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[半导体] Nvidia 英伟达: 四面楚歌，AI芯片霸主地位恐不保？
我是M。虽然Nvidia目前风头正劲，但它面临着三大威胁:英国Spectral Compute公司的SCALE技术可能打破Nvidia在软件生态系统的优势,让CUDA代码在AMD GPU上运行。Google、Meta等科技巨头正在开发定制化AI芯片,这个领域竞争将越来越激烈。 虽然Nvidia仍是行业龙头,但适度竞争有利于推动整个AI行业的创新和进步。你们怎么看Nvidia的未来?欢迎在评论区讨论。别忘了点赞订阅,下期再见!
「半导体专题」M亿财富18/25
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