{"id":606635,"date":"2025-11-28T05:19:45","date_gmt":"2025-11-28T13:19:45","guid":{"rendered":"https:\/\/nai500.com\/?p=606635"},"modified":"2025-11-28T05:19:45","modified_gmt":"2025-11-28T13:19:45","slug":"burry-nvidia-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/burry-nvidia-nvda\/","title":{"rendered":"Burry \u8aaa Nvidia \u80a1\u7968\u56de\u8cfc\u6c92\u6709\u589e\u52a0\u4efb\u4f55\u50f9\u503c\uff0cNVDA \u80a1\u50f9\u4e0b\u6ed1"},"content":{"rendered":"

Nvidia \u81ea\u8fd1\u671f\u9ad8\u9ede\u7d04\u4e0b\u8dcc 14% \u5de6\u53f3\uff0c\u539f\u56e0\u662f Michael Burry \u52a0\u5f37\u4e86\u5c0d\u8a72\u6676\u7247\u88fd\u9020\u5546\u56de\u8cfc\u7b56\u7565\u7684\u653b\u64ca\uff0c\u800c Nvidia \u4ee5\u9010\u9ede\u5099\u5fd8\u9304\u56de\u61c9\u83ef\u723e\u8857\u3002Nvidia \u80a1\u50f9\u6536\u65bc 180.26 \u7f8e\u5143\uff0c\u4e0a\u6f32 1.34%\uff0c\u4f46\u6ce2\u52d5\u6027\u5347\u9ad8\uff0c\u56e0\u6295\u8cc7\u4eba\u8861\u91cf\u98c6\u5347\u7684 AI \u5229\u6f64\u662f\u5426\u8f49\u5316\u70ba\u6bcf\u80a1\u7372\u5229\u3002\u95dc\u9375\u662f\u4e00\u500b\u7c21\u55ae\u4f46\u5f71\u97ff\u91cd\u5927\u7684\u554f\u984c\uff1a\u8d85\u904e 1,000 \u5104\u7f8e\u5143\u7684\u56de\u8cfc\u662f\u5426\u5be6\u8cea\u63d0\u5347\u4e86\u80a1\u6771\u50f9\u503c\uff0c\u9084\u662f\u4ee5\u80a1\u7968\u70ba\u57fa\u790e\u7684\u85aa\u916c\u628a\u50f9\u503c\u5f9e\u5074\u9580\u8fd4\u9084\u51fa\u53bb\u3002<\/p>\n

Burry \u7684\u7b97\u8853\u5c0d\u4e0a Nvidia \u7684\u5099\u5fd8\u9304<\/h3>\n

Burry \u672c\u9031\u767c\u5e03\u7684\u5206\u6790\u6307\u51fa\uff0c\u5f9e 2018 \u5e74\u5230 2025 \u5e74\u4e2d\u671f\uff0cNvidia \u7522\u751f\u4e86\u7d04 2,050 \u510c\u7f8e\u5143\u7684\u6de8\u5229\u8207 1,880 \u510c\u7f8e\u5143\u7684\u81ea\u7531\u73fe\u91d1\u6d41\uff0c\u540c\u6642\u56de\u8cfc\u4e86 1,125 \u510c\u7f8e\u5143\u7684\u80a1\u7968\u3002\u4ed6\u4e3b\u5f35\u90a3\u4e9b\u56de\u8cfc\u4e26\u672a\u589e\u52a0\u80a1\u6771\u50f9\u503c\uff0c\u56e0\u70ba Nvidia \u540c\u6642\u4ee5\u8a8d\u5217\u50f9\u683c\u767c\u884c\u4e86 205 \u510c\u7f8e\u5143\u7684\u80a1\u7968\u578b\u85aa\u916c\uff08SBC\uff09\uff0c\u5c0e\u81f4\u7a00\u91cb\u5f8c\u80a1\u6578\u5728\u56de\u8cfc\u5f8c\u4ecd\u589e\u52a0\u4e86 4,700 \u842c\u80a1\u3002\u4f9d\u4ed6\u7684\u4f30\u7b97\uff0c\u82e5\u7121\u7a00\u91cb\uff0c\u6bcf\u80a1\u76c8\u9918\u80fd\u529b\u5927\u7d04\u6703\u9ad8\u51fa 50%\u3002Nvidia \u5c0d\u6b64\u6846\u67b6\u8207\u6578\u5b57\u63d0\u51fa\u7570\u8b70\u3002\u5728\u7d66\u5206\u6790\u5e2b\u7684\u5099\u5fd8\u9304\u4e2d\uff0c\u516c\u53f8\u8868\u793a\u81ea 2018 \u5e74\u8d77\u56de\u8cfc\u7684\u662f 910 \u510c\u7f8e\u5143\uff0c\u800c\u975e 1,125 \u510c\u7f8e\u5143\uff0c\u4e26\u6566\u4fc3\u6295\u8cc7\u4eba\u4e0d\u8981\u5c07\u80a1\u6b0a\u5831\u916c\u8207\u56de\u8cfc\u8a08\u756b\u7684\u7e3e\u6548\u6df7\u70ba\u4e00\u8ac7\u3002\u7ba1\u7406\u968e\u5c64\u8868\u793a\u5176\u85aa\u916c\u7d50\u69cb\u8207\u540c\u696d\u4e00\u81f4\uff0c\u4e26\u652f\u6301\u6210\u9577\u3002<\/p>\n

