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从 Groq 到 SchedMD,从推理架构到工作负载管理,从硬件到系统,英伟达用几年时间完成了一次商业史上罕见的“生态围城”。这座城墙的高度,已经不是用技术指标可以衡量的,而是用迁移成本、学习曲线、生态粘性来定义的。
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