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黄仁勋:实际上“几乎整个世界”都在人工智能的规模扩展问题上犯了错

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2025-03-18 18:49:30

在2025年英伟达GPU技术大会(GTC)的主题演讲中,英伟达CEO黄仁勋深入探讨了人工智能领域的"规模扩展法则"。他指出,尽管业界普遍认为AI规模扩展速度正在放缓,但实际情况却恰恰相反。得益于创新的规模扩展方法和技术突破,AI的发展速度正以空前的速度推进。



黄仁勋特别强调,这一趋势对英伟达的业务发展具有重大战略意义。作为全球领先的GPU制造商,英伟达向AI模型开发者和服务器提供商大量销售图形处理器的业务模式,与AI规模扩展的成功密不可分。随着AI技术的快速发展,市场对高性能GPU的需求将持续增长,这将为英伟达带来巨大的商业机遇。



对投资者的影响:

1. 英伟达在AI领域的领先地位将得到进一步巩固

2. GPU市场需求持续增长,公司营收预期向好

3. 技术创新能力增强,长期投资价值提升

4. 可能面临更激烈的市场竞争,需要关注市场份额变化

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