NVDA 芯片降规仍维持企业级竞争力；持有 NVDA 并预期其表现良好。
逐段跳播
而 Nvidia 正在直线上涨。
and Nvidia is going straight up.
这就是 Jensen 今天早上说的，Elon 与那些研究机构之间，会稍微趋于平衡。
this is what Jensen was saying this morning, Elon, versus the research organizations, they'll be a little bit in balance.
我不认为 GPU 和 CPU 能达到 AGI。
I don't think GPUs and CPUs can get to AGI.
所以，我认为这正是 Nvidia 现在把部分芯片拆包的原因。人们对此大惊小怪。他们会说，天哪，Nvidia 为什么要拆包？围绕 Nvidia 拆包这件事闹得沸沸扬扬，基本上就是更小的芯片，这里说得过于简化了。
So, and I think that's exactly why Nvidia is now despacking some of their chips. People freak out about this. They're like, "Oh my gosh, why is Nvidia despacking?" giant freakout over uh Nvidia Dspec which is basically you know um smaller chips essentially uh oversimplifying here.
在我看来，这样做的好处是这些 Nvidia 芯片对企业以及实际生产力而言变得、或者说保持有竞争力。
The benefit of this to me uh is that these Nvidia chips uh become or stay competitive for uh enterprises and actual productivity.
各位，我认为这正是我们看到 Nvidia 芯片拆包的原因。
Guys, this is I think exactly why we're seeing the despecking on the Nvidia chips.
这也是我们看到 Nvidia 经历一些芯片拆包的原因。除了内存成本确实非常昂贵之外，在我看来，我们看到的部分 Nvidia 拆包，是因为 Nvidia 意识到他们的客户未必需要尽可能最大最强的芯片来在预训练中训练前沿模型。
Now, it's also why we have seen Nvidia go through some chip despecking. Well, in addition to really expensive memory costs, but some of the Nvidia despecking we're seeing in my opinion is because Nvidia realizes their customers, they don't necessarily need the greatest and most massive chip possible to train frontier models in pre-training.
他们在这里提到了 Cerebras，以及 Nvidia 的 Groq SRAM 机器缺乏容量。这是事实。
They mentioned here Cerebrris and uh the Gro from Nvidia SRAMM machines lack capacity. This is true.
我认为他们做的那个把 Jalapeno 与 Nvidia 芯片对比的文章不公平。他们基本上故意把最新最强的芯片拆包，好让它勉强能与 Jalapeno 相比。然后就好像，哇，Jalapeno 在成本基础上表现更好。
是啊，那当然。你刚把 Nvidia 芯片拆包了。这不公平。
I think the Jalapeno comparison article that they did to uh the Nvidia chips was unfair. They basically purposefully despeci uh latest and greatest chips to make them even comparable to Jalapeno.
And then it's sort of like, oh wow, Jalapeno outperforms on a cost basis. Well, yeah, duh. You just despback the Nvidia chip. That's not fair.
你知道，我持有 Nvidia 或 Marvell。我认为它们也会表现不错。
You know, I've got exposure to Nvidia or Marvel. I think they'll do well as well.
他们看自己的信用状况，说，看看 Nvidia 处在什么位置，比如。我们没问题。这对我们来说不是问题。
And they look at their credit profiles and say, look at where Nvidia is at, for example. We're fine. That's not a concern to us.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 19 条判断，这里只列相邻的几条。