近日，一则关于meta与谷歌签订巨额TPU订单的消息引发了科技市场的剧烈波动。消息传出后，英伟达股价盘中最大跌幅达7%，按当前市值计算，蒸发市值超过3000亿美元；而谷歌股价在盘中情绪高涨时涨幅一度达4%，市值增加约1500亿美元，相当于超1万亿元人民币。这一动态被《华尔街日报》解读为谷歌向英伟达在算力市场的主导地位发起挑战的信号，但行业内部人士却对此持有不同看法。多位从业者指出，meta、xAI...
Source Link近日，一则关于meta与谷歌签订巨额TPU订单的消息引发了科技市场的剧烈波动。消息传出后，英伟达股价盘中最大跌幅达7%，按当前市值计算，蒸发市值超过3000亿美元；而谷歌股价在盘中情绪高涨时涨幅一度达4%，市值增加约1500亿美元，相当于超1万亿元人民币。这一动态被《华尔街日报》解读为谷歌向英伟达在算力市场的主导地位发起挑战的信号，但行业内部人士却对此持有不同看法。多位从业者指出，meta、xAI...
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