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Blackwell GPU

Steady1 stories1 sourcesLast updated: 5/18/2026

Related TopicsNVIDIA Morgan Stanley veri merkezi yapay zeka performans maliyet özel üretim çipler Jensen Huang

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Morgan Stanley: NVIDIA Blackwell GPU'ları Maliyetine Rağmen Veri Merkezleri İçin Değerli

5/18/2026AI summary

Morgan Stanley: NVIDIA Blackwell GPU'ları Maliyetine Rağmen Veri Merkezleri İçin Değerli

Morgan Stanley, NVIDIA Blackwell GPU'larının maliyetinin Google ve Amazon'un özel çiplerinin iki katı olduğunu belirtse de, watt başına sunduğu üstün performansın bu farkı dengelediğini analiz ediyor. NVIDIA'nın uzun vadeli getiri vurgusu, yeni mimarilerle pekişiyor.