· 个股论点
是的，$NVDA 是强力买入标的。 然而，其他关于 $NVDA GPU 与 TPU 性能对比的病毒式传播的研究帖子，错误地拿旧一代 TPU v6e 来对比，以展示当前 $GOOGL TPU 与 $NVDA GPU 的情况。 我的帖子是关于新一代 TPU v7 Ironwood 与 $NVDA Blackwell B200 的对比，并展示了架构上的对等性。 TPU v7 Ironwood 的性能飞跃非常巨大（计算能力提升高达 10 倍），以至于 X 上流传的许多关于 TPU 推理能力和成本节约的研究具有误导性。 就买入逻辑而言，$NVDA 很可能在未来几代芯片中超越 TPU v7，且其巨大的积压订单为其提供了短期（2年）的安全性。
Yes $NVDA is a strong buy. However to the other viral research posts about $NVDA GPU vs TPU performance, they were falsely comparing older generation TPU v6e to show the current situation on $GOOGL TPU vs $NVDA GPU. My post was on newer TPU v7 Ironwood vs $NVDA Blackwell B200 and showing the architectural parity. The TPU v7 Ironwood performance leap is so substantial (up to 10x compute jump) that a lot of research going around X is misleading on the inference capabilities and cost savings of TPU. In terms of buy thesis, on $NVDA, they will likely leapfrog TPU v7 in newer gen chips in due time and their immense backlog provides them near term (2Y) security.