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谷歌拟向Meta直接销售TPU,英伟达市场或遭进一步蚕食

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2025-11-25 00:14:20
谷歌母公司Alphabet(GOOG.O)正与Meta(META.O)等公司洽谈,拟向其开放自研Tensor AI芯片使用权,进一步拓展与英伟达(NVDA.O)的竞争格局。受此消息影响,谷歌及其AI芯片合作伙伴博通盘后上涨,英伟达与AMD股价则应声下跌。(金十)
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