总有人说AI模型突破_老虎社区_美港股上老虎

总有人说AI模型突破了算力就过剩，我觉得恰恰相反。更好的大模型能吸引更多用户、更多元的需求，反而需要更强更多的硬件。算力卡和大模型就是AI的左右脚，交替前进互相推，从走到跑，量变到质变。 $英伟达(NVDA)$

周三“科技七巨头”中，特斯拉涨近2%独涨、谷歌跌近2%领跌。近日Alphabet美元债筹资200亿美元、原定为150亿，发行100年期英镑债券，为科技公司近30年来首次；黄仁勋最新采访说 Meta 是用AI 最好的公司……各大巨头竞相加码AI算力投入，谁能从中获益？你看好哪家表现？

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