$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$在谷歌gemini3爆火前，openai、meta、Anthropic等采购英伟达芯片，不断竞争训练更强大的大模型，一级市场、二级市场不断推高openai、英伟达等的估值，逻辑非常顺畅；但是谷歌利用自身更廉价高效的tpu训练出了最强大的大模型gemini3，如果后面openai（或者谷歌之外的其他大模型企业）没有技术研究范式上的突破，在英伟达gpu效率比谷歌TPU低的情况下，数据资源也不如谷歌的情况下，凭什么能够战胜谷歌？？？

黄仁勋游说成功！英伟达你有上车吗？

英伟达的密集游说取得关键胜利，一项旨在限制其向部分海外市场销售AI芯片的《GAIN AI法案》，目前未被纳入美国年度国防法案。【英伟达反弹超2%，大家觉得芯片出口问题缓解，能否开启英伟达新一轮攻势？大家现在有上车英伟达吗？】

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美起
11-27
美起
比如真好听

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