投资人Gavin Baker指出,谷歌TPU目前在AI训练成本上领先英伟达"四代"Hopper芯片,使其能以负30%利润率运营压制竞争对手。但2026年初Blackwell芯片集群投入使用后将逆转局面。而谷歌在TPU开发上的保守设计和供应链策略,可能限制其长期竞争力。一旦失去成本优势,谷歌维持亏损运营将变得不可持续,AI产业竞争格局将重塑。英伟达新一代Blackwell芯片及其后续产品将在明年重塑...
Source Link投资人Gavin Baker指出,谷歌TPU目前在AI训练成本上领先英伟达"四代"Hopper芯片,使其能以负30%利润率运营压制竞争对手。但2026年初Blackwell芯片集群投入使用后将逆转局面。而谷歌在TPU开发上的保守设计和供应链策略,可能限制其长期竞争力。一旦失去成本优势,谷歌维持亏损运营将变得不可持续,AI产业竞争格局将重塑。英伟达新一代Blackwell芯片及其后续产品将在明年重塑...
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