专注分享财经信息的专业社区,喜欢请点击下方名片关注。昨晚在《整体性估值压缩期?关于CPO?关于PCB?关于 GJD 筹码?》里讲了 GJD 筹码,也重点说了 688,感兴趣可以一读。高盛针对投资者关于 GPU 与 ASIC 路线之争的提问,尝试用量化框架把不同芯片厂商方案的性能与成本动态放到同一张坐标系里比较。他们搭建了一条推理成本曲线,用来衡量不同加速器在单位推理输出上的成本变化,并据此讨论通用...
Source Link专注分享财经信息的专业社区,喜欢请点击下方名片关注。昨晚在《整体性估值压缩期?关于CPO?关于PCB?关于 GJD 筹码?》里讲了 GJD 筹码,也重点说了 688,感兴趣可以一读。高盛针对投资者关于 GPU 与 ASIC 路线之争的提问,尝试用量化框架把不同芯片厂商方案的性能与成本动态放到同一张坐标系里比较。他们搭建了一条推理成本曲线,用来衡量不同加速器在单位推理输出上的成本变化,并据此讨论通用...
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