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絕對值：NVIDIA收入vs.采購承諾額（后續12個月）-行業數據

絕對值：NVIDIA收入vs.采購承諾額（后續12個月）
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）
巨額采購協議的簽訂一定程度上幫助英偉達鎖定了相應比例產能。而事實上，英偉達的收入兌現也和其上游采購承諾額呈現正相關——采購協議金額越高、說明其需求和產能保證度越高、收入也越高。
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絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第1頁
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絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第24頁
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絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第30頁
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絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第31頁
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絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第32頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第33頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第34頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第35頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第36頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第37頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第38頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第39頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第40頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第41頁
絕對值：NVIDIA收入vs.采購承諾額（后續12個月）_第42頁
所屬報告： 英偉達-美股公司研究報告-百川終將歸海AI奇點到來-240219（35頁）.pdf
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