This would be a bad news for NVDA

來源: 越王劍 於 2025-01-27 14:14:34 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (255 bytes)

Meta, Amazon, MSFT all wants to have their own chips to reduce cost.

This will help them achive their goals fast which would be the bad news for NVDA, AVGO. But it is indeed good new for Meta, Amazon, MSFT whoever wants their own chips.

所有跟帖： 

• True，至少短期是這樣。NVDA是活的，不是死的，也會Adapt -未知- ♂ 給 未知 發送悄悄話 未知 的博客首頁 (153 bytes) () 01/27/2025 postreply 14:24:22

• I second that. -越挫越勇2- ♂ 給 越挫越勇2 發送悄悄話 (0 bytes) () 01/27/2025 postreply 14:26:31

• No, deepsek shows asic would be bad idea -cnrhm2017- ♂ 給 cnrhm2017 發送悄悄話 cnrhm2017 的博客首頁 (0 bytes) () 01/27/2025 postreply 14:34:25

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