AI \u71b1\u6f6e\u80cc\u5f8c\u7684\u6bcf\u80a1\u554f\u984c<\/h3>\n

\u5e02\u5834\u7684\u53cd\u5c04\u662f\u805a\u7126\u5728\u7d55\u5c0d\u5229\u6f64\u3002Nvidia \u7684\u6578\u5b57\u9a5a\u4eba\u4e14\u4ecd\u5728\u6210\u9577\u3002\u4f46\u80a1\u6771\u5be6\u969b\u64c1\u6709\u7684\u662f\u4e00\u7247\u5207\u7247\uff0c\u800c\u5207\u7247\u7684\u5927\u5c0f\u5f88\u91cd\u8981\u3002\u5982\u679c\u5728\u80a1\u50f9\u5275\u65b0\u9ad8\u6642\u900f\u904e\u80a1\u6b0a\u6388\u4e88\u64f4\u5927\u80a1\u672c\uff0c\u6578\u5b78\u4e0a\u5c31\u6703\u8b8a\u5f97\u61f2\u7f70\u6027\u3002\u65bc\u9ad8\u4f30\u503c\u57f7\u884c\u7684\u56de\u8cfc\u5fc5\u9808\u8dd1\u6b65\u5411\u524d\u624d\u80fd\u5c0d\u6297\u6602\u8cb4\u7684\u80a1\u7968\u578b\u85aa\u916c\u3002\u800c\u56e0\u70ba\u8a31\u591a\u6295\u8cc7\u4eba\u8207\u67d0\u4e9b\u6a21\u578b\u95dc\u6ce8\u5c07 SBC \u4ee5\u975e\u73fe\u91d1\u9805\u76ee\u5254\u9664\u7684\u975e GAAP \u6307\u6a19\uff0c\u7a00\u91cb\u98a8\u96aa\u53ef\u80fd\u5728\u885d\u64ca\u6bcf\u80a1\u7d50\u679c\u4e4b\u524d\u88ab\u4f4e\u4f30\u3002\u9019\u6b63\u662f Burry \u6279\u8a55\u7684\u6838\u5fc3\uff1a\u7e3d\u984d\u76c8\u9918\u53ef\u4ee5\u98c6\u5347\uff0c\u4f46\u6bcf\u80a1\u8ca1\u5bcc\u5275\u9020\u537b\u843d\u5f8c\u3002\u6700\u8fd1\u7d04 14% \u7684\u56de\u8abf\u986f\u793a\u5e02\u5834\u4e0d\u50c5\u5728\u91cd\u65b0\u8a55\u50f9\u6210\u9577\u7684\u6301\u4e45\u6027\uff0c\u4e5f\u5728\u91cd\u65b0\u8861\u91cf\u9019\u4e9b\u6536\u76ca\u7684\u54c1\u8cea\u8207\u5206\u914d\u3002<\/p>\n

