· 个股论点
哈哈，我之前在 $NVDA 的公关稿下当“神评论” trolling（嘲讽/玩梗）火了。所以想帮我的哥们 Jensen 一把，写写关于 TPU vs GPU 争论的看法，以及股价下跌是否反应过度。给快速浏览的朋友划重点： - 基于订单积压（Backlog）的可见性，短期强烈买入。 - $NVDA 下一代芯片很可能在技术上超越 TPU。 - AI 市场正在扩张，我们没有看到放缓迹象。 - 唯一需要担心的是，如果人们刻意去买 TPU/AMD，即下一代超大规模云服务商（Hyperscaler）芯片，那也只有在 $NVDA 生产的任何 GPU 都卖断货的情况下才会发生。
lol I was top comment trolling $NVDA's press release that went viral. so wanted to do my buddy Jensen a solid by writing up thoughts on TPU vs GPU arguments + whether stock drop was an overreaction. So TLDR for people skimming the post: - strong buy near term from backlog visibility - nvda next-gen chips will likely leapfrog tpu - ai expanding market, we're not seeing it slow down. - only thing to worry about is if people go out of their way to buy TPUs/AMD, next gen hyperscaler chips if and only if NVDA stops selling out of any GPUs they make.