黄仁勋回应NVDA延迟传闻，确认无延迟，消除竞争担忧，并强调多个领域需求增长。
黄仁勋回应NVDA延迟传闻，确认无延迟，消除竞争担忧，并强调多个领域需求增长。
“So Jensen himself went out to do damage control with $NVDA delays reports apparently: 1. Jensen Huang said no delays: - 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay. - Debunked the rumor that the next-generation flagship, Rubin Ultra, would be delayed until 2028 and said it would be on track to ship next year - Rack system optimizations, like replacing Kyber with a new design are architectural optimizations, not impacting delivery timelines. 2. On ASIC competition: no loss of market share. - Talked about how a leading frontier lab that previously relied heavily on internal ASICs has shifted nearly 50% of its compute load to Nvidia 3. On over-reliance on hyperscalers. - AI frontier labs currently contributing to ~20% of demand. - Traditional cloud providers, Nvidia provides Vera CPUs and high-speed networking - Sovereign AI”原帖：X / @aleabitoreddit ↗