美国芯片厂商英伟达(Nvidia)行政总裁黄仁勋近日在Citadel Securities举办的一场访谈活动上表示,由于美国出口管制,英伟达在中国的市场份额从95%降到0%,目前英伟达100%离开了中国市场:“美国实施的政策,导致美国失去了世界上最大的市场之一”。
他指出,由于世界上有约一半的人工智能(AI)专家来自中国,所以“每个人的进展都被迫减缓了”。虽然美国当然会希望赢得AI竞赛,但“伤害中国的事情往往也可能伤害美国,甚至会更严重,所以在急于推出对他人有害的政策之前,或许应该后退一步,反思一下哪些政策对美国有益”。
黄仁勋提到,AI正在催生代理式AI(agentic AI)和物理AI(physical AI),这两个市场将在全球经济中达到万亿美元的规模。
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