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Replying to @爱意藏风里:cuda护城河被干碎了。。。？//@爱意藏风里:确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售

上缴15%的收入！英伟达会受多大影响？

日前，美国政府已批准$英伟达 (NVDA.US)$和 $美国超微公司 (AMD.US)$ 恢复向中国销售其特制人工智能芯片。但这并非没有代价：所有对华销售额的15%将直接上缴美国政府。这为芯片巨头及其投资者开启了一场高风险的新博弈。【大家觉得这15%对英伟达会有多大影响？上周连创新高，英伟达本周该怎么操作？】

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