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英伟达最大的竞争对手,竟然是他?
作为对比,英伟达的市值约达3.5 兆美元,而英伟达的竞争对手超微 生产GPU 但没有内部类似DeepMind 的业务,其市值约为2,000 亿美元。 在Luria 看来,Alphabet 的TPU 业务未能充分发挥潜力,不仅仅是因为开发者策略。他认为该公司应考虑分拆业务,以更好地实现其多个生态系统的价值。
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