操刀鬼
2025-02-06
说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨
英伟达$170保卫战！这次多少价位加仓？
鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】
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哈士基_4420
2025-02-27
哈士基_4420
deepseek自己回答
操刀鬼
:
直接说英伟达的芯片准备卖给谁，别东拉西扯
操刀鬼
:
我提示你一下吧，带点脑子，首先这个公司得有人工智能，没有的话，买一块两块的这种，咱就别提了，有什么意义呢，第二，中国公司咱就别提了，不准卖，除非你不上网，第三，美国公司别提投资了openAi的，他们把芯片放自己公司还不如给openAi，第四，别提OpenAi了，天天练习画饼技术，都快入土了。第五，别提美国以外的地区，美国禁令写着呢，只能卖零头，第六，用大脑思考。然后问题来了，英伟达的芯片准备卖给谁？
操刀鬼
:
训练AI和部署AI对芯片的需求是不同的，本地部署只需要一张4090(部署Ai需要的是显存而不是算力)，服务器部署的话也不需要太多，印度这种你还好意思说，光部署，根本用不了多少芯片，现在还是那句话：英伟达芯片到底准备卖给谁？好好想一下这个问题，谢谢
雷神0619
2025-02-27
雷神0619
打爆空头
什么也没有了～
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