$英伟达(NVDA)_老虎社区_美港股上老虎

六时吉祥
01-27

$英伟达(NVDA)$ 非理性地恐慌情绪，从现在数据看DS优于open是算法，而且是基于语言领域，而非多模态。再则说不是DS不用H100，而且用了5万块。

若暂时不能优化更先进的算法为前提，为了保持竞增力open ai可行的方案就是增加英伟达板卡数量。以待算法的优化提升……。

所以说英伟达的下跌是非理性地下跌。

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