英伟达头上的一粒灰

远川研究所2022-09-03

刚刚开幕的世界人工智能大会上,已经没有人关心今年到底马斯克会语出惊人,还是会BAT三巨头重聚斗法,所有交头接耳的观众就关心一件事——英伟达的A100、H100显卡,真的要断供了吗?一旦英伟达和AMD的GPU被断供,无异于对人工智能产业发展的釜底抽薪——任何一个真正的AI研究机构,都有A100与H100的身影。最近一年里,英伟达的日子并不好过,2022年二季度,英伟达交出一份令人大跌眼镜的财报,营收...

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