{"id":762904,"date":"2026-04-16T10:50:23","date_gmt":"2026-04-16T02:50:23","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=762904"},"modified":"2026-04-16T10:50:23","modified_gmt":"2026-04-16T02:50:23","slug":"%e9%bb%84%e4%bb%81%e5%8b%8b%e4%ba%b2%e8%87%aa%e5%ae%9a%e4%b9%89%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%9a%e5%b0%86%e7%94%b5%e5%ad%90%e8%bd%ac%e4%b8%batoken","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=762904","title":{"rendered":"\u9ec4\u4ec1\u52cb\u4eb2\u81ea\u201c\u5b9a\u4e49\u201d\u82f1\u4f1f\u8fbe\uff1a\u5c06\u201c\u7535\u5b50\u201d\u8f6c\u4e3a\u201cToken\u201d\u7684\u8f6c\u6362\u5668"},"content":{"rendered":"<p>\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u7528\u4e00\u53e5\u8bdd\u5b9a\u4e49\u4e86\u81ea\u5df1\u7684\u516c\u53f8\uff1a<strong>\u8f93\u5165\u662f\u7535\u5b50\uff0c\u8f93\u51fa\u662fToken\uff0c\u4e2d\u95f4\u662f\u82f1\u4f1f\u8fbe\u3002<\/strong><\/p>\n<p>4\u670815\u65e5\uff0c\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u63a5\u53d7\u64ad\u5ba2\u4e3b\u6301\u4ebaDwarkesh 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href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u3002CoWoS\u5c01\u88c5\u662f\u5178\u578b\u6848\u4f8b\uff1a\u4e24\u5e74\u524d\u662f\u5168\u884c\u4e1a\u6700\u7d27\u7f3a\u7684\u74f6\u9888\uff0c\u82f1\u4f1f\u8fbe\u201c\u8fde\u7eed\u51e0\u4e2a\u7ffb\u500d\u201d\u5730\u6269\u4ea7\u4e4b\u540e\uff0c\u73b0\u5728\u5df2\u57fa\u672c\u4e0d\u518d\u662f\u8bdd\u9898\u3002<\/p>\n<p>\u4ed6\u5224\u65ad\uff0c\u4f9b\u5e94\u94fe\u4e0a\u7684\u4efb\u4f55\u74f6\u9888\u90fd\u4e0d\u4f1a\u6301\u7eed\u8d85\u8fc7\u4e24\u4e09\u5e74\uff1a<strong>\u201cEUV\u673a\u5668\u3001\u903b\u8f91\u4ea7\u80fd\u3001\u5c01\u88c5\u2014\u2014\u8fd9\u4e9b\u4e1c\u897f\u90fd\u4e0d\u96be\u590d\u5236\uff0c\u53ea\u9700\u8981\u9700\u6c42\u4fe1\u53f7\u3002\u201d\u4ed6\u8ba4\u4e3a\u771f\u6b63\u7684\u957f\u671f\u5236\u7ea6\u5728\u4e0b\u6e38\uff1a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u653f\u7b56\u3002<\/strong>\u201c\u4f60\u4e0d\u80fd\u5728\u6ca1\u6709\u7535\u529b\u7684\u60c5\u51b5\u4e0b\u5efa\u7acb\u4e00\u4e2a\u5de5\u4e1a\uff0c\u8fd9\u624d\u662f\u9700\u8981\u65f6\u95f4\u7684\u4e8b\u60c5\u3002\u201d<\/p>\n<p><img data-lazyload=\"https:\/\/x0.ifengimg.com\/res\/2026\/C9E8425DD8C2E96D5E02E02C4B96DC276734DA8E_size28_w640_h415.jpg\" src=\"https:\/\/tech.ifeng.com\/c\/data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\"display:block; margin-left:auto; margin-right:auto\" alt=\"\u9ec4\u4ec1\u52cb\u4eb2\u81ea\u201c\u5b9a\u4e49\u201d\u82f1\u4f1f\u8fbe\uff1a\u5c06\u201c\u7535\u5b50\u201d\u8f6c\u4e3a\u201cToken\u201d\u7684\u8f6c\u6362\u5668\"  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class=\"tag_link\">OpenAI<\/a>\u7b49\u5927\u5ba2\u6237\u90fd\u5728\u52a0\u7801\u81ea\u7814TPU\u6216\u5176\u4ed6ASIC\u82af\u7247\uff0c\u8fd9\u76f4\u63a5\u8d28\u7591\u82f1\u4f1f\u8fbe\u7684\u7ade\u4e89\u5730\u4f4d\u3002<\/p>\n<p>\u9ec4\u4ec1\u52cb\u7684\u56de\u5e94\u5206\u4e24\u5c42\u3002<\/p>\n<p>\u7b2c\u4e00\u5c42\u662f\u5b9a\u6027\u533a\u5206\uff1a<strong>\u82f1\u4f1f\u8fbe\u505a\u7684\u662f\u201c\u52a0\u901f\u8ba1\u7b97\u201d\uff0c\u800c\u4e0d\u662f\u4e13\u7528\u5f20\u91cf\u5904\u7406\u5355\u5143\u3002<\/strong>\u52a0\u901f\u8ba1\u7b97\u8986\u76d6\u5206\u5b50\u52a8\u529b\u5b66\u3001\u6d41\u4f53\u529b\u5b66\u3001\u6570\u636e\u5904\u7406\u3001\u91cf\u5b50\u8ba1\u7b97\u7b49\u51e0\u4e4e\u6240\u6709\u79d1\u5b66\u8ba1\u7b97\u9886\u57df\uff0c\u8fdc\u6bd4AI\u66f4\u5bbd\u3002<\/p>\n<p><strong>\u6211\u4eec\u662f\u552f\u4e00\u4e00\u5bb6\u52a0\u901f\u6240\u6709\u7c7b\u578b\u5e94\u7528\u7684\u516c\u53f8\u3002<\/strong><\/p>\n<p>\u7b2c\u4e8c\u5c42\uff0c<strong>\u9ec4\u4ec1\u52cb\u79f0\uff0c\u7403\u6ca1\u6709\u4efb\u4f55\u4e00\u4e2a\u5e73\u53f0\u7684\u6027\u80fd\u548c\u603b\u62e5\u6709\u6210\u672c\u80fd\u4f18\u4e8e\u82f1\u4f1f\u8fbe\uff0c\u8c37\u6b4cTPU\u3001\u4e9a\u9a6c\u900aTrainium\u90fd\u65e0\u6cd5\u4e0e\u4e4b\u5339\u654c\uff0c\u6211\u5e76\u4e0d\u8ba4\u53efTrainium\u6240\u5ba3\u79f0\u768440%\u6210\u672c\u4f18\u52bf\u3002\u82f1\u4f1f\u8fbe\u6bdb\u5229\u7387\u80fd\u8fbe\u523070%\uff0c\u800cASIC\u82af\u7247\u6bdb\u5229\u7387\u7ea6\u4e3a65%\uff0c\u4f01\u4e1a\u66ff\u6362\u4ea7\u54c1\u5e76\u4e0d\u80fd\u5b9e\u73b0\u663e\u8457\u7684\u6210\u672c\u8282\u7701\u3002<\/strong><\/p>\n<p>\u82f1\u4f1f\u8fbe\u7684\u8ba1\u7b97\u6808\u662f\u5168\u7403\u6700\u4f73\u6027\u4ef7\u6bd4\uff0c\u6ca1\u6709\u4f8b\u5916\u3002<strong>\u6ca1\u6709\u4e00\u5bb6\u516c\u53f8\u80fd\u5411\u6211\u8bc1\u660e\uff0c\u4eca\u5929\u4e16\u754c\u4e0a\u6709\u4efb\u4f55\u5e73\u53f0\u7684AI\u6570\u636e\u4e2d\u5fc3\u7684\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u6bd4\u6211\u4eec\u66f4\u597d\u3002\u6ca1\u6709\u3002<\/strong>Dylan\u7684InferenceMAX\u6446\u5728\u90a3\u91cc\u4f9b\u6240\u6709\u4eba\u7528\uff0cTPU\u4e0d\u6765\uff0cTrainium\u4e0d\u6765\u3002<\/p>\n<p>\u5bf9\u4e8eAnthropic\u5927\u91cf\u4f7f\u7528TPU\u7684\u95ee\u9898\uff0c\u9ec4\u4ec1\u52cb\u76f4\u63a5\u56de\u5e94\uff1a<\/p>\n<p>Anthropic\u662f\u4e00\u4e2a\u7279\u4f8b\uff0c\u4e0d\u662f\u8d8b\u52bf\u3002\u6ca1\u6709Anthropic\uff0cTPU\u7684\u589e\u957f\u4ece\u54ea\u91cc\u6765\uff1f\u662f100%\u6765\u81eaAnthropic\u3002\u6ca1\u6709Anthropic\uff0cTrainium\u7684\u589e\u957f\u4ece\u54ea\u91cc\u6765\uff1f\u4e5f\u662f100%\u6765\u81eaAnthropic\u3002<\/p>\n<p>\u4ed6\u4e5f\u5766\u627f\uff0c\u65e9\u5e74\u672a\u80fd\u53ca\u65f6\u5411Anthropic\u8fdb\u884c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%88%98%e7%95%a5%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6218\u7565\u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6218\u7565\u6295\u8d44<\/a>\u662f\u81ea\u5df1\u7684\u5224\u65ad\u5931\u8bef\uff1a<\/p>\n<p><strong>\u5f53\u65f6\u8c37\u6b4c\u548c\u4e9a\u9a6c\u900aAWS\u6295\u5165\u4e86\u5927\u91cf\u8d44\u91d1\uff0cAnthropic\u56e0\u6b64\u4f7f\u7528\u4e86\u4ed6\u4eec\u7684\u7b97\u529b\u3002\u6211\u5f53\u65f6\u6ca1\u6709\u6df1\u523b\u610f\u8bc6\u5230\uff0c\u98ce\u6295\u6839\u672c\u4e0d\u53ef\u80fd\u7ed9\u4e00\u5bb6AI\u5b9e\u9a8c\u5ba4\u629550\u4ebf\u3001100\u4ebf\u7f8e\u5143\u3002\u8fd9\u662f\u6211\u7684\u5931\u8bef\u3002\u4f46\u6211\u4e0d\u4f1a\u518d\u72af\u540c\u6837\u7684\u9519\u8bef\u3002<\/strong><\/p>\n<p>\u76ee\u524d\uff0c\u9ec4\u4ec1\u52cb\u5df2\u5206\u522b\u5bf9OpenAI\u548cAnthropic\u8fdb\u884c\u4e86\u5927\u89c4\u6a21\u6295\u8d44\uff0c\u636e\u62a5\u9053\u91d1\u989d\u5206\u522b\u9ad8\u8fbe300\u4ebf\u548c100\u4ebf\u7f8e\u5143\u3002<\/p>\n<p><strong>\u4e3a\u4ec0\u4e48\u4e0d\u81ea\u5df1\u505a\u4e91\uff1f\u201c\u5c3d\u53ef\u80fd\u5c11\u505a\u201d\u662f\u54f2\u5b66<\/strong><\/p>\n<p>\u624b\u63e1\u5de8\u989d\u73b0\u91d1\u6d41\uff0c\u82f1\u4f1f\u8fbe\u8fd1\u671f\u9891\u9891\u5411CoreWeave\u7b49\u521d\u521b\u4e91\u670d\u52a1\u5546\u63d0\u4f9b\u8d44\u91d1\u548c\u7b97\u529b\u652f\u6301\u3002\u5e02\u573a\u731c\u6d4b\uff0c<strong>\u82f1\u4f1f\u8fbe\u662f\u5426\u4f1a\u8d8a\u8fc7\u5ba2\u6237\uff0c\u4eb2\u81ea\u4e0b\u573a\u505a\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\uff0c\u6536\u53d6\u7b97\u529b\u79df\u7528\u8d39\uff1f<\/strong><\/p>\n<p>\u9ec4\u4ec1\u52cb\u7684\u56de\u7b54\u6d89\u53ca\u516c\u53f8\u54f2\u5b66\uff1a<\/p>\n<p><strong>\u6211\u4eec\u5e94\u8be5\u505a\u5c3d\u53ef\u80fd\u5fc5\u8981\u7684\u4e8b\uff0c\u505a\u5c3d\u53ef\u80fd\u5c11\u7684\u4e8b\u3002\u6211\u4eec\u505a\u7684\u8fd9\u4e9b\u4e8b\uff0c\u5982\u679c\u6211\u4eec\u4e0d\u505a\uff0c\u6211\u771f\u7684\u76f8\u4fe1\u5b83\u4eec\u5c31\u4e0d\u4f1a\u53d1\u751f\u3002\u4f46\u4e91\u670d\u52a1\uff1f\u5982\u679c\u6211\u4e0d\u505a\uff0c\u6709\u4eba\u4f1a\u6765\u505a\u7684\u3002<\/strong><\/p>\n<p>\u4ed6\u4e3e\u4e86CoreWeave\u3001Nscale\u3001Nebius\u7b49\u201c\u65b0\u4e91\u201d\u4f5c\u4e3a\u4f8b\u5b50\u2014\u2014\u8fd9\u4e9b\u516c\u53f8\u82e5\u6ca1\u6709\u82f1\u4f1f\u8fbe\u7684\u65e9\u671f\u6295\u8d44\u548c\u652f\u6301\uff0c\u6839\u672c\u4e0d\u4f1a\u5b58\u5728\u3002<strong>\u4f46\u82f1\u4f1f\u8fbe\u7684\u4ecb\u5165\u662f\u201c\u8ba9\u751f\u6001\u7e41\u8363\u201d\uff0c\u800c\u4e0d\u662f\u8f6c\u884c\u505a\u91d1\u878d\u79df\u8d41\u6216\u4e91\u8ba1\u7b97\u8fd0\u8425\u3002<\/strong><\/p>\n<p>\u4ed6\u5bf9\u4e8e\u201c\u4e0d\u6311\u8d62\u5bb6\u201d\u4e5f\u6709\u660e\u786e\u8868\u6001\uff1a\u201c\u5f53\u6211\u6295\u8d44\u5176\u4e2d\u4e00\u5bb6\uff0c\u6211\u4f1a\u6295\u8d44\u6240\u6709\u5bb6\u3002\u201d\u7406\u7531\u662f\uff1a\u82f1\u4f1f\u8fbe\u81ea\u5df1\u5f53\u5e74\u572860\u5bb63D\u56fe\u5f62\u516c\u53f8\u4e2d\u51e0\u4e4e\u662f\u88ab\u516c\u8ba4\u201c\u6700\u4e0d\u53ef\u80fd\u6d3b\u4e0b\u6765\u201d\u7684\u4e00\u5bb6\uff0c\u201c\u6211\u6709\u8db3\u591f\u7684\u8c26\u900a\u6765\u8ba4\u8bc6\u5230\u8fd9\u4e00\u70b9\u201d\u3002<\/p>\n<p>\u575a\u5b88\u5356\u94f2\u4eba\u5b9a\u4f4d\uff0cGPU\u5206\u914d\u7edd\u4e0d\u641e\u201c\u4ef7\u9ad8\u8005\u5f97\u201d<\/p>\n<p>\u5728\u4f9b\u9700\u6781\u5ea6\u5931\u8861\u7684\u80cc\u666f\u4e0b\uff0c\u82f1\u4f1f\u8fbe\u5982\u4f55\u5206\u914d\u7d27\u4fcf\u7684GPU\uff1f\u9ec4\u4ec1\u52cb\u660e\u786e\u5426\u8ba4\u4e86\u201c\u4ef7\u9ad8\u8005\u5f97\u201d\u7684\u5e02\u573a\u4f20\u95fb\u3002<\/p>\n<p><strong>\u6211\u4eec\u7edd\u4e0d\u4f1a\u90a3\u6837\u505a\uff0c\u8fd9\u662f\u7cdf\u7cd5\u7684\u5546\u4e1a\u884c\u4e3a\u3002\u4f60\u5b9a\u597d\u4ef7\u683c\uff0c\u7136\u540e\u4eba\u4eec\u51b3\u5b9a\u662f\u5426\u8d2d\u4e70\u3002<\/strong><\/p>\n<p>\u9ec4\u4ec1\u52cb\u89e3\u91ca\u4e86\u82f1\u4f1f\u8fbe\u7684\u5206\u914d\u903b\u8f91\uff1a\u4f18\u5148\u8003\u5bdf\u5ba2\u6237\u7684\u6392\u4ea7\u9884\u6d4b\u548c\u91c7\u8d2d\u8ba2\u5355\uff08PO\uff09\uff0c\u5176\u6b21\u770b\u5ba2\u6237\u6570\u636e\u4e2d\u5fc3\u7684\u5c31\u7eea\u7a0b\u5ea6\uff0c\u6700\u7ec8\u9075\u5faa\u5148\u5230\u5148\u5f97\u7684\u539f\u5219\u3002\u201c\u6211\u66f4\u5e0c\u671b\u6210\u4e3a\u884c\u4e1a\u53ef\u9760\u7684\u57fa\u77f3\u3002\u5982\u679c\u4f60\u4e0b\u8fbe\u4e861000\u4ebf\u7f8e\u5143\u7684AI\u5de5\u5382\u8ba2\u5355\uff0c\u6ca1\u95ee\u9898\uff0c\u5168\u4e16\u754c\u53ea\u6709\u6211\u4eec\u80fd\u7ed9\u4f60\u8fd9\u79cd\u786e\u5b9a\u6027\u627f\u8bfa\u3002\u201d<\/p>\n<p>\u4e0d\u4f1a\u653e\u5f03\u5168\u7403\u7b2c\u4e8c\u5927\u5e02\u573a<\/p>\n<p>\u9488\u5bf9\u5f53\u524d\u7684\u82af\u7247\u51fa\u53e3\u7ba1\u5236\uff0c\u9ec4\u4ec1\u52cb\u4ece\u5546\u4e1a\u4e0e\u6280\u672f\u6807\u51c6\u7684\u89d2\u5ea6\u8868\u8fbe\u4e86\u52a1\u5b9e\u7684\u770b\u6cd5\u3002<\/p>\n<p>\u4ed6\u6307\u51fa\uff0c\u7b97\u529b\u53ea\u662fAI\u4ea7\u4e1a\u7684\u5e95\u5c42\u8f93\u5165\uff0c\u5f53\u53d7\u5230\u7ea6\u675f\u65f6\uff0c\u7ade\u4e89\u5bf9\u624b\u53ef\u4ee5\u901a\u8fc7\u5806\u53e0\u66f4\u591a\u80fd\u6e90\u3001\u4f7f\u7528\u66f4\u591a\u4e0a\u4e00\u4ee3\u82af\u7247\uff0c\u4ee5\u53ca\u4f18\u5316\u7b97\u6cd5\u6765\u5f25\u8865\u786c\u4ef6\u4ee3\u5dee\u3002<\/p>\n<p>\u4ed6\u8868\u793a\uff0c<strong>\u9996\u5148\u8981\u8ba4\u8bc6\u5230\uff1a\u4e2d\u56fd\u5e76\u4e0d\u7f3a\u82af\u7247\u3002<\/strong>\u4ed6\u4eec\u62e5\u6709\u5168\u7403\u9876\u5c16\u7684\u8ba1\u7b97\u673a\u79d1\u5b66\u5bb6\uff0c\u4f17\u6240\u5468\u77e5\uff0c\u8fd9\u4e9bAI\u5b9e\u9a8c\u5ba4\u91cc\u7684AI\u7814\u7a76\u4eba\u5458\u6709\u76f8\u5f53\u5927\u6bd4\u4f8b\u662f\u4e2d\u56fd\u4eba\u3002\u4ed6\u4eec\u62e5\u6709\u5168\u7403\u7ea650%\u7684AI\u7814\u7a76\u4eba\u5458\u3002<\/p>\n<p><strong>\u4ed6\u4eec\u662f\u7ade\u4e89\u5bf9\u624b\uff0c\u6211\u4eec\u5e0c\u671b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u80dc\u51fa\uff0c\u4f46\u6211\u8ba4\u4e3a\u8fdb\u884c\u5bf9\u8bdd\u548c\u7814\u7a76\u4ea4\u6d41\u53ef\u80fd\u662f\u6700\u5b89\u5168\u7684\u505a\u6cd5\u3002\u653e\u5f03\u6574\u4e2a\u5e02\u573a\u4e0d\u4f1a\u8ba9\u7f8e\u56fd\u957f\u671f\u5728\u6280\u672f\u7ade\u8d5b\u4e2d\u5728\u82af\u7247\u5c42\u3001\u8ba1\u7b97\u5806\u6808\u4e2d\u83b7\u80dc\u3002\u8fd9\u662f\u4e00\u4e2a\u4e8b\u5b9e\u3002<\/strong><\/p>\n<p>CUDA\u751f\u6001\u7cfb\u7edf\u4e0e\u98de\u8f6e\u6548\u5e94<\/p>\n<p>\u82f1\u4f1f\u8fbe\u7684\u6838\u5fc3\u7ade\u4e89\u58c1\u5792\u5c31\u662f\u6210\u719f\u7684\u5f00\u53d1\u8005\u751f\u6001\uff0cGPU\u5168\u7403\u88c5\u673a\u91cf\u8fbe\u5230\u6570\u4ebf\u7ea7\u522b\uff0c\u5e94\u7528\u573a\u666f\u5b9e\u73b0\u5168\u9762\u8986\u76d6\u3002<\/p>\n<p>\u884c\u4e1a\u53d1\u5c55\u98de\u8f6e\u6548\u5e94\u6e05\u6670\uff0c\u4f9d\u9760\u6700\u5927\u7684\u88c5\u673a\u91cf\u3001\u53ef\u7f16\u7a0b\u7684\u67b6\u6784\u3001\u4e30\u5bcc\u7684\u751f\u6001\u4f53\u7cfb\u4ee5\u53ca\u5168\u7403\u6d77\u91cf\u7684AI\u516c\u53f8\uff0c\u5f62\u6210\u5f3a\u52b2\u53d1\u5c55\u52a8\u529b\u3002\u518d\u52a0\u4e0a\u6027\u4ef7\u6bd4\u3001\u80fd\u6548\u3001\u5ba2\u6237\u57fa\u6570\u5747\u5904\u4e8e\u5168\u7403\u9886\u5148\u5730\u4f4d\uff0c\u8fdb\u4e00\u6b65\u63a8\u52a8\u53d1\u5c55\u98de\u8f6e\u6301\u7eed\u8fd0\u8f6c\u3002<\/p>\n<p>\u67b6\u6784\u4f18\u52bf\u4e0e\u4ea7\u54c1\u8def\u7ebf\u56fe<\/p>\n<p>\u9ec4\u4ec1\u52cb\u8868\u793a\uff0c\u4f20\u7edf\u6469\u5c14\u5b9a\u5f8b\u6bcf\u5e74\u6027\u80fd\u589e\u957f\u7ea625%\uff0c\u60f3\u8981\u5b9e\u73b010\u5230100\u500d\u7684\u6027\u80fd\u98de\u8dc3\uff0c\u5fc5\u987b\u4f9d\u9760\u7b97\u6cd5\u4e0e\u8ba1\u7b97\u67b6\u6784\u7684\u53cc\u91cd\u9769\u65b0\u3002Blackwell\u67b6\u6784\u7684\u80fd\u6548\u76f8\u6bd4Hopper\u67b6\u6784\u63d0\u534750\u500d\uff0c\u8fd9\u4e00\u6210\u679c\u7edd\u975e\u5355\u7eaf\u4f9d\u9760\u6676\u4f53\u7ba1\u8fdb\u6b65\u5c31\u80fd\u5b9e\u73b0\uff0c\u67b6\u6784\u4f18\u5316\u4e0e\u8ba1\u7b97\u673a\u79d1\u5b66<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%9b%e6%96%b0\" title=\"View all posts in \u521b\u65b0\" target=\"_blank\" class=\"tag_link\">\u521b\u65b0<\/a>\u624d\u662f\u6838\u5fc3\u5173\u952e\u3002\u8be5\u67b6\u6784\u652f\u6301\u5168\u6d41\u7a0b\u53ef\u7f16\u7a0b\u4ee5\u53ca\u5168\u6808\u534f\u540c\u8bbe\u8ba1\uff0c\u4f9d\u6258NVLink\u3001Spectrum-X\u6280\u672f\u5b9e\u73b0\uff0c\u6ca1\u6709CUDA\u751f\u6001\u6839\u672c\u65e0\u6cd5\u5b8c\u6210\u3002<\/p>\n<p>\u5bf9\u4e8e\u4ea7\u54c1\u8def\u7ebf\u56fe\u4e0e\u53d1\u5e03\u8282\u594f\u3002\u9ec4\u4ec1\u52cb\u900f\u9732\uff0c\u82f1\u4f1f\u8fbe\u4ea7\u54c1\u4f1a\u4fdd\u6301\u5e74\u5ea6\u7a33\u5b9a\u8fed\u4ee3\uff0c<strong>\u4eceVera Rubin\u5230Vera Rubin Ultra\uff0c\u518d\u5230Feynman\uff0c\u6bcf\u5e74\u90fd\u4f1a\u63a8\u51fa\u7a33\u5b9a\u5347\u7ea7\u7684\u65b0\u54c1\u3002\u540c\u65f6\u6211\u4eec\u662f\u5168\u7403\u552f\u4e00\u4e00\u5bb6\uff0c\u80fd\u591f\u627f\u63a5\u4ece1000\u4e07\u7f8e\u5143\u52301000\u4ebf\u7f8e\u5143\u4efb\u610f\u89c4\u6a21AI\u7b97\u529b\u8ba2\u5355\u7684\u4f01\u4e1a\u3002<\/strong><\/p>\n<p><img