【荷兰国际：英伟达利润率面临客户自研芯片的威胁】荷兰国际集团的Jan Frederik Slijkerman在一份报告中写道，随着科技巨头开发自己的芯片，英伟达维持利润率的能力存在不确定性。他指出：“微软、Alphabet和亚马逊等主要客户正在开发自己的定制芯片，以帮助控制AI基础设施成本。”他表示，因此，英伟达的定价权可能会面临比近年来更激烈的竞争，这将使其更难在长期内保持目前极高的利润率，尽管该公司正在向新业务线扩张。英伟达盘前下跌超1%。
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