几乎是在一夜之间，谷歌TPU的大名人尽皆知。“谷歌干翻英伟达”的说法从华尔街传播到了全世界，导致英伟达不得不主动回应，表示自己的GPU目前为止依然遥遥领先。美银在最新发布的研究报告中力挺英伟达。美银承认英伟达的市场份额将从85%回落到75%左右，但份额变化将逐步发生。短期内，供应链紧张及英伟达的规模优势，使得竞争对手难以快速抢占大量份额。美银判断谷歌的TPU加剧了AI加速器领域的竞争，但考虑到行业...
Source Link几乎是在一夜之间，谷歌TPU的大名人尽皆知。“谷歌干翻英伟达”的说法从华尔街传播到了全世界，导致英伟达不得不主动回应，表示自己的GPU目前为止依然遥遥领先。美银在最新发布的研究报告中力挺英伟达。美银承认英伟达的市场份额将从85%回落到75%左右，但份额变化将逐步发生。短期内，供应链紧张及英伟达的规模优势，使得竞争对手难以快速抢占大量份额。美银判断谷歌的TPU加剧了AI加速器领域的竞争，但考虑到行业...
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