在获悉Blackwell无缘中国市场之后,心有不甘的黄仁勋赌气般喊出“未来AI竞争赢家可能是中国”这样“政治不正确”的定论。毕竟从AI市场占有率超过95%到几乎归零,英伟达在中国市场的统治力远比要面对谷歌微软和Meta定制芯片的美国市场要大得多。而一直对AI情有独钟的软银则破天荒的将全球最受追捧的“英伟达”股票在10月份全部清仓,这一切的博弈似乎都是源于一个结论,英伟达可能彻底无缘中国AI市场。...
Source Link在获悉Blackwell无缘中国市场之后,心有不甘的黄仁勋赌气般喊出“未来AI竞争赢家可能是中国”这样“政治不正确”的定论。毕竟从AI市场占有率超过95%到几乎归零,英伟达在中国市场的统治力远比要面对谷歌微软和Meta定制芯片的美国市场要大得多。而一直对AI情有独钟的软银则破天荒的将全球最受追捧的“英伟达”股票在10月份全部清仓,这一切的博弈似乎都是源于一个结论,英伟达可能彻底无缘中国AI市场。...
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