市值突破4万亿美元,赚得盆满钵满的不只英伟达和投资者,这似乎已经是整个AI群体的振奋。表面上是股价、市值,背后充盈了AI所带来的利润和信心。放到更大的行业背景,从AlphaGo围棋热到AI“小龙小虎”,再到GPT“百模大战”、人形机器人屡屡出圈……AI细分市场尽管热闹不断,从业者和观察者依然需要不停地找证据,依然免不了对高高低低成长曲线的担忧。AI淘金潮中,英伟达一直被描述为“卖铲子的”。当这个...
Source Link市值突破4万亿美元,赚得盆满钵满的不只英伟达和投资者,这似乎已经是整个AI群体的振奋。表面上是股价、市值,背后充盈了AI所带来的利润和信心。放到更大的行业背景,从AlphaGo围棋热到AI“小龙小虎”,再到GPT“百模大战”、人形机器人屡屡出圈……AI细分市场尽管热闹不断,从业者和观察者依然需要不停地找证据,依然免不了对高高低低成长曲线的担忧。AI淘金潮中,英伟达一直被描述为“卖铲子的”。当这个...
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