\u6587 | \u4e91\u77f3\u4e71\u7b14<\/p>\n
\u4e00\u4e07\u4ebf\u7684\u5e95\u6c14\u4e0e\u7b97\u672f<\/strong><\/p>\n \u9ec4\u4ec1\u52cb\u5728 GTC 2026 \u7684\u4e3b\u9898\u6f14\u8bb2\u4e2d\u8bf4\u51fa\u4e86\u90a3\u53e5\u88ab\u53cd\u590d\u5f15\u7528\u7684\u8bdd\uff1a"Right here where I stand, I see through 2027 at least 1 trillion dollars."<\/p>\n \u4e00\u4e07\u4ebf\u7f8e\u5143\u3002\u4e0d\u662f\u5e02\u503c\uff0cNVIDIA \u7684\u5e02\u503c\u65e9\u5c31\u8d8a\u8fc7\u4e86\u8fd9\u4e2a\u95e8\u69db\uff0c\u800c\u662f\u8425\u6536\u9884\u671f\u3002\u8fd9\u4e2a\u6570\u5b57\u8db3\u4ee5\u8ba9\u5728\u573a 3 \u4e07\u540d\u89c2\u4f17\u5c4f\u4f4f\u547c\u5438\uff0c\u4f46\u7a0d\u4f5c\u62c6\u89e3\u5c31\u6ca1\u90a3\u4e48\u6027\u611f\u4e86\u3002\u6b63\u5982\u6211\u975e\u5e38\u559c\u6b22\u7684\u79d1\u6280\u64ad\u5ba2 Moonshots \u7684\u5206\u6790\u5e08 Dave \u6240\u6307\u51fa\u7684\uff1a\u8fd9\u662f\u8de8\u8d8a\u4e24\u5e74\u7684\u8ba2\u5355\u603b\u989d\uff08bookings\uff09\uff0c\u9700\u8981\u5728\u5408\u540c\u5468\u671f\u5185\u9010\u6b65\u786e\u8ba4\u6536\u5165\uff0c\u5e76\u975e\u67d0\u4e2a\u65e5\u5386\u5e74\u80fd\u5b9e\u73b0\u7684\u6570\u5b57\u3002Dave \u9884\u6d4b NVIDIA 2026 \u65e5\u5386\u5e74\u6536\u5165\u5c06\u8fbe\u5230\u7ea6 3500 \u4ebf\u7f8e\u5143\uff0c\u5e76\u5c06\u5728 2 \u7eb3\u7c73\u5236\u7a0b\u8282\u70b9\u4e0a\u518d\u5b9e\u73b0\u4e00\u6b21\u7ffb\u500d\u2014\u4f46\u589e\u957f\u7684\u5929\u82b1\u677f\u4e0d\u5728\u9700\u6c42\u4fa7\uff0c\u800c\u5728\u53f0\u79ef\u7535\u3002<\/p>\n \u636e Dave \u4f30\u8ba1\uff0cNVIDIA \u5df2\u7ecf\u9501\u5b9a\u4e86\u53f0\u79ef\u7535 3 \u7eb3\u7c73\u4ea7\u80fd\u7684\u7ea6 70%\u3002\u8fd9\u4e5f\u610f\u5473\u7740\u5929\u82b1\u677f\u5c31\u5728\u90a3\u91cc\uff1a\u4f60\u4e0d\u80fd\u5356\u51fa\u4f60\u9020\u4e0d\u51fa\u6765\u7684\u82af\u7247<\/a>\u3002ASML \u6bcf\u5e74\u51fa\u8d27\u7684\u5168\u90e8\u5149\u523b\u7cfb\u7edf\u7ea6\u4e03\u767e\u53f0\uff0c\u5176\u4e2d\u6700\u5148\u8fdb\u7684 EUV \u8bbe\u5907\u4e0d\u8fc7\u6570\u5341\u53f0\u3002\u6bcf\u4e00\u53f0 EUV \u673a\u5668\u7684\u53bb\u5411\u90fd\u503c\u5f97\u8ffd\u8e2a\uff0c\u56e0\u4e3a\u5b83\u4eec\u5b9e\u9645\u4e0a\u5c31\u76f8\u5f53\u4e8e\u5370\u949e\u673a\u3002\u5bf9\u6b64\uff0c\u8001\u9ec4\u5fc3\u77e5\u809a\u660e\uff0c\u8fd9\u4e5f\u662f\u4ed6\u62fc\u547d\u5411\u524d\u9501\u5b9a\u4ea7\u80fd\u7684\u539f\u56e0\u3002\u7528 