Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
加入 April 2017
690 正在關注 91.8K 粉絲
很简单，想想GPU比例开始提高时候的NV
不要觉得夸张，只会更夸张
如果agentic AI帶動GPU : CPU 走到 1 : 1，大家想像下未來幾年cpu的high cagr
$INTC $AMD $ARM
