AI Infra，谷_老虎社区_美港股上老虎 - 老虎社区

AI Infra，谷歌还是要碾压OpenAI，这轮TPU革命绝对会要了NVDA的命。

也看了下NVDA发那7页纸，依然觉得虚高，业绩是真实的，但是确实把风险转嫁给下游了，自己作为上游，拿走那么多利润，显然对整个生态都不是什么好事儿。

个人看法，不一定对$谷歌(GOOG)$ $英伟达(NVDA)$

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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。

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lindsay877
11-27
lindsay877
老黄这波把风险转嫁下游确实狠，生态链迟早反噬

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