推文概览
查看 @StockSavvyShay 在 2026年4月15日 17:26 发布的这条 X/Twitter 推文。 这条内容包含 1 个视频。
Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on. The real moat is not just the chip but CUDA, programmability and distribution across every major cloud.