data-lazyload=\"https:\/\/x0.ifengimg.com\/res\/2026\/ABC3941EB87149E7B6AFF6EC438BB0B93D097F85_size26_w640_h406.jpg\" src=\"https:\/\/tech.ifeng.com\/c\/data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\"display:block; margin-left:auto; margin-right:auto\" alt=\"\u9ec4\u4ec1\u52cb\u4eb2\u81ea\u201c\u5b9a\u4e49\u201d\u82f1\u4f1f\u8fbe\uff1a\u5c06\u201c\u7535\u5b50\u201d\u8f6c\u4e3a\u201cToken\u201d\u7684\u8f6c\u6362\u5668\"  \/><\/p>\n<p>\u8bbf\u8c08\u6587\u5b57\u5b9e\u5f55\uff08\u7565\u6709\u5220\u51cf\uff09<\/p>\n<p>\u7ae0\u8282\u76ee\u5f55<\/p>\n<p>\uff0800:00:00\uff09 \u82f1\u4f1f\u8fbe\u6700\u5927\u7684\u62a4\u57ce\u6cb3\uff0c\u662f\u5426\u5728\u4e8e\u5bf9\u7a00\u7f3a\u4f9b\u5e94\u94fe\u7684\u638c\u63a7\uff1f<\/p>\n<p>\uff0800:16:25\uff09 TPU\u80fd\u5426\u6253\u7834\u82f1\u4f1f\u8fbe\u5bf9AI\u7b97\u529b\u7684\u5784\u65ad\uff1f<\/p>\n<p>\uff0800:41:06\uff09 \u82f1\u4f1f\u8fbe\u4e3a\u4f55\u4e0d\u8f6c\u578b\u4e3a\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\uff1f<\/p>\n<p>\uff0801:35:06\uff09 \u82f1\u4f1f\u8fbe\u4e3a\u4f55\u4e0d\u540c\u65f6\u5f00\u53d1\u591a\u79cd\u4e0d\u540c\u7684\u82af\u7247\u67b6\u6784\uff1f<\/p>\n<p>00:00:00\u2014\u2014\u82f1\u4f1f\u8fbe\u6700\u5927\u7684\u62a4\u57ce\u6cb3\uff0c\u662f\u5426\u5728\u4e8e\u5bf9\u7a00\u7f3a\u4f9b\u5e94\u94fe\u7684\u638c\u63a7\uff1f<\/p>\n<p>Dwarkesh Patel \u6211\u4eec\u770b\u5230\u8bb8\u591a\u8f6f\u4ef6\u516c\u53f8\u7684\u4f30\u503c\u5927\u5e45\u4e0b\u8dcc\uff0c\u56e0\u4e3a\u4eba\u4eec\u9884\u671fAI\u5c06\u4f7f\u8f6f\u4ef6\u5546\u54c1\u5316\u3002\u6709\u4e00\u79cd\u53ef\u80fd\u8fc7\u4e8e\u7b80\u5355\u7684\u770b\u6cd5\u662f\uff1a\u82f1\u4f1f\u8fbe\u628aGDS2\u6587\u4ef6\u53d1\u7ed9\u53f0\u79ef\u7535\uff0c\u53f0\u79ef\u7535\u5236\u9020\u903b\u8f91\u82af\u7247\u548c\u4ea4\u6362\u673a\uff0c\u518d\u4e0eSK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u548c\u4e09\u661f\u751f\u4ea7\u7684HBM\u4e00\u8d77\u5c01\u88c5\uff0c\u7136\u540e\u53d1\u5f80\u53f0\u6e7e\u7684ODM\u5382\u5546\u7ec4\u88c5\u6210\u673a\u67b6\u3002\u82f1\u4f1f\u8fbe\u672c\u8d28\u4e0a\u662f\u5728\u505a\u8f6f\u4ef6\uff0c\u800c\u5236\u9020\u7531\u4ed6\u4eba\u5b8c\u6210\u3002\u5982\u679c\u8f6f\u4ef6\u88ab\u5546\u54c1\u5316\uff0c\u82f1\u4f1f\u8fbe\u662f\u5426\u4e5f\u4f1a\u88ab\u5546\u54c1\u5316\uff1f<\/p>\n<p><img data-lazyload=\"https:\/\/x0.ifengimg.com\/res\/2026\/AB92D1003063CBB7D2D2ABD50D62506A3B0D5AC3_size23_w640_h398.jpg\" src=\"https:\/\/tech.ifeng.com\/c\/data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\"display:block; margin-left:auto; margin-right:auto\" alt=\"\u9ec4\u4ec1\u52cb\u4eb2\u81ea\u201c\u5b9a\u4e49\u201d\u82f1\u4f1f\u8fbe\uff1a\u5c06\u201c\u7535\u5b50\u201d\u8f6c\u4e3a\u201cToken\u201d\u7684\u8f6c\u6362\u5668\"  \/><\/p>\n<p>Jensen Huang<strong>\u5f52\u6839\u7ed3\u5e95\uff0c\u603b\u9700\u8981\u6709\u67d0\u79cd\u4e1c\u897f\u628a\u7535\u5b50\u8f6c\u5316\u4e3aToken\u3002\u5c06\u7535\u5b50\u8f6c\u5316\u4e3aToken\uff0c\u5e76\u6301\u7eed\u63d0\u5347Token\u7684\u4ef7\u503c\uff0c\u8fd9\u4ef6\u4e8b\u5f88\u96be\u88ab\u5f7b\u5e95\u5546\u54c1\u5316\u3002<\/strong>\u8fd9\u4e2a\u8f6c\u5316\u8fc7\u7a0b\u672c\u8eab\u5c31\u662f\u4e00\u6bb5\u4e86\u4e0d\u8d77\u7684\u65c5\u7a0b\u2014\u2014\u8ba9\u8fd9\u4e2aToken\u53d8\u5f97\u6709\u4ef7\u503c\uff0c\u5c31\u50cf\u8ba9\u4e00\u4e2a\u5206\u5b50\u6bd4\u53e6\u4e00\u4e2a\u5206\u5b50\u66f4\u73cd\u8d35\uff0c\u8ba9\u4e00\u4e2aToken\u6bd4\u53e6\u4e00\u4e2aToken\u66f4\u73cd\u8d35\u3002\u5176\u4e2d\u6d89\u53ca\u7684\u827a\u672f\u6027\u3001\u5de5\u7a0b\u667a\u6167\u3001\u79d1\u5b66\u539f\u7406\u548c\u521b\u65b0\u53d1\u660e\uff0c\u6211\u4eec\u6b63\u5728\u5b9e\u65f6\u89c1\u8bc1\u8fd9\u4e00\u5207\u7684\u53d1\u751f\u3002\u8fd9\u4e2a\u8f6c\u5316\u8fc7\u7a0b\u3001\u8fd9\u5957\u5236\u9020\u4f53\u7cfb\u3001\u6240\u6709\u7684\u79d1\u5b66\u79ef\u7d2f\uff0c\u8fdc\u672a\u88ab\u6df1\u523b\u7406\u89e3\uff0c\u8fd9\u6bb5\u65c5\u7a0b\u4e5f\u8fdc\u672a\u7ed3\u675f\u3002\u6211\u4e0d\u8ba4\u4e3a\u5546\u54c1\u5316\u4f1a\u53d1\u751f\u3002<\/p>\n<p>\u6211\u4eec\u5f53\u7136\u4f1a\u6301\u7eed\u63d0\u5347\u6548\u7387\u3002\u4f60\u63cf\u8ff0\u95ee\u9898\u7684\u6846\u67b6\uff0c\u6b63\u662f\u6211\u7406\u89e3\u8fd9\u5bb6\u516c\u53f8\u7684\u65b9\u5f0f\uff1a<strong>\u8f93\u5165\u662f\u7535\u5b50\uff0c\u8f93\u51fa\u662fToken\uff0c\u82f1\u4f1f\u8fbe\u5728\u4e2d\u95f4\u3002\u6211\u4eec\u7684\u804c\u8d23\u662f\uff1a\u5728\u5b9e\u73b0\u8fd9\u79cd\u8f6c\u5316\u7684\u8fc7\u7a0b\u4e2d\uff0c\u505a\u4e00\u5207\u5fc5\u8981\u7684\u4e8b\uff0c\u540c\u65f6\u5c3d\u53ef\u80fd\u5c11\u505a\u3002\u6240\u8c13&quot;\u5c3d\u53ef\u80fd\u5c11\u505a&quot;\uff0c\u5c31\u662f\u51e1\u662f\u6211\u4e0d\u9700\u8981\u4eb2\u81ea\u5b8c\u6210\u7684\uff0c\u6211\u90fd\u627e\u5408\u4f5c\u4f19\u4f34\u6765\u505a\uff0c\u7eb3\u5165\u6211\u7684\u751f\u6001\u7cfb\u7edf\u3002<\/strong><\/p>\n<\/p>\n<p>\u5982\u679c\u4f60\u4eca\u5929\u5ba1\u89c6\u82f1\u4f1f\u8fbe\uff0c\u6211\u4eec\u53ef\u80fd\u62e5\u6709\u5168\u7403\u6700\u5927\u7684\u5408\u4f5c\u4f19\u4f34\u751f\u6001\u7cfb\u7edf\uff0c\u4e0a\u6e38\u6709\u4f9b\u5e94\u94fe\uff0c\u4e0b\u6e38\u6709\u6240\u6709\u8ba1\u7b97\u673a\u516c\u53f8\u3001\u5e94\u7528\u5f00\u53d1\u8005\u548c\u6a21\u578b\u521b\u9020\u8005\u3002AI\u662f\u4e00\u5757\u4e94\u5c42\u86cb\u7cd5\uff0c\u6211\u4eec\u5728\u6574\u4e2a\u4e94\u5c42\u90fd\u62e5\u6709\u751f\u6001\u7cfb\u7edf\u3002\u6211\u4eec\u5c3d\u53ef\u80fd\u5c11\u505a\uff0c\u4f46\u6211\u4eec\u5fc5\u987b\u4eb2\u81ea\u5b8c\u6210\u7684\u90a3\u90e8\u5206\uff0c\u6070\u6070\u662f\u6781\u5176\u56f0\u96be\u7684\u4e8b\uff0c\u6211\u4e0d\u8ba4\u4e3a\u90a3\u4f1a\u88ab\u5546\u54c1\u5316\u3002<\/p>\n<p>\u4e8b\u5b9e\u4e0a\uff0c\u6211\u4e5f\u4e0d\u8ba4\u4e3a\u4f01\u4e1a\u8f6f\u4ef6\u516c\u53f8\u6216\u5de5\u5177\u5236\u9020\u5546\u4f1a\u88ab\u5546\u54c1\u5316\u3002\u5982\u4eca\u5927\u591a\u6570\u8f6f\u4ef6\u516c\u53f8\u90fd\u662f\u5de5\u5177\u5236\u9020\u5546\uff0c\u4e5f\u6709\u4e00\u4e9b\u662f\u5de5\u4f5c\u6d41\u7a0b\u7f16\u7801\u7cfb\u7edf\u3002\u4f46\u5c31\u5de5\u5177\u5236\u9020\u5546\u800c\u8a00\uff0cExcel\u662f\u5de5\u5177\uff0cPowerPoint\u662f\u5de5\u5177\uff0cCadence\u505a\u5de5\u5177\uff0cSynopsys\u505a\u5de5\u5177\u2014\u2014\u6211\u770b\u5230\u7684\u524d\u666f\u4e0e\u5f88\u591a\u4eba\u6070\u6070\u76f8\u53cd\u3002\u6211\u8ba4\u4e3aAI\u667a\u80fd\u4f53\u7684\u6570\u91cf\u5c06\u4f1a\u6307\u6570\u7ea7\u589e\u957f\uff0c\u5de5\u5177\u4f7f\u7528\u8005\u7684\u6570\u91cf\u4e5f\u5c06\u6307\u6570\u7ea7\u589e\u957f\uff0c\u5404\u7c7b\u5de5\u5177\u7684\u5b9e\u4f8b\u6570\u91cf\u6781\u6709\u53ef\u80fd\u4f1a\u6025\u901f\u98d9\u5347\u3002<\/p>\n<p>Synopsys Design Compiler\u7684\u5b9e\u4f8b\u6570\u91cf\u5f88\u53ef\u80fd\u4f1a\u6025\u5267\u589e\u52a0\uff0c\u4f7f\u7528\u5e73\u9762\u89c4\u5212\u5668\u3001\u5e03\u5c40\u5de5\u5177\u548c\u8bbe\u8ba1\u89c4\u5219\u68c0\u67e5\u5668\u7684\u667a\u80fd\u4f53\u6570\u91cf\u4e5f\u4f1a\u5982\u6b64\u3002\u5982\u4eca\u6211\u4eec\u53d7\u9650\u4e8e\u5de5\u7a0b\u5e08\u7684\u6570\u91cf\uff0c\u4f46\u5c06\u6765\uff0c\u8fd9\u4e9b\u5de5\u7a0b\u5e08\u5c06\u5f97\u5230\u5927\u6279\u667a\u80fd\u4f53\u7684\u652f\u6301\u3002\u6211\u4eec\u5c06\u4ee5\u524d\u6240\u672a\u6709\u7684\u65b9\u5f0f\u63a2\u7d22\u8bbe\u8ba1\u7a7a\u95f4\uff0c\u800c\u6211\u4eec\u4f7f\u7528\u7684\uff0c\u6b63\u662f\u4eca\u5929\u8fd9\u4e9b\u5de5\u5177\u3002<\/p>\n<p>\u6211\u8ba4\u4e3a\u5de5\u5177\u4f7f\u7528\u7684\u7206\u53d1\u5c06\u63a8\u52a8\u8f6f\u4ef6\u516c\u53f8\u7684\u4ef7\u503c\u98d9\u5347\u3002\u4e4b\u6240\u4ee5\u5c1a\u672a\u53d1\u751f\uff0c\u662f\u56e0\u4e3a\u667a\u80fd\u4f53\u4f7f\u7528\u5de5\u5177\u7684\u80fd\u529b\u8fd8\u4e0d\u591f\u5f3a\u3002\u672a\u6765\uff0c\u8981\u4e48\u8fd9\u4e9b\u516c\u53f8\u81ea\u5df1\u6253\u9020\u667a\u80fd\u4f53\uff0c\u8981\u4e48\u667a\u80fd\u4f53\u672c\u8eab\u8db3\u591f\u5f3a\u5927\uff0c\u80fd\u591f\u8fd0\u7528\u8fd9\u4e9b\u5de5\u5177\u3002\u6211\u8ba4\u4e3a\u4e24\u79cd\u60c5\u51b5\u90fd\u4f1a\u53d1\u751f\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6839\u636e\u4f60\u4eec\u6700\u65b0\u7684\u8d22\u52a1\u6587\u4ef6\uff0c\u82f1\u4f1f\u8fbe\u5728\u6676\u5706\u5382\u3001\u5185\u5b58\u548c\u5c01\u88c5\u65b9\u9762\u7684\u91c7\u8d2d\u627f\u8bfa\u63a5\u8fd11000\u4ebf\u7f8e\u5143\u3002SemiAnalysis\u62a5\u9053\u79f0\uff0c\u8fd9\u7c7b\u91c7\u8d2d\u627f\u8bfa\u603b\u989d\u5c06\u8fbe\u52302500\u4ebf\u7f8e\u5143\u3002\u6709\u4e00\u79cd\u89e3\u8bfb\u8ba4\u4e3a\uff0c\u82f1\u4f1f\u8fbe\u771f\u6b63\u7684\u62a4\u57ce\u6cb3\uff0c\u5728\u4e8e\u4f60\u4eec\u9501\u5b9a\u4e86\u672a\u6765\u591a\u5e74\u6240\u9700\u7684\u7a00\u7f3a\u5143\u5668\u4ef6\u4f9b\u5e94\u3002\u7ade\u4e89\u5bf9\u624b\u6216\u8bb8\u80fd\u505a\u51fa\u4e00\u6b3e\u52a0\u901f\u82af\u7247\uff0c\u4f46\u4ed6\u4eec\u80fd\u62ff\u5230\u6240\u9700\u7684\u5185\u5b58\u6765\u5236\u9020\u5417\uff1f\u80fd\u62ff\u5230\u903b\u8f91\u82af\u7247\u6765\u5236\u9020\u5417\uff1f\u8fd9\u771f\u7684\u662f\u82f1\u4f1f\u8fbe\u672a\u6765\u51e0\u5e74\u6700\u5927\u7684\u62a4\u57ce\u6cb3\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u8fd9\u662f\u6211\u4eec\u80fd\u505a\u3001\u800c\u4ed6\u4eba\u96be\u4ee5\u590d\u5236\u7684\u4e8b\u60c5\u4e4b\u4e00\u3002\u6211\u4eec\u5728\u4e0a\u6e38\u505a\u51fa\u4e86\u5de8\u5927\u627f\u8bfa\uff0c\u6709\u4e9b\u662f\u4f60\u63d0\u5230\u7684\u663e\u6027\u627f\u8bfa\uff0c\u6709\u4e9b\u5219\u662f\u9690\u6027\u7684\u3002\u4e3e\u4e2a\u4f8b\u5b50\uff0c\u4e0a\u6e38\u7684\u8bb8\u591a\u6295\u8d44\uff0c\u662f\u7531\u6211\u4eec\u7684\u4f9b\u5e94\u94fe\u5408\u4f5c\u4f19\u4f34\u4e3b\u52a8\u505a\u51fa\u7684\uff0c\u56e0\u4e3a\u6211\u66fe\u5bf9\u90a3\u4e9bCEO\u4eec\u8bf4\uff1a&quot;\u8ba9\u6211\u544a\u8bc9\u4f60\u8fd9\u4e2a\u884c\u4e1a\u5c06\u4f1a\u6709\u591a\u5927\uff0c\u8ba9\u6211\u89e3\u91ca\u4e3a\u4ec0\u4e48\uff0c\u8ba9\u6211\u548c\u4f60\u4e00\u8d77\u63a8\u6f14\uff0c\u8ba9\u6211\u5c55\u793a\u7ed9\u4f60\u6211\u6240\u770b\u5230\u7684\u672a\u6765\u3002&quot;<\/p>\n<p><strong>\u6b63\u662f\u901a\u8fc7\u8fd9\u4e2a\u544a\u77e5\u3001\u6fc0\u52b1\u3001\u4e0e\u5404\u884c\u4e1a\u4e0a\u6e38CEO\u8fbe\u6210\u5171\u8bc6\u7684\u8fc7\u7a0b\uff0c\u4ed6\u4eec\u613f\u610f\u505a\u51fa\u6295\u8d44\u3002\u4e3a\u4ec0\u4e48\u4ed6\u4eec\u613f\u610f\u4e3a\u6211\u800c\u4e0d\u662f\u4e3a\u522b\u4eba\u6295\u8d44\uff1f\u56e0\u4e3a\u4ed6\u4eec\u77e5\u9053\uff0c\u6211\u6709\u80fd\u529b\u6d88\u5316\u4ed6\u4eec\u7684\u4ea7\u80fd\uff0c\u5e76\u901a\u8fc7\u6211\u7684\u4e0b\u6e38\u6e20\u9053\u9500\u552e\u51fa\u53bb\u3002\u82f1\u4f1f\u8fbe\u7684\u4e0b\u6e38\u4f9b\u5e94\u94fe\u89c4\u6a21\u548c\u4e0b\u6e38\u9700\u6c42\u4f53\u91cf\u5982\u6b64\u5e9e\u5927\uff0c\u6240\u4ee5\u4ed6\u4eec\u624d\u613f\u610f\u5728\u4e0a\u6e38\u6301\u7eed\u6295\u5165\u3002<\/strong><\/p>\n<p>\u770b\u770bGTC\uff0c\u4eba\u4eec\u60ca\u53f9\u4e8e\u5b83\u7684\u89c4\u6a21\u548c\u4e0e\u4f1a\u8005\u7684\u6784\u6210\u2014\u2014\u6574\u4e2aAI\u5b87\u5b99\u6c47\u805a\u4e00\u5802\uff0c\u56e0\u4e3a\u4ed6\u4eec\u5f7c\u6b64\u90fd\u9700\u8981\u89c1\u5230\u5bf9\u65b9\u3002\u6211\u628a\u4ed6\u4eec\u805a\u5728\u4e00\u8d77\uff0c\u8ba9\u4e0b\u6e38\u770b\u5230\u4e0a\u6e38\uff0c\u4e0a\u6e38\u770b\u5230\u4e0b\u6e38\uff0c\u6240\u6709\u4eba\u5171\u540c\u89c1\u8bc1AI\u7684\u8fdb\u6b65\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u4ed6\u4eec\u90fd\u80fd\u4eb2\u773c\u770b\u5230\u90a3\u4e9bAI\u539f\u751f\u516c\u53f8\u3001\u90a3\u4e9b\u6b63\u5728\u6784\u5efa\u7684AI\u521d\u521b\u4f01\u4e1a\uff0c\u4ee5\u53ca\u6240\u6709\u4ee4\u4eba\u632f\u594b\u7684\u53d1\u5c55\uff0c\u4eb2\u8eab\u5370\u8bc1\u6211\u6240\u63cf\u8ff0\u7684\u4e00\u5207\u3002\u6211\u82b1\u4e86\u5927\u91cf\u65f6\u95f4\uff0c\u76f4\u63a5\u6216\u95f4\u63a5\u5730\u8ba9\u6211\u4eec\u7684\u4f9b\u5e94\u94fe\u3001\u5408\u4f5c\u4f19\u4f34\u548c\u751f\u6001\u7cfb\u7edf\uff0c\u4e86\u89e3\u6211\u4eec\u9762\u524d\u7684\u673a\u9047\u3002<\/p>\n<p>\u6709\u4eba\u8bf4\uff0c\u5728\u5927\u591a\u6570\u79d1\u6280\u53d1\u5e03\u4f1a\u4e0a\uff0c\u90fd\u662f\u4e00\u4e2a\u63a5\u4e00\u4e2a\u7684\u516c\u544a\uff0c\u4f46\u6211\u4eec\u7684\u53d1\u5e03\u4f1a\u603b\u6709\u4e00\u90e8\u5206\u6709\u4e9b&quot;\u6298\u78e8\u4eba&quot;\uff0c\u56e0\u4e3a\u5b83\u66f4\u50cf\u662f\u5728\u4f20\u6388\u77e5\u8bc6\u3002\u4e8b\u5b9e\u4e0a\uff0c\u8fd9\u6b63\u662f\u6211\u7684\u7528\u610f\u3002\u6211\u9700\u8981\u786e\u4fdd\u6574\u4e2a\u4f9b\u5e94\u94fe\u7684\u4e0a\u4e0b\u6e38\uff0c\u4ee5\u53ca\u6574\u4e2a\u751f\u6001\u7cfb\u7edf\uff0c\u90fd\u7406\u89e3\u5373\u5c06\u5230\u6765\u7684\u662f\u4ec0\u4e48\uff0c\u4e3a\u4ec0\u4e48\u4f1a\u6765\uff0c\u4ec0\u4e48\u65f6\u5019\u4f1a\u6765\uff0c\u89c4\u6a21\u4f1a\u6709\u591a\u5927\uff0c\u5e76\u4e14\u80fd\u591f\u50cf\u6211\u4e00\u6837\u7cfb\u7edf\u5730\u8fdb\u884c\u63a8\u6f14\u3002<\/p>\n<p>\u5173\u4e8e\u4f60\u63cf\u8ff0\u7684\u62a4\u57ce\u6cb3\uff0c\u6211\u4eec\u4e4b\u6240\u4ee5\u80fd\u591f\u4e3a\u672a\u6765\u505a\u597d\u51c6\u5907\uff0c\u662f\u56e0\u4e3a\uff1a<strong>\u5982\u679c\u672a\u6765\u51e0\u5e74\u7684\u89c4\u6a21\u8fbe\u5230\u4e07\u4ebf\u7f8e\u5143\uff0c\u6211\u4eec\u6709\u4f9b\u5e94\u94fe\u6765\u652f\u6491\u5b83\u3002<\/strong>\u6ca1\u6709\u6211\u4eec\u7684\u5f71\u54cd\u529b\u548c\u4e1a\u52a1\u7684\u9ad8\u901f\u8fd0\u8f6c\u2014\u2014\u5c31\u50cf\u73b0\u91d1\u6d41\u5e26\u6765\u4f9b\u5e94\u94fe\u6d41\u52a8\u548c\u4e1a\u52a1\u5468\u8f6c\u2014\u2014\u6ca1\u6709\u4eba\u4f1a\u4e3a\u4e00\u4e2a\u4e1a\u52a1\u5468\u8f6c\u7387\u4f4e\u7684\u67b6\u6784\u4e13\u95e8\u5efa\u8bbe\u4f9b\u5e94\u94fe\u3002\u6211\u4eec\u80fd\u591f\u7ef4\u6301\u8fd9\u79cd\u89c4\u6a21\uff0c\u6070\u6070\u662f\u56e0\u4e3a\u6211\u4eec\u7684\u4e0b\u6e38\u9700\u6c42\u5982\u6b64\u65fa\u76db\uff0c\u800c\u4ed6\u4eec\u770b\u5230\u4e86\u8fd9\u4e00\u5207\uff0c\u542c\u5230\u4e86\u8fd9\u4e00\u5207\uff0c\u4e00\u5207\u90fd\u5386\u5386\u5728\u76ee\u3002\u8fd9\u624d\u4f7f\u6211\u4eec\u5f97\u4ee5\u5728\u5982\u6b64\u89c4\u6a21\u4e0a\u505a\u6210\u4eca\u5929\u80fd\u505a\u7684\u4e8b\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6211\u60f3\u66f4\u5177\u4f53\u5730\u4e86\u89e3\uff0c\u4e0a\u6e38\u4f9b\u5e94\u94fe\u80fd\u5426\u8ddf\u4e0a\u3002\u591a\u5e74\u6765\uff0c\u4f60\u4eec\u7684\u8425\u6536\u4e00\u76f4\u5728\u9010\u5e74\u7ffb\u500d\uff0c\u6bcf\u5e74\u5411\u5168\u7403\u63d0\u4f9b\u7684\u7b97\u529b\u4e5f\u5728\u4ee5\u7ffb\u500d\u4ee5\u4e0a\u7684\u901f\u5ea6\u589e\u957f\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u800c\u4e14\u5728\u5982\u4eca\u8fd9\u4e2a\u89c4\u6a21\u4e0a\u7ee7\u7eed\u7ffb\u500d\uff0c\u662f\u771f\u7684\u4e86\u4e0d\u8d77\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6b63\u662f\u5982\u6b64\u3002\u4f46\u518d\u770b\u903b\u8f91\u82af\u7247\u8fd9\u4e00\u73af\u2014\u2014\u4f60\u4eec\u662f\u53f0\u79ef\u7535N3\u8282\u70b9\u6700\u5927\u7684\u5ba2\u6237\uff0c\u4e5f\u662fN2\u8282\u70b9\u6700\u5927\u5ba2\u6237\u4e4b\u4e00\u3002\u6839\u636eSemiAnalysis\u7684\u6570\u636e\uff0cAI\u4eca\u5e74\u5c06\u5360N3\u4ea7\u80fd\u768460%\uff0c\u660e\u5e74\u5c06\u8fbe\u523086%\u3002\u4f60\u5df2\u7ecf\u662f\u591a\u6570\uff0c\u8fd8\u600e\u4e48\u7ffb\u500d\uff1f\u53c8\u5982\u4f55\u5e74\u590d\u4e00\u5e74\u5730\u6301\u7eed\u4e0b\u53bb\uff1f\u6211\u4eec\u662f\u5426\u5df2\u7ecf\u8fdb\u5165\u4e86\u4e00\u4e2aAI\u7b97\u529b\u589e\u957f\u5fc5\u987b\u56e0\u4e0a\u6e38\u74f6\u9888\u800c\u653e\u7f13\u7684\u9636\u6bb5\uff1f\u4f60\u6709\u6ca1\u6709\u7834\u5c40\u4e4b\u6cd5\uff1f\u5f52\u6839\u7ed3\u5e95\uff0c\u6211\u4eec\u600e\u6837\u624d\u80fd\u6bcf\u5e74\u65b0\u5efa\u4e24\u500d\u7684\u6676\u5706\u5382\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u5728\u67d0\u79cd\u7a0b\u5ea6\u4e0a\uff0c\u77ac\u65f6\u9700\u6c42\u59cb\u7ec8\u5927\u4e8e\u5168\u7403\u7684\u4f9b\u7ed9\u80fd\u529b\u3002\u5728\u4efb\u4f55\u65f6\u523b\uff0c<strong>\u6211\u4eec\u90fd\u53ef\u80fd\u53d7\u9650\u4e8e\u67d0\u4e00\u73af\u8282\u7684\u4ea7\u80fd\u2014\u2014\u6c34\u6696\u5de5\u77ed\u7f3a\u5c31\u662f\u4e2a\u771f\u5b9e\u6848\u4f8b\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p><strong>\u6c34\u6696\u5de5\u8981\u88ab\u9080\u8bf7\u53c2\u52a0\u660e\u5e74\u7684GTC\u4e86\u3002<\/strong><\/p>\n<p>Jensen