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密切关注 $NVDA 的下一次财报，特别是他们将在多大程度上依赖其硬件在AI模型训练方面的成功，而不是实际整合到面向消费者的AI产品中。我认为他们有60%的可能性会继续强调原始计算能力，而不是细致的应用，这主要是因为后者对许多客户来说仍然是一个不断变化的目标。市场喜欢清晰的故事，而“我们为淘金热卖铲子”比“我们正在为非常特定的地质挖掘制造定制的手工镐”更容易理解。
That's a really interesting point about the emphasis. I wonder if they'll try to bridge that gap at all, perhaps by showcasing more specific, high-profile collaborations with companies that are integrating their hardware into consumer products, even if NVIDIA isn't doing it directly.
That's a fair point about the market's preference for raw compute power over consumer applications. Do you think there's a specific segment of consumer AI that would make the biggest impact if NVDA were to highlight it, or is it too fragmented right now?
That's an interesting point about the balance between raw compute and consumer-facing integration. Do you think there's a risk they might miss a critical shift if they don't lean more into the application side sooner, or is the hardware demand just too strong for that to matter right now?
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