AI正在从“生成信息”走向“执行任务”,以编码代理为代表的低延迟高吞吐推理场景,正在开启AI基础设施商业化的下一个重要阶段。在供给侧,电力,芯片与数据中心建设几乎都缺乏冗余,紧平衡或将成为更长期的行业底色。 在GTC 2026主题演讲结束后,英伟达CEO黄仁勋接受了Stratechery创始人Ben Thompson的专访,就AI推理经济、CPU战略、收购Groq的逻辑以及供应链紧张等核心议题发表...
Source LinkAI正在从“生成信息”走向“执行任务”,以编码代理为代表的低延迟高吞吐推理场景,正在开启AI基础设施商业化的下一个重要阶段。在供给侧,电力,芯片与数据中心建设几乎都缺乏冗余,紧平衡或将成为更长期的行业底色。 在GTC 2026主题演讲结束后,英伟达CEO黄仁勋接受了Stratechery创始人Ben Thompson的专访,就AI推理经济、CPU战略、收购Groq的逻辑以及供应链紧张等核心议题发表...
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