AI Infra，谷_老虎社区_美港股上老虎 - 老虎社区

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少年维特
09:11

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$谷歌(GOOG)$ $英伟达(NVDA)$

# 【热议】谷歌市值，会超过英伟达吗？

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