AI是“最大基建”还是新泡沫？黄仁勋在达沃斯回应：万亿美元投资才刚开始_老虎社区_美港股上老虎

AI是“最大基建”还是新泡沫？黄仁勋在达沃斯回应：万亿美元投资才刚开始

智通财经01-21

英伟达(NVDA.US)CEO官黄仁勋表示，人工智能已开启人类历史上规模最大的基础设施建设，目前需要更多的能源、土地和熟练工人。周三，在瑞士达沃斯举行的世界经济论坛上，黄仁勋与贝莱德CEO拉里·芬克共同讨论了这一突破性技术。AI 基础设施黄仁勋将 AI 形容为一块本质上的“五层蛋糕”：第一层是能源；其次是芯片与计算基础设施；第三层是云基础设施与云服务；第四层是 AI 模型；最后一层则是我们都希望...

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href=http://www.zhitongcaijing.com/content/detail/1395841.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达(NVDA.US)CEO官黄仁勋表示，人工智能已开启人类历史上规模最大的基础设施建设，目前需要更多的能源、土地和熟练工人。周三，在瑞士达沃斯举行的世界经济论坛上，黄仁勋与贝莱德CEO拉里·芬克共同讨论了这一突破性技术。AI 基础设施黄仁勋将 AI 形容为一块本质上的“五层蛋糕”：第一层是能源；其次是芯片与计算基础设施；第三层是云基础设施与云服务；第四层是 AI 模型；最后一层则是我们都希望...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1395841.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0444971666.USD","symbol_name":"天利全球科技基金","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1395841.html","article_id":"2605100550","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605100550","pubTimestamp":1769002800,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"AI 与就业黄仁勋还被问及 AI 和机器人技术是否正在改变工作的本质，而非消除工作。黄仁勋表示，检验 AI 是否存在泡沫的一个好方法是：认识到英伟达目前在云端拥有数百万颗图形处理器，且它们无处不在。黄仁勋补充说，研发预算将向 AI 倾斜。“之所以出现所谓 AI 泡沫，是因为投资规模巨大。而投资规模之所以巨大，是因为我们必须为上方所有的 AI 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Huang Renxun responded in Davos: The trillion-dollar investment has just begun","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/84998819f9143219f2952d7a5b6f9cfe","symbols_score_info":{"NVDY":0.6,"DIPS":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDL":0.6,"NVD":0.6,"NVDQ":0.6,"NVDA":1.97,"NVDU":0.6,"NVD3.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDW":0.6,"NVII":0.6},"content_text":"英伟达(NVDA.US)CEO官黄仁勋表示，人工智能已开启人类历史上规模最大的基础设施建设，目前需要更多的能源、土地和熟练工人。周三，在瑞士达沃斯举行的世界经济论坛上，黄仁勋与贝莱德CEO拉里·芬克共同讨论了这一突破性技术。AI 基础设施黄仁勋将 AI 形容为一块本质上的“五层蛋糕”：第一层是能源；其次是芯片与计算基础设施；第三层是云基础设施与云服务；第四层是 AI 模型；最后一层则是我们都希望取得成功的应用层。黄仁勋表示，“这个应用层可能存在于金融服务、医疗保健或制造业中。最顶端的这一层最终将产生经济效益。但重要的一点是，由于这个计算平台需要其下方的所有层级，它已经开启了人类历史上规模最大的基础设施建设——大家现在都亲眼见证了这一点，”黄仁勋强调了基础设施建设的重要性。“我们现在已经投入了数千亿美元。拉里和我有很多合作项目的机会。有数万亿美元的基础设施需要建设。这是合情合理的，因为所有这些语境都必须经过处理，以便 AI 模型能够生成必要的智能，从而驱动最终位于顶层的应用，”黄仁勋指出。黄仁勋表示，在芯片领域，台积电(TSM.US)已宣布将新建 20 座芯片工厂。“富士康正与我们以及纬创、广达合作建设 30 座新的电脑工厂，这些工厂随后将进入这些 AI 工厂(数据中心)，”黄仁勋补充道。“美光开始在美国投资 2000 亿美元。SK 海力士表现出色，三星也表现出色。你可以看到整个芯片层如今正以惊人的速度增长，”黄仁勋评论道。黄仁勋提到，2025 年是风险投资规模最大的年份之一，全球投资额超过 1000 亿美元，其中大部分资金流向了医疗、机器人、制造和金融服务等领域的 AI 原生企业。AI 与就业黄仁勋还被问及 AI 和机器人技术是否正在改变工作的本质，而非消除工作。“首先，这是人类历史上规模最大的基础设施建设。这将创造大量就业机会。而且令人欣慰的是，这些工作与传统手艺(tradecraft)相关。我们将需要水管工、电工、建筑工人、钢铁工人、网络技术人员，以及安装和调试设备的人员，所有这些岗位。在美国，我们正看到这一领域相当显著的繁荣，”黄仁勋评价道。AI 泡沫？黄仁勋表示，检验 AI 是否存在泡沫的一个好方法是：认识到英伟达目前在云端拥有数百万颗图形处理器(GPU)，且它们无处不在。如今，任何人想要租赁一颗英伟达 GPU 都极其困难。“GPU 租赁的现货价格正在上涨，不仅是最新的型号，甚至两年前的旧款 GPU 也是如此。租赁现货价格上涨的原因，在于新创 AI 公司的数量以及各大公司研发(R&D)预算的转移，”黄仁勋指出。黄仁勋补充说，研发预算将向 AI 倾斜。“之所以出现所谓 AI 泡沫，是因为投资规模巨大。而投资规模之所以巨大，是因为我们必须为上方所有的 AI 层级构建必要的基础设施，”黄仁勋表示。“我们需要更多能源，我想我们都意识到了这一点。我们需要更多的土地电力，”黄仁勋说道，并补充称我们需要更多的熟练技工。欧洲与 AI黄仁勋表示，机器人技术对于欧洲国家来说是“一代人只有一次”的机会。这位英伟达 CEO 指出，欧洲的工业制造基础非常强大，这是该地区跨越软件时代的契机。“美国确实引领了软件时代。而 AI 是‘不需要编写软件的软件’，”黄仁勋说。“所以现在要尽早切入，这样你就能将你的工业能力、制造能力与人工智能融合。这将带你进入物理 AI 或机器人世界。机器人技术对欧洲国家而言是千载难逢的机会。”英伟达与 Anthropic黄仁勋还赞扬了 Anthropic 旗下 Claude 的编程能力，以及 OpenAI 的 ChatGPT 在消费者领域的表现。“Anthropic 取得了巨大进步，在开发 Claude 方面处于领先地位。我们公司上下都在使用它。Claude 的编程能力、推理能力以及各项素质真的很不可思议。任何软件公司都应该参与并使用它。另一方面，ChatGPT 可能是历史上最成功的消费级 AI。它的易用性和亲和力，我认为每个人都应该接触，”黄仁勋指出。周二，Anthropic 首席执行官达里奥·阿莫代在世界经济论坛上谈到了 AI 技术的颠覆性、来自大科技 AI 公司的竞争以及潜在的 IPO 计划。2025 年 11 月，英伟达和微软分别承诺向聊天机器人 Claude 的开发者 Anthropic 投资高达 100 亿美元和 50 亿美元——该公司此前已获得亚马逊和谷歌的支持。Anthropic 还表示，已承诺斥资 300 亿美元购买微软的 Azure 计算能力，并签约增购高达 1 吉瓦(1 gigawatt)的额外计算容量。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}