野村表示,英伟达GB200 AI服务器芯片出货量爬坡缓慢的风险已基本被市场消化,供应链正加速转向下一代GB300架构。野村分析师Anne Lee在2月12日的报告中表示,GB200机架的良率在春节后有所改善,但整体出货量仍低于预期。市场已经很大程度上消化了2025年上半年GB200机架出货缓慢的风险:部分卖方分析师最近已将2025年GB机架出货量预期从之前的3.5-5万台下调至2-2.5万台。野村...
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