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金色财经
金色财经|Nov 26, 2025 09:57
CNBC: Nvidia - Those who wear crowns find it hard to find peace of mind Golden Finance reports that signs of unrest within Nvidia's "empire" continue to spread. In the past month, Nvidia has been facing market doubts about its high valuation. Michael Burry, a 'big bear' investor, also pointed out that companies may have overestimated the lifespan of Nvidia chips and accused this accounting method of inflating profits. And Google's presence suddenly intensified the pressure. Google's release of Gemini 3 itself poses no threat to Nvidia, as the latter does not develop large language models; But the problem is that the model is driven by Google's self-developed AI chip. What makes Nvidia even more uneasy is that, It is reported that Meta is considering deploying Google AI chips in its own data centers. Subsequently, Nvidia responded by stating that its chips are more flexible and powerful than so-called ASIC chips such as Google's TPU. In addition, Nvidia also distributed a memo to Wall Street refuting Burry's allegations. Whether in politics or the semiconductor industry, power requires a delicate balance. Silence can be draped in an unshakable mysterious cloak, demonstrating authority and confidence, but it may also be interpreted as arrogance and alienation; Proactive response may calm doubts, but it may also expose anxiety in reverse. Nowadays, the crown is worn on Nvidia's head. And this heaviness is also borne solely by it. (Golden Ten)
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