2025年11月,超5000亿美元市值在英伟达和谷歌之间发生“大挪移”:谷歌母公司Alphabet市值增长约5300亿美元,剑指4万亿美元;而AI芯片“霸主”市值却蒸发6200亿美元。这一增一减背后,是一则可能重塑行业格局的行业传闻:Meta正与谷歌密谈,计划2027年斥资数十亿美元采购谷歌TPU(张量处理单元)芯片。作为英伟达的核心客户,Meta的算力需求曾高度依赖其GPU芯片,“倒戈”将直接...
Source Link2025年11月,超5000亿美元市值在英伟达和谷歌之间发生“大挪移”:谷歌母公司Alphabet市值增长约5300亿美元,剑指4万亿美元;而AI芯片“霸主”市值却蒸发6200亿美元。这一增一减背后,是一则可能重塑行业格局的行业传闻:Meta正与谷歌密谈,计划2027年斥资数十亿美元采购谷歌TPU(张量处理单元)芯片。作为英伟达的核心客户,Meta的算力需求曾高度依赖其GPU芯片,“倒戈”将直接...
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