Huang<\/p>\n<p>\u5176\u5b9e\u8fd9\u662f\u4e2a\u597d\u4e3b\u610f\u3002\u4f46\u77ac\u65f6\u9700\u6c42\u5927\u4e8e\u603b\u4f9b\u7ed9\uff0c\u672c\u8eab\u662f\u4e2a\u597d\u73b0\u8c61\u3002\u4f60\u5e0c\u671b\u8eab\u5904\u4e00\u4e2a\u4f9b\u4e0d\u5e94\u6c42\u7684\u884c\u4e1a\uff0c\u53cd\u8fc7\u6765\u624d\u7cdf\u7cd5\u3002\u5982\u679c\u67d0\u4e2a\u7279\u5b9a\u5143\u5668\u4ef6\u7684\u7f3a\u53e3\u8fc7\u5927\uff0c\u6574\u4e2a\u884c\u4e1a\u5c31\u4f1a\u8702\u62e5\u800c\u81f3\uff0c\u96c6\u4e2d\u653b\u514b\u3002\u4e3e\u4e2a\u4f8b\u5b50\uff0c\u6ce8\u610f\u73b0\u5728\u51e0\u4e4e\u6ca1\u4eba\u518d\u8c08CoWoS\u4e86\u3002<\/p>\n<p>\u539f\u56e0\u5c31\u5728\u4e8e\u8fc7\u53bb\u4e24\u5e74\u6211\u4eec\u5df2\u7ecf\u5168\u529b\u4ee5\u8d74\u3001\u8fde\u7eed\u7ffb\u500d\u5730\u6269\u4ea7\u3002\u5982\u4ecaCoWoS\u7684\u4f9b\u7ed9\u5df2\u7ecf\u76f8\u5f53\u5145\u88d5\u3002\u53f0\u79ef\u7535\u73b0\u5728\u660e\u767d\uff0cCoWoS\u7684\u4f9b\u7ed9\u5fc5\u987b\u4e0e\u903b\u8f91\u82af\u7247\u548c\u5185\u5b58\u7684\u9700\u6c42\u540c\u6b65\u6269\u5f20\uff0c\u5e76\u4ee5\u76f8\u540c\u7684\u8282\u594f\u89c4\u6a21\u5316CoWoS\u53ca\u672a\u6765\u7684\u5c01\u88c5\u6280\u672f\u3002\u8fd9\u662f\u4e00\u5927\u8fdb\u6b65\u2014\u2014\u8fc7\u53bb\u5f88\u957f\u4e00\u6bb5\u65f6\u95f4\uff0cCoWoS\u548cHBM\u5185\u5b58\u90fd\u662f\u76f8\u5f53\u5c0f\u4f17\u7684\u4e13\u4e1a\u54c1\uff0c\u4f46\u5982\u4eca\u5b83\u4eec\u5df2\u7ecf\u662f\u4e3b\u6d41\u8ba1\u7b97\u6280\u672f\uff0c\u6574\u4e2a\u884c\u4e1a\u90fd\u610f\u8bc6\u5230\u4e86\u8fd9\u4e00\u70b9\u3002<\/p>\n<p>\u5f53\u7136\uff0c\u6211\u4eec\u73b0\u5728\u4e5f\u80fd\u5bf9\u66f4\u5e7f\u6cdb\u7684\u4f9b\u5e94\u94fe\u65bd\u52a0\u66f4\u5927\u7684\u5f71\u54cd\u3002AI\u9769\u547d\u4e4b\u521d\uff0c\u6211\u4eca\u5929\u6240\u8bf4\u7684\u8fd9\u4e9b\u8bdd\uff0c\u4e94\u5e74\u524d\u6211\u5c31\u5df2\u7ecf\u5728\u8bf4\u4e86\u3002\u4e00\u4e9b\u4eba\u76f8\u4fe1\u4e86\u5e76\u4ed8\u8bf8\u884c\u52a8\uff0c\u6bd4\u5982Sanjay\u548c\u7f8e\u5149\u56e2\u961f\u3002\u6211\u81f3\u4eca\u6e05\u695a\u5730\u8bb0\u5f97\u90a3\u6b21\u4f1a\u8bae\uff0c\u5f53\u65f6\u6211\u660e\u786e\u8bf4\u660e\u4e86\u5373\u5c06\u53d1\u751f\u4ec0\u4e48\u3001\u4e3a\u4ec0\u4e48\u4f1a\u53d1\u751f\uff0c\u4ee5\u53ca\u5bf9\u4eca\u65e5\u7684\u9884\u5224\u3002\u4ed6\u4eec\u771f\u7684All-in\u4e86\uff0c\u6211\u4eec\u5728LPDDR\u548cHBM\u5185\u5b58\u9886\u57df\u5f00\u5c55\u4e86\u6df1\u5ea6\u5408\u4f5c\uff0c\u4ed6\u4eec\u4e3a\u6b64\u5927\u529b\u6295\u8d44\uff0c\u8fd9\u5bf9\u7f8e\u5149\u6765\u8bf4\u663e\u7136\u662f\u4e00\u6bb5\u975e\u51e1\u7684\u65c5\u7a0b\u3002\u6709\u4e9b\u4eba\u6765\u5f97\u7a0d\u665a\uff0c\u4f46\u73b0\u5728\u4ed6\u4eec\u90fd\u5230\u4f4d\u4e86\u3002<\/p>\n<p>\u6bcf\u4e00\u4e2a\u74f6\u9888\u90fd\u4f1a\u53d7\u5230\u9ad8\u5ea6\u5173\u6ce8\uff0c\u800c\u6211\u4eec\u73b0\u5728\u5df2\u7ecf\u63d0\u524d\u6570\u5e74\u9884\u5224\u4e0b\u4e00\u4e2a\u74f6\u9888\u3002\u6bd4\u5982\uff0c\u8fc7\u53bb\u51e0\u5e74\u6211\u4eec\u5728Lumentum\u3001Coherent\u4ee5\u53ca\u7845\u5149\u5b50\u751f\u6001\u7cfb\u7edf\u4e0a\u7684\u6295\u8d44\uff0c\u4ece\u6839\u672c\u4e0a\u91cd\u5851\u4e86\u4f9b\u5e94\u94fe\u3002\u6211\u4eec\u56f4\u7ed5\u53f0\u79ef\u7535\u6784\u5efa\u4e86\u4e00\u6574\u5957\u4f9b\u5e94\u94fe\uff0c\u4e0e\u4ed6\u4eec\u5408\u4f5c\u63a8\u8fdbCOUPE\u9879\u76ee\uff0c\u53d1\u660e\u4e86\u4e00\u7cfb\u5217\u65b0\u6280\u672f\uff0c\u5e76\u5c06\u8fd9\u4e9b\u4e13\u5229\u6388\u6743\u7ed9\u6574\u4e2a\u4f9b\u5e94\u94fe\uff0c\u4ee5\u4fdd\u6301\u5176\u5f00\u653e\u6027\u3002<\/p>\n<p>\u6211\u4eec\u901a\u8fc7\u53d1\u660e\u65b0\u6280\u672f\u3001\u65b0\u5de5\u827a\u3001\u53cc\u9762\u63a2\u9488\u6d4b\u8bd5\u7b49\u65b0\u578b\u6d4b\u8bd5\u8bbe\u5907\uff0c\u4ee5\u53ca\u6295\u8d44\u4f01\u4e1a\u3001\u5e2e\u52a9\u5176\u6269\u5927\u4ea7\u80fd\u7b49\u65b9\u5f0f\uff0c\u4e3b\u52a8\u5851\u9020\u751f\u6001\u7cfb\u7edf\uff0c\u786e\u4fdd\u4f9b\u5e94\u94fe\u968f\u65f6\u51c6\u5907\u597d\u652f\u6491\u6240\u9700\u7684\u89c4\u6a21\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6709\u4e9b\u74f6\u9888\u4f3c\u4e4e\u6bd4\u5176\u4ed6\u7684\u66f4\u5bb9\u6613\u89e3\u51b3\u3002\u6269\u5927CoWoS\u4ea7\u80fd\uff0c\u5bf9\u6bd4\u6269\u5927\u2014\u2014<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6211\u76f4\u63a5\u8bf4\u6700\u96be\u7684\u90a3\u4e2a\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u662f\u4ec0\u4e48\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6c34\u6696\u5de5\uff0c\u8fd8\u6709\u7535\u5de5\u3002\u8fd9\u4e5f\u662f\u6211\u5bf9&quot;\u672b\u65e5\u8bba\u8005&quot;\u6e32\u67d3\u5de5\u4f5c\u7ec8\u7ed3\u3001\u5927\u89c4\u6a21\u5931\u4e1a\u7684\u8bf4\u6cd5\u611f\u5230\u62c5\u5fe7\u7684\u539f\u56e0\u4e4b\u4e00\u3002\u5982\u679c\u6211\u4eec\u628a\u4eba\u5413\u9000\u51fa\u8f6f\u4ef6\u5de5\u7a0b\u8fd9\u4e2a\u884c\u4e1a\uff0c\u6211\u4eec\u5c31\u4f1a\u9762\u4e34\u8f6f\u4ef6\u5de5\u7a0b\u5e08\u77ed\u7f3a\u7684\u95ee\u9898\u3002\u5341\u5e74\u524d\u4e5f\u6709\u8fc7\u7c7b\u4f3c\u7684\u9884\u8a00\u2014\u2014\u6709\u4e9b\u672b\u65e5\u8bba\u8005\u544a\u8bc9\u5927\u5bb6\uff0c\u65e0\u8bba\u5982\u4f55\u90fd\u4e0d\u8981\u53bb\u505a\u653e\u5c04\u79d1\u533b\u751f\u3002\u4f60\u6216\u8bb8\u8fd8\u80fd\u5728\u7f51\u4e0a\u627e\u5230\u8fd9\u4e9b\u89c6\u9891\uff0c\u58f0\u79f0\u653e\u5c04\u79d1\u4f1a\u662f\u7b2c\u4e00\u4e2a\u6d88\u4ea1\u7684\u804c\u4e1a\uff0c\u4e16\u754c\u5c06\u4e0d\u518d\u9700\u8981\u653e\u5c04\u79d1\u533b\u751f\u3002\u73b0\u5728\u6211\u4eec\u77ed\u7f3a\u7684\u662f\u4ec0\u4e48\uff1f\u6070\u6070\u662f\u653e\u5c04\u79d1\u533b\u751f\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u56de\u5230\u521a\u624d\u5173\u4e8e\u54ea\u4e9b\u4e1c\u897f\u53ef\u4ee5\u6269\u5c55\u3001\u54ea\u4e9b\u4e0d\u80fd\u7684\u8bdd\u9898\u2014\u2014\u903b\u8f91\u82af\u7247\u7684\u4ea7\u91cf\uff0c\u7a76\u7adf\u5982\u4f55\u5b9e\u73b0\u6bcf\u5e74\u7ffb\u500d\uff1f\u5f52\u6839\u7ed3\u5e95\uff0c\u5185\u5b58\u548c\u903b\u8f91\u82af\u7247\u7684\u4ea7\u80fd\u90fd\u53d7\u9650\u4e8eEUV\u5149\u523b\u673a\u3002\u6211\u4eec\u600e\u6837\u624d\u80fd\u6bcf\u5e74\u62e5\u6709\u4e24\u500d\u7684EUV\u673a\u5668\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p><strong>\u8fd9\u4e9b\u90fd\u4e0d\u662f\u77ed\u671f\u5185\u65e0\u6cd5\u5feb\u901f\u6269\u5c55\u7684\u95ee\u9898\u3002\u5728\u4e24\u4e09\u5e74\u5185\u5b8c\u5168\u53ef\u4ee5\u5b9e\u73b0\uff0c\u5173\u952e\u662f\u8981\u6709\u660e\u786e\u7684\u9700\u6c42\u4fe1\u53f7\u3002\u4e00\u65e6\u4f60\u80fd\u9020\u51fa\u4e00\u53f0\uff0c\u5c31\u80fd\u9020\u51fa\u5341\u53f0\uff0c\u9020\u51fa\u5341\u53f0\u5c31\u80fd\u9020\u51fa\u4e00\u767e\u4e07\u53f0\u3002\u8fd9\u4e9b\u4e1c\u897f\u5e76\u4e0d\u96be\u590d\u5236\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4f60\u4f1a\u6df1\u5165\u5230\u4f9b\u5e94\u94fe\u7684\u54ea\u4e2a\u5c42\u7ea7\u53bb\u6c9f\u901a\uff1f\u6bd4\u5982\uff0c\u4f60\u4f1a\u76f4\u63a5\u53bb\u627eASML\u8bf4\uff1a&quot;\u5982\u679c\u4e09\u5e74\u540e\u82f1\u4f1f\u8fbe\u8981\u505a\u5230\u5e74\u8425\u6536\u4e24\u4e07\u4ebf\u7f8e\u5143\uff0c\u6211\u4eec\u9700\u8981\u66f4\u591a\u7684EUV\u5149\u523b\u673a&quot;\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6709\u4e9b\u60c5\u51b5\u9700\u8981\u6211\u4eb2\u81ea\u53bb\u6c9f\u901a\uff0c\u6709\u4e9b\u53ef\u4ee5\u95f4\u63a5\u63a8\u52a8\uff0c\u8fd8\u6709\u4e9b\u2026\u2026\u5982\u679c\u6211\u80fd\u8bf4\u670d\u53f0\u79ef\u7535\uff0cASML\u81ea\u7136\u4e5f\u4f1a\u88ab\u8bf4\u670d\u3002\u6211\u4eec\u9700\u8981\u7740\u773c\u4e8e\u5173\u952e\u7684\u74f6\u9888\u8282\u70b9\u2014\u2014\u800c\u5982\u679c\u53f0\u79ef\u7535\u5df2\u7ecf\u4fe1\u670d\uff0c\u51e0\u5e74\u5185\u5c31\u4f1a\u6709\u5145\u8db3\u7684EUV\u673a\u5668\u3002<\/p>\n<p>\u6211\u7684\u6838\u5fc3\u89c2\u70b9\u662f\uff0c\u4efb\u4f55\u4e00\u4e2a\u74f6\u9888\u7684\u6301\u7eed\u65f6\u95f4\u90fd\u4e0d\u4f1a\u8d85\u8fc7\u4e24\u4e09\u5e74\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6211\u4eec\u6301\u7eed\u5c06\u8ba1\u7b97\u6548\u7387\u63d0\u534710\u500d\u300120\u500d\uff0c\u4eceHopper\u5230Blackwell\u751a\u81f3\u63d0\u5347\u4e8630\u523050\u500d\u3002\u6211\u4eec\u901a\u8fc7CUDA\u7684\u9ad8\u5ea6\u7075\u6d3b\u6027\u6301\u7eed\u63a8\u51fa\u65b0\u7b97\u6cd5\uff0c\u5f00\u53d1\u5404\u79cd\u65b0\u6280\u672f\uff0c\u5728\u6269\u5927\u4ea7\u80fd\u7684\u540c\u65f6\u4e0d\u65ad\u9a71\u52a8\u6548\u7387\u63d0\u5347\u3002\u8fd9\u4e9b\u95ee\u9898\u6211\u90fd\u4e0d\u62c5\u5fc3\u3002\u771f\u6b63\u4ee4\u6211\u5fe7\u8651\u7684\u662f\u6211\u4eec\u4e0b\u6e38\u7684\u95ee\u9898\u2014\u2014\u80fd\u6e90\u653f\u7b56\u963b\u788d\u4e86\u80fd\u6e90\u7684\u53d1\u5c55\uff0c\u800c\u6ca1\u6709\u80fd\u6e90\uff0c\u4ec0\u4e48\u4ea7\u4e1a\u90fd\u5efa\u4e0d\u8d77\u6765\u3002<\/p>\n<p><strong>\u6211\u4eec\u5e0c\u671b\u91cd\u65b0\u5de5\u4e1a\u5316\u7f8e\u56fd\uff0c\u5e0c\u671b\u5e26\u56de\u82af\u7247\u5236\u9020\u3001\u8ba1\u7b97\u673a\u5236\u9020\u548c\u5c01\u88c5\u4ea7\u4e1a\uff0c\u5e0c\u671b\u6784\u5efa\u65b0\u5174\u4ea7\u4e1a\uff0c\u6bd4\u5982\u7535\u52a8<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b1%bd%e8%bd%a6\" title=\"View all posts in \u6c7d\u8f66\" target=\"_blank\" class=\"tag_link\">\u6c7d\u8f66<\/a>\u3001\u673a\u5668\u4eba\u548cAI\u5de5\u5382\u3002\u800c\u8fd9\u4e00\u5207\u90fd\u79bb\u4e0d\u5f00\u80fd\u6e90\uff0c\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u7684\u5efa\u8bbe\u9700\u8981\u5f88\u957f\u65f6\u95f4\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u6269\u5927\u82af\u7247\u4ea7\u80fd\u662f\u4e00\u4e2a\u4e24\u5230\u4e09\u5e74\u7684\u95ee\u9898\uff0c\u6269\u5927CoWoS\u4ea7\u80fd\u4e5f\u662f\u4e24\u5230\u4e09\u5e74\u7684\u95ee\u9898\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6709\u610f\u601d\u3002\u6211\u611f\u89c9\u6709\u4e9b\u5609\u5bbe\u544a\u8bc9\u6211\u7684\u6070\u597d\u76f8\u53cd\uff0c\u4f46\u5728\u8fd9\u4e2a\u95ee\u9898\u4e0a\uff0c\u6211\u81ea\u5df1\u6ca1\u6709\u8db3\u591f\u7684\u4e13\u4e1a\u77e5\u8bc6\u6765\u5224\u65ad\u8c01\u5bf9\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u597d\u5728\u8fd9\u6b21\u4f60\u5728\u548c\u884c\u5bb6\u804a\u3002<\/p>\n<p>00:16:25\u2014\u2014TPU\u80fd\u5426\u6253\u7834\u82f1\u4f1f\u8fbe\u5bf9AI\u7b97\u529b\u7684\u5784\u65ad\uff1f<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u8bf4\u5f97\u5bf9\u3002\u6211\u60f3\u8c08\u8c08\u4f60\u7684\u7ade\u4e89\u5bf9\u624b\u3002\u770b<strong>\u5168\u7403\u6392\u540d\u524d\u4e09\u7684\u6a21\u578b\uff0cClaude\u548cGemini\u8fd9\u4e24\u4e2a\uff0c\u53ef\u4ee5\u8bf4\u90fd\u662f\u5728TPU\u4e0a\u8bad\u7ec3\u7684\u3002\u8fd9\u5bf9\u82f1\u4f1f\u8fbe\u7684\u672a\u6765\u610f\u5473\u7740\u4ec0\u4e48\uff1f<\/strong><\/p>\n<p>Jensen Huang<\/p>\n<p>\u6211\u4eec\u505a\u7684\u662f\u622a\u7136\u4e0d\u540c\u7684\u4e1c\u897f\u3002\u82f1\u4f1f\u8fbe\u505a\u7684\u662f\u52a0\u901f\u8ba1\u7b97\uff0c\u800c\u4e0d\u662f\u5f20\u91cf\u5904\u7406\u5668\u3002\u52a0\u901f\u8ba1\u7b97\u7684\u5e94\u7528\u8303\u56f4\u6781\u4e3a\u5e7f\u6cdb\uff1a\u5206\u5b50\u52a8\u529b\u5b66\u3001\u91cf\u5b50\u8272\u52a8\u529b\u5b66\u3001\u6570\u636e\u5904\u7406\u3001\u6570\u636e\u6846\u67b6\u3001\u7ed3\u6784\u5316\u6570\u636e\u3001\u975e\u7ed3\u6784\u5316\u6570\u636e\u3001\u6d41\u4f53\u52a8\u529b\u5b66\u3001\u7c92\u5b50\u7269\u7406\u2014\u2014\u6b64\u5916\uff0c\u6211\u4eec\u4e5f\u5c06\u5b83\u7528\u4e8eAI\u3002<\/p>\n<p><strong>\u52a0\u901f\u8ba1\u7b97\u7684\u591a\u6837\u6027\u8981\u4e30\u5bcc\u5f97\u591a\u3002<\/strong>\u867d\u7136AI\u662f\u5f53\u4e0b\u6700\u70ed\u95e8\u7684\u8bdd\u9898\uff0c\u5f71\u54cd\u529b\u4e5f\u663e\u800c\u6613\u89c1\uff0c<strong>\u4f46\u8ba1\u7b97\u7684\u5916\u5ef6\u8fdc\u6bd4AI\u5bbd\u5e7f\u3002\u82f1\u4f1f\u8fbe\u4ece\u6839\u672c\u4e0a\u91cd\u65b0\u5b9a\u4e49\u4e86\u8ba1\u7b97\u8303\u5f0f\uff0c\u4ece\u901a\u7528\u8ba1\u7b97\u8f6c\u5411\u52a0\u901f\u8ba1\u7b97\u3002<\/strong>\u6211\u4eec\u7684\u5e02\u573a\u8986\u76d6\u8303\u56f4\uff0c\u8fdc\u8d85\u4efb\u4f55TPU\u6216ASIC\u6240\u80fd\u4f01\u53ca\u7684\u8fb9\u754c\u3002<\/p>\n<p>\u4ece\u6211\u4eec\u7684\u5b9a\u4f4d\u6765\u770b\uff0c<strong>\u82f1\u4f1f\u8fbe\u662f\u552f\u4e00\u4e00\u5bb6\u80fd\u591f\u52a0\u901f\u5404\u7c7b\u5e94\u7528\u7684\u516c\u53f8<\/strong>\uff0c\u6211\u4eec\u62e5\u6709\u5e9e\u5927\u7684\u751f\u6001\u7cfb\u7edf\uff0c\u5404\u7c7b\u6846\u67b6\u548c\u7b97\u6cd5\u90fd\u80fd\u5728\u82f1\u4f1f\u8fbe\u4e0a\u8fd0\u884c\u3002<\/p>\n<p>\u56e0\u4e3a\u6211\u4eec\u7684\u8ba1\u7b97\u5e73\u53f0\u672c\u5c31\u8bbe\u8ba1\u4e3a\u53ef\u4f9b\u4ed6\u4eba\u8fd0\u8425\uff0c\u4efb\u4f55\u8fd0\u8425\u5546\u90fd\u53ef\u4ee5\u76f4\u63a5\u8d2d\u4e70\u6211\u4eec\u7684\u7cfb\u7edf\u3002\u800c\u90a3\u4e9b\u81ea\u7814\u7cfb\u7edf\uff0c\u5219\u5927\u591a\u53ea\u80fd\u81ea\u5df1\u8fd0\u8425\uff0c\u56e0\u4e3a\u5b83\u4eec\u4ece\u672a\u88ab\u8bbe\u8ba1\u6210\u8db3\u591f\u7075\u6d3b\u3001\u53ef\u4f9b\u7b2c\u4e09\u65b9\u8fd0\u8425\u7684\u5f62\u6001\u3002\u6b63\u56e0\u4e3a\u4efb\u4f55\u4eba\u90fd\u53ef\u4ee5\u8fd0\u8425\u6211\u4eec\u7684\u7cfb\u7edf\uff0c\u6211\u4eec\u5f97\u4ee5\u8fdb\u9a7b\u6bcf\u4e00\u6735\u4e91\u2014\u2014\u5305\u62ec\u8c37\u6b4c\u3001\u4e9a\u9a6c\u900a\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%be%ae%e8%bd%af\" title=\"View