nvda跌的时候我买了amd的看跌期权

专注做空的活跃份子

$Advanced Micro Devices Inc.(AMD)$我就猜会有连锁反应，谷歌已经自主gpu了

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龙头战法创始人
2017-04-06
龙头战法创始人
英特尔，高通，英伟达，AMD，这类公司单一产业的，往后都会走向破产倒闭。
- hypnus:
  😂别的不说intel哪里产品单一了，新研发的3dxpoint有可能改变计算机几十年来cpu内存硬盘的固定模式
- 专注做空的活跃份子:
  看好华为，如果上市我肯定拿三年不动
- 龙头战法创始人回复专注做空的活跃份子:
  我就说国内的，华为，小米，等，都自己生产芯片了。他们以为把技术封起来别人就做不出来一样
- 芥末绿茶:
  intel跟高通产品都不单一，你只是没了解到而已
- 龙头战法创始人回复专注做空的活跃份子:
  这些公司目光短浅，他们只不是乘着东风带来的红利而已，就像当年的诺基亚，他们的产品很快就被取代，破产了都不知道为什么
piao
2017-04-06
piao
谷歌的TPU很贵的，而且不通用，不像英伟达的
- 专注做空的活跃份子:
  自主研发才是根本，尤其是大型科技公司，苹果已经开始自己搞了
- piao回复专注做空的活跃份子:
  训练模型估计还是英伟达的GPU好使，但是模型训练好了用于预测估计就不一定
- dearbing:
  AI要想快速发展，是必然要有基础性平台型公司的比如nvda
- 专注做空的活跃份子:
  大公司已经开始这方面的研究了，因为这是AI的一大支柱，想研究AI就得有自己的技术，不可能一直靠外部公司援助
dearbing
2017-04-06
dearbing
有疑惑，英特尔使用GPU都要和AMD授权
- dearbing:
  对呀，那就是说Google和apple自己搞有那么容易，充其量其中一部分
- 专注做空的活跃份子:
  技术手段被注册了专利
全息元宇宙
2017-04-06
全息元宇宙
半路杀出个程咬金，苹果也要自制cpu gpu了
- 专注做空的活跃份子:
  主要amd有点跟不上时代脚步了

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