从“龙虾派对”到“五层蛋糕”:黄仁勋想怎样挖掘AI金矿?

21世纪经济报道
Mar 11

过去两年,生成式AI浪潮席卷全球,算力需求激增,GPU成为整个产业链最炙手可热的资源。  作为这一轮AI基础设施革命的核心推动者,英伟达创始人兼CEO黄仁勋和他所领导的英伟达,几乎站在了AI产业最关键的位置。  然而,当算力供应持续扩张,一个新的问题也逐渐浮现:当“铲子”越来越多,真正的“金矿”在哪里?  近日,黄仁勋罕见发文,提出了“AI五层蛋糕”的比喻,将AI体系拆分为能源、芯片、基础设施、...

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