10185543133
赞了
$英伟达 (NVDA.US)$ $美国超微公司 (AMD.US)$
This is taken at an interview in 7 Dec 23, look at the shareprice, both have DOUBLE today, but all the attention were on Nvidia. Nvidia currently has about 90-95% share of the AI GPU market, see this as a growing cake. The competition, especially AMD, will come in to take the cake eventually, cause the AI learning model will evolved. When IPhone came out, all wanted it, but soon it will evolve with cheaper models, but serving a...
This is taken at an interview in 7 Dec 23, look at the shareprice, both have DOUBLE today, but all the attention were on Nvidia. Nvidia currently has about 90-95% share of the AI GPU market, see this as a growing cake. The competition, especially AMD, will come in to take the cake eventually, cause the AI learning model will evolved. When IPhone came out, all wanted it, but soon it will evolve with cheaper models, but serving a...
6
2
10185543133 : 怎么说?