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- 爱达荷土豆爱达荷土豆
  ·03-19
  $英伟达(NVDA)$ 今天参加了一个会，郑纬民院士认为scaling law本质没变。
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- 爱达荷土豆爱达荷土豆
  ·02-27
  Replying to @丸子帅爸:还有人觉得deepseek会造成算力投资下降，这么多公司加大投入看不到吗？[捂脸]现在只是ai发展初级阶段，未来的算力需求会是现在的百万千万倍。文章里担心的是英伟达长期的护城河，这都看不明白就买标普吧//@丸子帅爸:deepseek出来已经很多大厂都暂缓了算力投资的加码，并进行观望。英伟达依然事一个令人敬佩的优秀公司，但期销量的增速大概率要下滑，估值也要重新评估，目前来看，观望比盲目抄底更理性。重新投资英伟达需要一个新的增长逻辑。
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- 爱达荷土豆爱达荷土豆
  ·02-17
  大模型是语言模型，和自动驾驶模型没有一毛钱关系[笑哭]
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