英伟达不只卖芯片：它正在把算力变成一种资产

from Marisa Wu · AI Strategy · host Marisa Wu

英伟达联合六家全球顶级资管机构，计划通过独立平台在未来动员超过5000亿美元第三方资本。真正重要的不是金额，而是黄仁勋试图把AI工厂从一笔采购支出，改写成长期资本可以理解和配置的基础设施资产。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Aug 13, 2026

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英伟达不只卖芯片：它正在把算力变成一种资产

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