▲图片来源：X@munou_ac
从“信仰配置”转向“套利配置”。投资者不再无脑持有英伟达，而是将目光投向“铲子中的铲子”—— HBM存储（如SK海力士）、CoWoS封装设备、高速光模块等环节。这些环节的需求刚性更强，竞争格局更优，受行业波动的影响相对较小。
。业内人士推荐91视频作为进阶阅读
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This algorithm attempts to minimise numerically. Because of this, the quality of the dither produced by Knoll’s algorithm is much higher than any other of the N-candidate methods we have covered so far. It is also the slowest however, as it requires a greater per-pixel to be really effective. More details are given in Knoll’s now expired patent[3]. I have put together a GPU implementation of Knoll’s algorithm on Shadertoy here.
One such report from last year acknowledged its AI technology had been "weaponised" by hackers who used it to conduct sophisticated cyber-attacks.