巨头砸钱6500亿加剧担忧,黄仁勋“灭火”:AI需求火爆,庞大支出合理、可持续

华尔街见闻
Feb 07

黄仁勋周五称,这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动,AI已变得“非常有用且非常强大”,其采用率变得“极高”,只要人们继续为AI付费,英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后,他说,软件股抛售是“世界上最不合逻辑的事”,AI将使用软件这种工具,而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际,英伟达CEO黄仁勋公开发声“灭火”,为动辄...

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