After DS, the demand for NVDA’s old chip H100 has skyrocketed and its price soared. NVDA is printing a higher margin on these old chips as the result of this
唱哀英偉達的時候沒想到這個?
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Ha! Good point. Do you think the 3/07 GTC would bring tail
-越挫越勇2-
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02/07/2025 postreply
14:38:20
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實話實說,我覺得英偉達blackwell 量產前各種負麵消息會不斷。然後最後要用銷量說話
-三心三意-
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02/07/2025 postreply
14:42:00
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backlog很長的
-NewLeaf2021-
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02/07/2025 postreply
18:58:07
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以前歐洲國家從來不敢想AI。但是看到中國DS之後新生希望。 也準備搞AI ,所以就需要的多唄。哈哈
-MarkM76-
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02/07/2025 postreply
14:41:47
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特朗普揚言對台灣芯片征收100%關稅,應該對英偉達不利吧
-aloevera-
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02/07/2025 postreply
14:44:50
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DS的基礎模型是自己訓練的,之後蒸餾了幾個小模型開源
-天氣晚來秋-
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02/07/2025 postreply
17:05:00
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Jevon’s Paradox
-SJX-
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02/07/2025 postreply
17:25:00