Arm营收展望谨慎,引发人工智能发展放缓担忧

美港电讯
06 Feb

【Arm营收展望谨慎,引发人工智能发展放缓担忧】金十数据2月6日讯,Arm(ARM.O)对当期收入给出了谨慎预测,这加剧了人们最近对人工智能计算支出放缓的担忧。该公司预计第四财季(截至明年3月)的营收将达到11.8亿至12.8亿美元。尽管这一预期高于之前的预测,也符合华尔街的平均预期,但一些分析师预测的数字高达13.3亿美元。本周早些时候,AMD(AMD.O)发布了令人失望的预测,引发了人们对蓬勃发展的人工智能硬件市场现在更加不稳定的担忧。deepseek上个月推出了一款极具性价比的人工智能模型,这引发了人们的担忧,即技术提供商产生的收入不会像预期的那么多。报告公布后,Arm(ARM.O)盘后股价一度跌超8%。

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