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$英伟达(NVDA)$ openai推出jalapeno处理器了，秒杀gb300，明天财报后无论涨跌，最后100%跌。

修改于 2026-08-26 03:34

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NickShen
·08-29 00:17
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$英伟达(NVDA)$ 很多小白以为revenue涨就不算泡沫，完全不知道revenue也完全可能是泡沫，这次财报虽然revenue涨了很多，但很多客户的付款周期明显开始变长了，完全数个值得警惕的信号。而且目前英伟达很多revenue是靠着自己借钱给自己的客户来买自己的gpu，这不就是庞氏骗局吗。
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- 好麻烦:
  200是大底
  08-29 01:30
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起飞。
·08-26
OpenAI 那个芯片和英伟达的是互补的
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