all posts in \u5fae\u8f6f\" target=\"_blank\" class=\"tag_link\">\u5fae\u8f6f<\/a>Azure\u548cOCI\u3002<\/p>\n<p>\u5982\u679c\u4f60\u60f3\u4ee5\u51fa\u79df\u65b9\u5f0f\u8fd0\u8425\uff0c\u5c31\u9700\u8981\u8de8\u8d8a\u4f17\u591a\u884c\u4e1a\u62e5\u6709\u5e9e\u5927\u7684\u5ba2\u6237\u751f\u6001\u4f5c\u4e3a\u6d88\u5316\u65b9\u3002\u5982\u679c\u4f60\u60f3\u81ea\u5df1\u8fd0\u8425\uff0c\u6211\u4eec\u5b8c\u5168\u6709\u80fd\u529b\u5e2e\u4f60\u5b9e\u73b0\uff0c\u5c31\u50cf\u6211\u4eec\u4e3a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a9%ac%e6%96%af%e5%85%8b\" title=\"View all posts in \u9a6c\u65af\u514b\" target=\"_blank\" class=\"tag_link\">\u9a6c\u65af\u514b<\/a>\u7684xAI\u6240\u505a\u7684\u4e00\u6837\u3002\u800c\u4e14\uff0c\u56e0\u4e3a\u6211\u4eec\u80fd\u591f\u652f\u6301\u4efb\u4f55\u516c\u53f8\u3001\u4efb\u4f55\u884c\u4e1a\u7684\u8fd0\u8425\u8005\uff0c\u4f60\u53ef\u4ee5\u7528\u5b83\u4e3a\u793c\u6765\u8fd9\u6837\u7684\u836f\u4f01\u5efa\u9020\u4e00\u53f0\u8d85\u7ea7\u8ba1\u7b97\u673a\uff0c\u7528\u4e8e\u79d1\u5b66\u7814\u7a76\u548c\u836f\u7269\u53d1\u73b0\uff0c\u5e2e\u52a9\u4ed6\u4eec\u81ea\u4e3b\u8fd0\u8425\uff0c\u5e76\u5c06\u5176\u5e94\u7528\u4e8e\u6574\u4e2a\u836f\u7269\u7814\u53d1\u548c\u751f\u547d\u79d1\u5b66\u9886\u57df\u2014\u2014\u800c\u8fd9\u4e9b\uff0c\u6070\u597d\u90fd\u662f\u6211\u4eec\u80fd\u591f\u52a0\u901f\u7684\u9886\u57df\u3002<\/p>\n<p><strong>\u6709\u5927\u91cfTPU\u6839\u672c\u65e0\u6cd5\u5904\u7406\u7684\u5e94\u7528\u573a\u666f\uff0c\u6211\u4eec\u90fd\u53ef\u4ee5\u8986\u76d6\u3002\u82f1\u4f1f\u8fbe\u5728CUDA\u4e0a\u6784\u5efa\u51fa\u4e86\u51fa\u8272\u7684\u5f20\u91cf\u5904\u7406\u80fd\u529b\uff0c\u540c\u65f6\u4e5f\u6db5\u76d6\u4e86\u6570\u636e\u5904\u7406\u3001\u8ba1\u7b97\u548cAI\u7684\u5b8c\u6574\u751f\u547d\u5468\u671f\u3002\u6211\u4eec\u7684\u5e02\u573a\u673a\u9047\u66f4\u5927\uff0c\u8986\u76d6\u8303\u56f4\u4e5f\u66f4\u5e7f\u3002\u6b63\u56e0\u4e3a\u6211\u4eec\u652f\u6301\u4e16\u754c\u4e0a\u51e0\u4e4e\u6240\u6709\u5e94\u7528\uff0c\u82f1\u4f1f\u8fbe\u7684\u7cfb\u7edf\u53ef\u4ee5\u90e8\u7f72\u5728\u4efb\u4f55\u5730\u65b9\uff0c\u5e76\u4e14\u90fd\u80fd\u627e\u5230\u7528\u6237\uff0c\u8fd9\u662f\u4e00\u79cd\u5b8c\u5168\u4e0d\u540c\u7684\u7ade\u4e89\u683c\u5c40\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u8fd9\u662f\u4e00\u4e2a\u6bd4\u8f83\u957f\u7684\u95ee\u9898\u3002\u4f60\u4eec\u8425\u6536\u60ca\u4eba\uff0c\u4f46\u4f60\u4eec\u4e00\u4e2a\u5b63\u5ea6\u8d5a600\u4ebf\u7f8e\u5143\uff0c\u4e0d\u662f\u9760\u5236\u836f\u6216\u91cf\u5b50\u8ba1\u7b97\uff0c\u800c\u662f\u56e0\u4e3aAI\u662f\u4e00\u9879\u524d\u6240\u672a\u6709\u3001\u4ee5\u524d\u6240\u672a\u6709\u7684\u901f\u5ea6\u589e\u957f\u7684\u6280\u672f\u3002<\/p>\n<p>\u95ee\u9898\u5728\u4e8e\uff0c\u4ec0\u4e48\u624d\u662f\u771f\u6b63\u6700\u6709\u5229\u4e8eAI\u672c\u8eab\u7684\uff1f\u6211\u81ea\u5df1\u6ca1\u6709\u6df1\u5165\u7814\u7a76\u8fc7\uff0c\u4f46\u6211\u7684AI\u7814\u7a76\u5458\u670b\u53cb\u4eec\u8bf4\uff1a&quot;\u5f53\u6211\u7528TPU\u7684\u65f6\u5019\uff0c\u5b83\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u8109\u52a8\u9635\u5217\uff0c\u975e\u5e38\u9002\u5408\u505a\u77e9\u9635\u4e58\u6cd5\uff1b\u800cGPU\u975e\u5e38\u7075\u6d3b\uff0c\u7279\u522b\u9002\u5408\u6709\u5927\u91cf\u5206\u652f\u6216\u4e0d\u89c4\u5219\u5185\u5b58\u8bbf\u95ee\u7684\u60c5\u5f62\u3002&quot;<\/p>\n<p>\u4f46AI\u5230\u5e95\u662f\u4ec0\u4e48\uff1f\u5c31\u662f\u4e00\u904d\u53c8\u4e00\u904d\u3001\u975e\u5e38\u89c4\u5f8b\u5730\u505a\u77e9\u9635\u4e58\u6cd5\u3002\u4f60\u4e0d\u9700\u8981\u4e3a\u7ebf\u7a0b\u8c03\u5ea6\u5668\u6216\u7ebf\u7a0b\u4e0e\u5185\u5b58\u5e93\u4e4b\u95f4\u7684\u5207\u6362\u727a\u7272\u4efb\u4f55\u82af\u7247\u9762\u79ef\u3002\u800cTPU\u6070\u6070\u5c31\u662f\u9488\u5bf9\u8fd9\u4e00\u9700\u6c42\u2014\u2014\u5f53\u524d\u7b97\u529b\u9700\u6c42\u589e\u957f\u6700\u5feb\u7684\u90a3\u90e8\u5206\u2014\u2014\u9ad8\u5ea6\u4f18\u5316\u7684\u3002\u6211\u5f88\u597d\u5947\u4f60\u5bf9\u6b64\u6709\u4f55\u770b\u6cd5\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u77e9\u9635\u4e58\u6cd5\u662fAI\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u4f46\u4e0d\u662f\u5168\u90e8\u3002\u5982\u679c\u4f60\u60f3\u5f00\u53d1\u65b0\u7684\u6ce8\u610f\u529b\u673a\u5236\u3001\u4ee5\u4e0d\u540c\u65b9\u5f0f\u8fdb\u884c\u89e3\u8026\uff0c\u6216\u8005\u53d1\u660e\u5168\u65b0\u7684\u67b6\u6784\u2014\u2014\u6bd4\u5982\u6df7\u5408SSM\u2014\u2014\u4f60\u5c31\u9700\u8981\u4e00\u4e2a\u901a\u7528\u53ef\u7f16\u7a0b\u7684\u67b6\u6784\u3002\u5982\u679c\u4f60\u60f3\u521b\u5efa\u4e00\u4e2a\u878d\u5408\u6269\u6563\u6a21\u578b\u548c\u81ea\u56de\u5f52\u6280\u672f\u7684\u6a21\u578b\uff0c\u4f60\u4e5f\u9700\u8981\u4e00\u4e2a\u901a\u7528\u53ef\u7f16\u7a0b\u7684\u67b6\u6784\u3002\u6211\u4eec\u53ef\u4ee5\u8fd0\u884c\u4f60\u80fd\u60f3\u5230\u7684\u4efb\u4f55\u7b97\u6cd5\uff0c\u8fd9\u6b63\u662f\u6838\u5fc3\u4f18\u52bf\u2014\u2014\u5b83\u8ba9\u65b0\u7b97\u6cd5\u7684\u53d1\u660e\u53d8\u5f97\u66f4\u52a0\u5bb9\u6613\uff0c\u56e0\u4e3a\u5b83\u662f\u4e00\u4e2a\u53ef\u7f16\u7a0b\u7cfb\u7edf\u3002<\/p>\n<p>\u6b63\u662f\u8fd9\u79cd\u53d1\u660e\u65b0\u7b97\u6cd5\u7684\u80fd\u529b\uff0c\u63a8\u52a8\u7740AI\u5982\u6b64\u8fc5\u901f\u5730\u5411\u524d\u6f14\u8fdb\u3002TPU\u548c\u6240\u6709\u5176\u4ed6\u4e1c\u897f\u4e00\u6837\uff0c\u53d7\u5230\u6469\u5c14\u5b9a\u5f8b\u7684\u7ea6\u675f\uff0c\u800c\u6469\u5c14\u5b9a\u5f8b\u6bcf\u5e74\u5e26\u6765\u7684\u63d0\u5347\u5927\u7ea6\u53ea\u670925%\u3002\u60f3\u8981\u5b9e\u73b010\u500d\u4e43\u81f3100\u500d\u7684\u98de\u8dc3\uff0c\u552f\u4e00\u7684\u9014\u5f84\u662f\u6bcf\u5e74\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u7b97\u6cd5\u53ca\u5176\u8ba1\u7b97\u65b9\u5f0f\u3002<\/p>\n<p>\u8fd9\u5c31\u662f\u82f1\u4f1f\u8fbe\u7684\u6839\u672c\u4f18\u52bf\u6240\u5728\u3002\u6211\u4eec\u4e4b\u6240\u4ee5\u80fd\u8ba9Blackwell\u6bd4Hopper\u63d0\u534750\u500d\uff0c\u6b63\u6e90\u4e8e\u6b64\u2014\u2014\u5f53\u6211\u6700\u521d\u5ba3\u5e03Blackwell\u7684\u80fd\u6548\u5c06\u6bd4Hopper\u63d0\u534735\u500d\u65f6\uff0c\u6ca1\u6709\u4eba\u76f8\u4fe1\u3002\u540e\u6765Dylan\u5199\u4e86\u4e00\u7bc7\u6587\u7ae0\uff0c\u8bf4\u6211\u4fdd\u5b88\u4f30\u8ba1\u4e86\uff0c\u5b9e\u9645\u4e0a\u662f50\u500d\u3002\u5355\u9760\u6469\u5c14\u5b9a\u5f8b\u662f\u4e0d\u53ef\u80fd\u505a\u5230\u8fd9\u4e00\u70b9\u7684\u3002\u6211\u4eec\u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\u7684\u65b9\u5f0f\uff0c\u662f\u901a\u8fc7\u65b0\u7684\u6a21\u578b\u67b6\u6784\uff0c\u6bd4\u5982MoE\u2014\u2014\u5b83\u5728\u4e00\u5957\u8ba1\u7b97\u7cfb\u7edf\u4e2d\u5b9e\u73b0\u4e86\u5e76\u884c\u5316\u3001\u89e3\u8026\u548c\u5206\u5e03\u5f0f\u90e8\u7f72\u3002\u5982\u679c\u6ca1\u6709CUDA\u7684\u53ef\u7f16\u7a0b\u6027\u6765\u505a\u5230\u8fd9\u4e00\u70b9\uff0c\u6211\u751a\u81f3\u4e0d\u77e5\u9053\u8be5\u4ece\u54ea\u91cc\u4e0b\u624b\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u8fd9\u89e6\u53ca\u4e86\u4e00\u4e2a\u5173\u4e8e\u82f1\u4f1f\u8fbe\u5ba2\u6237\u7fa4\u7684\u6709\u8da3\u95ee\u9898\u3002\u4f60\u4eec60%\u7684\u8425\u6536\u6765\u81ea\u4e94\u5927\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u3002\u5728\u65e9\u671f\u4e0d\u540c\u7684\u5ba2\u6237\u7fa4\u4f53\u4e2d\u2014\u2014\u6bd4\u5982\u505a\u5b9e\u9a8c\u7684\u6559\u6388\u2014\u2014\u4ed6\u4eec\u9700\u8981CUDA\uff0c\u65e0\u6cd5\u4f7f\u7528\u5176\u4ed6\u52a0\u901f\u5668\uff0c\u53ea\u80fd\u5728CUDA\u4e0a\u8fd0\u884cPyTorch\uff0c\u4f9d\u8d56\u5168\u5957\u4f18\u5316\u3002<\/p>\n<p>\u4f46\u8fd9\u4e9b\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u6709<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" class=\"tag_link\">\u8d44\u6e90<\/a>\u81ea\u5df1\u5199\u5185\u6838\u3002\u4e8b\u5b9e\u4e0a\uff0c\u4e3a\u4e86\u5728\u81ea\u5bb6\u7279\u5b9a\u67b6\u6784\u4e0a\u69a8\u51fa\u6700\u540e5%\u7684\u6027\u80fd\uff0c\u4ed6\u4eec\u4e5f\u4e0d\u5f97\u4e0d\u8fd9\u6837\u505a\u3002Anthropic\u548c\u8c37\u6b4c\u4e3b\u8981\u8fd0\u884c\u81ea\u5bb6\u52a0\u901f\u5668\u548cTPU\u3001Trainium\u3002\u5c31\u7b97\u662f\u4f7f\u7528GPU\u7684OpenAI\uff0c\u4e5f\u6709Triton\u2014\u2014\u56e0\u4e3a\u4ed6\u4eec\u9700\u8981\u81ea\u5df1\u7684\u5185\u6838\u3002\u4ed6\u4eec\u76f4\u63a5\u5199\u5230CUDA C++\u5c42\u9762\uff0c\u4e0d\u7528cuBLAS\u548cNCCL\uff0c\u800c\u662f\u6784\u5efa\u4e86\u4e00\u5957\u53ef\u7f16\u8bd1\u5230\u5176\u4ed6\u52a0\u901f\u5668\u7684\u81ea\u6709\u6280\u672f\u6808\u3002<\/p>\n<p>\u5982\u679c\u4f60\u5927\u90e8\u5206\u7684\u4e3b\u8981\u5ba2\u6237\u90fd\u80fd\u3001\u5e76\u4e14\u786e\u5b9e\u5728\u4e3a\u81ea\u5df1\u7684CUDA\u66ff\u4ee3\u65b9\u6848\uff0cCUDA\u7a76\u7adf\u5728\u591a\u5927\u7a0b\u5ea6\u4e0a\u8fd8\u662f\u8ba9\u524d\u6cbfAI\u5728\u82f1\u4f1f\u8fbe\u4e0a\u53d1\u751f\u7684\u771f\u6b63\u52a8\u56e0\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>CUDA\u662f\u4e00\u4e2a\u5185\u5bb9\u6781\u4e3a\u4e30\u5bcc\u7684\u751f\u6001\u7cfb\u7edf\u3002\u5982\u679c\u4f60\u60f3\u8981\u5728\u4efb\u4f55\u8ba1\u7b97\u673a\u4e0a\u7387\u5148\u6784\u5efa\uff0c\u4f18\u5148\u57fa\u4e8eCUDA\u6765\u5f00\u53d1\uff0c\u662f\u6781\u4e3a\u660e\u667a\u7684\u9009\u62e9\u3002\u56e0\u4e3a\u751f\u6001\u7cfb\u7edf\u5982\u6b64\u4e30\u5bcc\uff0c\u6211\u4eec\u652f\u6301\u6240\u6709\u6846\u67b6\u3002\u5982\u679c\u4f60\u60f3\u521b\u5efa\u81ea\u5b9a\u4e49\u5185\u6838\u2014\u2014\u6211\u4eec\u5bf9Triton\u7684\u8d21\u732e\u4e5f\u662f\u5de8\u5927\u7684\uff0cTriton\u7684\u540e\u7aef\u8574\u542b\u7740\u5927\u91cf\u82f1\u4f1f\u8fbe\u7684\u6280\u672f\u3002<\/p>\n<p>\u6211\u4eec\u5f88\u4e50\u610f\u5e2e\u52a9\u6bcf\u4e00\u4e2a\u6846\u67b6\u53d1\u6325\u5230\u6781\u81f4\u3002\u6846\u67b6\u7684\u79cd\u7c7b\u7e41\u591a\uff1aTriton\u3001vLLM\u3001SGLang\u7b49\u7b49\u3002\u5982\u4eca\u8fd8\u6709\u4e00\u6279\u65b0\u7684\u5f3a\u5316\u5b66\u4e60\u6846\u67b6\u6d8c\u73b0\uff0c\u6bd4\u5982verl\u548cNeMo 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Patel<\/p>\n<p>\u8fd9\u5f88\u6709\u9053\u7406\u3002\u6211\u60f3\u8ffd\u95ee\u7684\u662f\uff0c\u8fd9\u4e9b\u4f18\u52bf\u5bf9\u4f60\u7684\u4e3b\u8981\u5ba2\u6237\u6765\u8bf4\u662f\u5426\u771f\u7684\u4e3e\u8db3\u8f7b\u91cd\u3002\u5728\u5927\u591a\u6570\u60c5\u5f62\u4e0b\uff0c\u771f\u6b63\u6709\u80fd\u529b\u81ea\u5df1\u642d\u5efa\u6574\u5957\u8f6f\u4ef6\u6808\u7684\u4eba\u2014\u2014\u6bd4\u5982\u90a3\u4e9b\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u2014\u2014\u6070\u6070\u8d21\u732e\u4e86\u4f60\u4eec\u5927\u90e8\u5206\u7684\u8425\u6536\u3002<\/p>\n<p>\u5c24\u5176\u662f\u8fdb\u5165\u4e00\u4e2aAI\u8d8a\u6765\u8d8a\u64c5\u957f\u5904\u7406&quot;\u5f3a\u9a8c\u8bc1\u95ed\u73af&quot;\u4efb\u52a1\u7684\u4e16\u754c\u2014\u2014\u6bd4\u5982\u901a\u8fc7\u5f3a\u5316\u5b66\u4e60\u6765\u4f18\u5316\u5185\u6838\u6027\u80fd\uff0c\u56e0\u4e3a\u4f60\u53ef\u4ee5\u5bf9\u7ed3\u679c\u8fdb\u884c\u9a8c\u8bc1\u2014\u2014\u90a3\u4e48\uff0c\u5982\u4f55\u5728\u89c4\u6a21\u5316\u7684\u524d\u63d0\u4e0b\uff0c\u4e3a\u6ce8\u610f\u529b\u673a\u5236\u6216MLP\u5199\u4e00\u4e2a\u5728\u5404\u79cd\u914d\u7f6e\u4e0b\u90fd\u6700\u9ad8\u6548\u7684\u5185\u6838\uff0c\u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u53ef\u9a8c\u8bc1\u7684\u53cd\u9988\u95ed\u73af\u3002<\/p>\n<p>\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u90fd\u80fd\u81ea\u5df1\u5199\u8fd9\u4e9b\u5185\u6838\u3002\u82f1\u4f1f\u8fbe\u5728\u6027\u4ef7\u6bd4\u4e0a\u4f9d\u7136\u5f88\u5f3a\uff0c\u6240\u4ee5\u4ed6\u4eec\u53ef\u80fd\u4ecd\u7136\u503e\u5411\u4e8e\u9009\u62e9\u82f1\u4f1f\u8fbe\u3002\u4f46\u95ee\u9898\u5728\u4e8e\uff0c\u8fd9\u662f\u5426\u4f1a\u53d8\u6210\u4e00\u573a\u5355\u7eaf\u62fc\u89c4\u683c\u7684\u7ade\u4e89\u2014\u2014\u8c01\u5728\u540c\u6837\u7684\u4ef7\u683c\u4e0b\u80fd\u63d0\u4f9b\u66f4\u597d\u7684\u7b97\u529b\u548c\u5185\u5b58\u5e26\u5bbd\uff1f<strong>\u5386\u53f2\u4e0a\u82f1\u4f1f\u8fbe\u4e4b\u6240\u4ee5\u80fd\u591f\u62e5\u6709\u6574\u4e2aAI\u4ea7\u4e1a\u4e2d\u6700\u9ad8\u768470%\u4ee5\u4e0a\u7684\u6bdb\u5229\u7387\u2014\u2014\u6a2a\u8de8\u786c\u4ef6\u548c\u8f6f\u4ef6\u2014\u2014\u6b63\u662f\u51ed\u501fCUDA\u7684\u62a4\u57ce\u6cb3\u3002<\/strong>\u90a3\u4e48\uff0c\u5f53\u4f60\u7684\u5927\u591a\u6570\u4e3b\u8981\u5ba2\u6237\u90fd\u6709\u80fd\u529b\u81ea\u5efa\u66ff\u4ee3\u65b9\u6848\u65f6\uff0c\u4f60\u80fd\u5b88\u4f4f\u8fd9\u6837\u7684\u5229\u6da6\u7387\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6211\u4eec\u6d3e\u9a7b\u5230\u5404\u4e2aAI\u5b9e\u9a8c\u5ba4\u7684\u5de5\u7a0b\u5e08\u6570\u91cf\u4e4b\u591a\uff0c\u4ee4\u4eba\u548b\u820c\u2014\u2014\u4ed6\u4eec\u5c31\u5728\u90a3\u91cc\uff0c\u4e0e\u5b9e\u9a8c\u5ba4\u56e2\u961f\u5e76\u80a9\u5de5\u4f5c\uff0c\u6301\u7eed\u4f18\u5316\u6280\u672f\u6808\u3002\u539f\u56e0\u5f88\u7b80\u5355\uff1a\u6ca1\u6709\u4eba\u6bd4\u6211\u4eec\u66f4\u4e86\u89e3\u81ea\u5df1\u7684\u67b6\u6784\u3002\u8fd9\u4e9b\u67b6\u6784\u5e76\u975e\u50cfCPU\u90a3\u6837\u7684\u901a\u7528\u5e73\u53f0\u3002CPU\u6709\u70b9\u50cf\u4e00\u8f86\u51ef\u8fea\u62c9\u514b\uff0c\u8212\u9002\u3001\u7a33\u5065\uff0c\u6c38\u8fdc\u4e0d\u4f1a\u592a\u5feb\uff0c\u5927\u591a\u6570\u4eba\u5f00\u8d77\u6765\u90fd\u8f7b\u677e\u81ea\u5982\uff0c\u6709\u5de1\u822a\u63a7\u5236\uff0c\u4e00\u5207\u90fd\u5f88\u7b80\u5355\u3002\u4f46\u5728\u5f88\u591a\u5c42\u9762\u4e0a\uff0c\u82f1\u4f1f\u8fbe\u7684GPU\u548c\u52a0\u901f\u5668\u66f4\u50cfF1\u8d5b\u8f66\u2014\u2014\u4ee5\u65f6\u901f160\u516c\u91cc\u9a7e\u9a76\u5b83\u6216\u8bb8\u8c01\u90fd\u80fd\u505a\u5230\uff0c\u4f46\u8981\u771f\u6b63\u628a\u5b83\u63a8\u5230\u6781\u9650\uff0c\u9700\u8981\u76f8\u5f53\u6df1\u539a\u7684\u4e13\u4e1a\u529f\u5e95\u3002\u6211\u4eec\u5927\u91cf\u8fd0\u7528AI\u6765\u6253\u9020\u6211\u4eec\u7684\u5185\u6838\u3002<\/p>\n<p>\u6211\u76f8\u5f53\u786e\u4fe1\uff0c\u6211\u4eec\u5728\u76f8\u5f53\u957f\u7684\u65f6\u95f4\u5185\u4ecd\u7136\u662f\u4e0d\u53ef\u6216\u7f3a\u7684\u3002\u6211\u4eec\u7684\u4e13\u4e1a\u80fd\u529b\u80fd\u5e2e\u52a9AI\u5b9e\u9a8c\u5ba4\u5408\u4f5c\u4f19\u4f34\u8f7b\u677e\u4ece\u6280\u672f\u6808\u4e2d\u69a8\u51fa\u989d\u5916\u76842\u500d\u6027\u80fd\u3002\u6211\u4eec\u7ecf\u5e38\u89c1\u5230\u8fd9\u79cd\u60c5\u51b5\uff1a\u5f53\u6211\u4eec\u5b8c\u6210\u6280\u672f\u6808\u6216\u7279\u5b9a\u5185\u6838\u7684\u4f18\u5316\u4e4b\u540e\uff0c\u4ed6\u4eec\