one thing about NVDA

while I don’t think NVDA dropping today is caused by the news that Apple is using Google TPU (also this is old news so it should not drive such a high selling volume)

however, if it turns out NVDA indeed drops today due to this news, it would be a “huge” buying opportunity. I can say with confidence that Google TPU is not ready for prime time to be used for any large scale LLM training. I have spoken to a lot of experts in this field and not a single person believes Google TPU is ready at this time

所有跟帖： 

• 他說的也許是對的，但絕對不是現在。在此之前非理性的腰斬不是不可能。 -John1635- ♂ (0 bytes) () 07/30/2024 postreply 08:50:01

• 從外行的角度來看，我認為術業有專攻不是？穀歌不是做硬件的吧？ -千軍萬馬來相見- ♂ (0 bytes) () 07/30/2024 postreply 08:51:00

• Google has been building TPU for many many yrs -三心三意- ♂ (0 bytes) () 07/30/2024 postreply 08:59:09

• Google 也在降啊 -Wodebiming98- ♂ (0 bytes) () 07/30/2024 postreply 08:57:44