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cover of episode Nvidia’s New AI Offerings, Musk Buys More X Shares

Nvidia’s New AI Offerings, Musk Buys More X Shares

2025/3/19
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Bloomberg Technology
AI Deep Dive AI Chapters Transcript
People
C
Christine Esserman
D
David Wadwani
J
Jay Jacobs
K
Kim Forrest
M
Mandeep Singh
M
Matthew Prince
Topics
Mandeep Singh: 英伟达在AI计算方面，尤其在推理方面取得了显著进展。其性能/瓦特数领先，并拥有清晰的未来路线图，预计到2027年性能将有大幅提升。然而，英伟达在数据中心和服务器市场的主导地位面临来自大型科技公司自研ASIC的挑战。虽然英伟达目前拥有长达8年的技术领先优势，但ASIC的可能性不容忽视，市场竞争日益激烈。 Kim Forrest: 英伟达在AI硬件领域占据主导地位，但软件创新可能改变游戏规则，降低数据中心建设成本。大型语言模型的构建成本高昂，且准确率不足，软件创新是解决问题的关键。英伟达的开源软件Dynamo提高了DeepSeek的运行速度，但错误答案仍然是AI领域一个长期存在的问题。

Deep Dive

Shownotes Transcript

Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard enterprise AI. And Elon Musk has been buying more shares of his social media company X, at close to his initial purchase price. 

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