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$英伟达(NVDA)$ 博通和谷歌已经开始卖tpu 和英伟达竞争了

@NickShen：$英伟达(NVDA)$ 已经到头了，英伟达最大的四个客户占了接近50%的营收，而且这四个大客户都在研发自己的芯片，很多明年就会开始测试，到时候英伟达不可能再回到如今的规模，就像Cisco再也没有会到互联网泡沫时期的规模一样。

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