传出这一消息的是Gavin Baker——作为掌控数十亿美元的公开市场投资人，他是公认的「人脉最广」的顶级投资人之一，被黄仁勋亲口认证为Nvidia的「首位大型机构投资人」。 在对话中，Baker反复强调自己本周的任务是「压力测试」，去拼命寻找任何负面的量化数据，却几乎一无所获。GPU现货价格、推理需求、开源模型进展等指标都在向上。

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