云巨头3.6万亿支出催生饕餮盛宴,英伟达成AI竞赛最大赢家

剑勇谈智能
Feb 10

文/杨剑勇科技巨头们发展AI大模型都离不开英伟达的高性能芯片。要知道,在高性能AI芯片领域,英伟达市场份额预估在80%以上,甚至高达90%。核心在于CUDA生态,形成了一套完整的开发工具链。三大云巨头继续烧钱,将有5300亿美元投向人工智能毫不夸张的说,谁家AI大模型强,背后其实比拼的是拥有多少张英伟达的卡。为此,科技巨头们围绕大模型的竞争进一步加剧,纷纷大幅度提升支出,最具代表性的是亚马逊、微软...

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