比特大陆真的把ETH矿机做出来了,不得不佩服比特大陆的研发能力,这就意味着比特大陆可能解决了ASIC和内存高速数据传输的问题,如果真是这样,不光对加密货币挖矿影响巨大,对大量使用芯片计算能力的人工智能领域也影响巨大。
首先是对加密货币挖矿产业的影响,这就意味着反ASIC技术(主要靠加大计算设备和内存设备的数据传输)被攻破了,意味着更多的挖矿算法会被ASIC化,这对使用POW作为共识算法的加密货币影响很大,POW作为主要共识机制的地位可能会被颠覆。
还有重要的影响就是对AMD和NVIDIA,AMD这几个季度能盈利主要就是靠挖矿市场,这样一来它的主要盈利市场突然消失了,AMD再想要盈利就困难了。
NVIDIA的防御能力要比AMD强很多,毕竟它还有人工智能市场和游戏市场支撑,但是由挖矿市场释放出来的产能会对这两个市场产生巨大冲击,NVIDIA的财报也不会像去年那么好看。
总之,新技术的出现对现有市场格局冲击是巨大的,要做好应对。
https://shop.bitmain.com/product/detail?pid=00020180403174908564M8dMJKtz06B7
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