$英伟达(NVDA)_老虎社区_美港股上老虎

韭菜ooo
11-27

$英伟达(NVDA)$在谷歌gemini3爆火前，openai、meta、Anthropic等采购英伟达芯片，不断竞争训练更强大的大模型，一级市场、二级市场不断推高openai、英伟达等的估值，逻辑非常顺畅；但是谷歌利用自身更廉价高效的tpu训练出了最强大的大模型gemini3，如果后面openai（或者谷歌之外的其他大模型企业）没有技术研究范式上的突破，在英伟达gpu效率比谷歌TPU低的情况下，数据资源也不如谷歌的情况下，凭什么能够战胜谷歌？？？

# 11月大幅回调！英伟达，要不要抄底？

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美起
·11-27
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