02/05/2025, 07:28 AM UTC
英伟达：无人关注的催化剂Nvidia: The One Catalyst No One's Pricing In
1、英伟达的软硬件整合使其成为AI和服务器无状态计算的关键参与者；2、DeepSeek模型降低了AI模型成本，增强了英伟达的生态系统；3、英伟达在GPU加速云实例中的主导地位以及与主要云服务提供商的合作确保了其AI解决方案的强劲需求和可扩展性。1. Nvidia's integration of hardware and software positions it as a key player in AI and serverless computing; 2. The DeepSeek model reduces AI model costs, enhancing Nvidia's ecosystem; 3. Nvidia's dominance in GPU-accelerated cloud instances and partnerships ensure robust demand and scalability for its AI solutions.
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