08/05/2024, 01:30 PM UTC
Blackwell延迟；AI价值受质疑Blackwell delayed; AI’s value questioned
➀ Nvidia的最新AI芯片Blackwell面临问题，据报道将延迟至2025年第一季度。➁ 有影响力的对冲基金Elliott Management声称AI被过度炒作，Nvidia的股票处于泡沫中。➂ Blackwell的延迟可能会使AMD和Intel等竞争对手受益。➀ Nvidia is facing issues with its latest AI chip, Blackwell, which is reportedly delayed until Q1 2025. ➁ Elliott Management, an influential hedge fund, claims that AI is overhyped and that Nvidia's shares are in a bubble. ➂ The delay of Blackwell could benefit competitors like AMD and Intel.
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