엔비디아 애널리스트, 2027년 계획 AI 데이터센터 용량의 45%가 미시행될 수 있다고 경고

Yahoo Finance · 2026.10.24 01:47 · 원문 사이트

🇰🇷 한글 번역

내년 계획된 AI 데이터센터 용량의 거의 절반이 건설되지 않을 수 있으며, 이는 엔비디아(NASDAQ: NVDA) 칩에 대한 향후 수요를 위협할 수 있다고 비관적인 월스트리트 애널리스트가 경고했다. 세이프 리서치 파트너스의 제이 골드버그 애널리스트는 55기가와트 중 단 30기가와트만...

📄 원문 (English)

Nearly half of planned AI data center capacity may not get built next year, threatening future demand for Nvidia Corp. (NASDAQ:NVDA) chips, a bearish Wall Street analyst warns. Seaport Research Partners analyst Jay Goldberg estimates only 30 gigawatts of 55...

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