom-337c5c5cd4184244"></a>🟦 2026-06-29
X·@FirstSquawk · Anthropic Claude 模型在 Azure 上可用 · 合作客户/产品发布
NVIDIA: ANTHROPIC'S CLAUDE MODELS NOW ACCESSIBLE ON NVIDIA GB300 BLACKWELL ULTRA IN AZURE
tags: 好信源 · → daily
- <a id="atom-3c3b63d3f2a84525"></a>🟦 2026-06-26
X·@wallstengine · AWS raises prices for P6, P5, and P4de instance families · 价格动态/供给产能
The hike applies to $NVDA -powered P6, P5 and P4de instance families, including Blackwell B200/B300 and Hopper H100 capacity
tags: 好数字 · → daily
value: direction=up · date=2026-07-01
- <a id="atom-2e8fa64661ce0c3e"></a>🟦 2026-06-24
X·@wallstengine · DGX B300 中国黑市价格 · 价格动态
DGX B300 servers are reportedly selling for more than RMB 8M, or ~$1.1M, up from RMB 4M six months ago
tags: 好数字 · → daily
value: qty=RMB 8M / ~$1.1M · date=2026-06-24
📷 原图
- <a id="atom-154643b02038ea02"></a>🟦 2026-06-24
X·@wallstengine · DGX B300 中国黑市价格 vs 美国零售价差 · 价格动态
far above the ~$400K U.S. retail price
tags: 好数字 · → daily
value: direction=above · comparison=$400K
📷 原图
- <a id="atom-5716acb013d06474"></a>🟦 2026-06-24
X·@wallstengine · RTX 6000 Pro 中国黑市价格 · 价格动态
RTX 6000 Pro chips have jumped from ~RMB 50K to as much as RMB 130K
tags: 好数字 · → daily
value: qty=RMB 130K · date=2026-06-24
📷 原图
- <a id="atom-6f0cf67cb784e4f4"></a>🟦 2026-06-24
X·@wallstengine · A100 服务器中国黑市价格 · 价格动态
servers with older A100 chips have risen from ~RMB 200K to as much as RMB 600K
tags: 好数字 · → daily
value: qty=RMB 600K · date=2026-06-24
📷 原图
- <a id="atom-3393f80861d5f1ee"></a>🟦 2026-06-23
X·@financialjuice · announced Bionemo agent toolkit · 产品发布
NVIDIA announces Bionemo agent toolkit $NVDA
tags: 好数字 · → daily
- <a id="atom-3ee4dfafa304b305"></a>🟦 2026-06-23
X·@DeItaone · 股价变动 · 价格动态
NVDA -3.7%
tags: 好数字 · → daily
value: qty=-3.7% · date=2026-06-23
- <a id="atom-9259f0675c7fa555"></a>🟦 2026-06-23
X·@FirstSquawk · market value · 价格动态
NVIDIA FALLS BELOW $5 TRILLION IN MARKET VALUE
tags: 好数字 · → daily
value: qty=below $5 trillion · date=2026-06-23
- <a id="atom-c05541c4edcdcc2b"></a>🟦 2026-06-23
X·@DeItaone · Market Cap · 价格动态
$NVDA - NVIDIA FALLS BELOW $5 TRILLION IN MARKET VALUE; LAST DOWN 2.6%
tags: 好数字 · → daily
value: qty=below $5T · direction=down
- <a id="atom-ad0dd646704e2f4c"></a>🟦 2026-06-23
X·@financialjuice · 市值跌破 5 万亿美元 · 市值动态
Nvidia falls below $5 trln in market value.
tags: 好数字 · → daily
value: qty=< $5 trillion · date=2026-06-23
- <a id="atom-a3c30f8cbf0f6761"></a>🟦 2026-06-23
X·@wallstengine · AI Factory Specialized Partner designation · 合作客户
The designation recognizes providers with experience designing, building, deploying and operating full-stack Nvidia-based AI factory infrastructure.
