Group 1 - The core argument is that the AI industry currently faces two major issues: the lack of large-scale application and potential financial manipulation by some companies [1] - Despite the absence of large-scale applications, small-scale applications of AI are already occurring across various industries, indicating that the market is not as dire as some critics suggest [2] - The Chinese and American governments are heavily investing in AI development as part of a long-term strategic initiative, which reduces concerns about a short-term bubble burst [2] Group 2 - Google's TPU technology is gaining traction, and the company has made significant advancements in AI hardware and software, potentially challenging Nvidia's market dominance [3] - The emergence of Google's TPU may accelerate competition in the AI chip market, which could lead to increased efficiency and demand for downstream applications [4] - The technology trend for 2026 indicates an upgrade in optical modules to 1.6T, with a focus on high-elasticity tech chip ETFs and semiconductor equipment ETFs in the North American computing sector [5]
谷歌TPU强势破局，海外AI算力泡沫担忧下的景气密码
Mei Ri Jing Ji Xin Wen·2025-12-09 01:29