Xiao Huang: Can TPU capture market share from Nvidia? Does Google have a chance to stage a comeback this time?
DOORM: TPU has the potential to capture about 10% of Nvidia’s annual revenue (approximately $20 billion), but the risks are significant. Relying on TPU commercialization could even relegate Google to a third-tier company, as Nvidia’s ecosystem advantage is hard to overcome, and TPU lacks a mature solution like the “AI factory.”
发表回复
要发表评论，您必须先登录。