AI产业投资启示：在“验证真空期”寻找确定性英伟达与传统软件公司当前所面临的困境与隐忧，明确了AI行业正处于“验证真空期”，在此背景下，面对“上游业绩炸裂但估值承压、下游想象空间巨大但盈利真空”的复杂格局，市场投资者已开始调整策略，在不确定性中寻找确定性机会。
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This overhead is mandated by the spec's reliance on promises for buffer management, completion, and backpressure signals. While some of it is implementation-specific, much of it is unavoidable if you're following the spec as written. For high-frequency streaming – video frames, network packets, real-time data – this overhead is significant.
In January, Huang dismissed the idea that Nvidia was backing away from OpenAI, saying, “we will invest a great deal of money. I believe in OpenAI. The work that they do is incredible.”