tags: 好信源 · → daily
📷 原图
- <a id="atom-0c9d7311a1b35f6c"></a>🟦 2026-06-23
X·@FirstSquawk · 被禁AI芯片在中国黑市价格 · 价格动态/地缘政治
Nvidia’s banned AI chips double in price on China’s black market-FT
tags: 好信源 · → daily
value: qty=翻倍 · direction=up
- <a id="atom-2530a965cf0e0e42"></a>🟥 2026-06-22
X·@FirstSquawk · AI水资源挑战 · 供给产能/技术路线
AI'S WATER CHALLENGE IS LARGELY SOLVED
tags: 好观点·好信源 · → daily
- <a id="atom-0624b45ba490fa07"></a>🟦 2026-06-22
X·@FirstSquawk · 债券发行规模 · 融资/资本开支
NVIDIA RAISES $25 BILLION IN DEBT
tags: 好数字 · → daily
value: qty=$25B · date=2026-06-22
- <a id="atom-c9c4e61ff03abd4d"></a>🟦 2026-06-22
X·@FirstSquawk · 债券认购需求 · 融资/订单需求
INVESTOR DEMAND TOPS $85 BILLION
tags: 好数字 · → daily
value: qty=$85B · date=2026-06-22
- <a id="atom-4bb5fcfa7601ba76"></a>🟦 2026-06-22
X·@FirstSquawk · 债券超额认购倍率 · 融资/仓位情绪
Nvidia's bond offering was reportedly oversubscribed more than 3x
tags: 好数字 · → daily
value: qty=3倍多 · date=2026-06-22
- <a id="atom-4e22ca26d6a34fd5"></a>🟥 2026-06-22
X·@financialjuice · 寻求使人形AI机器人对人类更安全 · 技术路线/产品发布
NVIDIA seeks to make humanoid AI robots safer around humans.
tags: 好观点 · → daily
- <a id="atom-77a659e295a1bf9e"></a>🟦 2026-06-22
X·@FirstSquawk · 发布 HALOS 机器人安全系统 · 产品发布
NVIDIA ANNOUNCES HALOS FOR ROBOTICS, THE INDUSTRY’S FIRST FULL-STACK SAFETY SYSTEM FOR PHYSICAL AI
tags: 好信源 · → daily
- <a id="atom-ea35b27bcb16f7b5"></a>🟦 2026-06-22
X·@wallstengine · launched Halos for Robotics · 产品发布
$NVDA launched Halos for Robotics, a full-stack safety system for robotics and physical AI.
tags: 好观点 · → daily
📷 原图
- <a id="atom-d263c42bf794b427"></a>🟦 2026-06-22
X·@wallstengine · AI Systems Inspection Lab · 产品发布/技术路线
Halos combines Nvidia IGX Thor, Holoscan Sensor Bridge, Halos OS, external-camera safety monitoring, and an AI Systems Inspection Lab accredited by ANAB.
tags: 好思考 · → daily
📷 原图
- <a id="atom-76094cf5e018f465"></a>🟦 2026-06-22
X·@wallstengine · Lab program participants · 订单需求/合作客户
40+ companies are participating in the lab program.
tags: 好数字·好观点 · → daily
value: qty=40+
📷 原图
- <a id="atom-e02980e72d99cbbf"></a>🟦 2026-06-22
X·@DeItaone · 开发人形机器人安全层 · 技术路线
NVIDIA PUSHES SAFETY LAYER FOR HUMANOID ROBOTS
tags: 好信源 · → daily
- <a id="atom-74d990f10ace3d75"></a>🟦 2026-06-22
X·@DeItaone · Halos系统基于自动驾驶技术 · 技术路线
Its Halos system, based on autonomous driving tech
tags: 好信源 · → daily
⏱ 时间轴 (近 20)
- 🟦 2026-07-12 ·
fact · 先進製程需求 · → daily
- 🟦 2026-07-12 ·
fact · LPDDR5X容量规划 · → daily
- 🟥 2026-07-12 ·
narrative · 2026年CoWoS需求 · → daily
- 🟥 2026-07-10 ·
narrative · CEO会议反馈 · → daily
- 🟥 2026-07-10 ·
forecast · AI服务器机柜出货预测 · → daily
- 🟦 2026-07-09 ·
fact · CEO会议 · → daily
- 🟦 2026-07-07 ·
fact · Kyber NVL144 机柜上市时程 · → daily
- 🟦 2026-07-07 ·
fact · NVL576 系统进度 · → daily
- 🟦 2026-07-07 ·
fact · Kyber NVL144 延迟原因 · → daily
- 🟦 2026-07-07 ·
fact · Vera Rubin 平台 PCB 层数规划 · → daily
- 🟦 2026-07-07 ·
fact · Kyber 架构 PCB 层数规划 · → daily
- 🟦 2026-07-07 ·
fact · Rubin Ultra NVL576 量产时程 · → daily
- 🟥 2026-07-07 ·
forecast · 新款 AI 芯片平台量产影响 · → daily
- 🟥 2026-07-07 ·
narrative · Rubin Ultra平台量产时间可能延迟 · → daily
- 🟦 2026-07-07 ·
fact · 产能排挤效应 · → daily
- 🟦 2026-07-06 ·
fact · 产品路线图状态 · → daily
- 🟦 2026-07-06 ·
fact · 资源争夺 · → daily
- 🟦 2026-07-06 ·
fact · RTX Spark 平台发布 · → daily
- 🟦 2026-07-06 ·
fact · AI 服务器对 LPDDR5 的需求拉动 · → daily
- 🟥 2026-07-06 ·
fact · 产品延迟 · → daily
📊 板块级信号 · 半导体板块 (82)
*以下是 半导体板块 板块的信号 (NVDA 是成员), 非直接针对 NVDA — 供板块上下文参考*
展开板块信号
- 🟥▼ 2026-06-27 [twitter] · 投资者过度兴奋
creating clear signs of investor overexcitement in semiconductors.
