$英伟达(NVDA)_老虎社区_美港股上老虎

DeepSeek 绕过了英伟达引以为傲的 CUDA，使用英伟达底层的 PTX 语言进行优化，并实现了比 CUDA 还高效的性能，还能适配 AMD 和华为升腾的硬件。意味着英伟达在 AI 芯片领域的技术垄断优势被削弱，开发者有了更多选择，黄仁勋需要应对来自 DeepSeek 的技术竞争，思考如何进一步提升英伟达的技术壁垒。

如果 DeepSeek 的模式被广泛采纳，AI 训练对英伟达 GPU 的依赖度降低，英伟达的市场份额可能被蚕食。随着越来越多企业和开发者看到 DeepSeek 降低成本和提高灵活性的优势，可能会减少对英伟达产品的采购，进而影响英伟达的营收和利润，黄仁勋面临着维持和拓展市场份额的巨大挑战

老黄头这个时候估计心在滴血，看着自己的股价抹眼泪

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Dion
02-04
Dion
别忽悠人了，你懂GPU汇编语言与底层技术吗
Vinsa8
02-03
Vinsa8
美国人老黄对中国的鄙视言论最终会反噬自己

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