\u8207 Cisco \u7684\u6bd4\u8f03\u4ee5\u53ca AI \u6ce1\u6cab\u8faf\u8ad6<\/h3>\n

Cisco \u985e\u6bd4\u4e4b\u6240\u4ee5\u5ee3\u70ba\u6d41\u50b3\u662f\u6709\u539f\u56e0\u7684\u3002\u5728\u7db2\u8def\u6ce1\u6cab\u9ad8\u5cf0\u671f\uff0c\u7576\u8a02\u55ae\u7206\u767c\u4e14\u4ee5\u80a1\u7968\u70ba\u57fa\u790e\u7684\u85aa\u916c\u8b93\u9802\u5c16\u5de5\u7a0b\u5e2b\u7559\u4e0b\u6642\uff0cCisco \u770b\u4f3c\u4e0d\u53ef\u89f8\u53ca\u3002\u96a8\u5f8c\u6210\u9577\u6b63\u5e38\u5316\u3001\u7af6\u722d\u52a0\u5287\uff0c\u7a00\u91cb\u6548\u61c9\u8907\u5408\u6210\u70ba\u56de\u8cfc\u7121\u6cd5\u62b5\u92b7\u7684\u62d6\u7d2f\u3002AI \u6642\u4ee3\u4e0d\u662f 2000 \u5e74\uff0cNvidia \u7684\u5b9a\u4f4d\u6bd4\u7576\u6642\u4efb\u4f55\u57fa\u790e\u8a2d\u65bd\u4f9b\u61c9\u5546\u90fd\u5f37\u3002\u7136\u800c\uff0c\u985e\u6bd4\u91cd\u9ede\u4e0d\u5728\u65bc\u5d29\u6f70\uff0c\u800c\u5728\u65bc\u8907\u5229\u6548\u61c9\u3002\u5982\u679c\u5728\u7e41\u69ae\u671f\u9593\u4ee5\u80a1\u7968\u652f\u4ed8\uff0c\u5728\u9ad8\u5cf0\u500d\u6578\u56de\u8cfc\uff0c\u4f60\u5728\u5169\u7aef\u90fd\u4f7f\u7528\u4e86\u975e\u5e38\u6602\u8cb4\u7684\u8ca8\u5e63\u3002Nvidia \u5728\u5099\u5fd8\u9304\u4e2d\u6b63\u78ba\u6307\u51fa SBC \u5728\u77fd\u8c37\u662f\u5e38\u614b\uff0c\u4e14\u8207\u9577\u671f\u50f9\u503c\u5275\u9020\u4e00\u81f4\u3002\u554f\u984c\u662f\u6210\u672c\u3002\u5728\u5e02\u503c\u8d85\u904e\u4e00\u5146\u7f8e\u5143\u6642\uff0c\u6a19\u6e96\u505a\u6cd5\u53ef\u80fd\u5e36\u4f86\u975e\u6a19\u6e96\u7684\u5f8c\u679c\u3002<\/p>\n

\u56de\u8cfc\u672c\u61c9\u9054\u5230\u7684\u76ee\u7684<\/h3>\n

\u56de\u8cfc\u88ab\u5ba3\u7a31\u70ba\u4e00\u7a2e\u5177\u7a05\u52d9\u6548\u7387\u7684\u65b9\u5f0f\uff0c\u7528\u4ee5\u63d0\u5347\u6bcf\u80a1\u6307\u6a19\u4e26\u8fd4\u9084\u591a\u9918\u73fe\u91d1\u3002\u7576\u5169\u500b\u689d\u4ef6\u540c\u6642\u6210\u7acb\u6642\uff0c\u5b83\u5011\u6548\u679c\u6700\u4f73\uff1a\u80a1\u50f9\u4f4e\u65bc\u5167\u5728\u50f9\u503c\u4e14\u80a1\u672c\u672a\u5728\u5176\u4ed6\u9014\u5f91\u64f4\u5f35\u3002Nvidia \u7684\u56de\u8cfc\u8a08\u756b\u5728 2023 \u5e74\u5f8c\u96a8\u8457\u5229\u6f64\u6fc0\u589e\u800c\u52a0\u901f\uff0c\u6070\u597d\u4e5f\u662f\u80a1\u50f9\u66b4\u6f32\u7684\u6642\u5019\u3002\u5982\u679c\u56de\u8cfc\u5728\u9ad8\u5cf0\u4f30\u503c\u4e0b\u9032\u884c\uff0c\u4e26\u8207\u9ad8\u983b\u7387\u7684 SBC \u7af6\u722d\uff0c\u5247\u98a8\u96aa\u662f\u6703\u8b8a\u6210\u4e00\u500b\u4f86\u56de\u5faa\u74b0\u3002Burry \u4f30\u8a08\u9019\u7a2e\u60c5\u6cc1\u5728\u6b64\u767c\u751f\uff0c\u4e3b\u5f35\u7a00\u91cb\u7684\u771f\u5be6\u6210\u672c\u5be6\u969b\u4e0a\u6d88\u8017\u4e86\u56de\u8cfc\u6548\u76ca\u3002Nvidia \u5426\u8a8d\u8a72\u7d50\u8ad6\uff0c\u4e26\u8868\u793a\u61c9\u4ee5\u7559\u4efb\u8207\u751f\u7522\u529b\u4f86\u8a55\u4f30\u6388\u4e88\uff0c\u800c\u4e0d\u662f\u8207\u56de\u8cfc\u4e92\u62b5\u3002\u5c0d\u80a1\u6771\u800c\u8a00\uff0c\u8abf\u548c\u65b9\u5f0f\u5f88\u7c21\u55ae\uff1a\u8ffd\u8e64\u7a00\u91cb\u5f8c\u6d41\u901a\u5728\u5916\u80a1\u6578\u8207\u6bcf\u80a1\u81ea\u7531\u73fe\u91d1\u6d41\u7684\u8b8a\u5316\u3002\u5982\u679c\u5169\u8005\u90fd\u6c92\u6709\u660e\u986f\u6539\u5584\uff0c\u56de\u8cfc\u5c31\u6c92\u6709\u9054\u5230\u76ee\u7684\u3002<\/p>\n