- 🟥▼ 2026-06-23 [chat] · 远期市盈率上限
人们可能不愿为 27E 支付超过 10 倍的远期市盈率
- 🟥▼ 2026-06-03 [chat] · 7月50%隐含波动率Put是对冲更优选择，因线性做空易被挤空
半导体是散户狂热、动量延伸和战争风险溢价的交汇点。购买 7 月 50% 隐含波动率的 Put 是更便宜且自带清算的对冲方式
- 🟥▲ 2026-07-12 [news] · 电子级硫酸市场需求预期
法人预期台湾电子级硫酸市场需求将从2025年每月约3万吨增加至2027年的6万吨，规模翻倍
- 🟥▲ 2026-07-03 [news] · 美国芯片市占目标
特朗普称美国芯片市占率有望在其任期结束前提升至50%
- 🟦▼ 2026-07-01 [sellside] · 股价下跌
SEMIS down (-4%)
- 🟥▲ 2026-07-01 [news] · 全球300毫米晶圆厂设备支出预测
SEMI预估全球300毫米晶圆厂设备支出将于2027年首度突破1,500亿美元。
- 🟥▲ 2026-06-23 [newsletter] · 全球TAM预测上调至2.7万亿美元
BofA raised its global semiconductor TAM forecast to $2.7T by 2030 from $2.3T
📊 板块级信号 · 数据中心 (66)
*以下是 数据中心 板块的信号 (NVDA 是成员), 非直接针对 NVDA — 供板块上下文参考*
展开板块信号
- 🟦▲ 2026-04-24 [twitter] · GPU与CPU比例预期变化
By Intel CEO Tan's assessment, the ratio of GPUs to CPUs will go from 8:1 for pretraining to closer to parity for agenti
- 🟦▲ 2026-06-16 [twitter] · 2026年至2030年容量翻倍
JLL’s forecast in January suggests that global data center capacity will double between 2026 and 2030
- 🟦▼ 2026-05-11 [twitter] · 将面临55GW电力缺口
大摩预计数据中心将面临55GW的电力缺口。
- 🟦▲ 2026-06-19 [twitter] · 对居民电费影响
Data centers didn’t raise electric bills nationally from 2015–24. Actually, they modestly lowered them.
- 🟥▲ 2026-06-12 [twitter] · 占 Murata MLCC 业务比例预期
UBS now expects datacenters to account for 30-40% of Murata's MLCC business within the next few years, overtaking tradit
- 🟥▲ 2026-04-24 [twitter] · CAGR预期
endorsing the 35% CAGR trajectory
- 🟥▲ 2026-04-27 [twitter] · 未来3年资本开支
Building >130GW over the next 3 years means over $1.5T in datacenter capex alone
- 🟦▲ 2026-05-06 [twitter] · 2030年三分之一自发电
By 2030, one-third of data centers will generate their own power.
📊 板块级信号 · GPU (57)
*以下是 GPU 板块的信号 (NVDA 是成员), 非直接针对 NVDA — 供板块上下文参考*
展开板块信号
- 🟥▲ 2026-07-12 [news] · 载板面积与层数需求
部分新世代GPU载板面积乘层数较前代增逾七成
- 🟥▲ 2026-06-21 [twitter] · 购买考虑
it is definitely time to seriously consider buying more GPUs and start building our own local ai stack
- 🟥▲ 2026-05-13 [twitter] · 购买意愿
you kind of influence me to want to buy more GPUs
- 🟥▲ 2026-05-12 [twitter] · 运行前沿模型的能力
in fp4 and with DSV4-level cache compression this would mean that one "GPU" module will be able to run a frontier model
- 🟥▲ 2026-05-08 [twitter] · 被视为被忽视的大趋势
Ignore this mega-trend at your own peril. GPUs.