Dave \u7684\u8bdd\u6765\u8bf4\uff1a"\u4ed6\u5728\u7ade\u4e89\u5230\u6765\u4e4b\u524d\uff0c\u8bd5\u56fe\u628a\u672a\u6765\u5168\u90e8\u9501\u6b7b\u3002"<\/p>\n \u8fd9\u91cc\u9690\u85cf\u7740\u4e00\u4e2a\u53cd\u5784\u65ad\u7684\u5b9a\u65f6\u70b8\u5f39\u3002\u5f53\u4e00\u5bb6\u516c\u53f8\u9501\u5b9a\u4e86\u5168\u7403\u6700\u5148\u8fdb\u82af\u7247\u4ee3\u5de5\u4ea7\u80fd\u7684\u5927\u90e8\u5206\uff0c\u4ee5\u81f3\u4e8e\u7ade\u4e89\u5bf9\u624b\u8fde\u82af\u7247\u90fd\u9020\u4e0d\u51fa\u6765\u65f6\uff0c\u76d1\u7ba1\u673a\u6784\u4e0d\u53ef\u80fd\u6c38\u8fdc\u89c6\u800c\u4e0d\u89c1\u3002Groq \u7684\u6545\u4e8b\u5c31\u662f\u4e00\u4e2a\u7f29\u5f71\u3002\u8fd9\u5bb6\u4ee5\u4f4e\u5ef6\u8fdf\u63a8\u7406\u82af\u7247\u8457:\u79f0\u7684\u516c\u53f8\uff0c\u5176\u6838\u5fc3\u5de5\u7a0b\u56e2\u961f\u88ab NVIDIA \u62db\u81f3\u9ebe\u4e0b\uff0cLPU \u6280\u672f\u4ee5\u6388\u6743\u65b9\u5f0f\u7eb3\u5165 NVIDIA \u4f53\u7cfb\uff0c\u800c\u80cc\u666f\u6b63\u662f\uff1aGroq \u65e0\u6cd5\u83b7\u5f97\u8db3\u591f\u7684\u53f0\u79ef\u7535\u4ea7\u80fd\u6765\u72ec\u7acb\u6269\u5f20\u3002\u9ec4\u4ec1\u52cb\u5728 GTC \u4e0a\u5c55\u793a\u4e86\u6574\u5408\u8fdb Vera Rubin \u673a\u67b6\u7684 Groq \u8282\u70b9\uff0c\u4eff\u4f5b\u8fd9\u662f\u4e00\u6b21\u53cc\u8d62\u7684\u6280\u672f\u878d\u5408\u3002\u4f46\u6362\u4e2a\u89d2\u5ea6\u770b\uff0c\u8fd9\u66f4\u50cf\u662f\u4e00\u573a"\u4f60\u8981\u4e48\u52a0\u5165\u6211\uff0c\u8981\u4e48\u627e\u4e0d\u5230\u4ee3\u5de5\u5382"\u800c\u88ab\u8feb\u6536\u7f16\u3002<\/p>\n Vera Rubin: \u4ece\u82af\u7247\u516c\u53f8\u5230\u7cfb\u7edf\u5e1d\u56fd<\/strong><\/p>\n GTC 2026 \u7684\u786c\u4ef6\u4e3b\u89d2\u662f Vera Rubin \u5e73\u53f0\u3002\u5b83\u4e0d\u53ea\u662f\u4e00\u5757\u65b0 GPU\uff0c\u5b83\u5c31\u662f NVIDIA \u8f6c\u578b\u5168\u6808\u7cfb\u7edf\u516c\u53f8\u7684\u5ba3\u8a00\u3002<\/p>\n Vera Rubin NVL72 \u5c06 Vera CPU \u4e0e Rubin GPU \u7ec4\u5408\uff0c\u914d\u5408\u6db2\u51b7\uff08\u652f\u6301 45°C \u70ed\u6c34\uff09\u3001\u65e0\u7ebf\u7f06\u8bbe\u8ba1\uff0c\u53f7\u79f0\u6bcf\u74e6 