链研社
链研社|Feb 28, 2025 02:37
The high cost and performance bottleneck of GPT-4.5 directly affect the chip stock market. With the increasing questioning of the AI scale law, market expectations for GPU demand have decreased, leading to a sharp decline in chip stocks. Investors are concerned that the traditional expansion model of computing power is facing bottlenecks, and the oversupply of GPUs in the future may weaken the prospects of chip manufacturers.
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