- 🟥▼ 2026-06-30 [twitter] · 投资规模估算
If the competitive models by end of 2026 are 5T that means now it’s 8~10$/model-hour if gpu prices remain stable and an
- 🟦▼ 2026-06-30 [twitter] · 万亿参数模型MFU
today's GPUs deliver 20 to 50% MFU on trillion-parameter models
- 🟦▼ 2026-06-11 [twitter] · bit-flips in space due to radiations
10x more bit-flips in space due to naked radiations
📊 板块级信号 · AI服务器 (10)
*以下是 AI服务器 板块的信号 (NVDA 是成员), 非直接针对 NVDA — 供板块上下文参考*
展开板块信号
- 🟦▲ 2026-05-25 [twitter] · MLCC搭载量倍数
AIサーバーは従来のサーバーと比べ、約5～10倍もの量のMLCCを搭載している。
- 🟦▲ 2026-06-25 [twitter] · MLCC用量倍数
AI servers use roughly 8 to 12x more MLCCs than standard servers
- 🟦▲ 2026-06-17 [twitter] · 存储位需求年复合增长率40%
server related memory bit demand for 2026 to 2027 will show a 40% compound annual growth rate (CAGR)
- 🟦▼ 2026-06-10 [twitter] · 高容量内存配置降级
AI servers are seeing downgrades in high-capacity memory configurations. While 128GB was originally the mainstream speci
- 🟦▲ 2026-05-25 [twitter] · MLCC搭载量对比
AIサーバーは従来のサーバーと比較にならないほどMLCCの搭載量が多い。
- 🟦▲ 2026-04-25 [twitter] · 紧缺加剧
亚洲科技：更新半导体、零部件及材料供需热力图，年初至今AI服务器紧缺加剧
- 🟥▲ 2026-06-10 [twitter] · 需更多小型电容靠近芯片
AI servers need more small capacitors, closer to the chip
- 🟦▲ 2026-07-05 [news] · 需求增长态势
AI服务器等板块的快速增长推动了半导体基板和MLCC等主要部件的需求
*以下是 US equities 板块的信号 (NVDA 是成员), 非直接针对 NVDA — 供板块上下文参考*
展开板块信号
- 🟦▼ 2026-06-23 [twitter] · market cap erased today
U.S. stocks erased roughly $1 trillion in market value today as a broad-based selloff swept across equities.
- 🟥▼ 2026-07-01 [twitter] · short entries recommended until October
Short entries until October imo
- 🟥▼ 2026-07-01 [twitter] · first crash likely November
First crash November ish? Not sure
- 🟥▼ 2026-06-21 [twitter] · valuation level
record valuations
*以下是 AI companies 板块的信号 (NVDA 是成员), 非直接针对 NVDA — 供板块上下文参考*
展开板块信号
- 🟥▼ 2026-06-12 [twitter] · 投资风险
investing in AI companies has just become permanently more risky as the USG could pull the plug at any moment
- 🟥▲ 2026-06-05 [twitter] · 乐于捐赠股份
And founders / companies are all excited to give! They love the idea of direct philanthropy / private ownership of thei
- 🟥▲ 2026-06-11 [twitter] · improved margins despite open source
They’ve been able to improve margins & manage around open source anyways
- 🟥▲ 2026-05-14 [twitter] · focus on pure maths
Talking about the surge of AI research into pure maths, a friend put it a good way: "unfathomable resources from the big
- 🟥▼ 2026-07-03 [twitter] · 正在失去定价权
AI companies are losing pricing power with increasingly cost-sensitive customers
- 🟥▲ 2026-06-05 [twitter] · 预计有大公告
Expect some big announcements!
- 🟥▲ 2026-05-28 [twitter] · 合规成本可能低于从芝加哥获得的收入
the compliance costs are likely to be smaller than the revenue AI companies can make from just Chicago
- 🟥▲ 2026-05-26 [twitter] · 商业模式持续性
What’ll really happen is AI will become normalised, affordable and integrated into society once the market learns which
← 实体目录 · 系统日志
