08/20/2024, 07:26 PM UTC
阿里巴巴和腾讯云需求：CPU平稳，GPU加速Alibaba and Tencent Clouds See Demand for CPUs Level Off, GPUs Accelerate
➀ 阿里巴巴和腾讯云的CPU需求趋于稳定，而GPU需求正在增加。➁ 阿里云报告了6%的年度收入增长，部分归因于AI和GPU需求。➂ 腾讯的业务服务显示了'两位数'的增长，GPU租赁业务蓬勃发展，但与美国市场相比仍然较为温和。➃ 联想的基础设施解决方案集团收入增长了65%，主要由AI和GPU需求驱动，尽管盈利能力仍然是一个挑战。➀ Demand for CPUs has stabilized at Alibaba and Tencent clouds, while GPU demand is increasing. ➁ Alibaba Cloud reported 6% year-over-year revenue growth, attributing part of the growth to AI and GPU demand. ➂ Tencent's Business Services showed 'teens' growth, with GPU rentals booming but still modest compared to the US market. ➃ Lenovo's Infrastructure Solutions Group saw a 65% revenue increase, driven by AI and GPU demand, though profitability remains a challenge.
---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
