EPISODE · May 20, 2025 · 10 MIN
一场英伟达引发的大泡沫，快破了
from 虎嗅·商业有味道
关税暂停的90天窗口期，一场围绕算力核心资源的争夺战骤然升温。尽管面临美国严格的出口禁令，英伟达Hooper系列高端产品与Blackwell系列已悄然现身国内市场，交易链条笼罩着神秘面纱。但在互联网大厂大手笔投入AI基建的当下，以A股为首的算力供应商却纷纷叫停大型智算项目，部分已建成智算中心的点亮率甚至不足50%。落差背后，反映了算力供应链存在的什么问题？为何在高端算力供给不足的同时，退租与泡沫也已悄然浮现？【时间轴】01:25 “英伟达禁令”后，“炒算力”成为热潮04:13 低效闲置算力，成了“泡沫”07:20 智算产业链，该如何形成闭环？
NOW PLAYING
一场英伟达引发的大泡沫，快破了
0:00
10:25
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 虎嗅·商业有味道?
This episode is 10 minutes long.
When was this 虎嗅·商业有味道 episode published?
This episode was published on May 20, 2025.
What is this episode about?
关税暂停的90天窗口期，一场围绕算力核心资源的争夺战骤然升温。尽管面临美国严格的出口禁令，英伟达Hooper系列高端产品与Blackwell系列已悄然现身国内市场，交易链条笼罩着神秘面纱。但在互联网大厂大手笔投入AI基建的当下，以A股为首的算力供应商却纷纷叫停大型智算项目，部分已建成智算中心的点亮率甚至不足50%。落差背后，反映了算力供应链存在的什么问题？为何在高端算力供给不足的同时，退租与泡沫也已悄然浮现？【时间轴】01:25 “英伟达禁令”后，“炒算力”成为热潮04:13...
Can I download this 虎嗅·商业有味道 episode?
Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!