Nvidia's Risky Business

> 英伟达的冒险之旅

HN 355 分 · 177 条评论 · 作者 jonbaer · 来源 stratechery.com · HN 讨论

> HN 355 分 · 177 条评论 · 作者 jonbaer · 来源 stratechery.com · HN 讨论

热门评论

1. @tolugenius More interesting take on Nvidia's position than I've come across before.

> 1. @tolugenius 关于英伟达的处境，这是我迄今为止看到的最有趣的分析。

One thing to be noted is 1) Nvidia is already making moves in robotics so even if their position in AI (moreso llms) diminished, they certainly have another big avenue arguably harder to just get into (although I'm not sure what efforts Google is doing for the tpu in robotics).

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