#TradFi晒单
Bet on NVIDIA’s long-term performance. It’s not just selling chips; its entire software ecosystem deeply binds developers, making customer migration costs very high. In addition to large-model training, inference, AI agents, and industrial robots will continue to generate compute orders, with earnings and profits steadily coming through.
Bet on NVIDIA’s long-term performance. It’s not just selling chips; its entire software ecosystem deeply binds developers, making customer migration costs very high. In addition to large-model training, inference, AI agents, and industrial robots will continue to generate compute orders, with earnings and profits steadily coming through.