Because they need less chips... I don't believe so.

I think more chips needed for future. But wallstreet takes this chance to short NVDA and other AI chips

所有跟帖： 

• +1 -憶靈- ♀ (0 bytes) () 01/27/2025 postreply 18:25:36

• 據一個中國年輕人對CNBC說DS用了5萬塊NVDA的H100顯卡，但是DS不願承認，因為怕招致美國製裁。 -jw2009- ♂ (0 bytes) () 01/27/2025 postreply 18:50:20