英伟达NVIDIA的智能芯.pdfVIP

+ OEMIP3Q 63% 12.4 62% 12% 193% 61%6%9%10% OEMIP 4%9% GPU 2017Q3 2017 20 54%6%5.7 124%16% 18% 1.2% 39% 30% 174%323% 11% GPU GPU 2015 GPU 82% GPU CPU Azure 10-20P/E 35 2015 15-20x