依然是2个部分。1,先看今天的TMTBreakout:(1)安费诺整了一个Big deal:(2)扎克伯格之后,库克好像也“疯了”…苹果成立的Answers团队,想搞个AppleGPT…这件事儿比较的刺激,主要有2点:1)卡从哪里来。其实这依然会增加英伟达的收入,因为ASIC的效率显然不适合苹果现在落后的状态,大量的搞英伟达的GPGPU才是正道。模型成功后,再用苹果自己家的ASIC也不迟…2)端侧...
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