Nvidia

英伟达百亿基建棋局：从主权AI基金到海外GPU工厂，资本与技术的双向绑定

angelina -

英伟达的平衡木：815亿美元营收背后，地缘寒流与产业热浪的角力

kashif hafeez -

英伟达跳出芯片围栏：百亿基础设施基金与机器人医疗生态并行突进

angelina -

Nvidia’s Two-Front War: Losing Ground in China While Betting Big on Robotaxis

angelina -

英伟达双重叙事：千亿美元基建承诺背后的五日急跌

kashif hafeez -

Nvidia’s Quiet Reformation: From Chip Peddler to AI Trust Architect

英伟达的双线棋局：AI生态深扎与主权地缘突围

angelina -

营收纪录难掩地缘迷局：英伟达在816亿美元与“零中国”之间摇摆

英伟达创纪录财报遭遇冷眼：816亿美元营收背后，自研芯片的“野火”正悄然蔓延

kashif hafeez -

At Nvidia, Record Revenue of $81.6 Billion Collides With Hyperscaler Defection and HBM Scarcity

英伟达双线博弈：50日线承压之际，RTX Spark能否为AI故事续命？

kashif hafeez -

Nvidia’s 5.4% Slide Leaves the AI Giant at a Crossroads: RTX Spark vs. Inflation Reality

kashif hafeez -

黄仁勋闪电访韩、Nemotron 3 Ultra亮相，英伟达多线出击应对减持风暴

angelina -

Nvidia’s $81.6B Quarter and a Director’s $221M Exit: The Bullish Case Hinges on More Than Hardware

Brett Shapiro -

黄仁勋首尔谈合作 英伟达CVPR亮模型 800亿美元回购为股东撑腰

kashif hafeez -
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