综合来看，TPU已从_老虎社区_美港股上老虎 - 老虎社区

综合来看，TPU已从技术验证阶段进入规模化替代期，但是成本太高了，所以有影响，主要是推理端，但是没办法造成颠覆性打击

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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ZebulonToynbee
2025-11-26
ZebulonToynbee
成本暂时还能扛，但长期压力山大啊！

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