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$英伟达 (NVDA.US)$ 谷歌并没有扼杀英伟达；他们实际上被迫资助英伟达。
1. 谷歌仍在大规模购买英伟达产品
谷歌刚刚宣布了由英伟达Blackwell驱动的A4实例，并明确承诺支持下一代Vera Rubin芯片。他们不得不这样做。企业客户（银行、制药公司）被锁定在CUDA生态系统中。如果谷歌云不销售英伟达芯片，这些客户会立刻转向Azure。
2. “通用”与“定制化”的陷阱
• 英伟达 = 瑞士军刀：...
1. 谷歌仍在大规模购买英伟达产品
谷歌刚刚宣布了由英伟达Blackwell驱动的A4实例，并明确承诺支持下一代Vera Rubin芯片。他们不得不这样做。企业客户（银行、制药公司）被锁定在CUDA生态系统中。如果谷歌云不销售英伟达芯片，这些客户会立刻转向Azure。
2. “通用”与“定制化”的陷阱
• 英伟达 = 瑞士军刀：...
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