公众号记得加星标⭐️，第一时间看推送不会错过。来源：内容编译自siliconangle。最近，随着博通赢得了更多ASIC的订单，有关博通要将英伟达拉下马的消息甚嚣尘上。但我们认为，关于博通公司和英伟达公司在人工智能数据中心领域陷入零和博弈的普遍说法是误导性的。事实上，这两家公司玩的截然不同的游戏。英伟达构建了一个垂直整合的计算和软件平台，成为人工智能工厂时代的引擎。相比之下，博通则围绕连接性、定制...
Source Link公众号记得加星标⭐️，第一时间看推送不会错过。来源：内容编译自siliconangle。最近，随着博通赢得了更多ASIC的订单，有关博通要将英伟达拉下马的消息甚嚣尘上。但我们认为，关于博通公司和英伟达公司在人工智能数据中心领域陷入零和博弈的普遍说法是误导性的。事实上，这两家公司玩的截然不同的游戏。英伟达构建了一个垂直整合的计算和软件平台，成为人工智能工厂时代的引擎。相比之下，博通则围绕连接性、定制...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.