while I don’t think NVDA dropping today is caused by the news that Apple is using Google TPU (also this is old news so it should not drive such a high selling volume)
however, if it turns out NVDA indeed drops today due to this news, it would be a “huge” buying opportunity. I can say with confidence that Google TPU is not ready for prime time to be used for any large scale LLM training. I have spoken to a lot of experts in this field and not a single person believes Google TPU is ready at this time
one thing about NVDA
所有跟帖:
•
他说的也许是对的,但绝对不是现在。在此之前非理性的腰斩不是不可能。
-John1635-
♂
(0 bytes)
()
07/30/2024 postreply
08:50:01
•
从外行的角度来看,我认为术业有专攻不是?谷歌不是做硬件的吧?
-千军万马来相见-
♂
(0 bytes)
()
07/30/2024 postreply
08:51:00
•
Google 也在降啊
-Wodebiming98-
♂
(0 bytes)
()
07/30/2024 postreply
08:57:44