NVDA 真正的跌還沒開始

來源: 於 2025-01-30 07:58:00 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

未來一堆黑天鵝在等著NVDA

1. Big 7 announcing cut AI spending

2. China comes with new compatiable GPU chips

3. Total US ban on sale to China

4. More AI software improvement to cut GPU requirement.

5. Big 7 comes with own hardware solution.

年底可能到 60。