全文翻译|黄仁勋GTC前夜定调：数万亿美元AI大基建才刚开始
日期：2026/03/11 21:41作者：人气：
导读：...
<p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">美国时间3月10日，<a target="_blank" href="https://tech.163.com/keywords/8/f/82f14f1f8fbe/1.html" style="box-sizing: inherit; color: rgb(0, 140, 210); text-decoration-line: none;">英伟达</a>CEO<a target="_blank" href="https://tech.163.com/keywords/9/c/9ec44ec152cb/1.html" style="box-sizing: inherit; color: rgb(0, 140, 210); text-decoration-line: none;">黄仁勋</a>在官网撰文，系统地阐释了AI产业的底层商业逻辑。他明确指出，人工智能早已不再是单纯的软件代码，而是已经演变成与电力和互联网同等重要的现代世界基建。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">黄仁勋在文中直言，当前AI产业仍处于极早期发展阶段，尽管全球已投入数千亿美元，但未来仍需数万亿美元的持续巨额投资来完善底层基础设施。</strong>他表示，无论是那些好用的AI应用，还是像DeepSeek这样让全网疯狂的开源模型，说到底都在倒逼各行各业去买更多的芯片、使用更多的电力。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">值得注意的是，这篇重磅长文的发布时机极其微妙，黄仁勋显然在为即将震撼开幕的英伟达年度GTC大会提前定调。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">以下为黄仁勋这篇重磅博客的深度编译全文。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">AI：现代世界的基础设施</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">人工智能正成为当今重塑世界最强大的力量之一。<strong style="box-sizing: inherit;">它不仅是某个巧妙的应用或单一模型，更是像电力和互联网一样不可或缺的核心基础设施。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">AI依托于实体硬件、真实能源和实际的经济规律运行。它汲取原材料并将其大规模转化为智能。<strong style="box-sizing: inherit;">未来每一家公司都将使用它，每一个国家都将建设它。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">要理解AI为何会呈现出这种发展态势，我们需要从第一性原理出发，审视计算领域到底发生了哪些根本性变革。</strong></p><p class="f_center" style="box-sizing: inherit; margin-top: 34px; margin-bottom: 0px; padding: 0px; text-align: center; color: rgb(102, 102, 102); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; text-wrap-mode: wrap;"><img src="https://nimg.ws.126.net/?url=http%3A%2F%2Fcms-bucket.ws.126.net%2F2026%2F0311%2Fcbaf5447j00tbpu810033c001ao00lrc.jpg&thumbnail=660x2147483647&quality=80&type=jpg" alt="" style="box-sizing: inherit; border: 0px; max-width: 100%; margin-bottom: 10px;"/><br style="box-sizing: inherit;"/></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">从预制软件到实时智能</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">在计算机历史的大部分时间里，软件都是预制的。人类编写算法，计算机负责执行。数据必须经过严密的结构化处理，存储在表格中并通过精确的查询进行检索。<strong style="box-sizing: inherit;">SQL之所以不可或缺，正是因为它让这一体系得以运转。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">而AI打破了这种传统模式。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">这是人类第一次拥有了能够理解非结构化信息的计算机。它能看懂图像、阅读文字、听取声音并理解其中的含义，它能推断语境和用户意图。<strong style="box-sizing: inherit;">最重要的是，它能实时生成智能。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">它的每一次响应都是全新创造的，每一个答案都取决于你提供的上下文。<strong style="box-sizing: inherit;">这不再是软件在检索存储好的指令，而是软件在根据需求进行推理并生成智能。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">正由于智能是实时产出的，其底层的整个计算技术栈都必须被彻底重构。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">作为基础设施的AI</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">如果从工业视角审视，AI可以分解为一个五个层级的技术栈：</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><br/></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">1.能源(Energy)</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">处于最底层的是能源。实时生成的智能需要实时的电力供应来支撑。每一个生成的Token，都是电子移动、热量管理以及能源转化为计算力的结果。在能源之上再无任何更基础的抽象层。<strong style="box-sizing: inherit;">它是AI基础设施的第一性原理，也是限制系统智能产出总量的硬约束。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><br/></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">2.芯片(Chips)</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">能源之上是芯片。