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看DAO 2025-未尽研究
看 DAO 2024 回顾 算力“破墙” 核心判断：“芯片战”在科技巨头之间、芯片巨头之间、中美之间烈度不减。 典型事件：英伟达 GPU 开始一年一更新，谷歌发布了第六代TPU，AWS 发布了 Trainium2；OpenAI 从谷歌挖人准备研发芯片。华为升级版的 910C 正在供客户测试；字节跳动 5nm 的 AI 芯片传言不断。推理需求让 Cerebras 与 Groq 凭借更快的推理等差异化
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