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@EpochAIResearch· @EpochAIResearch · X·· 2026-09-05AI 评分30
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与此同时,Nvidia 并未止步不前。SK Hynix、Samsung 和 Micron 到 2030 年预计将在新晶圆厂上投入数千亿美元。Feynman 作为 Nvidia 的下一代产品,应会较 Rubin 带来大幅跃升,而到 2030 年 Nvidia 甚至可能已在出货 Feynman 的继任者。

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Meanwhile, Nvidia is not standing still. SK Hynix, Samsung, and Micron will likely spend hundreds of billions on new fabs through 2030. Feynman, Nvidia’s next generation, should deliver a big jump over Rubin, and by 2030 Nvidia could even be shipping Feynman's successor.

来源:@EpochAIResearch · x.com