随着AI从训练转向推理(inferencing)——特别是对推理模型(reasoning models)的应用——英伟达(NVDA.O)认为,这正是推动GPU需求增长的绝佳时机。而此前市场唱空者则担心这一转变会压缩其增长空间。今年早些时候,DeepSeek发布了成本更低、芯片使用更少的推理模型,引发美股市场剧烈波动,英伟达股价也因此一度大幅下跌。然而,英伟达如今表示,DeepSeek的推出并非威胁...
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