\u8d85\u5927\u96f2\u7aef\u696d\u8005\u7684\u6210\u672c\u66f2\u7dda\u8207 Google \u7684 TPU<\/h3>\n

\u7b2c\u4e8c\u500b\u4f7f\u56de\u8cfc\u6578\u5b78\u66f4\u654f\u611f\u7684\u6230\u7dda\u662f\u7af6\u722d\u3002Google \u7684 Tensor Processing Units \u5728\u67d0\u4e9b\u5de5\u4f5c\u8ca0\u8f09\u4e0a\u7684\u6210\u672c\u8207\u80fd\u6548\u4e0a\u5c0d Nvidia \u5f62\u6210\u58d3\u529b\u3002\u5982\u679c\u8d85\u5927\u96f2\u7aef\u696d\u8005\u56e0\u9810\u7b97\u6216\u529f\u8017\u8003\u91cf\uff0c\u5c07\u66f4\u591a\u8a13\u7df4\u6216\u63a8\u8ad6\u8f49\u5411\u81ea\u5bb6\u77fd\u57fa\u52a0\u901f\u5668\uff0c\u6703\u653e\u7de9 Nvidia \u7684\u5b9a\u50f9\u80fd\u529b\u4e26\u62c9\u9577\u66f4\u63db\u9031\u671f\u3002\u9019\u4e0d\u6703\u7d42\u7d50 Nvidia \u7684\u4e3b\u5c0e\u5730\u4f4d\uff0c\u4f46\u6703\u6539\u8b8a\u73fe\u91d1\u6d41\u66f2\u7dda\u7684\u659c\u7387\uff0c\u6070\u597d\u5728\u7a00\u91cb\u6aa2\u8996\u52a0\u5287\u4e4b\u969b\u3002\u5c07\u55ae\u4f4d\u7d93\u6fdf\u5b78\u4e0a\u5c0f\u5e45\u8b8a\u5316\u4e58\u4ee5\u9f90\u5927\u90e8\u7f72\uff0c\u6703\u6539\u8b8a\u672a\u4f86\u56de\u8cfc\u73fe\u503c\u3002\u62bc\u6ce8\u56de\u8cfc\u80fd\u7dad\u6301\u6bcf\u80a1\u6307\u6a19\u6301\u7e8c\u4e0a\u5347\u7684\u6295\u8cc7\u4eba\uff0c\u5fc5\u9808\u89c0\u5bdf\u5728\u66ff\u4ee3\u65b9\u6848\u64f4\u5f35\u6642\uff0c\u5229\u6f64\u7387\u8207\u4f7f\u7528\u7387\u662f\u5426\u80fd\u7dad\u6301\u3002<\/p>\n

\u63a5\u4e0b\u4f86\u8ca1\u5831\u5370\u8c61\u8981\u6ce8\u610f\u7684\u9805\u76ee<\/h3>\n