u7684\u6a21\u578b\u52a0\u901f\u4e863\u500d\u30012\u500d\u621650%\u3002\u8fd9\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u6570\u5b57\uff0c\u5c24\u5176\u5f53\u4f60\u8003\u91cf\u5230\u4ed6\u4eec\u5e9e\u5927\u7684\u786c\u4ef6\u89c4\u6a21\u2014\u2014\u90a3\u4e9bHopper\u548cBlackwell\u7684\u96c6\u7fa4\u2014\u2014\u6027\u80fd\u63d0\u5347\u4e24\u500d\uff0c\u5c31\u7b49\u4e8e\u8425\u6536\u7ffb\u500d\uff0c\u76f4\u63a5\u8f6c\u5316\u4e3a\u6536\u5165\u589e\u957f\u3002<\/p>\n<p>\u82f1\u4f1f\u8fbe\u7684\u8ba1\u7b97\u6280\u672f\u6808\u5728\u5168\u7403\u8303\u56f4\u5185\u62e5\u6709\u6700\u4f73\u7684\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u6027\u4ef7\u6bd4\uff0c\u6ca1\u6709\u4f8b\u5916\u3002\u6ca1\u6709\u4efb\u4f55\u4e00\u4e2a\u5e73\u53f0\u80fd\u5411\u6211\u8bc1\u660e\uff0c\u4eca\u5929\u5168\u7403\u5b58\u5728\u6bd4\u6211\u4eec\u66f4\u4f18\u7684\u6027\u80fd\/TCO\u6bd4\u3002\u6ca1\u6709\u4e00\u5bb6\u3002\u4e8b\u5b9e\u4e0a\uff0c\u76f8\u5173\u57fa\u51c6\u6d4b\u8bd5\u516c\u5f00\u6446\u5728\u90a3\u91cc\uff1aDylan\u7684InferenceMAX\u5c31\u5728\u90a3\uff0c\u6240\u6709\u4eba\u90fd\u53ef\u4ee5\u7528\uff0c\u4f46\u6ca1\u6709\u4e00\u5bb6\u2014\u2014TPU\u4e0d\u6765\uff0cTrainium\u4e5f\u4e0d\u6765\u3002<\/p>\n<p>\u6211\u4e00\u76f4\u9f13\u52b1\u4ed6\u4eec\u4f7f\u7528InferenceMAX\uff0c\u6765\u5c55\u793a\u4ed6\u4eec\u51fa\u8272\u7684\u63a8\u7406\u6210\u672c\u3002\u4f46\u8fd9\u5f88\u96be\uff0c\u6ca1\u6709\u4eba\u613f\u610f\u51fa\u73b0\u3002MLPerf\u4e5f\u662f\u5982\u6b64\u3002\u6211\u975e\u5e38\u6b22\u8fceTrainium\u6765\u8bc1\u660e\u4ed6\u4eec\u4e00\u76f4\u5ba3\u79f0\u7684\u90a340%\uff0c\u6211\u4e5f\u5f88\u60f3\u770b\u770bTPU\u5728\u6210\u672c\u4f18\u52bf\u4e0a\u7684\u5b9e\u9645\u8868\u73b0\u3002\u8fd9\u5728\u6211\u770b\u6765\u6beb\u65e0\u9053\u7406\uff0c\u4ece\u7b2c\u4e00\u6027\u539f\u7406\u51fa\u53d1\u6839\u672c\u8bf4\u4e0d\u901a\u3002<\/p>\n<p>\u6240\u4ee5\uff0c\u6211\u8ba4\u4e3a\u6211\u4eec\u4e4b\u6240\u4ee5\u5982\u6b64\u6210\u529f\uff0c\u6839\u672c\u539f\u56e0\u5c31\u5728\u4e8e\u6211\u4eec\u7684TCO\u662f\u6781\u5176\u51fa\u8272\u7684\u3002<strong>\u5176\u6b21\uff0c\u4f60\u8bf460%\u7684\u5ba2\u6237\u662f\u524d\u4e94\u5927\u4e91\u670d\u52a1\u5546\uff0c\u4f46\u5176\u4e2d\u5927\u90e8\u5206\u4e1a\u52a1\u662f\u9762\u5411\u5916\u90e8\u5ba2\u6237\u7684\u3002<\/strong>\u6bd4\u5982\uff0c\u82f1\u4f1f\u8fbe\u5728AWS\u4e0a\u7684\u5927\u90e8\u5206\uff0c\u662f\u4e3a\u5916\u90e8\u5ba2\u6237\u670d\u52a1\u7684\uff0c\u800c\u975eAWS\u81ea\u7528\u3002\u82f1\u4f1f\u8fbe\u5728Azure\u4e0a\u7684\u5ba2\u6237\uff0c\u663e\u7136\u90fd\u662f\u5916\u90e8\u5ba2\u6237\u3002\u5728OCI\u4e0a\u7684\u5ba2\u6237\uff0c\u4e5f\u90fd\u662f\u5916\u90e8\u5ba2\u6237\uff0c\u5e76\u975e\u81ea\u7528\u3002\u4ed6\u4eec\u4e4b\u6240\u4ee5\u504f\u7231\u6211\u4eec\uff0c\u662f\u56e0\u4e3a\u6211\u4eec\u7684\u8986\u76d6\u8303\u56f4\u6781\u5176\u5e7f\u6cdb\uff0c\u80fd\u591f\u4e3a\u4ed6\u4eec\u5e26\u6765\u5168\u7403\u6700\u4f18\u8d28\u7684\u5ba2\u6237\u7fa4\u3002\u8fd9\u4e9b\u516c\u53f8\u90fd\u5efa\u7acb\u5728\u82f1\u4f1f\u8fbe\u4e4b\u4e0a\uff0c\u800c\u539f\u56e0\u6b63\u662f\u6211\u4eec\u65e0\u53ef\u6bd4\u62df\u7684\u8986\u76d6\u9762\u4e0e\u7075\u6d3b\u6027\u3002<\/p>\n<p>\u6240\u4ee5\uff0c<strong>\u6211\u8ba4\u4e3a\u8fd9\u4e2a\u98de\u8f6e\u7684\u8fd0\u8f6c\u903b\u8f91\uff0c\u662f\uff1a\u5b89\u88c5\u57fa\u7840\u3001\u67b6\u6784\u7684\u53ef\u7f16\u7a0b\u6027\u3001\u751f\u6001\u7cfb\u7edf\u7684\u4e30\u5bcc\u6027\uff0c\u4ee5\u53ca\u5168\u7403AI\u516c\u53f8\u7684\u6570\u91cf<\/strong>\u3002\u5982\u4eca\u6709\u6570\u4ee5\u4e07\u8ba1\u7684AI\u516c\u53f8\uff0c\u5982\u679c\u4f60\u662f\u5176\u4e2d\u4e00\u5bb6\uff0c\u4f60\u4f1a\u9009\u62e9\u54ea\u79cd\u67b6\u6784\uff1f\u4f60\u4f1a\u9009\u62e9\u5168\u7403\u6700\u666e\u53ca\u7684\u90a3\u4e2a\u2014\u2014\u6211\u4eec\u662f\u6700\u666e\u53ca\u7684\uff1b\u4f60\u4f1a\u9009\u62e9\u5b89\u88c5\u57fa\u7840\u6700\u5927\u7684\u90a3\u4e2a\u2014\u2014\u6211\u4eec\u62e5\u6709\u6700\u5927\u7684\u5b89\u88c5\u57fa\u7840\uff1b\u4f60\u4f1a\u9009\u62e9\u751f\u6001\u7cfb\u7edf\u6700\u4e30\u5bcc\u7684\u90a3\u4e2a\u3002<\/p>\n<p><strong>\u8fd9\u5c31\u662f\u98de\u8f6e\u3002\u6211\u4eec\u7684\u6bcf\u7f8e\u5143\u7b97\u529b\u6027\u4ef7\u6bd4\u6781\u9ad8\uff0c\u5ba2\u6237\u80fd\u4ee5\u6700\u4f4e\u7684\u6210\u672c\u751f\u4ea7Token\uff1b\u6211\u4eec\u7684\u6bcf\u74e6\u7b97\u529b\u6027\u80fd\u5168\u7403\u6700\u5f3a\u2014\u2014\u5982\u679c\u6211\u4eec\u7684\u5408\u4f5c\u4f19\u4f34\u5efa\u9020\u4e00\u5ea71\u5409\u74e6\u7684\u6570\u636e\u4e2d\u5fc3\uff0c\u8fd91\u5409\u74e6\u5fc5\u987b\u8981\u4ea7\u751f\u6700\u5927\u7684\u8425\u6536\u548cToken\u6570\u91cf\u3002\u4f60\u5e0c\u671b\u5b83\u4ea7\u51fa\u5c3d\u53ef\u80fd\u591a\u7684Token\uff0c\u8ba9\u8fd9\u5ea7\u6570\u636e\u4e2d\u5fc3\u7684\u6536\u76ca\u6700\u5927\u5316\u2014\u2014\u6211\u4eec\u62e5\u6709\u5168\u7403\u6bcf\u74e6Token\u4ea7\u51fa\u6700\u9ad8\u7684\u67b6\u6784\u3002\u6700\u540e\uff0c\u5982\u679c\u4f60\u7684\u76ee\u6807\u662f\u51fa\u79df\u57fa\u7840\u8bbe\u65bd\uff0c\u6211\u4eec\u5728\u5168\u7403\u62e5\u6709\u6700\u591a\u7684\u5ba2\u6237\uff0c\u8fd9\u5c31\u662f\u98de\u8f6e\u5f97\u4ee5\u8fd0\u8f6c\u7684\u539f\u56e0\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6709\u610f\u601d\u3002\u95ee\u9898\u5f52\u6839\u7ed3\u5e95\u662f\uff1a\u5b9e\u9645\u7684\u5e02\u573a\u683c\u5c40\u662f\u600e\u6837\u7684\uff1f\u5373\u4fbf\u6709\u5176\u4ed6\u516c\u53f8\u5b58\u5728\uff0c\u4e5f\u53ef\u4ee5\u5b58\u5728\u4e00\u4e2a\u6570\u4ee5\u4e07\u8ba1\u7684AI\u516c\u53f8\u5927\u81f4\u5747\u7b49\u5730\u5206\u914d\u7b97\u529b\u7684\u4e16\u754c\u3002\u4f46\u5373\u4f7f\u901a\u8fc7\u8fd9\u4e94\u5927\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\uff0c\u771f\u6b63\u4f7f\u7528\u90a3\u4e9b\u7b97\u529b\u7684\uff0c\u4e5f\u662fAnthropic\u3001OpenAI\u4ee5\u53ca\u8fd9\u4e9b\u5927\u578b\u57fa\u7840\u6a21\u578b\u5b9e\u9a8c\u5ba4\u2014\u2014\u5b83\u4eec\u672c\u8eab\u5c31\u6709\u8d44\u6e90\u548c\u80fd\u529b\uff0c\u8ba9\u4e0d\u540c\u7684\u52a0\u901f\u5668\u8dd1\u901a\u81ea\u5df1\u7684\u6a21\u578b\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u4e0d\uff0c\u6211\u8ba4\u4e3a\u4f60\u7684\u524d\u63d0\u662f\u9519\u8bef\u7684\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4e5f\u8bb8\u5427\u3002\u4f46\u8ba9\u6211\u6362\u4e2a\u89d2\u5ea6\u95ee\u4f60\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u56de\u5934\u8bb0\u5f97\u8ba9\u6211\u6765\u7ea0\u6b63\u4f60\u7684\u524d\u63d0\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u597d\u7684\u3002\u8ba9\u6211\u5148\u6362\u4e00\u4e2a\u95ee\u9898\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u4f46\u4e00\u5b9a\u8981\u8bb0\u5f97\u8ba9\u6211\u56de\u6765\u7ea0\u6b63\uff0c\u56e0\u4e3a\u8fd9\u5bf9AI\u592a\u91cd\u8981\u4e86\uff0c\u5bf9\u79d1\u5b66\u7684\u672a\u6765\u592a\u91cd\u8981\u4e86\uff0c\u5bf9\u8fd9\u4e2a\u884c\u4e1a\u7684\u672a\u6765\u592a\u91cd\u8981\u4e86\u3002\u8fd9\u4e2a\u524d\u63d0\u2026\u2026<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u8ba9\u6211\u5148\u628a\u95ee\u9898\u8bf4\u5b8c\uff0c\u7136\u540e\u6211\u4eec\u4e00\u8d77\u6765\u8ba8\u8bba\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u597d\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u5982\u679c\u4f60\u6240\u8bf4\u7684\u8fd9\u4e9b\u5173\u4e8e\u4ef7\u683c\u3001\u6027\u80fd\u3001\u6bcf\u74e6\u6027\u80fd\u7b49\u7b49\u90fd\u662f\u4e8b\u5b9e\uff0c\u4f60\u8ba4\u4e3a\u4e3a\u4ec0\u4e48Anthropic\u5c31\u5728\u51e0\u5929\u524d\u5ba3\u5e03\u4e86\u4e00\u9879\u4e0eBroadcom\u548c\u8c37\u6b4c\u5408\u4f5c\u3001\u6d89\u53ca\u591a\u5409\u74e6\u89c4\u6a21\u3001\u5927\u91cf\u4f7f\u7528TPU\u7684\u8ba1\u7b97\u534f\u8bae\uff1f\u5bf9\u8c37\u6b4c\u6765\u8bf4\uff0cTPU\u663e\u7136\u662f\u4e3b\u6d41\u7b97\u529b\u3002\u6240\u4ee5\u5f53\u6211\u5ba1\u89c6\u8fd9\u4e9b\u5927\u578bAI\u516c\u53f8\u65f6\uff0c\u5b83\u4eec\u7684\u76f8\u5f53\u5927\u4e00\u90e8\u5206\u7b97\u529b\u2026\u2026\u66fe\u7ecf\u5168\u662f\u82f1\u4f1f\u8fbe\uff0c\u4f46\u73b0\u5728\u5df2\u7ecf\u4e0d\u662f\u4e86\u3002\u5982\u679c\u8fd9\u4e9b\u4f18\u52bf\u90fd\u662f\u771f\u5b9e\u5b58\u5728\u7684\uff0c\u90a3\u6211\u5f88\u60f3\u77e5\u9053\uff0c\u4e3a\u4ec0\u4e48\u5b83\u4eec\u4f1a\u9009\u62e9\u5176\u4ed6\u52a0\u901f\u5668\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p><strong>Anthropic\u662f\u4e2a\u7279\u6b8a\u6848\u4f8b\uff0c\u4e0d\u4ee3\u8868\u8d8b\u52bf\u3002\u5982\u679c\u6ca1\u6709Anthropic\uff0cTPU\u7684\u589e\u957f\u4ece\u4f55\u800c\u6765\uff1f\u90a3100%\u662fAnthropic\u5e26\u52a8\u7684\u3002\u5982\u679c\u6ca1\u6709Anthropic\uff0cTrainium\u7684\u589e\u957f\u4ece\u4f55\u800c\u6765\uff1f\u4e5f\u662f100%\u6765\u81eaAnthropic\u3002\u6211\u8ba4\u4e3a\u8fd9\u4e00\u70b9\u5927\u5bb6\u90fd\u76f8\u5f53\u6e05\u695a\u3002\u8fd9\u5e76\u4e0d\u8bf4\u660eASIC\u673a\u4f1a\u904d\u5730\u5f00\u82b1\uff0c\u53ea\u662f\u6070\u597d\u6709Anthropic\u8fd9\u6837\u4e00\u5bb6\u516c\u53f8\u5b58\u5728\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4f46OpenAI\u548cAMD\u6709\u5408\u4f5c\uff0c\u4ed6\u4eec\u4e5f\u5728\u81ea\u7814Titan\u52a0\u901f\u82af\u7247\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u662f\u7684\uff0c\u4f46\u6211\u60f3\u5927\u5bb6\u90fd\u627f\u8ba4\uff0c\u4ed6\u4eec\u4ecd\u7136\u4ee5\u82f1\u4f1f\u8fbe\u4e3a\u4e3b\u3002\u672a\u6765\u6211\u4eec\u8fd8\u4f1a\u4e00\u8d77\u505a\u5f88\u591a\u5de5\u4f5c\u3002\u522b\u4eba\u5c1d\u8bd5\u5176\u4ed6\u65b9\u6848\uff0c\u6211\u5e76\u4e0d\u4ecb\u610f\u3002\u5982\u679c\u4ed6\u4eec\u4e0d\u53bb\u5c1d\u8bd5\uff0c\u53c8\u600e\u4e48\u77e5\u9053\u6211\u4eec\u6709\u591a\u597d\uff1f\u6709\u65f6\u5019\u9700\u8981\u5bf9\u6bd4\u624d\u80fd\u4f53\u4f1a\u5230\u3002\u6211\u4eec\u5fc5\u987b\u6301\u7eed\u8d62\u5f97\u73b0\u6709\u7684\u5730\u4f4d\u3002<\/p>\n<p>\u603b\u4f1a\u6709\u5f88\u591a\u5b8f\u5927\u7684\u58f0\u660e\uff0c\u4f46\u770b\u770b\u6709\u591a\u5c11ASIC\u9879\u76ee\u5df2\u7ecf\u88ab\u53d6\u6d88\u3002\u4ec5\u4ec5\u662f\u6253\u7b97\u9020\u4e00\u5757ASIC\uff0c\u4f60\u8fd8\u5f97\u9020\u51fa\u6bd4\u82f1\u4f1f\u8fbe\u66f4\u597d\u7684\u4e1c\u897f\u3002\u9020\u51fa\u6bd4\u82f1\u4f1f\u8fbe\u66f4\u597d\u7684\u4e1c\u897f\uff0c\u5e76\u4e0d\u90a3\u4e48\u5bb9\u6613\uff0c\u8bf4\u5b9e\u8bdd\uff0c\u5e76\u4e0d\u5bb9\u6613\u3002\u82f1\u4f1f\u8fbe\u5fc5\u7136\u662f\u67d0\u4e2a\u5730\u65b9\u5b58\u5728\u660e\u663e\u77ed\u677f\uff0c\u624d\u80fd\u88ab\u8d85\u8d8a\u3002\u51ed\u501f\u6211\u4eec\u7684\u89c4\u6a21\u548c\u901f\u5ea6\uff0c\u6211\u4eec\u662f\u5168\u4e16\u754c\u552f\u4e00\u4e00\u5bb6\u6bcf\u5e74\u90fd\u5728\u6301\u7eed\u7a81\u7834\u3001\u6bcf\u5e74\u90fd\u6709\u91cd\u5927\u98de\u8dc3\u7684\u516c\u53f8\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6211\u60f3\u4ed6\u4eec\u7684\u903b\u8f91\u662f\uff1a&quot;\u5b83\u4e0d\u9700\u8981\u66f4\u597d\uff0c\u53ea\u8981\u522b\u6bd4\u82f1\u4f1f\u8fbe\u5dee70%\u5c31\u884c&quot;\uff0c\u56e0\u4e3a\u4ed6\u4eec\u5728\u7ed9\u4f60\u4ed870%\u7684\u5229\u6da6\u7387\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p><strong>\u522b\u5fd8\u4e86\uff0cASIC\u7684\u5229\u6da6\u7387\u4e5f\u76f8\u5f53\u9ad8\u3002\u82f1\u4f1f\u8fbe\u7684\u6bdb\u5229\u7387\u6bd4\u5982\u8bf4\u662f70%\uff0cASIC\u7684\u6bdb\u5229\u7387\u5927\u6982\u662f65%\uff0c\u4f60\u771f\u6b63\u7701\u4e0b\u6765\u591a\u5c11\uff1f<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4f60\u662f\u8bf4\u50cfBroadcom\u8fd9\u6837\u7684\u516c\u53f8\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u662f\u554a\u3002\u4f60\u603b\u5f97\u4ed8\u7ed9\u8c01\u3002\u636e\u6211\u6240\u77e5\uff0cASIC\u7684\u5229\u6da6\u7387\u6781\u4e3a\u53ef\u89c2\uff0c\u4ed6\u4eec\u81ea\u5df1\u4e5f\u5fc3\u77e5\u809a\u660e\uff0c\u5bf9\u81ea\u5df1\u51fa\u8272\u7684ASIC\u5229\u6da6\u7387\u76f8\u5f53\u5f15\u4ee5\u4e3a\u8c6a\u3002<\/p>\n<p>\u8bf4\u5230\u4f60\u95ee\u7684&quot;\u4e3a\u4ec0\u4e48&quot;\uff0c\u5f88\u4e45\u4ee5\u524d\uff0c\u6211\u4eec\u5728\u8d22\u52a1\u4e0a\u5c31\u662f\u6ca1\u6709\u80fd\u529b\u8fd9\u6837\u505a\u3002\u5f53\u65f6\uff0c\u6211\u4e5f\u6ca1\u6709\u6df1\u523b\u610f\u8bc6\u5230\uff0c\u6253\u9020\u4e00\u5bb6\u50cfOpenAI\u548cAnthropic\u8fd9\u6837\u7684\u57fa\u7840AI\u5b9e\u9a8c\u5ba4\u6709\u591a\u8270\u96be\uff0c\u4ee5\u53ca\u5b83\u4eec\u9700\u8981\u4f9b\u5e94\u5546\u672c\u8eab\u505a\u51fa\u5de8\u989d\u6295\u8d44\u3002\u6211\u4eec\u5f53\u65f6\u6839\u672c\u6ca1\u6709\u80fd\u529b\u5411Anthropic\u6295\u5165\u6570\u5341\u4ebf\u7f8e\u5143\uff0c\u652f\u6301\u4ed6\u4eec\u4f7f\u7528\u6211\u4eec\u7684\u7b97\u529b\u3002<strong>\u4f46\u8c37\u6b4c\u548cAWS\u505a\u5230\u4e86\u3002\u4ed6\u4eec\u4ece\u4e00\u5f00\u59cb\u5c31\u5927\u529b\u6295\u8d44\uff0c\u6362\u6765\u7684\u662fAnthropic\u4f7f\u7528\u4ed6\u4eec\u7684\u7b97\u529b\u3002\u6211\u4eec\u5f53\u65f6\u771f\u7684\u6ca1\u6709\u90a3\u4e2a\u80fd\u529b\u3002<\/strong><\/p>\n<p>\u6211\u8bf4\u81ea\u5df1\u7684\u5931\u8bef\uff0c\u5728\u4e8e\u6ca1\u6709\u6df1\u523b\u8ba4\u8bc6\u5230\uff1a\u4ed6\u4eec\u5176\u5b9e\u522b\u65e0\u9009\u62e9\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9%e6%8a%95%e8%b5%84\" title=\"View all posts in \u98ce\u9669\u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669\u6295\u8d44<\/a>\u6839\u672c\u4e0d\u53ef\u80fd\u5411\u4e00\u5bb6AI\u5b9e\u9a8c\u5ba4\u6295\u5165\u4e94\u5341\u4ebf\u751a\u81f3\u4e00\u767e\u4ebf\u7f8e\u5143\uff0c\u6307\u671b\u5b83\u6210\u4e3a\u53e6\u4e00\u4e2aAnthropic\u3002\u8fd9\u662f\u6211\u7684\u758f\u6f0f\u3002\u4f46\u5373\u4f7f\u5f53\u65f6\u6211\u770b\u6e05\u695a\u4e86\uff0c\u4ee5\u82f1\u4f1f\u8fbe\u5f7c\u65f6\u7684\u89c4\u6a21\uff0c\u4e5f\u672a\u5fc5\u80fd\u505a\u5230\u3002\u4e0d\u8fc7\u8fd9\u4e2a\u9519\u8bef\u6211\u4e0d\u4f1a\u518d\u72af\u4e86\u3002<\/p>\n<p>\u6211\u5f88\u9ad8\u5174\u80fd\u591f\u6295\u8d44OpenAI\uff0c\u5f88\u9ad8\u5174\u5e2e\u52a9\u4ed6\u4eec\u6269\u5927\u89c4\u6a21\uff0c\u6211\u4e5f\u8ba4\u4e3a\u8fd9\u662f\u5fc5\u987b\u505a\u7684\u4e8b\u3002\u540e\u6765\u5f53Anthropic\u5411\u6211\u4eec\u8d70\u6765\u7684\u65f6\u5019\uff0c\u6211\u4e5f\u5f88\u9ad8\u5174\u6210\u4e3a\u4ed6\u4eec\u7684\u6295\u8d44\u4eba\uff0c\u5e2e\u52a9\u4ed6\u4eec\u6269\u5927\u89c4\u6a21\u3002\u53ea\u662f\u5728\u90a3\u65f6\uff0c\u6211\u4eec\u786e\u5b9e\u6ca1\u6709\u80fd\u529b\u8fd9\u6837\u505a\u3002\u5982\u679c\u53ef\u4ee5\u628a\u4e00\u5207\u5012\u56de\u53bb\u2014\u2014\u5982\u679c\u5f53\u5e74\u82f1\u4f1f\u8fbe\u5c31\u50cf\u4eca\u5929\u8fd9\u4e48\u5927\u2014\u2014\u6211\u4f1a\u6beb\u4e0d\u72b9\u8c6b\u5730\u53bb\u505a\u3002<\/p>\n<p>00:41:06\u2014\u2014\u82f1\u4f1f\u8fbe\u4e3a\u4f55\u4e0d\u8f6c\u578b\u4e3a\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\uff1f<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u8fd9\u5176\u5b9e\u76f8\u5f53\u8010\u4eba\u5bfb\u5473\u3002\u591a\u5e74\u6765\uff0c\u82f1\u4f1f\u8fbe\u4e00\u76f4\u662fAI\u9886\u57df\u8d5a\u94b1\u6700\u591a\u7684\u516c\u53f8\uff0c\u73b0\u5728\u4f60\u4eec\u5f00\u59cb\u628a\u8fd9\u4e9b\u94b1\u6295\u51fa\u53bb\u3002\u636e\u62a5\u9053\uff0c\u4f60\u4eec\u5728OpenAI\u6295\u5165\u4e86\u9ad8\u8fbe300\u4ebf\u7f8e\u5143\uff0c\u5728Anthropic\u6295\u5165\u4e86100\u4ebf\u7f8e\u5143\u3002\u4f46\u5982\u4eca\u5b83\u4eec\u7684\u4f30\u503c\u5df2\u7ecf\u5927\u5e45\u6500\u5347\uff0c\u800c\u4e14\u76f8\u4fe1\u8fd8\u4f1a\u7ee7\u7eed\u4e0a\u6da8\u3002<\/p>\n<p>\u8fd9\u4e48\u591a\u5e74\u6765\uff0c\u5982\u679c\u4f60\u4eec\u4e00\u76f4\u5728\u4e3a\u5b83\u4eec\u63d0\u4f9b\u7b97\u529b\uff0c\u4e5f\u6e05\u695a\u5730\u770b\u5230\u884c\u4e1a\u8d70\u5411\uff0c\u800c\u5b83\u4eec\u7684\u4f30\u503c\u5728\u51e0\u5e74\u524d\u2014\u2014\u6216\u8005\u5c31\u5728\u4e00\u5e74\u524d\u2014\u2014\u8fd8\u53ea\u6709\u4eca\u5929\u7684\u5341\u5206\u4e4b\u4e00\uff0c\u800c\u4f60\u4eec\u53c8\u63e1\u6709\u5927\u91cf\u73b0\u91d1\uff0c\u90a3\u4e48\u5b8c\u5168\u53ef\u4ee5\u6709\u53e6\u4e00\u79cd\u9009\u62e9\uff1a\u8981\u4e48\u82f1\u4f1f\u8fbe\u81ea\u5df1\u6210\u4e3a\u4e00\u5bb6\u57fa\u7840\u6a21\u578b\u5b9e\u9a8c\u5ba4\uff0c\u8981\u4e48\u4ee5\u73b0\u5728\u66f4\u4f4e\u7684\u4f30\u503c\u66f4\u65e9\u505a\u51fa\u8fd9\u4e9b\u6295\u8d44\u3002\u4f60\u4eec\u5b8c\u5168\u6709\u8fd9\u4e2a\u8d22\u529b\u3002\u6240\u4ee5\u6211\u5f88\u60f3\u77e5\u9053\uff0c\u4e3a\u4ec0\u4e48\u6ca1\u6709\u65e9\u70b9\u8fd9\u6837\u505a\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p><strong>\u6211\u4eec\u5728\u80fd\u591f\u505a\u7684\u65f6\u5019\u5c31\u505a\u4e86\u3002\u5728\u6761\u4ef6\u5141\u8bb8\u7684\u90a3\u4e00\u523b\uff0c\u6211\u4eec\u5c31\u884c\u52a8\u4e86\uff1b\u5982\u679c\u80fd\u66f4\u65e9\uff0c\u6211\u4f1a\u66f4\u65e9\u3002\u5728Anthropic\u9700\u8981\u6211\u4eec\u51fa\u624b\u7684\u65f6\u5019\uff0c\u6211\u4eec\u5728\u8d22\u52a1\u4e0a\u548c\u8ba4\u77e5\u4e0a\u90fd\u6ca1\u6709\u51c6\u5907\u597d\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u600e\u4e48\u8bf4\uff1f\u662f\u8d44\u91d1\u95ee\u9898\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u662f\u6295\u8d44\u89c4\u6a21\u7684\u95ee\u9898\u3002\u5f53\u65f6\u6211\u4eec\u4ece\u672a\u5728\u516c\u53f8\u5916\u90e8\u505a\u8fc7\u8fd9\u4e2a\u91cf\u7ea7\u7684\u6295\u8d44\uff0c\u4e5f\u6ca1\u6709\u610f\u8bc6\u5230\u8fd9\u6837\u505a\u662f\u5fc5\u8981\u7684\u3002\u6211\u4e00\u76f4\u4ee5\u4e3a\u4ed6\u4eec\u53ef\u4ee5\u53bb\u627e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u6295\u8d44\uff0c\u5c31\u50cf\u6240\u6709\u516c\u53f8\u90a3\u6837\u3002\u4f46\u4ed6\u4eec\u60f3\u505a\u7684\u4e8b\uff0c\u6839\u672c\u4e0d\u662f\u901a\u8fc7VC\u80fd\u591f\u5b8c\u6210\u7684\u3002OpenAI\u60f3\u505a\u7684\u4e8b\uff0cVC\u4e5f\u505a\u4e0d\u5230\u3002\u8fd9\u4e00\u70b9\u6211\u73b0\u5728\u660e\u767d\u4e86\uff0c\u4f46\u5f53\u65f6\u4e0d\u77e5\u9053\u3002<\/p>\n<p>\u8fd9\u6b63\u662f\u4ed6\u4eec\u7684\u9ad8\u660e\u4e4b\u5904\uff0c\u4e5f\u662f\u4ed6\u4eec\u7684\u667a\u6167\u6240\u5728\u3002\u4ed6\u4eec\u5f53\u65f6\u5c31\u610f\u8bc6\u5230\u5fc5\u987b\u8d70\u8fd9\u6761\u8def\u3002\u6211\u4e3a\u6b64\u611f\u5230\u9ad8\u5174\u3002\u5373\u4f7f\u56e0\u4e3a\u6211\u4eec\u7684\u7f3a\u5e2d\uff0cAnthropic\u4e0d\u5f97\u4e0d\u8f6c\u5411\u5176\u4ed6\u65b9\uff0c\u6211\u4ecd\u7136\u4e3a\u8fd9\u4ef6\u4e8b\u611f\u5230\u5e86\u5e78\u3002Anthropic\u7684\u5b58\u5728\u5bf9\u8fd9\u4e2a\u4e16\u754c\u662f\u4e00\u4ef6\u597d\u4e8b\uff0c\u6211\u771f\u5fc3\u5e0c\u671b\u5b83\u5b58\u5728\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4e0d\u8fc7\u4f60\u4eec\u73b0\u5728\u4ecd\u5728\u5927\u91cf\u8d5a\u94b1\uff0c\u800c\u4e14\u5b63\u5ea6\u5229\u6da6\u8fd8\u5728\u6301\u7eed\u589e\u957f\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u5373\u4fbf\u5982\u6b64\uff0c\u8fd8\u662f\u53ef\u4ee5\u6709\u9057\u61be\u7684\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u90a3\u95ee\u9898\u4ecd\u7136\u5b58\u5728\u3002\u597d\uff0c\u73b0\u5728\u6211\u4eec\u6765\u5230\u4e86\u4eca\u5929\u8fd9\u4e2a\u8282\u70b9\uff0c\u624b\u63e1\u8d8a\u6765\u8d8a\u591a\u7684\u73b0\u91d1\uff0c\u82f1\u4f1f\u8fbe\u63a5\u4e0b\u6765\u5e94\u8be5\u600e\u4e48\u7528\u8fd9\u4e9b\u94b1\uff1f\u6709\u4e00\u79cd\u9009\u62e9\u662f\uff1a\u5982\u4eca\u5df2\u7ecf\u5f62\u6210\u4e86\u4e00\u4e2a\u4e13\u95e8\u5c06\u8d44\u672c\u652f\u51fa\uff08CapEx\uff09\u8f6c\u5316\u4e3a\u8fd0\u8425\u652f\u51fa\uff08OpEx\uff09\u7684\u4e2d\u95f4\u5546\u751f\u6001\u7cfb\u7edf\uff0c\u8fd9\u4e9b\u65b0\u578b\u4e91\u670d\u52a1\u5546\u53ef\u4ee5\u4e3aAI\u5b9e\u9a8c\u5ba4\u63d0\u4f9b\u7b97\u529b\u51fa\u79df\u670d\u52a1\u3002\u56e0\u4e3a\u82af\u7247\u4ef7\u683c\u6602\u8d35\uff0c\u4f46\u5728\u6574\u4e2a\u751f\u547d\u5468\u671f\u5185\u76c8\u5229\u4e30\u539a\uff0c\u800cAI\u6a21\u578b\u4e0d\u65ad\u8fdb\u6b65\uff0c\u4f7f\u5f97\u5b83\u4eec\u751f\u4ea7\u7684Token\u4ef7\u503c\u6301\u7eed\u63d0\u5347\u3002\u8fd9\u4e9b\u82af\u7247\u90e8\u7f72\u6210\u672c\u9ad8\uff0c\u4f46\u82f1\u4f1f\u8fbe\u6709\u94b1\u6765\u627f\u62c5\u8fd9\u7b14CapEx\u3002\u636e\u62a5\u9053\uff0c\u4f60\u4eec\u8fd8\u5728\u4e3aCoreWeave\u63d0\u4f9b\u9ad8\u8fbe63\u4ebf\u7f8e\u5143\u7684\u80cc\u4e66\uff0c\u5e76\u5df2\u6295\u8d4420\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u82f1\u4f1f\u8fbe\u4e3a\u4ec0\u4e48\u4e0d\u81ea\u5df1\u505a\u4e91\u670d\u52a1\uff1f\u4e3a\u4ec0\u4e48\u4e0d\u81ea\u5df1\u6210\u4e3a\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\uff0c\u76f4\u63a5\u51fa\u79df\u8fd9\u4e9b\u7b97\u529b\uff1f\u4f60\u4eec\u6709\u8db3\u591f\u7684\u73b0\u91d1\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p><strong>\u8fd9\u662f\u516c\u53f8\u7684\u7ecf\u8425\u54f2\u5b66\uff0c\u6211\u8ba4\u4e3a\u5b83\u662f\u6b63\u786e\u7684\uff1a\u505a\u4e00\u5207\u5fc5\u8981\u7684\u4e8b\uff0c\u5c3d\u53ef\u80fd\u5c11\u505a\u3002\u8fd9\u610f\u5473\u7740\uff0c\u6211\u4eec\u5728\u6784\u5efa\u8ba1\u7b97\u5e73\u53f0\u8fd9\u4ef6\u4e8b\u4e0a\u6240\u4ed8\u51fa\u7684\u52aa\u529b\uff0c\u5982\u679c\u4e0d\u662f\u6211\u4eec\u6765\u505a\uff0c\u6211\u771f\u8bda\u5730\u76f8\u4fe1\uff0c\u6ca1\u6709\u4eba\u4f1a\u53bb\u505a\u3002\u5982\u679c\u6211\u4eec\u4e0d\u627f\u62c5\u6211\u4eec\u627f\u62c5\u7684\u98ce\u9669\u2014\u2014\u5982\u679c\u6211\u4eec\u6ca1\u6709\u4ee5\u90a3\u6837\u7684\u65b9\u5f0f\u6784\u5efaNVLink\uff0c\u6ca1\u6709\u6784\u5efa\u6574\u4e2a\u6280\u672f\u6808\uff0c\u6ca1\u6709\u6253\u9020\u90a3\u4e2a\u751f\u6001\u7cfb\u7edf\uff0c\u6ca1\u6709\u5728\u4e8c\u5341\u5e74\u91cc\u6301\u7eed\u8015\u8018CUDA\u5e76\u5728\u5927\u90e8\u5206\u65f6\u95f4\u91cc\u5904\u4e8e\u4e8f\u635f\u2014\u2014\u5982\u679c\u6211\u4eec\u5f53\u521d\u6ca1\u6709\u8fd9\u6837\u505a\uff0c\u6ca1\u6709\u4eba\u4f1a\u8fd9\u6837\u505a\u3002<\/strong><\/p>\n<p>\u5982\u679c\u6211\u4eec\u6ca1\u6709\u521b\u5efa\u6240\u6709CUDA-X\u9886\u57df\u4e13\u7528\u5e93\u2014\u2014\u5341\u4e94\u5e74\u524d\u6211\u4eec\u5c31\u5f00\u59cb\u63a8\u8fdb\u9886\u57df\u4e13\u7528\u5e93\u7684\u5efa\u8bbe\uff0c\u56e0\u4e3a\u6211\u4eec\u610f\u8bc6\u5230\u5982\u679c\u4e0d\u8fd9\u6837\u505a\uff0c\u65e0\u8bba\u662f\u5149\u7ebf\u8ffd\u8e2a\u3001\u56fe\u50cf\u751f\u6210\uff0c\u8fd8\u662f\u65e9\u671f\u7684AI\u6a21\u578b\uff0c\u8fd8\u662f\u6570\u636e\u5904\u7406\u3001\u7ed3\u6784\u5316\u6570\u636e\u5904\u7406\u3001\u5411\u91cf\u6570\u636e\u5904\u7406\uff0c\u8fd9\u4e9b\u5e93\u5982\u679c\u4e0d\u662f\u6211\u4eec\u6765\u505a\uff0c\u6ca1\u6709\u4eba\u4f1a\u505a\u3002\u6211\u5bf9\u6b64\u6df1\u4fe1\u4e0d\u7591\u3002\u6211\u4eec\u4e3a\u8ba1\u7b97\u5149\u523b\u521b\u5efa\u4e86cuLitho\u8fd9\u4e2a\u5e93\uff0c\u5982\u679c\u4e0d\u662f\u6211\u4eec\uff0c\u4e5f\u4e0d\u4f1a\u6709\u4eba\u505a\u3002\u6240\u4ee5\uff0c\u5982\u679c\u6211\u4eec\u6ca1\u6709\u505a\u8fd9\u4e9b\u5de5\u4f5c\uff0c\u52a0\u901f\u8ba1\u7b97\u5c31\u4e0d\u4f1a\u53d6\u5f97\u4eca\u5929\u7684\u8fdb\u5c55\u3002<\/p>\n<p><strong>\u8fd9\u4e9b\u4e8b\uff0c\u6211\u4eec\u5e94\u8be5\u505a\u3002\u6211\u4eec\u5e94\u8be5\u5168\u529b\u4ee5\u8d74\uff0c\u503e\u516c\u53f8\u4e4b\u529b\u53bb\u505a\u3002\u4f46\u662f\uff0c\u4e16\u754c\u4e0a\u6709\u5f88\u591a\u4e91\u670d\u52a1\u3002\u5373\u4f7f\u6211\u4eec\u4e0d\u505a\uff0c\u4e5f\u4f1a\u6709\u4eba\u7ad9\u51fa\u6765\u505a\u3002\u6240\u4ee5\uff0c\u9075\u5faa&quot;\u505a\u5fc5\u8981\u7684\u4e8b\u3001\u5c3d\u53ef\u80fd\u5c11\u505a&quot;\u8fd9\u4e00\u54f2\u5b66\uff0c\u6211\u7528\u8fd9\u4e2a\u89c6\u89d2\u5ba1\u89c6\u6211\u505a\u7684\u6bcf\u4e00\u4ef6\u4e8b\u3002<\/strong><\/p>\n<p>\u5177\u4f53\u5230\u4e91\u670d\u52a1\u5546\uff0c\u5982\u679c\u4e0d\u662f\u6211\u4eec\u652f\u6301CoreWeave\u7684\u5b58\u5728\uff0c\u8fd9\u4e9b\u65b0\u578bAI\u4e91\u5c31\u4e0d\u4f1a\u5b58\u5728\u3002\u5982\u679c\u4e0d\u662f\u6211\u4eec\u5e2e\u52a9CoreWeave\u8d77\u6b65\uff0c\u5b83\u4eec\u5c31\u4e0d\u4f1a\u6709\u4eca\u5929\u3002\u5982\u679c\u4e0d\u662f\u6211\u4eec\u652f\u6301Nscale\uff0c\u5b83\u4eec\u4e0d\u4f1a\u8d70\u5230\u4eca\u5929\u3002\u5982\u679c\u4e0d\u662f\u6211\u4eec\u652f\u6301Nebius\uff0c\u5b83\u4eec\u4e5f\u4e0d\u4f1a\u6709\u4eca\u5929\u7684\u6210\u5c31\u3002\u73b0\u5728\u5b83\u4eec\u90fd\u505a\u5f97\u975e\u5e38\u51fa\u8272\u3002<\/p>\n<p>\u8fd9\u662f\u4e00\u4e2a\u6211\u4eec\u5e94\u8be5\u6295\u5165\u7684\u5546\u4e1a\u6a21\u5f0f\u5417\uff1f\u6211\u4eec\u505a\u5fc5\u8981\u7684\u4e8b\uff0c\u5c3d\u53ef\u80fd\u5c11\u505a\u3002\u6211\u4eec\u6295\u8d44\u751f\u6001\u7cfb\u7edf\uff0c\u662f\u56e0\u4e3a\u6211\u5e0c\u671b\u751f\u6001\u7cfb\u7edf\u7e41\u8363\uff0c\u5e0c\u671b\u8fd9\u4e2a\u67b6\u6784\u548cAI\u80fd\u591f\u8fde\u63a5\u5c3d\u53ef\u80fd\u591a\u7684\u884c\u4e1a\u548c\u56fd\u5bb6\uff0c\u8ba9\u6574\u4e2a\u661f\u7403\u90fd\u80fd\u5efa\u7acb\u5728AI\u4e4b\u4e0a\uff0c\u5efa\u7acb\u5728\u7f8e\u56fd\u6280\u672f\u6808\u4e4b\u4e0a\u3002\u8fd9\u6b63\u662f\u6211\u4eec\u8ffd\u6c42\u7684\u613f\u666f\u3002<\/p>\n<p>\u6211\u63d0\u5230\u7684\u53e6\u4e00\u4ef6\u4e8b\u662f\uff0c\u6709\u8fd9\u4e48\u591a\u51fa\u8272\u7684\u57fa\u7840\u6a21\u578b\u516c\u53f8\uff0c\u6211\u4eec\u5c3d\u529b\u6295\u8d44\u6240\u6709\u7684\u516c\u53f8\u3002\u8fd9\u662f\u6211\u4eec\u505a\u4e8b\u7684\u53e6\u4e00\u4e2a\u65b9\u5f0f\uff1a\u4e0d\u6311\u8d62\u5bb6\u3002\u6211\u4eec\u9700\u8981\u652f\u6301\u6240\u6709\u4eba\u3002\u8fd9\u65e2\u662f\u6211\u4eec\u4e50\u4e8e\u505a\u7684\uff0c\u4e5f\u662f\u6211\u4eec\u4e1a\u52a1\u4e0a\u7684\u8feb\u5207\u9700\u8981\u3002\u4f46\u6211\u4eec\u4e5f\u523b\u610f\u4e0d\u53bb\u6311\u8d62\u5bb6\u3002\u6240\u4ee5\u6bcf\u5f53\u6211\u6295\u8d44\u5176\u4e2d\u4e00\u5bb6\uff0c\u6211\u4e5f\u4f1a\u6295\u8d44\u5176\u4ed6\u6240\u6709\u5bb6\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4e3a\u4ec0\u4e48\u4f60\u7279\u522b\u523b\u610f\u5730\u4e0d\u53bb\u6311\u8d62\u5bb6\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p><strong>\u7b2c\u4e00\uff0c\u8fd9\u4e0d\u662f\u6211\u4eec\u7684\u804c\u8d23\u3002\u7b2c\u4e8c\uff0c\u82f1\u4f1f\u8fbe\u521a\u6210\u7acb\u65f6\uff0c\u5e02\u573a\u4e0a\u670960\u5bb63D\u56fe\u5f62\u516c\u53f8\uff0c\u6211\u4eec\u662f\u552f\u4e00\u4e00\u5bb6\u5b58\u6d3b\u4e0b\u6765\u7684\u3002\u5982\u679c\u5f53\u65f6\u6709\u4eba\u8981\u4ece\u8fd960\u5bb6\u91cc\u9884\u6d4b\u8c01\u80fd\u6700\u7ec8\u80dc\u51fa\uff0c\u82f1\u4f1f\u8fbe\u5927\u6982\u4f1a\u6392\u5728\u6700\u4e0d\u53ef\u80fd\u7684\u90a3\u4e00\u68af\u961f\u3002<\/strong><\/p>\n<p>\u8fd9\u662f\u5728\u4f60\u51fa\u751f\u4e4b\u524d\u7684\u4e8b\u4e86\uff0c\u4f46\u82f1\u4f1f\u8fbe\u5f53\u5e74\u7684\u56fe\u5f62\u67b6\u6784\u65b9\u5411\u662f&quot;\u6070\u597d\u8d70\u9519\u4e86&quot;\u2014\u2014\u4e0d\u662f\u7a0d\u5fae\u504f\u4e86\u70b9\uff0c\u800c\u662f\u5b8c\u5168\u8d70\u9519\u4e86\u65b9\u5411\u3002\u6211\u4eec\u4ece\u624e\u5b9e\u7684\u7b2c\u4e00\u6027\u539f\u7406\u51fa\u53d1\u6765\u63a8\u6f14\uff0c\u4f46\u6700\u7ec8\u8d70\u5230\u4e86\u4e00\u4e2a\u9519\u8bef\u7684\u7b54\u6848\uff0c\u5f00\u53d1\u51fa\u4e86\u4e00\u4e2a\u5f00\u53d1\u8005\u51e0\u4e4e\u65e0\u6cd5\u652f\u6301\u7684\u67b6\u6784\uff0c\u770b\u8d77\u6765\u6beb\u65e0\u672a\u6765\u53ef\u8a00\u3002\u5f53\u65f6\u6bcf\u4e2a\u4eba\u90fd\u4f1a\u628a\u6211\u4eec\u6392\u9664\u5728\u5916\u3002\u4f46\u4f60\u770b\uff0c\u6211\u4eec\u5728\u8fd9\u91cc\u3002<\/p>\n<p>\u8fd9\u4efd\u7ecf\u5386\u8ba9\u6211\u6709\u8db3\u591f\u7684\u8c26\u900a\u53bb\u8ba4\u8bc6\u5230\uff1a\u4e0d\u8981\u6311\u8d62\u5bb6\u3002\u8981\u4e48\u653e\u624b\u8ba9\u4ed6\u4eec\u5404\u81ea\u8bc1\u660e\u81ea\u5df1\uff0c\u8981\u4e48\u628a\u6240\u6709\u4eba\u90fd\u6276\u6301\u8d77\u6765\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6709\u4e00\u4ef6\u4e8b\u6211\u6ca1\u660e\u767d\u3002\u4f60\u8bf4\uff0c&quot;\u6211\u4eec\u652f\u6301\u8fd9\u4e9b\u65b0\u578b\u4e91\u670d\u52a1\u5546\uff0c\u5e76\u4e0d\u53ea\u662f\u4e3a\u4e86\u6276\u6301\u4ed6\u4eec\u800c\u6276\u6301\u4ed6\u4eec\u3002&quot;\u4f46\u7d27\u63a5\u7740\u4f60\u53c8\u5217\u4e3e\u4e86\u4e00\u6279\u65b0\u578b\u4e91\u670d\u52a1\u5546\uff0c\u8bf4\u5982\u679c\u6ca1\u6709\u82f1\u4f1f\u8fbe\uff0c\u5b83\u4eec\u5c31\u4e0d\u4f1a\u5b58\u5728\u3002\u8fd9\u4e24\u53e5\u8bdd\u600e\u4e48\u80fd\u5e76\u7acb\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u9996\u5148\uff0c\u4ed6\u4eec\u81ea\u5df1\u8981\u6709\u5b58\u5728\u7684\u610f\u613f\uff0c\u8981\u4e3b\u52a8\u6765\u5bfb\u6c42\u6211\u4eec\u7684\u5e2e\u52a9\u3002\u5f53\u4ed6\u4eec\u6709\u610f\u613f\u5b58\u5728\u3001\u6709\u5546\u4e1a\u8ba1\u5212\u3001\u6709\u4e13\u4e1a\u80fd\u529b\u548c\u70ed\u60c5\uff0c\u4e5f\u5177\u5907\u5fc5\u8981\u7684\u5b9e\u529b\uff0c\u4f46\u5728\u8d77\u6b65\u9636\u6bb5\u9700\u8981\u4e00\u4e9b\u6295\u8d44\u624d\u80fd\u843d\u5730\u65f6\uff0c\u6211\u4eec\u4f1a\u5728\u90a3\u91cc\u3002\u4f46\u6211\u4eec\u7684\u76ee\u6807\u662f\uff0c\u4ed6\u4eec\u7684\u98de\u8f6e\u8d8a\u5feb\u81ea\u8f6c\u8d8a\u597d\u3002<\/p>\n<p>\u4f60\u7684\u95ee\u9898\u662f\uff0c\u6211\u4eec\u662f\u5426\u60f3\u505a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u4e1a\u52a1\uff1f\u7b54\u6848\u662f\u4e0d\u3002\u6709\u4e13\u95e8\u505a\u878d\u8d44\u7684\u673a\u6784\uff0c\u6211\u4eec\u5b81\u613f\u4e0e\u6240\u6709\u8fd9\u4e9b\u673a\u6784\u5408\u4f5c\uff0c\u800c\u4e0d\u662f\u81ea\u5df1\u6210\u4e3a\u4e00\u4e2a\u878d\u8d44\u65b9\u3002\u6211\u4eec\u7684\u76ee\u6807\u662f\u4e13\u6ce8\u4e8e\u6211\u4eec\u6240\u505a\u7684\u4e8b\uff0c\u4fdd\u6301\u5546\u4e1a\u6a21\u5f0f\u7684\u7b80\u6d01\uff0c\u652f\u6301\u6211\u4eec\u7684\u751f\u6001\u7cfb\u7edf\u3002<\/p>\n<p>\u5f53OpenAI\u8fd9\u6837\u7684\u516c\u53f8\u5728<a