$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 科技巨头们对GPU的狂热需求，正反映在英伟达的股价上，现在的问题是，英伟达是否会面临与思科类似的问题，一旦各大公司拥有足够的服务器和算力来运行AI应用程序，对“AI基础设施”的需求是否也将出现断崖式下跌：

或许英伟达当前的辉煌与互联网泡沫时代比较并不准确，但另一方面，或许没有人能知道未来几年对GPU的真正需求。美联储开启降息或催生泡沫

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雁门关向东二万五千里
03-15
雁门关向东二万五千里
机器人离大规模商用至少得3~5年，还不如自动驾驶出租车进度快。

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