[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio36e7188c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio36e7188c","注意！华尔街机构提前抛售了价值 120 亿美元的英伟达股票！","\u002Fdoc\u002Fdcio36e7188c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>注意，昨天11月24日尾盘华尔街机构在暗池卖出120亿美元的英伟达NVDA ，今天就曝出Meta正在讨论斥资数十亿美元，从2027年开始将谷歌的TPU整合到其数据中心中，同时还计划最早在明年从谷歌云租用TPU。而Meta目前主要依赖英伟达的GPU作为其人工智能基础设施。英伟达股价暴跌5%。\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:738\u002F888;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F1765821514NVDA-2025-11-25_08-48-470000.jpg\" width=\"738\" height=\"888\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Cp style=\"text-align:center;\">图来自美股大数据 https:\u002F\u002FStockWe.com\u002FStockData\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>谷歌的TPU属于定制芯片，AI ASIC\u003C\u002Fp>\u003Cp>ASIC 优势是什么？\u003C\u002Fp>\u003Cp>目前AI ASIC单卡算力低于GPU芯片，但由于其成本较低，在推理常用精度下，展现出了更高的性价比，功耗也更低。此外，由于ASIC专为特定任务设计，其算力利用率可能更高，谷歌TPU算力利用率可超过50%。\u003C\u002Fp>\u003Cp>谷歌云内部的高管曾表示，扩大TPU的采用可能帮助公司夺取英伟达年收入的10%，这是一笔价值数十亿美元的收益。如果这笔交易达成，对谷歌的硬件雄心将是一次重要的验证。美股投资网获悉，谷歌已告知潜在客户——从高频交易公司到大型金融机构——在现场安装TPU可以帮助他们满足对敏感数据的严格安全和合规要求。\u003C\u002Fp>\u003Cp>如果Meta与谷歌达成协议，将有助于确立TPU作为英伟达芯片的替代品。尽管英伟达仍在市场中占据主导地位，但谷歌此前已达成一项协议，向Anthropic供应多达100万块TPU。在这笔交易宣布后，Seaport分析师Jay Goldberg称这对TPU来说是“一个非常有力的验证”。他表示“很多人已经在考虑它了，现在可能有更多人正在考虑它。”\u003C\u002Fp>\u003Cp>当下，ASIC的代表玩家博通和Marvell（两家占ASIC市场超60%的份额），已经领先市场几个身位。前者作为谷歌自研AI芯片TPU的制造商，已维持合作关系将近10年之久，MRVL自推出该业务25年以来，已设计超过2000款ASIC，曾受亚马逊、谷歌、微软邀请开发定制AI芯片。\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>下一个问题，是否谷歌和博通真的有能力抗衡英伟达帝国？\u003C\u002Fp>\u003Cp>答案是有，目前英伟达生态系统有三张王牌，硬件GPU+软件CUDA和网络传输NV LINK，为英伟达打造出难以撼动的技术护城河，其中NV LINK是英伟达早在2016年开发私用专用网络协议。NV LINK是一种高速、低延迟的互联技术，其4.0版本目前的速度几乎是传统网络构架PCI-E Gen 5标准速度的三倍。\u003C\u002Fp>\u003Cp>但是，博通就不一样了，它也是做网络出身的，博通在网络芯片、交换机和路由器方面有强大的技术积累，能够提供高性能的网络传输，这方面不比英伟达NV LINK差，这对于数据中心和云计算环境至关重要，这就是为什么2025年初我们就发视频推了AVGO，可以在美股投资网的视频上面查到。\u003C\u002Fp>\u003Cp>文章回顾 下一个英伟达是AVGO，博通凭ASIC能打破英伟达AI芯片垄断地位？\u003C\u002Fp>\u003Cp>美股大数据机构主力买卖情况，免费查看，让美股散户减少信息差，一直是我们美股投资网的创立初心\u003C\u002Fp>\u003Cp>https:\u002F\u002FStockWe.com\u002FStockData\u003C\u002Fp>\u003Cp>美国感恩节黑五VIP会员特大优惠\u003C\u002Fp>\u003Cp>新会员凡是订阅半年VIP额外多送1个月\u003C\u002Fp>\u003Cp>订阅1年多送2个月，价值300美元\u003C\u002Fp>\u003Cp>美股投资网是一家专门研究美股的金融科技公司，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 https:\u002F\u002FStockWe.com\u002F 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]