Event · Statement
NVIDIA
https://t.co/KOrtxPbtBz
据引用材料称，英伟达曾告知合作伙伴，由于台积电产能转向Rubin数据中心芯片，其2027年全球最多可生产300万张显卡。
1 reports2 sources
Reports 1
Rohan Paul (@rohanpaul_ai)
Machine translation
Post reports Chinese AI and cloud firms ordered about 6 million Nvidia cards, with near-term supply at roughly 1% of orders
A post says Chinese AI and cloud firms ordered about 6 million RTX Pro 5500 cards worth roughly $70 billion, including more than 3 million ordered by Alibaba, Tencent and ByteDance. It says Nvidia can supply only about 1% of the orders in the next four months; buyers estimate about 700,000 deliveries by the end of 2027.
SourceRohan Paul (@rohanpaul_ai) ↗Rohan Paul (@rohanpaul_ai) ↗