谷歌成英伟达AI霸主最大威胁

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2025年12月20日,据《黄仁勋传》作者斯蒂芬·威特分析,谷歌正成为英伟达在AI领域的主要竞争者。威特指出,英伟达凭借软硬件一体生态实现数万亿美元市值增长,但谷歌在Gemini模型和TPU芯片上的进展构成实质性挑战。尽管英伟达在供应链上占据优势,谷歌的定制硅方案仍具竞争力。同时,黄仁勋对失败的恐惧被视为推动公司持续投入AI技术的核心动力。随着AMD、亚马逊等厂商加码布局,英伟达面临日益激烈的竞争...

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