seekinganythingbutalpha
@ivanalog_com
Focus on 1) Technology and Dividend Blended 2) Drawdown protection. Check highlights and articles. No investment advice.
Now building ModelDock
Joined October 2011
753 Following 16.5K Followers
目前市场上，哪家芯片/集成商/OEM先造出：
128GB到256GB GPU-accessible memory，
500GB/s到1TB/s以上带宽，
足够好的INT4/FP4算力，
200到400W，安静稳定，Linux/Windows，Ollama/vLLM开箱即用，
一万美元以内，
就会成为AI时代的苹果。
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