NVDA 輝達 · NVIDIA

別名

繁中

輝達 / Nvidia

English

NVIDIA

近 30 日相關文章（30）

• Stability AI Releases Stable Audio 3: A Family of Fast Latent Diffusion Models for Audio Generation and Editing · 2026-05-26 · Marktechpost AI
• Ninepoint NVIDIA HighShares ETF declares CAD 0.21 dividend · 2026-05-26 · Seeking Alpha 市場要聞（免費 RSS）
• NVIDIA GTC Live pregame show at COMPUTEX 2026 · 2026-05-26 · YT · Jensen Huang (NVIDIA)
• The Inference Shift · 2026-05-11 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• John Ternus and Apple's Hardware-Defined Future, SpaceXAI and Cursor · 2026-04-22 · Stratechery by Ben Thompson
• Nvidia Earnings, The AI Stack, Nvidia’s New Reporting · 2026-05-26 · Stratechery by Ben Thompson
• Meet OmniVoice Studio: A Local, Open-Source Alternative to ElevenLabs · 2026-05-26 · Marktechpost AI
• Together AI Open-Sources OSCAR: An Attention-Aware 2-Bit KV Cache Quantization System for Long-Context LLM Serving · 2026-05-25 · Marktechpost AI
• Step by Step Guide to Build and Compare FedAvg and FedProx Federated Learning on Non-IID CIFAR-10 with NVIDIA FLARE · 2026-05-25 · Marktechpost AI
• The Inference Shift · 2026-05-11 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• John Ternus and Apple's Hardware-Defined Future, SpaceXAI and Cursor · 2026-04-22 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• NVIDIA CEO Jensen Huang at Taipei’s Raohe St. Night Market · 2026-05-24 · YT · Jensen Huang (NVIDIA)
• NVIDIA CEO Jensen Huang at Meet-a-Claw in Taipei · 2026-05-24 · YT · Jensen Huang (NVIDIA)
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• John Ternus and Apple's Hardware-Defined Future, SpaceXAI and Cursor · 2026-04-22 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• The Inference Shift · 2026-05-11 · Stratechery by Ben Thompson
• NVIDIA AI Releases Gated DeltaNet-2: A Linear Attention Layer That Decouples Erase and Write in the Delta Rule · 2026-05-24 · Marktechpost AI

