分析：Jensen 押注 Neocloud 增长，Citi 却只下调 Nvidia SPV 目标价
RT Kakashii: Neocloud & Co. are a subsegment of Nvidia's Datacenter revenue. Jensen was clear that he is betting future growth on the neocloud segment...
AI 导读
转发内容讨论 Nvidia 数据中心业务下的 Neocloud 细分板块：Jensen 明确把未来增长押在 neocloud 上，原因是看到超大规模云厂商资本开支增速放缓。