天风证券郭明𫓹表示,投资者关注大会能否消除三大疑虑:AI扩展定律的有效性、GB200 NVL72量产问题以及地缘政治影响。其中B300系列芯片的硬件更新是关键。此外,大会可能发布多款数据中心服务器方案及网络方案,但AI PC方案预计在Computex公布。英伟达即将举办的GTC 2025大会将直接影响AI芯片市场走向。天风证券郭明𫓹近期发表观点,认为投资者应重点关注AI扩展定律持续的有效性和新款...
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