AI竞赛开辟新战场，英伟达迎来劲敌？_老虎社区_美港股上老虎

AI竞赛开辟新战场，英伟达迎来劲敌？

金十数据11-26

随着ChatGPT引发的人工智能热潮，"更大规模的AI模型更好"成为行业共识，这推动了微软(MSFT.O)、谷歌(GOOGL.O)、亚马逊(AMZN.O)和Meta Platforms(META.O)等科技巨头在芯片采购上的竞赛，英伟达(NVDA.O)凭借其在AI训练中表现卓越的GPU成为最大受益者。然而，这一竞赛可能即将改变，行业面临着在追求更大AI模型过程中遇到的多重障碍。英伟达的领先地位与...

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LeCun强调，开发具备记忆、规划和推理能力的模型才是实现真正通用人工智能（AGI）的关键，而非单纯依赖更大规模的芯片。\n推理的崛起与新竞争者的机会\nAI焦点逐渐从训练转向推理（生成答案或结果的过程），这为芯片市场带来新的动态。推理计算可能不像训练那样依赖英伟达的GPU，AMD(AMD.O)、英特尔(INTC.O)、亚马逊定制芯片及初创公司都可能在这一领域分一杯羹。微软的Eric Boyd认为，除了模型规模，推理过程中的技术改进同样至关重要。\n英伟达已注意到推理的潜力，在最近的财报中提到推理业务占数据中心收入的40%，并快速增长。其新推出的NVL72服务器系统在推理中性能提升30倍，展现了在这一领域的强劲竞争力。\n新阶段的多元赢家\nAI竞赛从训练转向推理，意味着行业机会将更加分散。尽管英伟达短期内仍是赢家，但随着推理的重要性上升，AMD、英特尔以及其他竞争者可能逐步侵蚀英伟达的市场份额。对于投资者来说，当前阶段的重点不再仅是支持更大规模模型训练，而是做好准备迎接使用模型时可能出现的一系列新赢家。","kind":"highlight","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},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}