今年年底，明年年初看好 Blackwell cycle！ 后年 机器人跟上 , 还有万一 AGI 到来那硬体又来一大波。。。
NVIDIA places fresh new orders with TSMC for more Blackwell GB200, B100, B200 AI chips (tweaktown.com)
Packaging & testing companies scrambling to meet demand for Nvidia Blackwell GPUs - DCD (datacenterdynamics.com)