歷次 thesis 中的出現

• 2026-05-27
  • 觀察Trainium 規模化 + Intel CPU 復興同步壓縮 ASIC 替代率假說，需觀察 2026Q3 推理市場份額數據以驗證 h-002
• 2026-05-26
  • 空推理市場ASIC三路並進（Cerebras/Trainium/TPU），若推理份額>20%持續2季，軟體護城河假說破；對應nvidia-multi-arch-moat-vs-asic viewpoint空方條件
• 2026-05-25
  • 觀察AWS Trainium 規模化與 Google TPU backlog 激增同步壓制 ASIC 份額低於 15% 的 h-001，需觀察推理 ASIC 滲透率下季數據。
• 2026-05-24
  • 觀察Cerebras IPO 上調定價 + INTC CPU 回歸共同指向推理層異質化加速；若 ASIC 推理份額 > 15% 持續兩季則 h-001 假說需降評。
• 2026-05-23
  • 觀察agentic推理速度不敏感特性強化ASIC替代風險；待確認H100現貨價是否跌破nvidia-multi-arch-moat h-003的2023年發售價基準
• 2026-05-22
  • 觀察Trainium 推理擴張與 Intel CPU 復辟同步發生，ASIC 推理替代率是否突破 15% 門檻為 h-001 假說破壞條件
• 2026-05-21
  • 觀察AWS Trainium規模化是ASIC挑戰假說首個大規模推理驗證；需觀察下季Trainium佔AWS GPU採購比例是否突破10%以判斷h-002是否破立
• 2026-05-20
  • 觀察Trainium規模化與TPU積壓翻倍同步出現，推理ASIC份額假說是否突破15%閾值需下季數據驗證
• 2026-05-19
  • 觀察NVFP4 軟體護城河強化，但 AWS Trainium 推理規模化為首個財報實證的 ASIC 威脅，需觀察下季推理市占數據
• 2026-05-18
  • 觀察AWS Trainium + Google TPU 雙線量化侵蝕推理份額，須等待 ASIC 份額是否突破 10% 門檻才能判斷 h-001 是否破
• 2026-05-17
  • 觀察Cerebras IPO + Trainium 規模化雙重挑戰推理市場份額；nvidia-multi-arch-moat-vs-asic h-002 破壞條件：ASIC 推理份額若連續 2 季超 20% 則假說翻轉
• 2026-05-16
  • 觀察AWS Trainium規模化+Google TPU backlog翻倍同步發生，需追蹤推理ASIC市占是否在2025 Q3突破nvidia-multi-arch-moat-vs-asic h-001的15%閾值
• 2026-05-15
  • 觀察AWS Trainium規模化與Anthropic多元化採購直接測試ASIC假說；若推理市場ASIC份額兩季內超過15%，多頭論點須降評
• 2026-05-14
  • 空AWS Trainium+OpenAI聯盟規模化直接衝擊推理市場份額假說；若Trainium推理份額2季超10%，推理溢價估值破
• 2026-05-13
  • 觀察AWS Trainium 與 Cerebras IPO 同步壓測推理市場份額假說，需觀察 2026Q2 推理 ASIC 份額數據決定 h-001 是否仍成立。
• 2026-05-12
  • 觀察AWS Trainium 推理代理規模化是直接壓力測試，下季 ASIC 推理份額披露為 h-001 的 falsifier 觸發條件
• 2026-05-11
  • 觀察AWS Trainium + Broadcom TPU 雙 ASIC 規模化；若推理 ASIC 份額 2 季連續超 15%，h-002 護城河假說觸發破壞條件
• 2026-05-10
  • 觀察AWS Trainium+Google TPU規模化同步壓力測試nvidia-multi-arch-moat h-001的15%ASIC份額上限假設，需監控2026下半年推理市場份額數據
• 2026-05-09
  • 觀察MRC協議開放+CPU需求回升同步出現，須確認H100/B200推理佔比是否維持主導才能判斷多空
• 2026-05-08
  • 觀察推理需求強化但 ASIC 份額（AWS Trainium/TPU）加速，需監控 ASIC 推理份額是否突破 15% 閾值
• 2026-04-30
  • 多Mythos 訓練確認 Grace Blackwell NVL72 為當期前沿模型算力標竿，訓練市場 ASIC 份額仍低於 h-001 的 15% 警戒線
• 2026-04-29
  • 多GTC 2026多架構（Vera CPU+Groq LPU+Blackwell GPU）強化推理市場護城河，對應nvidia-multi-arch-moat-vs-asic h-002
• 2026-04-28
  • 多GTC 2026確認多架構護城河（GPU+Vera+Groq），CUDA鎖定效應橫跨架構，對應h-002推理市場ASIC替代率低假說
• 2026-04-26
  • 多GTC 2026 多架構具象化（Vera CPU + Groq LPU）強化 h-002 推理市場 ASIC 替代率低於 15% 的論據
• 2026-04-25
  • 多GPT-5.5 agentic 需求爆發支撐 nvidia-multi-arch-moat-vs-asic h-001 訓練市場 ASIC 替代率低於 15% 假說，代理編排 CPU 需求亦被 Groq 整合補強
• 2026-04-24
  • 觀察GTC 2026 CPU布局（Groq收購）是否足以補償前沿訓練市場ASIC合約擠壓，待2026Q3出貨數據驗證nvidia-multi-arch-moat-vs-asic h-002。
• 2026-04-16
  • 多Rubin CPX確立disaggregated推理架構壁壘；H100現貨價反彈支持GPU資產重估假說h-003