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Replying to @草木欣:deep缺了英伟达显卡还是很费劲是吗，能回答一下吗？亲//@草木欣:我是从业者，没懂你最后一句话的逻辑，cuda是训练模型用的开发套件，ds是模型。ds的运行也需要依赖于nvda或者amd的显卡及其相应的套件

@上山抓牛股：$谷歌(GOOG)$ $英伟达(NVDA)$ 不知道市场恐慌什么，如果googl 后续用 Deepseek，那就是降本增效，对于下一份财报是利好，因为AI竞赛花销减少了，而google的业务还是继续挣钱。 Deep seek最大的直接利空是对于NVDA这种卖硬件的公司而已，别扯NVdA那个什么CuDA，人家直接绕过你了，直接用Deep seek训练模型了。

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