{"id":3215,"date":"2024-07-08T14:43:08","date_gmt":"2024-07-08T14:43:08","guid":{"rendered":"https:\/\/aifuturize.com\/?p=3215"},"modified":"2024-07-08T14:43:08","modified_gmt":"2024-07-08T14:43:08","slug":"hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet","status":"publish","type":"post","link":"https:\/\/aifuturize.com\/zh\/ai-news\/hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet\/","title":{"rendered":"\u5c0d\u6c96\u57fa\u91d1\u5728\u4eba\u5de5\u667a\u6167\u62bc\u6ce8\u4e2d\u5f9e Nvidia \u8f49\u5411 Palantir\u3001Super Micro"},"content":{"rendered":"
\"\u82f1\u5049\u9054\"<\/span><\/div>

\u5c0d\u6c96\u57fa\u91d1\u5104\u842c\u5bcc\u7fc1\u62cb\u68c4 Nvidia\uff0c\u64c1\u62b1 Palantir \u548c\u8d85\u5fae\u8a08\u7b97\u6a5f\u4ee5\u7372\u53d6\u4eba\u5de5\u667a\u6167\u6536\u76ca<\/h1>\n

\u82f1\u5049\u9054\u5728\u4eba\u5de5\u667a\u6167\u6676\u7247\u5e02\u5834\u7684\u4e3b\u5c0e\u5730\u4f4d\u662f\u4e0d\u53ef\u5426\u8a8d\u7684\uff0c\u4f46\u4e00\u4e9b\u8457\u540d\u7684\u5c0d\u6c96\u57fa\u91d1\u7d93\u7406\u6b63\u5728\u5c07\u6ce8\u610f\u529b\u8f49\u5411\u5176\u4ed6\u4eca\u5e74\u8fc4\u4eca\u56de\u5831\u7387\u98c6\u5347\u7684\u4eba\u5de5\u667a\u6167\u9a45\u52d5\u578b\u80a1\u7968\u3002<\/p>\n

<\/h2>\n

\u8d85\u8d8a Nvidia \u7684\u591a\u5143\u5316\u4eba\u5de5\u667a\u6167\u6295\u8cc7<\/h2>\n

\u6469\u723e\u8cc7\u672c\u7ba1\u7406\u516c\u53f8(Moore Capital Management) \u7684\u8def\u6613\u65af\u00b7\u57f9\u6839(Louis Bacon) \u548c\u5343\u79a7\u7ba1\u7406\u516c\u53f8(Millennium Management) \u7684\u4f0a\u65af\u96f7\u723e\u00b7\u82f1\u683c\u862d\u5fb7(Israel Englander) \u90fd\u662f\u8457\u540d\u6295\u8cc7\u8005\uff0c\u4ed6\u5011\u5728\u7b2c\u4e00\u5b63\u5ea6\u5927\u5e45\u6e1b\u6301\u4e86\u82f1\u5049\u9054\u7684\u6301\u80a1\u3002\u76f8\u53cd\uff0c\u4ed6\u5011\u589e\u52a0\u4e86 Palantir Technologies \u548c Super Micro Computer \u7684\u80a1\u4efd\uff0c\u9019\u5169\u5bb6\u516c\u53f8\u4e58\u8457\u4eba\u5de5\u667a\u6167\u6d6a\u6f6e\uff0c\u80a1\u7968\u8868\u73fe\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u3002<\/p>\n

\u9451\u65bc\u5343\u79a7\u7ba1\u7406\u516c\u53f8\u7684\u696d\u7e3e\u8868\u73fe\u512a\u65bc\u6a19\u6e96\u666e\u723e 500 \u6307\u6578\uff0c\u88ab\u8b7d\u70ba\u6b77\u53f2\u4e0a\u8868\u73fe\u6700\u597d\u7684\u5c0d\u6c96\u57fa\u91d1\u4e4b\u4e00\uff0c\u82f1\u683c\u862d\u5fb7\u7684\u4ea4\u6613\u5c24\u5176\u503c\u5f97\u6ce8\u610f\u3002<\/p>\n

<\/h2>\n

Palantir Technologies\uff1a\u96c4\u5fc3\u52c3\u52c3\u7684\u6578\u64da\u5206\u6790\u5de8\u982d<\/strong><\/h2>\n

Palantir \u5c08\u6ce8\u65bc\u6578\u64da\u5206\u6790\uff0c\u63d0\u4f9b\u7684\u8edf\u9ad4\u4f7f\u653f\u5e9c\u548c\u5546\u696d\u5ba2\u6236\u80fd\u5920\u6574\u5408\u6578\u64da\u3001\u958b\u767c\u4eba\u5de5\u667a\u6167\u548c\u6a5f\u5668\u5b78\u7fd2\u6a21\u578b\u4ee5\u53ca\u5275\u5efa\u589e\u5f37\u6c7a\u7b56\u7684\u61c9\u7528\u7a0b\u5f0f\u3002 \u8a72\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86 \u4eba\u5de5\u667a\u6167<\/a> \u5e73\u53f0\uff08AIP\uff09\uff0c<\/span> \u5c07\u5927\u578b\u8a9e\u8a00\u6a21\u5f0f\u548c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u7d0d\u5165\u5176\u73fe\u6709\u8edf\u9ad4\u4e2d\u3002<\/p>\n

