‌$英伟达(NVDA_老虎社区_美港股上老虎 - 老虎社区

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醉拳甘迺迪
02-26

‌$英伟达(NVDA)$ ‌算力的逻辑被Deepseek颠覆了，新的开源flashMLA等让各个GPU厂商都可以提供高效的算力了！空NVDA！至少跌20%

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zero21ke
·02-26
佩服深入的分析，个人认为deepseek 是告诉大家算力门槛降低了，算力需求不会少，但是英伟达财报前买入量不算多，那很大一部分人是在等财报后下跌再买入？求楼主继续分享思路
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醉拳甘迺迪
·02-26
另有专注于AI硬件研究并投资的投资人，在查看FlashMLA后告诉新浪科技，对于国产GPU而言，此次开源算是重大利好。“此前的国产GPU卡，很弱。那现在可以通过FlashMLA提供的优化思路和方法论，尝试让国产卡大幅提升性能，即使架构不同，后面国产卡的推理性能提升将是顺理成章的事儿”。

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醉拳甘迺迪
·02-26
“沐曦技术团队在FlashMLA开源后迅速响应，仅用2小时即完成与沐曦GPU的适配工作”
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小韭菜321
·02-26
越来越多公司、机构，单位本地部署deepseek，可是要不少显卡的
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迷鹿小仙女
·02-26
可能90是个入场的好价格
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