\u4e09\u9805\u63ed\u9732\u5c07\u6c7a\u5b9a NVDA \u4e0b\u4e00\u968e\u6bb5\u8d70\u52e2\u3002\u9996\u5148\uff0c\u7a00\u91cb\u5f8c\u6d41\u901a\u5728\u5916\u80a1\u6578\u7684\u8d70\u5411\u3002\u5982\u679c\u80a1\u6578\u672a\u958b\u59cb\u6536\u7e2e\uff0c\u9810\u671f\u5c0d Burry \u7684\u8072\u97f3\u6703\u6108\u4f86\u6108\u5927\u3002\u7b2c\u4e8c\uff0c\u73fe\u91d1\u6d41\u5206\u914d\u5728\u8cc7\u672c\u652f\u51fa\u3001\u56de\u8cfc\u8207\u4efb\u4f55\u984d\u5916 SBC \u4e4b\u9593\u7684\u6bd4\u91cd\u3002\u653e\u5927\u4ee3\u5de5\u8207\u7db2\u8def\u652f\u51fa\u7684\u6295\u5165\u53ef\u80fd\u5c0d\u6210\u9577\u6709\u5229\uff0c\u4f46\u6703\u6e1b\u5c11\u56de\u8cfc\u7a7a\u9593\u3002\u7b2c\u4e09\uff0c\u8d85\u5927\u96f2\u7aef\u696d\u8005\u5c0d\u6bcf\u500b\u8a13\u7df4\u6a21\u578b\u8207\u63a8\u8ad6\u5de5\u4f5c\u8ca0\u8f09\u6309\u6676\u7247\u985e\u578b\u7684\u55ae\u4f4d\u6210\u672c\u4e4b\u8a55\u8ad6\u3002\u5982\u679c Google\u3001Microsoft \u6216 Amazon \u8868\u793a\u6703\u5728\u7279\u5b9a\u4f7f\u7528\u6848\u4f8b\u4e0a\u52a0\u5927\u5167\u90e8\u52a0\u901f\u5668\u7684\u914d\u7f6e\uff0c\u5e02\u5834\u5c07\u8ffd\u8e64\u9019\u5c0d Nvidia \u6bdb\u5229\u7387\u8207\u50f9\u683c\u5be6\u73fe\u610f\u5473\u8457\u4ec0\u9ebc\u3002\u9019\u4e9b\u6578\u64da\u9ede\u6703\u6c7a\u5b9a\u6b64\u6b21\u56de\u8abf\u662f\u91cd\u8a2d\u9084\u662f\u66f4\u9577\u671f\u500d\u6578\u58d3\u7e2e\u7684\u958b\u7aef\u3002<\/p>\n

\u4f30\u503c\u5c0d\u7a00\u91cb\u7684\u654f\u611f\u6027<\/h3>\n

\u5728\u73fe\u6709\u898f\u6a21\u4e0b\uff0c\u6bcf\u5e74\u4e00\u3001\u5169\u500b\u767e\u5206\u9ede\u7684\u7a00\u91cb\u6703\u5be6\u8cea\u6539\u8b8a EPS \u7684\u8907\u5229\uff0c\u7279\u5225\u662f\u7576\u71df\u6536\u6210\u9577\u5f9e\u4e09\u4f4d\u6578\u653e\u7de9\u5230\u63a5\u8fd1\u4f46\u8d85\u8d8a\u5e02\u5834\u7684\u5408\u7406\u6c34\u6e96\u6642\u3002\u5982\u679c\u71df\u904b\u69d3\u687f\u8da8\u5e73\uff0c\u516c\u53f8\u53c8\u6301\u7e8c\u5728\u9ad8\u4f4d\u6388\u4e88\u5927\u91cf\u80a1\u6b0a\uff0c\u90a3\u9ebc\u8981\u9054\u5230\u76f8\u540c\u6bcf\u80a1\u7d50\u679c\uff0c\u56de\u8cfc\u6578\u984d\u5c31\u9700\u8981\u66f4\u5927\u3002Nvidia \u8868\u793a\u5df2\u5411\u6295\u8cc7\u4eba\u8fd4\u9084\u9f90\u5927\u8cc7\u91d1\uff0c\u4e14\u85aa\u916c\u63a8\u52d5\u5275\u65b0\uff0c\u53cd\u904e\u4f86\u53c8\u8cc7\u52a9\u9019\u4e9b\u56de\u5831\u3002\u5169\u8005\u53ef\u4ee5\u540c\u6642\u70ba\u771f\u3002\u4f46\u6295\u8cc7\u4eba\u4ed8\u8cbb\u7684\u662f\u6bcf\u80a1\u6210\u9577\uff0c\u4e0d\u662f\u7e3d\u9ad4\u6210\u9577\u3002\u5169\u8005\u4e4b\u9593\u7684\u5dee\u8ddd\u6b63\u662f Burry \u8981\u63ed\u793a\u7684\uff0c\u800c\u5728\u6700\u8fd1\u7684\u4e0b\u6ed1\u5f8c\uff0c\u5e02\u5834\u5728\u807d\u3002<\/p>\n

