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。
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。
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