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爱达荷土豆
03-19
$英伟达(NVDA)$
今天参加了一个会，郑纬民院士认为scaling law本质没变。
爱达荷土豆
02-27
Replying to
@丸子帅爸
:还有人觉得deepseek会造成算力投资下降，这么多公司加大投入看不到吗？
现在只是ai发展初级阶段，未来的算力需求会是现在的百万千万倍。文章里担心的是英伟达长期的护城河，这都看不明白就买标普吧//
@丸子帅爸
:deepseek出来已经很多大厂都暂缓了算力投资的加码，并进行观望。英伟达依然事一个令人敬佩的优秀公司，但期销量的增速大概率要下滑，估值也要重新评估，目前来看，观望比盲目抄底更理性。重新投资英伟达需要一个新的增长逻辑。
爱达荷土豆
02-17
大模型是语言模型，和自动驾驶模型没有一毛钱关系
去老虎APP查看更多动态
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href=\"https://laohu8.com/U/3545732952498700\">@丸子帅爸</a>:deepseek出来已经很多大厂都暂缓了算力投资的加码，并进行观望。英伟达依然事一个令人敬佩的优秀公司，但期销量的增速大概率要下滑，估值也要重新评估，目前来看，观望比盲目抄底更理性。重新投资英伟达需要一个新的增长逻辑。","listText":"Replying to <a href=\"https://laohu8.com/U/3545732952498700\">@丸子帅爸</a>:还有人觉得deepseek会造成算力投资下降，这么多公司加大投入看不到吗？[捂脸]现在只是ai发展初级阶段，未来的算力需求会是现在的百万千万倍。文章里担心的是英伟达长期的护城河，这都看不明白就买标普吧//<a href=\"https://laohu8.com/U/3545732952498700\">@丸子帅爸</a>:deepseek出来已经很多大厂都暂缓了算力投资的加码，并进行观望。英伟达依然事一个令人敬佩的优秀公司，但期销量的增速大概率要下滑，估值也要重新评估，目前来看，观望比盲目抄底更理性。重新投资英伟达需要一个新的增长逻辑。","text":"Replying to @丸子帅爸:还有人觉得deepseek会造成算力投资下降，这么多公司加大投入看不到吗？[捂脸]现在只是ai发展初级阶段，未来的算力需求会是现在的百万千万倍。文章里担心的是英伟达长期的护城河，这都看不明白就买标普吧//@丸子帅爸:deepseek出来已经很多大厂都暂缓了算力投资的加码，并进行观望。英伟达依然事一个令人敬佩的优秀公司，但期销量的增速大概率要下滑，估值也要重新评估，目前来看，观望比盲目抄底更理性。重新投资英伟达需要一个新的增长逻辑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408121244909696","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404580599423208,"gmtCreate":1739800099567,"gmtModify":1739801150370,"author":{"id":"3474413227076053","authorId":"3474413227076053","name":"爱达荷土豆","avatar":"https://static.tigerbbs.com/81e0edc0754c384d41b1ad2c88dd6aee","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474413227076053","authorIdStr":"3474413227076053"},"themes":[],"htmlText":"大模型是语言模型，和自动驾驶模型没有一毛钱关系[笑哭]","listText":"大模型是语言模型，和自动驾驶模型没有一毛钱关系[笑哭]","text":"大模型是语言模型，和自动驾驶模型没有一毛钱关系[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404580599423208","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
![[捂脸]](https://c1.itigergrowtha.com/community/assets/media/emoji_017_wulian.31496be5.png)
现在只是ai发展初级阶段，未来的算力需求会是现在的百万千万倍。文章里担心的是英伟达长期的护城河，这都看不明白就买标普吧//![[笑哭]](https://c1.itigergrowtha.com/community/assets/media/emoji_009_xiaoku.4565691c.png)