Analysis
Nvidia's latest financial results demonstrate incredible momentum in AI infrastructure, fueled by strong demand for its data center solutions. The company is strategically positioning itself to dominate the next phase of the AI revolution, expanding beyond cloud computing to encompass the exciting realms of embodied AI and robotics.
Key Takeaways
- •Nvidia's data center revenue surged, driven by strong demand for Blackwell architecture and H200 chips.
- •The company is expanding its focus to encompass embodied AI and robotics, developing platforms for autonomous driving.
- •Nvidia is strategically positioning itself to dominate the AI inference market and reduce latency concerns.
Reference / Citation
View Original"“Agentic AI（智能体AI）的拐点已经到来。”"