这些处理器旨在将能源大规模、高效地转化为算力。AI工作负载需要极高的并行处理能力、高带宽内存以及快速的互连网络。<strong style="box-sizing: inherit;">芯片层的</strong>进步<strong style="box-sizing: inherit;">速度，决定了AI扩张的速度以及智能的</strong>经济性<strong style="box-sizing: inherit;">。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><br/></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">3.基础设施(Infrastructure)</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">芯片之上是基础设施。这包括土地、电力输送、冷却系统、建筑施工、网络设备，以及将数万个处理器协同调度为一台机器的系统。这些系统本质上就是“AI工厂”。<strong style="box-sizing: inherit;">它们的设计初衷不是为了存储信息，而是为了制造智能。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><br/></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">4.模型(Models)</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">基础设施之上是模型。AI模型能够理解多种领域的信息：语言、生物、化学、物理、金融、医学乃至物理世界本身。语言模型只是其中一类，目前一些最具变革性的工作正发生在蛋白质AI、化学AI、物理模拟、机器人技术和自主系统等领域。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><br/></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">5.应用(Applications)</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">最顶层是应用，这里也是创造经济价值的地方。例如药物研发平台、工业机器人、法律助手以及自动驾驶汽车等。自动驾驶汽车是搭载于机器中的AI应用，人形机器人则是搭载于仿生躯体中的AI应用。<strong style="box-sizing: inherit;">底层技术栈完全相同，呈现结果却</strong>各不相同<strong style="box-sizing: inherit;">。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">这就是AI的“五层蛋糕”：能源 → 芯片 → 基础设施 → 模型 → 应用。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">每一个成功的应用都会向下拉动每一层资源，一直延伸到维持其运行的发电厂。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">这场基础设施建设才刚刚开始</strong>。<strong style="box-sizing: inherit;">我们目前仅投入了数千亿美元，未来仍有数万亿美元的基础设施有待建设。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">在全球范围内，我们看到芯片工厂、计算机组装厂和AI工厂正以前所未有的规模拔地而起。<strong style="box-sizing: inherit;">这正在成为人类历史上规模最庞大的一场基础设施建设狂潮。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">支撑这一建设浪潮所需的劳动力是巨大的。AI工厂需要电工、水管工、管道安装工、钢铁工人、网络技术员、安装工和操作员。这些都是高技能、高薪酬的职位，且目前供不应求。<strong style="box-sizing: inherit;">你根本不需要拥有计算机科学的博士学位，也能参与到这场变革中来。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">与此同时，AI正在全面提升知识经济的生产力。以放射科为例，AI现在可以辅助阅片，但对放射科医生的需求却在持续增长。这并非悖论。</p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">放射科医生的核心职责是照顾病人，阅片只是过程中的一项任务。当AI承担了更多常规工作后，医生可以专注于临床判断、沟通和护理。<strong style="box-sizing: inherit;">医院的效率提高了，就能服务更多患者，进而雇佣更多员工。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">生产力创造产能，而产能创造增长。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">过去一年发生了什么变化？</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">在过去的一年里，AI跨越了一个重要的门槛。模型的能力已足够优秀，足以支持大规模使用。推理能力提升了，幻觉减少了，基于事实的锚定能力显著增强。<strong style="box-sizing: inherit;">基于AI构建的应用第一次开始产生真正的经济价值。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">在药物研发、物流、客户服务、软件开发和制造业等领域，AI应用已经展现出极强的产品市场契合度。<strong style="box-sizing: inherit;">这些应用正强力拉动其下方的每一个技术层。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;">开源模型在此发挥了关键作用。世界上大部分模型都是免费的。研究人员、初创企业、大型企业乃至整个国家，都在依靠开源模型参与到前沿AI的进程中。<strong style="box-sizing: inherit;">当开源模型达到前沿水平时，它们改变的不只是软件，更激活了对整个底层技术栈的需求。</strong></p><p style="box-sizing: inherit; margin-top: 34px; margin-bottom: 34px; padding: 0px; text-align: justify; color: rgb(64, 64, 64); font-family: Arial, "Hiragino Sans GB", STHeiti, "Helvetica Neue", Helvetica, "Microsoft Yahei", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; text-wrap-mode: wrap;"><strong style="box-sizing: inherit;">DeepSeek-R1就是一个有力的例证。通过将强大的推理模型广泛开源，它加速了应用层的落地采用，并进而推高了对其底层训练、基础设施、芯片和能源的需求</strong></p><p><br/></p>
江苏在线
全文翻译|黄仁勋GTC前夜定调：数万亿美