最终，这些顶尖 AI 实验室选择了微软、谷歌和亚马逊等超大规模云服务商。黄仁勋明确表示，将从此次经历中吸取教训，未来不会再犯同样的错误，暗示英伟达将更积极地参与 AI 初创企业的战略投资。
针对市场竞争，黄仁勋承认来自专用芯片的竞争压力正在加剧。但他指出，英伟达已从单纯的 GPU 制造商转型为生态系统提供商，其 CUDA 平台构建了深厚的竞争壁垒。
每一代 GPU 的研发投入高达数十亿美元，而持续增长的市场需求证明了这一战略的成功。黄仁勋强调，英伟达的供应链优势和技术积累构成了难以复制的护城河，让其在全球 AI 算力竞争中保持领先地位。
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