成本暴降70%!谷歌TPU强势追赶,性价比已追平英伟达

华尔街见闻
Jan 21

高盛表示,Google/Broadcom 的TPU正在迅速缩小与英伟达GPU在推理成本上的差距。从TPU v6升级至TPU v7,单位代币推理成本下降约70%,与英伟达GB200 NVL72基本持平。这并不意味着英伟达地位被动摇,但它清晰地表明,AI芯片竞争核心评价体系正在从“谁算得更快”,转向“谁算得更便宜、更可持续”。在AI资本开支仍维持高位、但商业化压力不断上升的当下,市场关注点正在发生一场...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10