NVDA 真正的跌还没开始

来源: 于 2025-01-30 07:58:00 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

未来一堆黑天鹅在等着NVDA

1. Big 7 announcing cut AI spending

2. China comes with new compatiable GPU chips

3. Total US ban on sale to China

4. More AI software improvement to cut GPU requirement.

5. Big 7 comes with own hardware solution.

年底可能到 60。