\u5118\u7ba1\u4e00\u4e9b\u5206\u6790\u5e2b\u7a31\u8b9a Palantir \u7684\u6280\u8853\u5be6\u529b\uff0c\u4f46\u5176\u4ed6\u4eba\u4ecd\u7136\u5c0d\u5176\u5728\u751f\u6210\u4eba\u5de5\u667a\u6167\u9818\u57df\u7684\u5dee\u7570\u5316\u6301\u61f7\u7591\u614b\u5ea6\u3002\u8a72\u516c\u53f8\u7b2c\u4e00\u5b63\u8ca1\u52d9\u696d\u7e3e\u7a69\u5065\uff0c\u5ba2\u6236\u6210\u9577\u5f37\u52c1\uff0c\u73fe\u6709\u5ba2\u6236\u652f\u51fa\u589e\u52a0\u3002\u7136\u800c\uff0c\u9810\u8a08\u5168\u5e74\u71df\u6536\u6210\u9577\u7565\u6709\u653e\u7de9\u5c0e\u81f4\u80a1\u50f9\u4e0b\u8dcc\u3002<\/p>\n

<\/h2>\n

\u8d85\u5fae\u96fb\u8166\uff1a\u5f15\u9818AI\u4f3a\u670d\u5668\u5e02\u5834<\/strong><\/h2>\n

\u7f8e\u8d85\u5fae\u8a08\u7b97\u6a5f\u64c5\u9577\u70ba\u4f01\u696d\u548c\u96f2\u7aef\u8cc7\u6599\u4e2d\u5fc3\u8a2d\u8a08\u9ad8\u6548\u80fd\u904b\u7b97\u5e73\u53f0\u3002\u5176\u5ee3\u6cdb\u7684\u7522\u54c1\u7d44\u5408\u5305\u62ec\u91dd\u5c0d\u4eba\u5de5\u667a\u6167\u548c 5G \u57fa\u790e\u67b6\u69cb\u9032\u884c\u6700\u4f73\u5316\u7684\u4f3a\u670d\u5668\u548c\u5132\u5b58\u7cfb\u7d71\uff0c\u901a\u5e38\u914d\u5099 Nvidia GPU \u548c\u82f1\u7279\u723e CPU\u3002<\/p>\n

Supermicro \u5728\u4eba\u5de5\u667a\u6167\u4f3a\u670d\u5668\u5e02\u5834\u7684\u9818\u5148\u5730\u4f4d\u6e90\u81ea\u65bc\u5176\u88fd\u9020\u80fd\u529b\u548c\u6a21\u7d44\u5316\u7522\u54c1\u8a2d\u8a08\uff0c\u53ef\u5be6\u73fe\u5feb\u901f\u539f\u578b\u8a2d\u8a08\u548c\u5ba2\u88fd\u5316\u3002\u8a72\u516c\u53f8\u4ee5\u5de5\u7a0b\u70ba\u4e2d\u5fc3\u7684\u65b9\u6cd5\u4f7f\u5176\u80fd\u5920\u5c07\u6700\u65b0\u6280\u8853\u5feb\u901f\u6574\u5408\u5230\u5176\u7522\u54c1\u4e2d\uff0c\u4e26\u7d93\u5e38\u5728\u5e02\u5834\u4e0a\u64ca\u6557\u7af6\u722d\u5c0d\u624b\u3002<\/p>\n

\u96a8\u8457\u4eba\u5de5\u667a\u6167\u786c\u9ad4\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u8d85\u5fae\u7684\u5e02\u5834\u4efd\u984d\u9810\u8a08\u5c07\u5927\u5e45\u589e\u9577\u3002\u83ef\u723e\u8857\u5206\u6790\u5e2b\u9810\u6e2c\u8a72\u516c\u53f8\u672a\u4f86\u5e7e\u5e74\u7684\u7372\u5229\u5c07\u5f37\u52c1\u6210\u9577\uff0c\u8207 Palantir \u76f8\u6bd4\uff0c\u5176\u76ee\u524d\u7684\u4f30\u503c\u986f\u5f97\u5408\u7406\u3002<\/p>\n

<\/h2>\n

\u4eba\u5de5\u667a\u6167\u9818\u57df\u7684\u591a\u5143\u5316<\/strong><\/h2>\n

\u5c0d\u6c96\u57fa\u91d1\u5104\u842c\u5bcc\u7fc1\u6295\u8cc7\u7b56\u7565\u7684\u8f49\u8b8a\u51f8\u986f\u4e86\u4e0d\u65b7\u8b8a\u5316\u7684\u4eba\u5de5\u667a\u6167\u683c\u5c40\u3002\u96d6\u7136 Nvidia \u4ecd\u7136\u662f\u4e3b\u8981\u53c3\u8207\u8005\uff0c\u4f46 Palantir \u548c Super Micro Computer \u70ba\u5c0b\u6c42\u53c3\u8207\u4eba\u5de5\u667a\u6167\u71b1\u6f6e\u7684\u6295\u8cc7\u8005\u63d0\u4f9b\u4e86\u66ff\u4ee3\u9014\u5f91\u3002\u7136\u800c\uff0c\u8207\u4efb\u4f55\u6295\u8cc7\u4e00\u6a23\uff0c\u9700\u8981\u8b39\u614e\u884c\u4e8b\uff0c\u5c24\u5176\u662f\u8003\u616e\u5230 Palantir \u7684\u9ad8\u4f30\u503c\u3002<\/p>\n<\/div>

\u67e5\u770b\u5176\u4ed6\u4eba\u5de5\u667a\u6167\u65b0\u805e\u548c\u6280\u8853\u6d3b\u52d5 \u5728 AIfuturize \u4e2d<\/a>!<\/p>\n

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