Mickeyperk
11-27
谷歌必然会超过英伟达,因为谷歌是唯一从硬件芯片,底层软件平台,下游应用全自建的。人工智能平台。无论是从生态上,还是在应用阶段,都比英伟达强
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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Fox_Yang_杨帅
12-01
Fox_Yang_杨帅
你该不会觉得技术公司从其他模型切到google 就和从dell电脑换成hp一样简单吧?
StewardTout
11-27
StewardTout
谷歌生态确实更闭环,应用落地快!
KEINS
11-28
KEINS
笑死了
什么也没有了~
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