NVDA \u7684\u6f14\u7b97\u6cd5\u8981\u9ede<\/h3>\n

\u77ed\u671f\u5167\uff0c\u80a1\u50f9\u662f\u4e00\u5834\u62c9\u92f8\u6230\uff0c\u4e00\u7aef\u662f\u5c0d Nvidia AI \u58d5\u6e9d\u7684\u4fe1\u5ff5\uff0c\u53e6\u4e00\u7aef\u662f\u64d4\u5fc3\u7a00\u91cb\u3001\u7af6\u722d\u8207\u4e0a\u5347\u7684\u8cc7\u672c\u652f\u51fa\u6703\u653e\u6162\u6bcf\u80a1\u589e\u9577\uff0c\u5373\u4fbf\u7d55\u5c0d\u5229\u6f64\u4e0a\u5347\u3002\u516c\u53f8\u7684\u5099\u5fd8\u9304\u56de\u61c9\u4e86\u7e3d\u984d\u6578\u5b57\u4e26\u5c0d SBC \u9032\u884c\u4e86\u8108\u7d61\u5316\uff0c\u4f46\u5b83\u7121\u6cd5\u62b9\u53bb\u6295\u8cc7\u4eba\u95dc\u5fc3\u7684\u7b97\u8853\uff1a\u6d41\u901a\u5728\u5916\u80a1\u6578\u3001\u6bcf\u80a1\u81ea\u7531\u73fe\u91d1\u6d41\uff0c\u4ee5\u53ca\u70ba\u6bcf\u80a1\u652f\u4ed8\u7684\u50f9\u683c\u3002\u5982\u679c Nvidia \u80fd\u5728\u672a\u4f86\u5169\u5b63\u986f\u793a\u7a00\u91cb\u5f8c\u80a1\u6578\u6536\u7e2e\u3001\u5728 TPU \u58d3\u529b\u4e0b\u7dad\u6301\u7a69\u5b9a\u5229\u6f64\u7387\uff0c\u4e26\u4e14\u56de\u8cfc\u7d00\u5f8b\u826f\u597d\uff0c\u56de\u8cfc\u8faf\u8ad6\u5c07\u6d88\u9000\u3002\u82e5\u7121\uff0c\u5247\u9810\u671f NVDA \u7684\u6295\u8cc7\u7d44\u5408\u5c07\u65b0\u589e\u4e00\u9805\u56e0\u7d20\uff1a\u5c0d\u8ca1\u5831\u54c1\u8cea\u7684\u6298\u50f9\uff0c\u52a0\u5728\u4e00\u500b\u4ecd\u5728\u4ea4\u4ed8\u6210\u679c\u7684 AI \u9818\u5c0e\u8005\u4e0a\u3002\u9019\u5c31\u662f\u70ba\u4ec0\u9ebc\u73fe\u91d1\u6d41\u91cf\u8868\u4e2d\u7684\u4e00\u884c\uff0c\u73fe\u5728\u80fd\u5de6\u53f3\u4e00\u5146\u7f8e\u5143\u5e02\u503c\u7684\u539f\u56e0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5728 AI \u71b1\u6f6e\u8207 Google TPU \u7af6\u722d\u4e0b\uff0cNvidia \u7684\u5eab\u85cf\u80a1\u7b56\u7565\u906d\u5230\u6aa2\u8996\uff1aMichael Burry \u8cea\u7591\u6b64\u8209\u662f\u5426\u771f\u6b63\u63d0\u5347\u6bcf\u80a1\u50f9\u503c\uff0c\u6380\u8d77\u95dc\u65bc\u7a00\u91cb\u98a8\u96aa\u8207\u6bcf\u80a1\u8ca1\u5bcc\u5275\u9020\u7684\u722d\u8ad6\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,784,773],"class_list":["post-606635","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-784","tag-773"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606635","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=606635"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606635\/revisions"}],"predecessor-version":[{"id":606664,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606635\/revisions\/606664"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=606635"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=606635"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=606635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}