感觉NVDA 是妥妥的赢家，铲子越卖越多，供不应求啊。据说中国也是，现在DeepSeek 上百度，微信都烧GPU

来源: BrightLine 于 2025-02-17 21:21:05 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (167 bytes)
本帖于 2025-02-17 21:21:16 时间, 由普通用户 BrightLine 编辑
回答: Anyone watching Grok3 presentation? 由 三心三意 于 2025-02-17 20:36:48

嘻嘻

所有跟帖： 

• good news -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 21:22:59

• 三心你发过NVDA的财报预计？华尔街期待多少？感觉NVDA前瞻肯定好，供不应求，就是不知道这个季度怎么样 -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 02/17/2025 postreply 21:39:06

• 不一定，Blackwell 还没有量产吧。 -三心三意- ♂ 给 三心三意 发送悄悄话 (156 bytes) () 02/17/2025 postreply 21:44:23

• Not sure where you got such impression? -tutututu- ♂ 给 tutututu 发送悄悄话 (771 bytes) () 02/17/2025 postreply 21:54:40

• I dont think you understand how biz runs, lol -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 22:02:09

• We are talking about GB200 here -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 22:03:05

• SMCI 用词是”Ramp up“，鸿海用词”production set to begin" -三心三意- ♂ 给 三心三意 发送悄悄话 (166 bytes) () 02/17/2025 postreply 22:14:01

• Right now, if NVDA is cautious, street will forgive them -三心三意- ♂ 给 三心三意 发送悄悄话 (84 bytes) () 02/17/2025 postreply 21:45:16

• Just be patient -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 21:46:41

• buy Leap calls -tutututu- ♂ 给 tutututu 发送悄悄话 (167 bytes) () 02/17/2025 postreply 21:52:28

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