token \u4ea7\u51fa\u662f\u4e0a\u4e00\u4ee3\u7684 50 \u500d\u3002\u5168\u65b0\u7684 Kyber \u673a\u67b6\u91c7\u7528\u5782\u76f4\u5f0f\u8bbe\u8ba1\uff0c\u6bcf\u67b6 144 \u5757 GPU\uff0c\u524d\u90e8\u8ba1\u7b97\u3001\u540e\u90e8 NVLink \u4e92\u8054\uff0c\u5f7b\u5e95\u629b\u5f03\u4e86\u4f20\u7edf\u7684\u6c34\u5e73\u6ed1\u5165\u5f0f\u670d\u52a1\u5668\u5f62\u6001\u3002<\/p>\n Vera CPU \u672c\u8eab\u4e5f\u503c\u5f97\u6ce8\u610f\u3002NVIDIA \u58f0\u79f0\u5176\u80fd\u6548\u662f\u4f20\u7edf CPU \u7684\u4e24\u500d\uff0c\u4e13\u4e3a Agentic AI \u5de5\u4f5c\u8d1f\u8f7d\u8bbe\u8ba1\u3002\u8fd9\u610f\u5473\u7740 NVIDIA \u4e0d\u518d\u53ea\u662f\u5356\u52a0\u901f\u5361\u3002\u5b83\u73b0\u5728\u8981\u5356 CPU\u3001GPU\u3001\u7f51\u7edc\u4e92\u8054\uff08BlueField-4 STX\uff09\u3001\u5b58\u50a8\u67b6\u6784\u3001\u673a\u67b6\u8bbe\u8ba1\uff0c\u751a\u81f3\u6a21\u62df\u5e73\u53f0\uff08DSX Air\uff09\u3002\u4ece\u82af\u7247\u5230\u673a\u67b6\u5230\u8f6f\u4ef6\u6808\uff0cNVIDIA \u6b63\u5728\u628a\u81ea\u5df1\u53d8\u6210 AI \u57fa\u7840\u8bbe\u65bd\u7684\u552f\u4e00\u4f9b\u5e94\u5546\u3002<\/p>\n \u8fd9\u50cf\u6781\u4e86\u5f53\u5e74\u7684 IBM \u5927\u578b\u673a\u65f6\u4ee3\uff1a\u4f60\u4e70\u6211\u7684\u4e00\u5207\uff0c\u6216\u8005\u4f60\u4ec0\u4e48\u90fd\u522b\u4e70\u3002\u5386\u53f2\u544a\u8bc9\u6211\u4eec\uff0c\u8fd9\u79cd\u6a21\u5f0f\u5728\u77ed\u671f\u5185\u6781\u5176\u5f3a\u5927\uff0c\u4f46\u957f\u671f\u6765\u770b\uff0c\u8fd9\u4e2a\u4e16\u754c\u4e0d\u4e4f\u806a\u660e\u7684\u4eba\uff0c\u603b\u4f1a\u6709\u4eba\u627e\u5230\u7ed5\u8fc7\u53bb\u7684\u8def\u3002<\/p>\n OpenClaw \u4e0e NemoClaw: NVIDIA \u7684\u8f6f\u4ef6\u91ce\u5fc3<\/strong><\/p>\n \u5982\u679c\u8bf4\u786c\u4ef6\u53d1\u5e03\u662f\u610f\u6599\u4e4b\u4e2d\uff0c\u90a3\u4e48 NVIDIA \u5bf9 OpenClaw \u7684\u5927\u529b\u652f\u6301\u5219\u63ed\u793a\u4e86\u66f4\u6df1\u5c42\u7684\u6218\u7565\u610f\u56fe\u3002<\/p>\n OpenClaw \u662f\u8fd1\u671f AI \u9886\u57df\u589e\u957f\u6700\u5feb\u7684\u5f00\u6e90\u9879\u76ee\u3002\u6309\u7167\u9ec4\u4ec1\u52cb\u5728\u6f14\u8bb2\u4e2d\u5c55\u793a\u7684\u6570\u636e\uff0c\u5b83\u5728\u77ed\u77ed\u51e0\u5468\u5185\u5c31\u8d85\u8d8a\u4e86 Linux 30 \u5e74\u7684\u589e\u957f\u66f2\u7ebf\u3002\u5b83\u662f\u4e00\u79cd\u5168\u5929\u5019\u8fd0\u884c\u7684\u65e0\u5934 AI Agent\uff0c\u901a\u8fc7\u6d88\u606f\u7cfb\u7edf\u4e0e\u5916\u90e8\u4e16\u754c\u4ea4\u4e92\uff0c\u88ab\u89c6\u4e3a\u7ee7 ChatGPT<\/a> \u4e4b\u540e AI \u9886\u57df\u6700\u5927\u7684\u4e00\u6b21"\u89e3\u9501"\uff08unhobbling\uff09\u3002<\/p>\n NVIDIA \u63a8\u51fa\u4e86 NemoClaw\uff0c\u4e00\u5957\u9488\u5bf9\u4f01\u4e1a\u573a\u666f\u4f18\u5316\u7684 OpenClaw \u6280\u672f\u6808\uff0c\u89e3\u51b3\u5b89\u5168\u6027\u548c\u5408\u89c4\u6027\u95ee\u9898\uff0c\u5e76\u4e0e NVIDIA \u786c\u4ef6\u6df1\u5ea6\u7ed1\u5b9a\u3002\u4e0e\u6b64\u540c\u65f6\uff0cDGX Spark \u7b49\u8bbe\u5907\u88ab\u5b9a\u4f4d\u4e3a"Agent computer"\uff0c\u5373\u4e00\u79cd\u5168\u65b0\u7684\u8ba1\u7b97\u54c1\u7c7b\uff0c\u8ba9\u6700\u65b0\u7684\u5f00\u6e90\u6a21\u578b\u548c AI agent \u5728\u672c\u5730\u8fd0\u884c\u3002<\/p>\n \u8fd9\u4e00\u6b65\u68cb\u7684\u7cbe\u5999\u4e4b\u5904\u5728\u4e8e\uff1a\u5f53 OpenCLAW \u6210\u4e3a\u4f01\u4e1a\u81ea\u52a8\u5316\u7684\u6807\u51c6\u8303\u5f0f\uff0c\u800c NemoCLAW \u6210\u4e3a\u5176\u9996\u9009\u7684\u4f01\u4e1a\u7ea7\u5b9e\u73b0\u65f6\uff0cNVIDIA \u5c31\u4ece"\u5356\u94f2\u5b50\u7684\u4eba"\u5347\u7ea7\u6210\u4e86"\u5b9a\u4e49\u91d1\u77ff\u5728\u54ea\u91cc\u7684\u4eba"\u3002\u64ad\u5ba2\u5609\u5bbe Salem \u5c06\u6b64\u79f0\u4e3a"\u7ec4\u7ec7\u5947\u70b9"\uff1a\u4e00\u65e6\u4f01\u4e1a\u5de5\u4f5c\u6d41\u4ece\u4eba\u5bf9\u4eba\u8f6c\u5411 Agent \u5bf9 Agent \u5e76\u5b9e\u73b0\u9012\u5f52\u81ea\u6211\u4f18\u5316\uff0c\u4eba\u7c7b\u5458\u5de5\u7684\u89d2\u8272\u5c06\u53d8\u4e3a\u76d1\u7763\u548c\u5f02\u5e38\u5904\u7406\u3002\u4ed6\u4f30\u8ba1\uff0c\u4efb\u4f55\u516c\u53f8\u6700\u7ec8\u53ea\u9700\u8981\u5f53\u524d\u5458\u5de5\u4eba\u6570\u7684 20%~25%\u3002<\/p>\n \u8fd9\u542c\u8d77\u6765\u5f88\u632f\u594b\u4eba\u5fc3\uff0c\u4f46\u4e5f\u4ee4\u4eba\u4e0d\u5b89\u3002\u5f53 NVIDIA \u65e2\u63d0\u4f9b\u8fd0\u884c\u8fd9\u4e9b Agent \u7684\u786c\u4ef6\uff0c\u53c8\u63d0\u4f9b\u7f16\u6392\u5b83\u4eec\u7684\u8f6f\u4ef6\u6846\u67b6\u65f6\uff0c\u5b83\u5bf9\u4f01\u4e1a\u8fd0\u8425\u7684\u6e17\u900f\u5c06\u8d85\u8fc7\u79d1\u6280\u53f2\u4e0a\u4efb\u4f55\u5148\u4f8b\u3002<\/p>\n \u7269\u7406 AI: \u4ece\u6570\u636e\u4e2d\u5fc3\u5230\u592a\u7a7a<\/strong><\/p>\n GTC 2026 \u7684\u53e6\u4e00\u6761\u4e3b\u7ebf\u662f"\u7269\u7406 AI"\uff08Physical AI\uff09\u3002<\/p>\n 110 \u53f0\u673a\u5668\u4eba\u5728\u5c55\u5385\u5217\u961f\uff0c\u51e0\u4e4e\u5168\u7403\u6bcf\u4e00\u5bb6\u505a\u673a\u5668\u4eba\u7684\u516c\u53f8\u90fd\u5728\u4e0e NVIDIA \u5408\u4f5c\u3002\u81ea\u52a8\u9a7e\u9a76\u65b9\u9762\uff0c\u6bd4\u4e9a\u8fea\u3001\u73b0\u4ee3\u3001\u65e5\u4ea7\u3001\u5409\u5229<\/a>\u7b49\u603b\u8ba1\u5e74\u4ea7 1800 \u4e07\u8f86\u6c7d\u8f66<\/a>\u7684\u5382\u5546\u52a0\u5165\u4e86 NVIDIA \u7684 robotaxi-ready \u5e73\u53f0\uff0c\u52a0\u4e0a\u6b64\u524d\u7684\u5954\u9a70<\/a>\u3001\u4e30\u7530\u3001\u901a\u7528\uff0c\u4ee5\u53ca\u4e0e Uber<\/a> \u7684\u591a\u57ce\u5e02\u90e8\u7f72\u5408\u4f5c\u3002T-Mobile \u7684\u52a0\u5165\u5219\u6697\u793a\u4e86\u53e6\u4e00\u4e2a\u65b9\u5411\uff1a\u672a\u6765\u7684\u4fe1\u53f7\u5854\u5c06\u53d8\u6210 NVIDIA Aerial AI RAN \u8282\u70b9\u3002<\/p>\n \u800c\u6700\u5f15\u4eba\u6ce8\u76ee\u7684\uff0c\u662f Vera Rubin Space One\uff0cNVIDIA \u4e0e\u5408\u4f5c\u4f19\u4f34\u5171\u540c\u5f00\u53d1\u7684\u592a\u7a7a\u6570\u636e\u4e2d\u5fc3\u8ba1\u7b97\u5e73\u53f0\u3002\u9ec4\u4ec1\u52cb\u627f\u8ba4\uff0c\u592a\u7a7a\u4e2d\u6ca1\u6709\u5bf9\u6d41\u548c\u4f20\u5bfc\u6563\u70ed\uff0c\u53ea\u80fd\u4f9d\u9760\u8f90\u5c04\uff0c"\u6211\u4eec\u5f97\u60f3\u529e\u6cd5\u5728\u592a\u7a7a\u4e2d\u51b7\u5374\u8fd9\u4e9b\u7cfb\u7edf"\u3002\u8fd9\u56de\u5e94\u4e86\u56f4\u7ed5\u6234\u68ee\u7fa4(Dyson Swarm\uff09\u7684\u66f4\u5e7f\u6cdb\u8ba8\u8bba\uff0c\u5373\u5728\u8f68\u9053\u4e0a\u90e8\u7f72\u5927\u89c4\u6a21\u8ba1\u7b97\u8bbe\u65bd\u3002<\/p>\n \u5766\u7387\u5730\u8bf4\uff0c\u592a\u7a7a\u6570\u636e\u4e2d\u5fc3\u7684\u5ba3\u5e03\u66f4\u50cf\u662f\u4e00\u4e2a\u613f\u666f\u58f0\u660e\u800c\u975e\u8fd1\u671f\u4ea7\u54c1\u3002\u6b63\u5982 Moonshots \u7684 Alex \u6240\u6307\u51fa\u7684\uff0c\u8f90\u5c04\u51b7\u5374\u5728\u6280\u672f\u4e0a\u5e76\u4e0d\u662f\u4e00\u4e2a\u672a\u89e3\u95ee\u9898\uff0c\u6211\u4eec\u5df2\u7ecf\u5728\u8f68\u9053\u8ba1\u7b97\u7684\u6563\u70ed\u548c\u6297\u8f90\u5c04\u8bbe\u8ba1\u4e0a\u79ef\u7d2f\u4e86\u6570\u5341\u5e74\u7ecf\u9a8c\u3002\u771f\u6b63\u7684\u74f6\u9888\u662f\u7ecf\u6d4e\u6027\u548c\u89c4\u6a21\u5316\u90e8\u7f72\u3002\u4f46\u4ece\u53d9\u4e8b\u89d2\u5ea6\u770b\uff0c\u5b83\u5b8c\u7f8e\u5730\u670d\u52a1\u4e86\u9ec4\u4ec1\u52cb\u7684\u6838\u5fc3\u4fe1\u606f\uff1aNVIDIA \u8981\u65e0\u5904\u4e0d\u5728\u2014\u5730\u9762\u3001\u4e91\u7aef\u3001\u8f68\u9053\u3002<\/p>\n \u63a8\u7406\u7ecf\u6d4e\u5b66\uff1a\u771f\u6b63\u7684\u4e07\u4ebf\u5f15\u64ce<\/strong><\/p>\n \u5728\u6240\u6709\u7684\u53d1\u5e03\u4e2d\uff0c\u6700\u503c\u5f97\u6df1\u601d\u7684\u53ef\u80fd\u662f\u4e00\u4e2a\u88ab\u8f7b\u63cf\u6de1\u5199\u7684\u8f6c\u53d8\uff1a\u63a8\u7406\uff08inference\uff09\u5df2\u7ecf\u53d6\u4ee3\u8bad\u7ec3\uff08training\uff09\u6210\u4e3a AI \u8ba1\u7b97\u7684\u4e3b\u8981\u9a71\u52a8\u529b\u3002<\/p>\n \u9ec4\u4ec1\u52cb\u6f14\u8bb2\u4e2d\u5c55\u793a\u7684\u4e00\u5f20\u5e7b\u706f\u7247\u89d2\u843d\u91cc\u5199\u7740"\u63a8\u7406\u7206\u70b8"\uff08inference explosion\uff09\uff0c\u8fd9\u6b63\u662f\u652f\u6491\u4e07\u4ebf\u7f8e\u5143\u8ba2\u5355\u7684\u771f\u6b63\u903b\u8f91\u3002NVIDIA \u53d1\u5e03\u4e86 Dynamo 1.0\uff0c\u4e00\u4e2a\u7528\u4e8e\u5927\u89c4\u6a21\u751f\u6210\u5f0f\u548c Agentic \u63a8\u7406\u7684\u5f00\u6e90\u8f6f\u4ef6\u3002Sam Altman\uff08OpenAI<\/a> CEO\uff09\u5728\u540c\u4e00\u5468\u900f\u9732\uff0c\u4ece o1 \u5230 GPT-5.4 Pro\uff0c\u540c\u4e00\u56f0\u96be\u95ee\u9898\u7684\u63a8\u7406\u6210\u672c\u4e0b\u964d\u4e86\u7ea6 1000 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\u7684\u5206\u6790\u6765\u8bf4\uff0c\u6b64\u524d\u51e0\u4e4e\u6ca1\u6709\u8d44\u6e90<\/a>\u88ab\u6295\u5165\u5230\u63a8\u7406\u65f6\u8ba1\u7b97\u7684\u6269\u5c55\u4e0a\uff0c\u56e0\u6b64\u4ec5\u901a\u8fc7\u66b4\u529b\u6269\u5c55\u63a8\u7406\u65f6\u95f4\uff0c\u5c31\u80fd\u4ee5\u8fd1\u4e4e"\u514d\u8d39"\u7684\u65b9\u5f0f\u83b7\u5f97\u6570\u91cf\u7ea7\u7684\u6027\u80fd\u63d0\u5347\u3002<\/p>\n \u4f46 Alex \u4e5f\u53d1\u51fa\u4e86\u4e00\u4e2a\u91cd\u8981\u8b66\u544a\uff1a\u8fd9\u79cd"\u514d\u8d39\u5348\u9910"\u7ec8\u5c06\u8017\u5c3d\u3002\u5f53\u63a8\u7406\u65f6\u8ba1\u7b97\u5f00\u59cb\u4e3b\u5bfc\u6574\u4f53\u8d44\u6e90\u6d88\u8017\u65f6\uff08\u8bb8\u591a\u524d\u6cbf\u6a21\u578b\u5df2\u7ecf\u5230\u4e86\u8fd9\u4e00\u6b65\uff09\uff0c\u5c31\u5fc5\u987b\u53d1\u73b0\u5168\u65b0\u7684\u6548\u7387\u63d0\u5347\u8def\u5f84\u3002Sam Altman \u6697\u793a OpenAI \u5185\u90e8\u53ef\u80fd\u5df2\u7ecf\u5728\u63a2\u7d22\u540e Transformer \u67b6\u6784\uff0c\u4e00\u79cd"\u50cf Transformer \u8d85\u8d8a LSTM \u90a3\u6837"\u7684\u8de8\u8d8a\u3002Alex \u8ba4\u4e3a\uff0c\u8fd9\u79cd\u65b0\u67b6\u6784\u5f88\u53ef\u80fd\u4e0d\u662f\u56de\u5230\u5faa\u73af\u795e\u7ecf\u7f51\u7edc(RNN)\uff0c\u800c\u662f\u6765\u81ea\u67d0\u4e2a\u610f\u60f3\u4e0d\u5230\u7684\u65b9\u5411\uff0c\u800c\u4e14\u5f88\u53ef\u80fd\u4e0d\u9002\u914d\u5f53\u524d\u7684 NVIDIA GPU \u67b6\u6784\u3002<\/p>\n \u8fd9\u662f\u4e00\u4e07\u4ebf\u7f8e\u5143\u53d9\u4e8b\u4e2d\u6700\u5927\u7684\u9690\u5fe7\uff1a\u5982\u679c\u4e0b\u4e00\u4ee3 AI \u67b6\u6784\u4e0d\u518d\u9700\u8981 GPU \u5f62\u6001\u7684\u8ba1\u7b97\uff0cNVIDIA \u5c31\u4f1a\u9762\u4e34\u5f53\u5e74\u82f1\u7279\u5c14<\/a>\uff08Intel\uff09\u88ab GPU \u98a0\u8986\u65f6\u7684\u540c\u6837\u5904\u5883\u3002\u9ec4\u4ec1\u52cb\u663e\u7136\u610f\u8bc6\u5230\u4e86\u8fd9\u4e00\u70b9\uff0c\u8fd9\u4e5f\u89e3\u91ca\u4e86\u4e3a\u4ec0\u4e48\u4ed6\u5982\u6b64\u79ef\u6781\u5730\u9501\u5b9a\u5236\u9020\u4ea7\u80fd\uff0c\u6536\u7f16 Groq\uff0c\u63a8\u8fdb\u5168\u6808\u6574\u5408\u3002\u4ed6\u8981\u786e\u4fdd\uff0c\u5373\u4f7f\u6709\u4eba\u8bbe\u8ba1\u51fa\u66f4\u597d\u7684\u82af\u7247\uff0c\u4e5f\u5fc5\u987b\u901a\u8fc7\u4ed6\u624d\u80fd\u628a\u5b83\u9020\u51fa\u6765\u3002<\/p>\n Anthropic \u7684\u9006\u88ad\u4e0e NVIDIA \u7684\u751f\u6001\u8d4c\u6ce8<\/strong><\/p>\n GTC 2026 \u7684\u65f6\u95f4\u7a97\u53e3\u6070\u9022\u53e6\u4e00\u573a\u5730\u9707\uff1aAnthropic \u5728\u4f01\u4e1a\u5e02\u573a\u5bf9 OpenAI \u7684\u78be\u538b\u5f0f\u8d85\u8d8a\u3002\u6839\u636e\u540c\u671f\u6d41\u4f20\u7684\u884c\u4e1a\u6570\u636e\uff0cAnthropic \u5728\u65b0\u589e\u4f01\u4e1a\u5ba2\u6237\u4e2d\u7684\u6a21\u578b\u4efd\u989d\u4ece 40% \u98d9\u5347\u81f3 73%\uff0c\u800c OpenAI \u4ece 60% \u8dcc\u81f3 26%\u3002\u300a\u65f6\u4ee3\u300b\u6742\u5fd7\u5c06 Anthropic \u8bc4\u4e3a\u6700\u5177\u98a0\u8986\u6027\u7684\u516c\u53f8\u3002<\/p>\n \u8fd9\u5bf9 NVIDIA \u610f\u5473\u7740\u4ec0\u4e48\uff1fNVIDIA \u7684\u7b56\u7565<\/a>\u662f\u505a\u6240\u6709\u4eba\u7684\u57fa\u7840\u8bbe\u65bd\uff0c\u4e0d\u7ba1\u4e0a\u5c42\u8dd1\u7684\u662f OpenAI\u3001Anthropic\u3001Meta \u8fd8\u662f Google \u7684\u6a21\u578b\u3002\u4f46 Anthropic \u7684\u5d1b\u8d77\u63ed\u793a\u4e86\u4e00\u4e2a\u5fae\u5999\u7684\u53d8\u5316\uff1a\u6700\u6210\u529f\u7684 AI \u516c\u53f8\u4e0d\u662f\u90a3\u4e9b\u8bd5\u56fe\u5782\u76f4\u6574\u5408\u4e00\u5207\u7684\uff08\u5982 OpenAI \u540c\u65f6\u505a\u82af\u7247\u3001\u6570\u636e\u4e2d\u5fc3\u3001\u6d88\u8d39\u8005\u4ea7\u54c1\u3001\u8bbe\u5907\uff09\uff0c\u800c\u662f\u90a3\u4e9b\u4e13\u6ce8\u505a\u597d\u4e00\u4ef6\u4e8b\u5e76\u4e0e\u6240\u6709\u4eba\u5408\u4f5c\u7684\u3002Dario Amodei\uff08Anthropic CEO\uff09\u4e0d\u8bbe\u8ba1\u81ea\u5df1\u7684\u82af\u7247\uff0c\u4e0d\u5efa\u81ea\u5df1\u7684\u6570\u636e\u4e2d\u5fc3\uff0c\u53ea\u505a AI \u8f6f\u4ef6\uff0c\u8fd9\u8ba9\u4ed6\u6210\u4e3a\u6bcf\u4e2a\u4eba\u90fd\u5bb9\u6613\u5408\u4f5c\u7684\u4f19\u4f34\u3002<\/p>\n \u8bbd\u523a\u7684\u662f\uff0cNVIDIA \u81ea\u8eab\u6b63\u5728\u8d70\u5411 OpenAI \u5f0f\u7684\u5168\u9762\u6269\u5f20\u3002\u4ece GPU \u5230 CPU\uff0c\u4ece\u7f51\u7edc\u5230\u5b58\u50a8\uff0c\u4ece\u673a\u67b6\u8bbe\u8ba1\u5230\u8f6f\u4ef6\u6808\uff0c\u4ece\u4f01\u4e1a AI \u5230\u673a\u5668\u4eba\u5230\u81ea\u52a8\u9a7e\u9a76\u5230\u592a\u7a7a\u2014"\u8fc7\u5ea6\u6269\u5f20"\u8fd9\u4e2a\u4f01\u4e1a\u5bb6\u7684\u7ecf\u5178\u9677\u9631\uff0cNVIDIA \u6b63\u5728\u5168\u901f\u51b2\u5411\u5b83\u3002<\/p>\n \u623f\u95f4\u91cc\u7684\u5927\u8c61<\/strong><\/p>\n GTC 2026 \u523b\u610f\u56de\u907f\u4e86\u51e0\u4e2a\u5173\u952e\u95ee\u9898\u3002<\/p>\n \u7ade\u4e89\u5a01\u80c1\u88ab\u8f7b\u63cf\u6de1\u5199\u3002Google \u7684 TPU \u5728\u5185\u90e8\u4f7f\u7528\u4e2d\u5df2\u7ecf\u63a5\u8fd1\u751a\u81f3\u5339\u654c NVIDIA GPU \u7684\u6c34\u5e73\u3002Meta \u548c Amazon \u90fd\u5728\u52a0\u901f\u81ea\u7814\u82af\u7247\u3002\u57c3\u9686·\u9a6c\u65af\u514b<\/a>\u5ba3\u5e03\u4e86 TerraFab 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