ASIC来势汹汹,英伟达慌了吗?

半导体芯闻
Dec 24, 2025

如果您希望可以时常见面,欢迎标星 收藏哦~随着各家大厂持续进行资本支出、AI竞争白热化,市场目前盛传两种主流观点,一是TPU和ASIC作为GPU替代方案崛起,使英伟达(NVIDIA)护城河遭到侵蚀;另一个是Google逆袭,透过AI模型Gemini取得市占和主导AI搜寻,最终将击败OpenAI。根据外媒siliconANGLE的看法,上述两种说法都严重夸涨,且不一定如市场所想。理由之一是辉达将持续...

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