英伟达更改报告架构,将区分面向超大规模客户(如云厂商)的销售与其他客户销售,以更清晰反映不同市场的竞争态势和业务战略。
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.