过去六个月中,AI交易的势头转向了定制ASIC,市场认为ASIC的增长潜力将是商用GPU的几倍,受此影响,英伟达涨势处于停滞状态,AMD也表现不佳。但在摩根士丹利看来,ASIC长期难以撼动商用GPU的市场地位。 2月12日,摩根士丹利策略分析师Joseph Moore及其团队发布报告称,ASIC作为一个芯片类别,不优于或劣于商用GPU,两者只是实现相同结果的不同方式。 大摩表示,ASIC在某些特定...
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