href=\"https:\/\/www.alphaseek.cn\/?tag=ipo\" title=\"View all posts in IPO\" target=\"_blank\" class=\"tag_link\">IPO<\/a>\u4e4b\u524d\u9700\u8981\u4e09\u767e\u4ebf\u7f8e\u5143\u89c4\u6a21\u7684\u878d\u8d44\uff0c\u800c\u6211\u4eec\u6df1\u4fe1\u4ed6\u4eec\uff0c\u6df1\u4fe1\u4ed6\u4eec\u5df2\u7ecf\u662f\u4e00\u5bb6\u975e\u51e1\u7684\u516c\u53f8\u3001\u5c06\u6765\u4e5f\u5fc5\u7136\u662f\u4e00\u5bb6\u5353\u8d8a\u7684\u516c\u53f8\uff0c\u4e16\u754c\u9700\u8981\u4ed6\u4eec\u5b58\u5728\uff0c\u6211\u4e5f\u9700\u8981\u4ed6\u4eec\u5b58\u5728\uff0c\u4ed6\u4eec\u6709\u5f3a\u52b2\u7684\u53d1\u5c55\u52bf\u5934\uff0c\u90a3\u5c31\u8ba9\u6211\u4eec\u652f\u6301\u4ed6\u4eec\uff0c\u5e2e\u52a9\u4ed6\u4eec\u6269\u5927\u89c4\u6a21\u3002\u8fd9\u6837\u7684\u6295\u8d44\u6211\u4eec\u4f1a\u505a\uff0c\u56e0\u4e3a\u4ed6\u4eec\u9700\u8981\u6211\u4eec\u3002\u4f46\u6211\u4eec\u5e76\u4e0d\u662f\u52aa\u529b\u505a\u5c3d\u53ef\u80fd\u591a\u7684\u4e8b\u2014\u2014\u6211\u4eec\u662f\u505a\u5c3d\u53ef\u80fd\u5c11\u7684\u4e8b\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u8fd9\u4e5f\u8bb8\u662f\u4e2a\u663e\u800c\u6613\u89c1\u7684\u95ee\u9898\uff0c\u4f46\u6211\u4eec\u5df2\u7ecf\u5728\u8fd9\u79cdGPU\u77ed\u7f3a\u7684\u72b6\u6001\u4e0b\u751f\u6d3b\u4e86\u597d\u591a\u5e74\uff0c\u968f\u7740\u6a21\u578b\u4e0d\u65ad\u8fdb\u6b65\uff0c\u8fd9\u79cd\u77ed\u7f3a\u8fd8\u5728\u52a0\u5267\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6211\u4eec\u786e\u5b9e\u9762\u4e34GPU\u77ed\u7f3a\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u662f\u7684\u3002\u82f1\u4f1f\u8fbe\u4ee5\u975e\u5355\u7eaf\u7ade\u4ef7\u65b9\u5f0f\u6765\u5206\u914d\u7a00\u7f3a\u7684\u914d\u989d\uff0c\u800c\u662f\u4f1a\u8bf4\uff1a&quot;\u6211\u4eec\u5e0c\u671b\u786e\u4fdd\u8fd9\u4e9b\u65b0\u578b\u4e91\u670d\u52a1\u5546\u5b58\u6d3b\u4e0b\u53bb\uff0c\u7ed9CoreWeave\u4e00\u4e9b\uff0c\u7ed9Crusoe\u4e00\u4e9b\uff0c\u7ed9Lambda\u4e00\u4e9b\u3002&quot;\u8fd9\u5bf9\u82f1\u4f1f\u8fbe\u6709\u4ec0\u4e48\u597d\u5904\uff1f\u9996\u5148\uff0c\u4f60\u662f\u5426\u8ba4\u540c\u6211\u8fd9\u4e2a&quot;\u5206\u6563\u5e02\u573a&quot;\u7684\u63cf\u8ff0\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u4e0d\u3002\u4e0d\uff0c\u4f60\u7684\u524d\u63d0\u662f\u9519\u7684\u3002\u6211\u4eec\u5bf9\u8fd9\u4e9b\u4e8b\u60c5\u76f8\u5f53\u7528\u5fc3\u3002\u9996\u5148\uff0c\u5982\u679c\u4f60\u4e0d\u4e0b\u91c7\u8d2d\u8ba2\u5355\uff0c\u8bf4\u518d\u591a\u4e5f\u6ca1\u7528\u3002\u5728\u6211\u4eec\u6536\u5230\u91c7\u8d2d\u8ba2\u5355\u4e4b\u524d\uff0c\u6211\u4eec\u80fd\u505a\u4ec0\u4e48\uff1f\u6240\u4ee5\uff0c\u7b2c\u4e00\u4ef6\u4e8b\u662f\u6211\u4eec\u4e0e\u5404\u65b9\u52aa\u529b\u5b8c\u6210\u9884\u6d4b\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u4e1c\u897f\u9700\u8981\u5f88\u957f\u65f6\u95f4\u6765\u5236\u9020\uff0c\u6570\u636e\u4e2d\u5fc3\u7684\u5efa\u8bbe\u4e5f\u9700\u8981\u5f88\u957f\u65f6\u95f4\u3002\u6211\u4eec\u901a\u8fc7\u9884\u6d4b\u6765\u5bf9\u9f50\u4f9b\u9700\u5173\u7cfb\uff0c\u8fd9\u662f\u7b2c\u4e00\u8981\u52a1\u3002<\/p>\n<p>\u7b2c\u4e8c\uff0c\u6211\u4eec\u52aa\u529b\u4e0e\u5c3d\u53ef\u80fd\u591a\u7684\u5408\u4f5c\u4f19\u4f34\u5b8c\u6210\u9884\u6d4b\uff0c\u4f46\u5f52\u6839\u7ed3\u5e95\uff0c\u4f60\u8fd8\u662f\u5fc5\u987b\u4e0b\u8ba2\u5355\u3002\u4e5f\u8bb8\u56e0\u4e3a\u67d0\u79cd\u539f\u56e0\uff0c\u4f60\u6ca1\u6709\u53ca\u65f6\u4e0b\u5355\uff0c\u6211\u80fd\u600e\u4e48\u529e\uff1f\u5230\u4e86\u67d0\u4e2a\u8282\u70b9\uff0c\u5c31\u8981\u5148\u6765\u5148\u5f97\u3002\u4f46\u9664\u6b64\u4e4b\u5916\uff0c\u5982\u679c\u4f60\u56e0\u4e3a\u6570\u636e\u4e2d\u5fc3\u6ca1\u6709\u51c6\u5907\u597d\uff0c\u6216\u8005\u67d0\u4e9b\u7ec4\u4ef6\u8fd8\u6ca1\u5230\u4f4d\uff0c\u6682\u65f6\u65e0\u6cd5\u642d\u5efa\u6570\u636e\u4e2d\u5fc3\uff0c\u6211\u4eec\u53ef\u80fd\u4f1a\u51b3\u5b9a\u5148\u670d\u52a1\u53e6\u4e00\u4e2a\u5ba2\u6237\uff0c\u8fd9\u662f\u4e3a\u4e86\u6700\u5927\u5316\u6211\u4eec\u81ea\u5df1\u5de5\u5382\u7684\u4ea7\u51fa\uff0c\u6211\u4eec\u53ef\u80fd\u4f1a\u505a\u4e00\u4e9b\u8fd9\u6837\u7684\u8c03\u6574\u3002<\/p>\n<p>\u9664\u6b64\u4e4b\u5916\uff0c\u6392\u5e8f\u539f\u5219\u5c31\u662f\u5148\u6765\u5148\u5f97\uff0c\u4f60\u5fc5\u987b\u4e0b\u91c7\u8d2d\u8ba2\u5355\u3002\u5f53\u7136\uff0c\u7f51\u4e0a\u6709\u5404\u79cd\u4f20\u8a00\uff0c\u6bd4\u5982\u90a3\u7bc7\u5173\u4e8eLarry Ellison\u548c\u57c3\u9686&middot;\u9a6c\u65af\u514b\u4e0e\u6211\u5171\u8fdb\u665a\u9910\u3001\u5411\u6211&quot;\u4e5e\u8ba8&quot;GPU\u7684\u6587\u7ae0\u3002\u8fd9\u4ece\u6765\u90fd\u6ca1\u6709\u53d1\u751f\u8fc7\u3002\u6211\u4eec\u786e\u5b9e\u4e00\u8d77\u5403\u4e86\u665a\u996d\uff0c\u90a3\u662f\u4e00\u987f\u5f88\u6109\u5feb\u7684\u665a\u9910\uff0c\u4f46\u4ed6\u4eec\u4ece\u59cb\u81f3\u7ec8\u6ca1\u6709&quot;\u4e5e\u8ba8&quot;\u8fc7GPU\uff0c\u4ed6\u4eec\u53ea\u662f\u4e0b\u4e86\u8ba2\u5355\u800c\u5df2\u3002\u4e00\u65e6\u4ed6\u4eec\u4e0b\u4e86\u8ba2\u5355\uff0c\u6211\u4eec\u5c31\u4f1a\u5c3d\u529b\u6ee1\u8db3\u4ea7\u80fd\u3002\u6211\u4eec\u6ca1\u6709\u90a3\u4e48\u590d\u6742\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u597d\u7684\u3002\u542c\u8d77\u6765\uff0c\u6d41\u7a0b\u4e0a\u6709\u4e00\u4e2a\u961f\u5217\uff0c\u6839\u636e\u4f60\u7684\u6570\u636e\u4e2d\u5fc3\u662f\u5426\u51c6\u5907\u5c31\u7eea\uff0c\u4ee5\u53ca\u4f60\u4f55\u65f6\u4e0b\u4e86\u91c7\u8d2d\u8ba2\u5355\uff0c\u6765\u51b3\u5b9a\u4f9b\u8d27\u65f6\u95f4\u3002\u4f46\u8fd9\u542c\u8d77\u6765\u5e76\u4e0d\u662f\u4ef7\u9ad8\u8005\u5f97\u3002\u6709\u4ec0\u4e48\u539f\u56e0\u4e0d\u8fd9\u6837\u505a\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6211\u4eec\u4ece\u6765\u4e0d\u8fd9\u6837\u505a\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u597d\u7684\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u4ece\u6765\u4e0d\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u4e3a\u4ec0\u4e48\u4e0d\u76f4\u63a5\u4ef7\u9ad8\u8005\u5f97\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u56e0\u4e3a\u8fd9\u662f\u4e0d\u597d\u7684\u5546\u4e1a\u884c\u4e3a\u3002\u4f60\u5b9a\u597d\u4ef7\u683c\uff0c\u5ba2\u6237\u51b3\u5b9a\u4e70\u4e0d\u4e70\u3002\u6211\u77e5\u9053\u82af\u7247\u884c\u4e1a\u6709\u4eba\u5728\u9700\u6c42\u65fa\u76db\u65f6\u6da8\u4ef7\uff0c\u4f46\u6211\u4eec\u4ece\u6765\u4e0d\u8fd9\u6837\u505a\uff0c\u8fd9\u4ece\u6765\u5c31\u4e0d\u662f\u6211\u4eec\u7684\u505a\u6cd5\u3002\u4f60\u53ef\u4ee5\u4fe1\u8d56\u6211\u4eec\u3002\u6211\u66f4\u5e0c\u671b\u6210\u4e3a\u884c\u4e1a\u7684\u57fa\u77f3\uff0c\u4e00\u4e2a\u53ef\u4ee5\u4f9d\u8d56\u7684\u5b58\u5728\u3002\u4f60\u4e0d\u9700\u8981\u731c\u6d4b\u3002\u6211\u7ed9\u4f60\u62a5\u4e86\u4e00\u4e2a\u4ef7\uff0c\u5c31\u662f\u8fd9\u4e2a\u4ef7\uff0c\u5c31\u7b97\u9700\u6c42\u51b2\u5230\u5929\u4e0a\u4e5f\u597d\uff0c\u968f\u5b83\u53bb\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u53e6\u4e00\u9762\uff0c\u8fd9\u4e5f\u662f\u4f60\u4eec\u4e0e\u53f0\u79ef\u7535\u4fdd\u6301\u826f\u597d\u5173\u7cfb\u7684\u539f\u56e0\uff0c\u5bf9\u5427\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u662f\u7684\uff0c\u82f1\u4f1f\u8fbe\u4e0e\u53f0\u79ef\u7535\u7684\u5408\u4f5c\u5df2\u7ecf\u5dee\u4e0d\u591a\u4e09\u5341\u5e74\u4e86\u3002\u82f1\u4f1f\u8fbe\u548c\u53f0\u79ef\u7535\u4e4b\u95f4\u5e76\u6ca1\u6709\u6b63\u5f0f\u7684\u6cd5\u5f8b\u5408\u540c\uff0c\u6709\u65f6\u6211\u5360\u4e86\u4fbf\u5b9c\uff0c\u6709\u65f6\u6211\u5403\u4e86\u4e8f\uff0c\u4f46\u603b\u4f53\u800c\u8a00\uff0c\u8fd9\u6bb5\u5173\u7cfb\u975e\u5e38\u51fa\u8272\uff0c\u6211\u53ef\u4ee5\u5b8c\u5168\u4fe1\u4efb\u4ed6\u4eec\uff0c\u5b8c\u5168\u4f9d\u8d56\u4ed6\u4eec\u3002<\/p>\n<p>\u82f1\u4f1f\u8fbe\u6709\u4e00\u4ef6\u4e8b\u4f60\u53ef\u4ee5\u786e\u5b9a\uff1a\u4eca\u5e74\uff0cVera Rubin\u4f1a\u975e\u5e38\u51fa\u8272\uff1b\u660e\u5e74\uff0cVera Rubin Ultra\u4f1a\u6765\u4e34\uff1b\u540e\u5e74\uff0cFeynman\u4f1a\u5230\u6765\uff1b\u518d\u4e0b\u4e00\u5e74\uff0c\u6211\u8fd8\u6ca1\u516c\u5e03\u540d\u5b57\u3002\u4f60\u53ef\u4ee5\u6bcf\u5e74\u90fd\u6307\u671b\u6211\u4eec\u3002\u5168\u7403\u4f60\u53bb\u627e\u53e6\u4e00\u4e2aASIC\u56e2\u961f\uff0c\u4efb\u4f55\u4e00\u4e2a\uff0c\u4f60\u80fd\u8bf4&quot;\u6211\u53ef\u4ee5\u628a\u6211\u7684\u5168\u90e8\u8eab\u5bb6\u90fd\u62bc\u5728\u4f60\u8eab\u4e0a\uff0c\u76f8\u4fe1\u4f60\u6bcf\u5e74\u90fd\u4f1a\u51fa\u73b0\uff0c\u6bcf\u5e74\u7684Token\u6210\u672c\u90fd\u4f1a\u4e0b\u964d\u4e00\u4e2a\u6570\u91cf\u7ea7\uff0c\u6211\u53ef\u4ee5\u50cf\u4fe1\u8d56\u65f6\u949f\u4e00\u6837\u4fe1\u8d56\u4f60&quot;\u2014\u2014\u6211\u521a\u624d\u8bf4\u7684\u662f\u53f0\u79ef\u7535\uff0c\u5386\u53f2\u4e0a\u6ca1\u6709\u54ea\u5bb6\u6676\u5706\u5382\u80fd\u8ba9\u4f60\u8fd9\u4e48\u8bf4\uff0c\u4f46\u4eca\u5929\u4f60\u53ef\u4ee5\u8fd9\u6837\u8bf4\u82f1\u4f1f\u8fbe\u3002<\/p>\n<p>\u5982\u679c\u4f60\u60f3\u8d2d\u4e70\u4ef7\u503c10\u4ebf\u7f8e\u5143\u7684AI\u7b97\u529b\u5de5\u5382\uff0c\u6ca1\u95ee\u9898\uff1b1\u4ebf\u7f8e\u5143\uff0c\u6ca1\u95ee\u9898\uff1b1000\u4e07\u7f8e\u5143\u6216\u4e00\u4e2a\u673a\u67b6\uff0c\u6ca1\u95ee\u9898\uff1b\u4e00\u5f20\u663e\u5361\uff0c\u4e5f\u6ca1\u95ee\u9898\uff1b\u60f3\u4e0b\u4e00\u7b141000\u4ebf\u7f8e\u5143\u7684AI\u7b97\u529b\u5de5\u5382\u8ba2\u5355\uff0c\u6ca1\u95ee\u9898\u3002\u4eca\u5929\u5168\u7403\u53ea\u6709\u6211\u4eec\u4e00\u5bb6\u516c\u53f8\u53ef\u4ee5\u8fd9\u4e48\u8bf4\u3002<\/p>\n<p>\u6211\u5bf9\u53f0\u79ef\u7535\u4e5f\u4e00\u6837\uff1a\u4e70\u4e00\u53f0\uff0c\u4e70\u5341\u4ebf\u53f0\uff0c\u6ca1\u95ee\u9898\uff0c\u53ea\u9700\u8981\u8d70\u6b63\u5e38\u7684\u8ba1\u5212\u6d41\u7a0b\u3002\u82f1\u4f1f\u8fbe\u4f5c\u4e3a\u5168\u7403AI\u4ea7\u4e1a\u57fa\u77f3\u7684\u5730\u4f4d\uff0c\u662f\u7528\u6570\u5341\u5e74\u7684\u5de8\u5927\u627f\u8bfa\u548c\u5949\u732e\u6362\u6765\u7684\u3002\u6211\u4eec\u516c\u53f8\u7684\u7a33\u5b9a\u6027\u548c\u4e00\u81f4\u6027\uff0c\u662f\u6781\u5176\u91cd\u8981\u7684\u3002<\/p>\n<p>\u5173\u4e8e\u4e2d\u56fd\u7ade\u4e89<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u597d\uff0c\u6211\u60f3\u804a\u804a\u4e2d\u56fd\u8fd9\u4e2a\u8bdd\u9898\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u9996\u5148\uff0cMythos\u662f\u5728\u76f8\u5f53\u666e\u901a\u7684\u7b97\u529b\u89c4\u6a21\u4e0a\u8bad\u7ec3\u51fa\u6765\u7684\uff0c\u7531\u4e00\u5bb6\u975e\u51e1\u7684\u516c\u53f8\u5b8c\u6210\u3002\u5b83\u6240\u4f7f\u7528\u7684\u7b97\u529b\u89c4\u6a21\u548c\u7c7b\u578b\uff0c\u5728\u4e2d\u56fd\u662f\u5b8c\u5168\u53ef\u4ee5\u83b7\u5f97\u7684\u3002\u6240\u4ee5\uff0c<strong>\u9996\u5148\u8981\u8ba4\u8bc6\u5230\uff1a\u4e2d\u56fd\u5e76\u4e0d\u7f3a\u82af\u7247\u3002<\/strong><\/p>\n<p><strong>\u4ed6\u4eec\u751f\u4ea7\u5168\u7403\u7ea660%\u7684\u4e3b\u6d41\u82af\u7247\uff0c\u751a\u81f3\u53ef\u80fd\u66f4\u591a\uff0c\u8fd9\u5bf9\u4ed6\u4eec\u6765\u8bf4\u662f\u4e2a\u5e9e\u5927\u7684\u4ea7\u4e1a\u3002\u4ed6\u4eec\u62e5\u6709\u5168\u7403\u9876\u5c16\u7684\u8ba1\u7b97\u673a\u79d1\u5b66\u5bb6\uff0c\u4f17\u6240\u5468\u77e5\uff0c\u8fd9\u4e9bAI\u5b9e\u9a8c\u5ba4\u91cc\u7684AI\u7814\u7a76\u4eba\u5458\u6709\u76f8\u5f53\u5927\u6bd4\u4f8b\u662f\u4e2d\u56fd\u4eba\u3002<\/strong>\u4ed6\u4eec\u62e5\u6709\u5168\u7403\u7ea650%\u7684AI\u7814\u7a76\u4eba\u5458\u3002\u6240\u4ee5\u95ee\u9898\u662f\uff1a\u8003\u8651\u5230\u4ed6\u4eec\u5df2\u7ecf\u62e5\u6709\u7684\u8fd9\u4e9b\u8d44\u4ea7\u2014\u2014\u5145\u88d5\u7684\u80fd\u6e90\u3001\u5927\u91cf\u7684\u82af\u7247\u3001\u5927\u591a\u6570AI\u7814\u7a76\u4eba\u5458\u2014\u2014\u5982\u679c\u4f60\u62c5\u5fe7\u4ed6\u4eec\uff0c\u521b\u9020\u4e00\u4e2a\u5b89\u5168\u4e16\u754c\u7684\u6700\u4f73\u65b9\u5f0f\u662f\u4ec0\u4e48\uff1f<\/p>\n<p>\u4ed6\u4eec\u662f\u7ade\u4e89\u5bf9\u624b\uff0c\u6211\u4eec\u5e0c\u671b\u7f8e\u56fd\u80dc\u51fa\uff0c\u4f46\u4f46\u6211\u8ba4\u4e3a\u8fdb\u884c\u5bf9\u8bdd\u548c\u7814\u7a76\u4ea4\u6d41\u53ef\u80fd\u662f\u6700\u5b89\u5168\u7684\u505a\u6cd5\u3002<\/p>\n<p>\u5f53\u7136\u6211\u4eec\u5e0c\u671b\u7f8e\u56fd\u62e5\u6709\u5c3d\u53ef\u80fd\u591a\u7684\u8ba1\u7b97\u8d44\u6e90\u3002\u6211\u4eec\u53d7\u5230\u80fd\u6e90\u7684\u9650\u5236\uff0c\u4f46\u6211\u4eec\u6709\u5f88\u591a\u4eba\u5728\u52aa\u529b\u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\u3002\u6211\u4eec\u4e0d\u80fd\u8ba9\u80fd\u6e90\u6210\u4e3a\u6211\u4eec\u56fd\u5bb6\u7684\u74f6\u9888\u3002\u4f46\u6211\u4eec\u8fd8\u5e0c\u671b\u786e\u4fdd\u4e16\u754c\u4e0a\u6240\u6709\u7684AI\u5f00\u53d1\u8005\u90fd\u5728\u7f8e\u56fd\u6280\u672f\u6808\u4e0a\u8fdb\u884c\u5f00\u53d1\uff0c\u5e76\u5c06AI\u7684\u8fdb\u6b65\u2014\u2014\u5c24\u5176\u662f\u5f00\u6e90\u7684\u2014\u2014\u63d0\u4f9b\u7ed9\u7f8e\u56fd\u751f\u6001\u7cfb\u7edf\u3002\u521b\u5efa\u4e24\u4e2a\u751f\u6001\u7cfb\u7edf\u5c06\u662f\u6781\u5176\u611a\u8822\u7684\uff1a\u4e00\u4e2a\u5f00\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5b83\u53ea\u80fd\u5728\u4e00\u4e2a\u5916\u56fd\u6280\u672f\u6808\u4e0a\u8fd0\u884c\uff1b\u4ee5\u53ca\u4e00\u4e2a\u5c01\u95ed\u7684\u751f\u6001\u7cfb\u7edf\uff0c\u5b83\u5728\u7f8e\u56fd\u6280\u672f\u6808\u4e0a\u8fd0\u884c\u3002\u6211\u8ba4\u4e3a\u8fd9\u5bf9\u7f8e\u56fd\u6765\u8bf4\u5c06\u662f\u4e00\u4e2a\u53ef\u6015\u7684\u7ed3\u5c40\u3002<\/p>\n<p>\u8ba4\u4e3a\u82f1\u4f1f\u8fbe\u662f\u4e00\u5bb6\u7f8e\u56fd\u516c\u53f8\u5417\uff1f\u597d\u7684\u3002\u7b2c\u4e00\uff0c\u4e3a\u4ec0\u4e48\u6211\u4eec\u4e0d\u5236\u5b9a\u4e00\u4e2a\u66f4\u5e73\u8861\u7684\u6cd5\u89c4\uff0c\u8ba9\u82f1\u4f1f\u8fbe\u53ef\u4ee5\u5728\u5168\u7403\u83b7\u80dc\uff0c\u800c\u4e0d\u662f\u653e\u5f03\u4e16\u754c\uff1f\u4f60\u4e3a\u4ec0\u4e48\u8981\u8ba9\u7f8e\u56fd\u653e\u5f03\u4e16\u754c\uff1f<\/p>\n<p><strong>\u82af\u7247\u884c\u4e1a\u662f\u7f8e\u56fd\u751f\u6001\u7cfb\u7edf\u7684\u4e00\u90e8\u5206\u3002\u5b83\u662f\u7f8e\u56fd\u6280\u672f\u9886\u5148\u5730\u4f4d\u7684\u4e00\u90e8\u5206\u3002\u5b83\u662fAI\u751f\u6001\u7cfb\u7edf\u7684\u4e00\u90e8\u5206\u3002\u5b83\u662fAI\u9886\u5148\u5730\u4f4d\u7684\u4e00\u90e8\u5206\u3002\u4e3a\u4ec0\u4e48\u4f60\u7684\u653f\u7b56\u3001\u4f60\u7684\u54f2\u5b66\u4f1a\u5bfc\u81f4\u7f8e\u56fd\u653e\u5f03\u4e16\u754c\u5e02\u573a\u7684\u5de8\u5927\u4e00\u90e8\u5206\uff1f<\/strong><\/p>\n<p>\u9996\u5148\uff0c\u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\u7684\u65b9\u6cd5\u662f\u4e0e\u7814\u7a76\u4eba\u5458\u5bf9\u8bdd\uff0c\u4e0e\u4e2d\u56fd\u5bf9\u8bdd\uff0c\u4e0e\u6240\u6709\u56fd\u5bb6\u5bf9\u8bdd\uff0c\u786e\u4fdd\u4eba\u4eec\u4e0d\u4f1a\u90a3\u6837\u4f7f\u7528\u6280\u672f\u3002\u8fd9\u662f\u5fc5\u987b\u8fdb\u884c\u7684\u5bf9\u8bdd\u3002\u597d\u7684\u3002\u7b2c\u4e00\u70b9\u3002<\/p>\n<p>\u7b2c\u4e8c\u70b9\uff0c\u6211\u4eec\u8fd8\u9700\u8981\u786e\u4fdd\u7f8e\u56fd\u9886\u5148\uff0c\u786e\u4fddVera