两个英伟达掘墓人

半导体行业观察
Yesterday

公众号记得加星标⭐️,第一时间看推送不会错过。英伟达在过去几年一直是股市的重要参与者。其市值超过4.4万亿美元,历史上唯一能与之匹敌的,只有几个世纪前为欧洲帝国开展殖民活动而成立的公司,例如荷兰东印度公司。英伟达在人工智能(AI)硬件市场占据主导地位。但这个领域蕴藏着巨大的商机,其他公司自然不会放过。高通的新芯片有望在数据中心领域与英伟达展开竞争。而Alphabet也正携其Ironwood张量...

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