对手崛起、客户转向……英伟达AI霸主地位开始动摇?

镁客网
Dec 06, 2025

游戏规则正在改变,竞争对手们一直紧盯着英伟达的位置英伟达最近有点不太顺,这家靠AI芯片一路狂飙、市值一度冲上3万亿美元的公司,开始面临着竞争对手围攻。一边是AMD、谷歌等对手接连亮出新产品,另一边,包括Meta这样的大客户也开始寻找替代品,甚至连财报数字,都开始让一些投资者质疑。据外媒报道,当地时间11月24日,AMD联合IBM和一家名叫Zyphra的AI初创公司,宣布成功训练出全球首个完全基于...

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