Rubin\u3001Blackwell\u5728\u7f8e\u56fd\u4e30\u5bcc\u3001\u5927\u91cf\u5730\u53ef\u7528\u3002\u663e\u7136\uff0c\u6211\u4eec\u7684\u7ed3\u679c\u4f1a\u663e\u793a\u8fd9\u4e00\u70b9\u3002\u4e30\u5bcc\uff0c\u5927\u91cf\u7684\u3002\u6211\u4eec\u62e5\u6709\u7684\u8ba1\u7b97\u8d44\u6e90\u5f88\u68d2\u3002\u6211\u4eec\u8fd9\u91cc\u6709\u5f88\u68d2\u7684AI\u7814\u7a76\u4eba\u5458\u3002\u5f88\u68d2\u3002\u6211\u4eec\u5e94\u8be5\u4fdd\u6301\u9886\u5148\u3002<\/p>\n<p>\u7136\u800c\uff0c\u6211\u4eec\u4e5f\u5fc5\u987b\u8ba4\u8bc6\u5230\uff0cAI\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u6a21\u578b\u3002AI\u662f\u4e00\u4e2a\u4e94\u5c42\u86cb\u7cd5\u3002AI\u4ea7\u4e1a\u5728\u6bcf\u4e00\u5c42\u90fd\u5f88\u91cd\u8981\uff0c\u5305\u62ec\u82af\u7247\u5c42\u3002<strong>\u653e\u5f03\u6574\u4e2a\u5e02\u573a\u4e0d\u4f1a\u8ba9\u7f8e\u56fd\u957f\u671f\u5728\u6280\u672f\u7ade\u8d5b\u4e2d\u5728\u82af\u7247\u5c42\u3001\u8ba1\u7b97\u5806\u6808\u4e2d\u83b7\u80dc\u3002<\/strong>\u8fd9\u662f\u4e00\u4e2a\u4e8b\u5b9e\u3002<\/p>\n<p><strong>\u4e3a\u4e86\u7f8e\u56fd\u6280\u672f\u4ea7\u4e1a\u653e\u5f03\u90a3\u4e2a\u5e02\u573a\uff0c\u662f\u5bf9\u6211\u4eec\u56fd\u5bb6\u7684\u4f24\u5bb3\u3002<\/strong><\/p>\n<p>01:35:06 \u2013 \u82f1\u4f1f\u8fbe\u4e3a\u4ec0\u4e48\u4e0d\u5236\u9020\u591a\u79cd\u4e0d\u540c\u7684\u82af\u7247\u67b6\u6784\uff1f<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6211\u4eec\u4e4b\u524d\u8ba8\u8bba\u4e86\u53f0\u79ef\u7535\u3001\u5185\u5b58\u7b49\u65b9\u9762\u7684\u74f6\u9888\u3002<\/p>\n<p>\u6240\u4ee5\uff0c\u5982\u679c\u6211\u4eec\u5904\u5728\u4e00\u4e2a\u4f60\u5df2\u7ecf\u662fN3\u8282\u70b9\u4e3b\u8981\u5ba2\u6237\u7684\u4e16\u754c\u91cc\u2014\u2014\u5728\u67d0\u4e2a\u65f6\u5019\u4f60\u4f1a\u7528\u5230N2\uff0c\u5e76\u4e14\u4f60\u4f1a\u662fN2\u7684\u4e3b\u8981\u5ba2\u6237\u2014\u2014\u4f60\u662f\u5426\u8ba4\u4e3a\u4f60\u53ef\u4ee5\u56de\u5230N7\u8282\u70b9\uff0c\u4e00\u4e2a\u66f4\u65e7\u5de5\u827a\u8282\u70b9\u7684\u95f2\u7f6e\u4ea7\u80fd\uff0c\u7136\u540e\u8bf4\uff0c\u201c\u563f\uff0c\u5bf9AI\u7684\u9700\u6c42\u5982\u6b64\u5de8\u5927\uff0c\u800c\u6211\u4eec\u6269\u5c55\u524d\u6cbf\u8282\u70b9\u7684\u80fd\u529b\u65e0\u6cd5\u6ee1\u8db3\u5b83\uff0c\u6240\u4ee5\u6211\u4eec\u5c06\u5236\u9020\u4e00\u4e2aHopper\u6216Ampere\uff0c\u4f46\u4f7f\u7528\u6211\u4eec\u4eca\u5929\u6240\u77e5\u9053\u7684\u5173\u4e8e\u6570\u503c\u8fd0\u7b97\u7684\u6240\u6709\u77e5\u8bc6\u4ee5\u53ca\u4f60\u63cf\u8ff0\u7684\u6240\u6709\u5176\u4ed6\u6539\u8fdb\u201d\uff1f\u4f60\u8ba4\u4e3a\u57282030\u5e74\u4e4b\u524d\u8fd9\u79cd\u60c5\u51b5\u4f1a\u53d1\u751f\u5417\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u6ca1\u6709\u5fc5\u8981\u3002\u539f\u56e0\u5728\u4e8e\uff0c\u6bcf\u4e00\u4ee3\u67b6\u6784\u4e0d\u4ec5\u4ec5\u662f\u6676\u4f53\u7ba1\u5c3a\u5bf8\u7684\u95ee\u9898\u3002\u4f60\u5728\u505a\u5927\u91cf\u7684\u5de5\u7a0b\u3001\u5c01\u88c5\u548c\u5806\u53e0\u5de5\u4f5c\uff0c\u4ee5\u53ca\u6570\u503c\u8fd0\u7b97\u548c\u7cfb\u7edf\u67b6\u6784\u3002<\/p>\n<p>\u5f53\u4f60\u4ea7\u80fd\u8017\u5c3d\u65f6\uff0c\u8f7b\u677e\u56de\u5230\u53e6\u4e00\u4e2a\u8282\u70b9\u2026\u2026\u90a3\u662f\u4e00\u79cd\u6ca1\u4eba\u80fd\u8d1f\u62c5\u5f97\u8d77\u7684\u7814\u53d1\u6c34\u5e73\u3002\u6211\u4eec\u80fd\u591f\u627f\u62c5\u5411\u524d\u63a8\u8fdb\u7684\u6210\u672c\u3002\u6211\u8ba4\u4e3a\u6211\u4eec\u627f\u62c5\u4e0d\u8d77\u56de\u5934\u3002\u73b0\u5728\uff0c\u5982\u679c\u4e16\u754c\u53ea\u662f\u8bf4\u2026\u2026\u5982\u679c\u5728\u90a3\u4e00\u523b\uff0c\u8ba9\u6211\u4eec\u505a\u4e2a\u601d\u60f3\u5b9e\u9a8c\uff0c\u5728\u90a3\u4e00\u523b\u6211\u4eec\u88ab\u544a\u77e5\uff0c\u201c\u542c\u7740\uff0c\u6211\u4eec\u518d\u4e5f\u4e0d\u4f1a\u6709\u66f4\u591a\u7684\u4ea7\u80fd\u4e86\u3002\u201d\u6211\u4f1a\u56de\u53bb\u75287\u7eb3\u7c73\u5417\uff1f\u6beb\u4e0d\u72b9\u8c6b\u5730\uff0c\u6211\u5f53\u7136\u4f1a\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6211\u4ea4\u8c08\u8fc7\u7684\u4eba\u6709\u4e00\u4e2a\u95ee\u9898\uff0c\u4e3a\u4ec0\u4e48\u82f1\u4f1f\u8fbe\u4e0d\u540c\u65f6\u8fd0\u884c\u591a\u4e2a\u5b8c\u5168\u4e0d\u540c\u67b6\u6784\u7684\u82af\u7247\u9879\u76ee\uff1f\u4f60\u53ef\u4ee5\u505a\u4e00\u4e2aCerebras\u98ce\u683c\u7684\u6676\u5706\u7ea7\u82af\u7247\u3002\u4f60\u53ef\u4ee5\u505a\u4e00\u4e2aDojo\u98ce\u683c\u7684\u5927\u5c01\u88c5\u3002\u4f60\u53ef\u4ee5\u505a\u4e00\u4e2a\u6ca1\u6709CUDA\u7684\u3002\u4f60\u6709\u8d44\u6e90\u548c\u5de5\u7a0b\u4eba\u624d\u53ef\u4ee5\u5e76\u884c\u505a\u6240\u6709\u8fd9\u4e9b\u3002\u90a3\u4e48\uff0c\u9274\u4e8e\u8c01\u77e5\u9053AI\u548c\u67b6\u6784\u53ef\u80fd\u4f1a\u8d70\u5411\u4f55\u65b9\uff0c\u4e3a\u4ec0\u4e48\u8981\u628a\u6240\u6709\u9e21\u86cb\u653e\u5728\u4e00\u4e2a\u7bee\u5b50\u91cc\u5462\uff1f<\/p>\n<p>Jensen Huang<\/p>\n<p>\u54e6\uff0c\u6211\u4eec\u53ef\u4ee5\u3002\u53ea\u662f\u6211\u4eec\u6ca1\u6709\u66f4\u597d\u7684\u4e3b\u610f\u3002\u6211\u4eec\u53ef\u4ee5\u505a\u6240\u6709\u90a3\u4e9b\u4e8b\u60c5\u3002\u53ea\u662f\u5b83\u4eec\u4e0d\u662f\u66f4\u597d\u7684\u3002\u6211\u4eec\u5728\u6a21\u62df\u5668\u4e2d\u6a21\u62df\u4e86\u6240\u6709\uff0c\u8bc1\u660e\u5b83\u4eec\u66f4\u5dee\u3002\u6240\u4ee5\u6211\u4eec\u4e0d\u4f1a\u53bb\u505a\u3002\u6211\u4eec\u6b63\u5728\u505a\u7684\u6b63\u662f\u6211\u4eec\u60f3\u8981\u505a\u7684\u9879\u76ee\u3002\u5982\u679c\u5de5\u4f5c\u8d1f\u8f7d\u53d1\u751f\u5de8\u5927\u53d8\u5316\u2014\u2014\u6211\u6307\u7684\u4e0d\u662f\u7b97\u6cd5\uff0c\u6211\u5b9e\u9645\u4e0a\u6307\u7684\u662f\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u8fd9\u53d6\u51b3\u4e8e\u5e02\u573a\u7684\u5f62\u6001\u2014\u2014\u6211\u4eec\u53ef\u80fd\u4f1a\u51b3\u5b9a\u589e\u52a0\u5176\u4ed6\u52a0\u901f\u5668\u3002<\/p>\n<p>\u4f8b\u5982\uff0c\u6700\u8fd1\u6211\u4eec\u589e\u52a0\u4e86Groq\uff0c\u6211\u4eec\u8ba1\u5212\u5c06Groq\u6574\u5408\u5230\u6211\u4eec\u7684CUDA\u751f\u6001\u7cfb\u7edf\u4e2d\u3002\u6211\u4eec\u73b0\u5728\u6b63\u5728\u8fd9\u6837\u505a\uff0c\u56e0\u4e3aToken\u7684\u4ef7\u503c\u5df2\u7ecf\u53d8\u5f97\u5982\u6b64\u4e4b\u9ad8\uff0c\u4ee5\u81f3\u4e8e\u4f60\u53ef\u4ee5\u6709\u4e0d\u540c\u7684Token\u5b9a\u4ef7\u3002\u5728\u8fc7\u53bb\uff0c\u4ec5\u4ec5\u51e0\u5e74\u524d\uff0cToken\u8981\u4e48\u514d\u8d39\uff0c\u8981\u4e48\u51e0\u4e4e\u4e0d\u8d35\u3002\u4f46\u73b0\u5728\u4f60\u53ef\u4ee5\u6709\u4e0d\u540c\u7684\u5ba2\u6237\uff0c\u8fd9\u4e9b\u5ba2\u6237\u60f3\u8981\u4e0d\u540c\u7684\u7b54\u6848\u3002\u56e0\u4e3a\u5ba2\u6237\u8d5a\u4e86\u5f88\u591a\u94b1\u2014\u2014\u4f8b\u5982\uff0c\u6211\u4eec\u7684\u8f6f\u4ef6\u5de5\u7a0b\u5e08\u2014\u2014\u5982\u679c\u6211\u80fd\u7ed9\u4ed6\u4eec\u54cd\u5e94\u66f4\u5feb\u7684Token\uff0c\u8ba9\u4ed6\u4eec\u6bd4\u4eca\u5929\u66f4\u9ad8\u6548\uff0c\u6211\u613f\u610f\u4e3a\u6b64\u4ed8\u8d39\u3002<\/p>\n<p><strong>\u4f46\u90a3\u4e2a\u5e02\u573a\u6700\u8fd1\u624d\u51fa\u73b0\u3002\u6240\u4ee5\u6211\u8ba4\u4e3a\u6211\u4eec\u73b0\u5728\u6709\u80fd\u529b\u6839\u636e\u54cd\u5e94\u65f6\u95f4\uff0c\u4e3a\u540c\u4e00\u4e2a\u6a21\u578b\u63d0\u4f9b\u4e0d\u540c\u7684\u7ec6\u5206\u5e02\u573a\u3002\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u6211\u4eec\u51b3\u5b9a\u6269\u5c55\u5e15\u7d2f\u6258\u524d\u6cbf\uff0c\u521b\u5efa\u4e00\u4e2a\u54cd\u5e94\u65f6\u95f4\u66f4\u5feb\u7684\u63a8\u7406\u7ec6\u5206\u5e02\u573a\uff0c\u5373\u4f7f\u5b83\u7684\u541e\u5410\u91cf\u8f83\u4f4e\u3002\u76f4\u5230\u73b0\u5728\uff0c\u66f4\u9ad8\u7684\u541e\u5410\u91cf\u603b\u662f\u66f4\u597d\u3002\u6211\u4eec\u8ba4\u4e3a\u53ef\u80fd\u5b58\u5728\u4e00\u4e2a\u4e16\u754c\uff0c\u5176\u4e2d\u53ef\u80fd\u6709\u975e\u5e38\u9ad8ASP\uff08\u5e73\u5747\u552e\u4ef7\uff09\u7684Token\uff0c\u5373\u4f7f\u5de5\u5382\u7684\u541e\u5410\u91cf\u8f83\u4f4e\uff0cASP\u4e5f\u80fd\u5f25\u8865\u8fd9\u4e00\u70b9\u3002<\/strong><\/p>\n<p>\u8fd9\u5c31\u662f\u6211\u4eec\u8fd9\u6837\u505a\u7684\u539f\u56e0\u3002\u4f46\u9664\u6b64\u4e4b\u5916\uff0c<strong>\u4ece\u67b6\u6784\u7684\u89d2\u5ea6\u6765\u770b\uff0c\u5982\u679c\u6211\u6709\u66f4\u591a\u7684\u94b1\uff0c\u6211\u4f1a\u628a\u66f4\u591a\u7684\u94b1\u6295\u5165\u5230\u82f1\u4f1f\u8fbe\u7684\u67b6\u6784\u80cc\u540e\u3002<\/strong><\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6211\u8ba4\u4e3a\u8fd9\u79cd\u6781\u81f4\u4f18\u8d28\u7684Token\u548c\u63a8\u7406\u5e02\u573a\u7684\u5206\u89e3\u662f\u4e00\u4e2a\u975e\u5e38\u6709\u8da3\u7684\u60f3\u6cd5\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u5b83\u7684\u7ec6\u5206\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u662f\u7684\u3002\u597d\u4e86\uff0c\u6700\u540e\u4e00\u4e2a\u95ee\u9898<strong>\u3002\u5047\u8bbe\u6df1\u5ea6\u5b66\u4e60\u9769\u547d\u6ca1\u6709\u53d1\u751f\u3002\u82f1\u4f1f\u8fbe\u4f1a\u5728\u505a\u4ec0\u4e48\uff1f\u663e\u7136\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b8%b8%e6%88%8f\" title=\"View all posts in \u6e38\u620f\" target=\"_blank\" class=\"tag_link\">\u6e38\u620f<\/a>\uff0c\u4f46\u8003\u8651\u5230\u2014\u2014<\/strong><\/p>\n<p>Jensen Huang<\/p>\n<p><strong>\u52a0\u901f\u8ba1\u7b97\uff0c\u548c\u6211\u4eec\u4e00\u76f4\u5728\u505a\u7684\u4e00\u6837\u3002\u6211\u4eec\u516c\u53f8\u7684\u524d\u63d0\u662f\u6469\u5c14\u5b9a\u5f8b\u5c06\u2026\u2026\u901a\u7528\u8ba1\u7b97\u5bf9\u5f88\u591a\u4e8b\u60c5\u6709\u597d\u5904\uff0c\u4f46\u5bf9\u5f88\u591a\u8ba1\u7b97\u6765\u8bf4\u5e76\u4e0d\u7406\u60f3\u3002<\/strong><\/p>\n<p>\u6240\u4ee5\u6211\u4eec\u7ed3\u5408\u4e86\u4e00\u79cd\u79f0\u4e3aGPU\u3001CUDA\u7684\u67b6\u6784\u548c\u4e00\u4e2aCPU\uff0c\u8fd9\u6837\u6211\u4eec\u5c31\u53ef\u4ee5\u52a0\u901fCPU\u7684\u5de5\u4f5c\u8d1f\u8f7d\u3002\u4e0d\u540c\u7684\u5185\u6838\u4ee3\u7801\u6216\u7b97\u6cd5\u53ef\u4ee5\u88ab\u5378\u8f7d\u5230\u6211\u4eec\u7684GPU\u4e0a\u3002\u56e0\u6b64\uff0c\u4f60\u53ef\u4ee5\u5c06\u5e94\u7528\u7a0b\u5e8f\u52a0\u901f100\u500d\u3001200\u500d\u3002\u4f60\u53ef\u4ee5\u5728\u54ea\u91cc\u4f7f\u7528\u5b83\uff1f\u663e\u7136\u662f\u5de5\u7a0b\u3001\u79d1\u5b66\u3001\u7269\u7406\u3001\u6570\u636e\u5904\u7406\u3001\u8ba1\u7b97\u673a\u56fe\u5f62\u3001\u56fe\u50cf\u751f\u6210\uff0c\u5404\u79cd\u5404\u6837\u7684\u4e1c\u897f\u3002\u5373\u4f7f\u4eca\u5929\u6ca1\u6709AI\uff0c\u82f1\u4f1f\u8fbe\u4e5f\u4f1a\u975e\u5e38\u975e\u5e38\u5927\u3002<\/p>\n<p>\u539f\u56e0\u76f8\u5f53\u6839\u672c\uff0c\u90a3\u5c31\u662f\u901a\u7528\u8ba1\u7b97\u7ee7\u7eed\u6269\u5c55\u7684\u80fd\u529b\u57fa\u672c\u4e0a\u5df2\u7ecf\u8d70\u5230\u4e86\u5c3d\u5934\u3002\u800c\u552f\u4e00\u7684\u65b9\u6cd5\u2026\u2026\u4e0d\u662f\u552f\u4e00\u7684\u65b9\u6cd5\uff0c\u4f46\u5b9e\u73b0\u8fd9\u4e00\u76ee\u6807\u7684\u65b9\u6cd5\u662f\u901a\u8fc7\u7279\u5b9a\u9886\u57df\u7684\u52a0\u901f\u3002\u6211\u4eec\u5f00\u59cb\u7684\u9886\u57df\u4e4b\u4e00\u662f\u8ba1\u7b97\u673a\u56fe\u5f62\uff0c\u4f46\u8fd8\u6709\u8bb8\u591a\u5176\u4ed6\u9886\u57df\u3002\u6709\u5404\u79cd\u5404\u6837\u7684\u3002\u7c92\u5b50\u7269\u7406\u548c\u6d41\u4f53\u3001\u7ed3\u6784\u5316\u6570\u636e\u5904\u7406\uff0c\u6240\u6709\u4e0d\u540c\u7c7b\u578b\u53d7\u76ca\u4e8eCUDA\u7684\u7b97\u6cd5\u3002<\/p>\n<p>\u6211\u4eec\u7684\u4f7f\u547d\u786e\u5b9e\u662f\u5411\u4e16\u754c\u63d0\u4f9b\u52a0\u901f\u8ba1\u7b97\uff0c\u5e76\u63a8\u8fdb\u901a\u7528\u8ba1\u7b97\u65e0\u6cd5\u5b8c\u6210\u7684\u5e94\u7528\u7c7b\u578b\uff0c\u5e76\u5c06\u5176\u80fd\u529b\u6269\u5c55\u5230\u6709\u52a9\u4e8e\u7a81\u7834\u67d0\u4e9b\u79d1\u5b66\u9886\u57df\u7684\u6c34\u5e73\u3002\u4e00\u4e9b\u65e9\u671f\u7684\u5e94\u7528\u662f\u5206\u5b50\u52a8\u529b\u5b66\u3001\u7528\u4e8e\u80fd\u6e90\u53d1\u73b0\u7684\u5730\u9707\u5904\u7406\u3001\u5f53\u7136\u8fd8\u6709\u56fe\u50cf\u5904\u7406\uff0c\u6240\u6709\u8fd9\u4e9b\u901a\u7528\u8ba1\u7b97\u6548\u7387\u4f4e\u4e0b\u7684\u9886\u57df\u3002<\/p>\n<p>\u5982\u679c\u6ca1\u6709AI\uff0c\u6211\u4f1a\u975e\u5e38\u96be\u8fc7\u3002\u4f46\u662f\uff0c\u7531\u4e8e\u6211\u4eec\u5728\u8ba1\u7b97\u65b9\u9762\u53d6\u5f97\u7684\u8fdb\u6b65\uff0c\u6211\u4eec\u4f7f\u6df1\u5ea6\u5b66\u4e60\u6c11 \u4e3b\u5316\u4e86\u3002\u6211\u4eec\u4f7f\u4efb\u4f55\u5730\u65b9\u3001\u4efb\u4f55\u7814\u7a76\u4eba\u5458\u3001\u4efb\u4f55\u79d1\u5b66\u5bb6\u3001\u4efb\u4f55\u5b66\u751f\u90fd\u80fd\u591f\u4f7f\u7528PC\u6216GeForce\u6269\u5c55\u5361\u8fdb\u884c\u51fa\u8272\u7684\u79d1\u5b66\u7814\u7a76\u6210\u4e3a\u53ef\u80fd\u3002\u8fd9\u4e2a\u6839\u672c\u627f\u8bfa\u6ca1\u6709\u6539\u53d8\uff0c\u4e00\u70b9\u4e5f\u6ca1\u6709\u3002<\/p>\n<p>\u5982\u679c\u4f60\u770bGTC\u5927\u4f1a\uff0c\u6709\u6574\u4e2a\u5f00\u5934\u90e8\u5206\u3002\u90a3\u91cc\u9762\u6ca1\u6709AI\u3002\u90a3\u4e00\u6574\u90e8\u5206\u5173\u4e8e\u8ba1\u7b97\u5149\u523b\u3001\u91cf\u5b50\u5316\u5b66\u5de5\u4f5c\u3001\u6570\u636e\u5904\u7406\u5de5\u4f5c\uff0c\u6240\u6709\u8fd9\u4e9b\u4e1c\u897f\u90fd\u4e0eAI\u65e0\u5173\u3002\u5b83\u4ecd\u7136\u975e\u5e38\u91cd\u8981\u3002\u6211\u77e5\u9053AI\u975e\u5e38\u6709\u8da3\u4e14\u4ee4\u4eba\u5174\u594b\uff0c\u4f46\u6709\u5f88\u591a\u4eba\u6b63\u5728\u505a\u5f88\u591a\u975e\u5e38\u91cd\u8981\u7684\u975eAI\u76f8\u5173\u5de5\u4f5c\uff0c\u800c\u5f20\u91cf\u5e76\u4e0d\u662f\u4f60\u8ba1\u7b97\u7684\u552f\u4e00\u65b9\u5f0f\u3002\u6211\u4eec\u60f3\u5e2e\u52a9\u6240\u6709\u4eba\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>Jensen\uff0c\u975e\u5e38\u611f\u8c22\u3002<\/p>\n<p>Jensen Huang<\/p>\n<p>\u4e0d\u5ba2\u6c14\u3002\u6211\u5f88\u4eab\u53d7\u3002<\/p>\n<p>Dwarkesh Patel<\/p>\n<p>\u6211\u4e5f\u662f\u3002<\/p>\n<p>(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u7528\u4e00\u53e5\u8bdd\u5b9a\u4e49\u4e86\u81ea\u5df1\u7684\u516c\u53f8\uff1a\u8f93\u5165\u662f\u7535\u5b50\uff0c\u8f93\u51fa\u662fToken\uff0c\u4e2d\u95f4\u662f\u82f1\u4f1f\u8fbe\u3002 4\u670815\u65e5\uff0c\u82f1\u4f1f\u8fbeC [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[57,378,62,162,252,93,125,241,113,321,367,29,339,144,238,192,156,376],"views":3,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/762904"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=762904"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/762904\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=762904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=762904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=762904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}