导语:AI竞赛进入深水区,辉达不再只卖‘铲子’,转身下场挖矿。从自研AI模型到机器人量产,再到供应链危机频发,半导体产业正面临结构性重构。台积电、鸿海、联发科等巨头全面开花,一场围绕算力、材料与终端应用的争夺战已然打响。辉达砸260亿美元进军AI模型辉达计划投入260亿美元开发“开放权重”AI模型,正式从硬件供应商转型为AI生态主导者。此举被视为对OpenAI、Anthropic的直接挑战,也标志...
Source Link导语:AI竞赛进入深水区,辉达不再只卖‘铲子’,转身下场挖矿。从自研AI模型到机器人量产,再到供应链危机频发,半导体产业正面临结构性重构。台积电、鸿海、联发科等巨头全面开花,一场围绕算力、材料与终端应用的争夺战已然打响。辉达砸260亿美元进军AI模型辉达计划投入260亿美元开发“开放权重”AI模型,正式从硬件供应商转型为AI生态主导者。此举被视为对OpenAI、Anthropic的直接挑战,也标志...
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