黄仁勋“最赞访谈”：就算ASIC芯片免费，客户仍选英伟达！

芯榜

09/28

美国著名播客 Bg2 Pod 近日访谈黄仁勋这次访谈被誉为 “英伟达史上最佳访谈”，黄仁勋剖析 AI 格局：竞争已从 GPU 升级为 “AI 工厂”，英伟达全栈协同筑就成本壁垒。黄仁勋看好 OpenAI 成万亿公司却因为太穷未在早期投资，黄仁勋预判 AI 驱动收入将十倍增长。还称主权 AI 影响力超过原子弹。速看视频 get 完整观点→黄仁勋访谈核心观点芯榜总结（10 条）1、对 OpenAI ...

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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928202905a44a1c23&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0276348264.USD","symbol_name":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928202905a44a1c23&s=b","article_id":"2570842354","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928202905a44a1c23&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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OpenAI 与芯片无关：并非 “通过投资变相让 OpenAI 采购芯片实现循环收入”（投资与营收完全独立），而是看好其增长潜力，既追求可观财务回报，更通过芯片、软件、系统等全链路支持深度绑定，复刻早年锁定 Meta、谷歌 AI 需求的合作模式。4、AI 行业竞争与市场形态演变：当前 AI 竞争比以往任何时候都激烈，市场已从简单的 GPU 产品，演变成复杂、持续进化的 “AI 工厂” 形态，竞争维度更综合、多元。5、AI 商业化前景预测：未来五年，AI 驱动的收入规模将从当前 1000 亿美元增长至 1 兆（万亿）美元，商业化潜力巨大且增长确定性强。6、通用计算时代终结，加速计算成未来：通用计算（以 CPU 为核心）时代已结束，未来 5-10 年全球超万亿美元规模的通用计算基础设施，都将全面转向以 GPU 为核心的加速计算与 AI 计算，变革不可逆且正加速推进，类比 “煤油灯到电力系统”“螺旋桨飞机到喷气式客机” 的升级。7、算力需求长期增长的支撑点：“AI 算力过剩” 是伪命题，只要通用计算向加速计算的转型未完成，算力缺口就会持续扩大；目前超大规模推荐引擎（谷歌、亚马逊等已从 CPU 转向 GPU，涉数百亿美元市场）、数据处理体系（Snowflake 等 90% 依赖 CPU，未来全面转向 AI 处理，规模堪比当前 AI 市场数倍）的转型，已率先支撑算力需求增长。8、英伟达芯片的竞争优势：即便竞争对手将 ASIC 芯片价格降至零，客户仍会选择英伟达，核心原因是英伟达系统的运营成本更低，而非单纯依赖硬件性价比。9、英伟达的定位升级：公司已不止是芯片厂商，更聚焦 AI 全产业链基础设施，目标是成为 “人工智能公司的 AI 基础设施合作伙伴”，不强制客户购买全套设备，允许客户灵活选择芯片、组件等产品，可搭配其他厂商网络使用，仅 “请求从英伟达买点东西”。10、主权 AI 的重要性：每个国家都需要建造主权 AI，其影响力甚至超越原子弹，凸显 AI 在国家战略层面的核心地位。视频如下：105分钟上：下：Bg2 Pod 的创始人是 Brad Gerstner 和 Bill Gurley。Brad Gerstner 是 Altimeter Capital 的创始人和 CEO，Bill Gurley 是著名投资人、学者，也是 Benchmark 的合伙人。Bg2 Pod 是一个聚焦于技术、市场、投资和资本主义等话题的播客节目，内容主要为两位主持人之间的开放式对话。完整访谈：https://www.youtube.com/watch?v=pE6sw_E9Gh0（00:00）引言（0:37）人工智能年度回顾（3:24）OpenAI“星门”项目与英伟达投资（8:41）英伟达加速计算的总潜在市场（TAM）（18:55）英伟达（$NVDA）投资回报率——是供过于求还是泡沫？（27:45）往返交易指控（注：指涉嫌通过关联交易虚增业绩的说法）（31:10）年度发布周期与极致协同设计（40:45）专用集成电路（ASIC）的未来与经济考量（53:47）英伟达的竞争护城河（56:55）埃隆·马斯克、X.ai与“巨像2号”（Colossus 2，X.ai的AI模型项目）（58:47）主权AI与全球布局（1:02:21）人工智能管理机构（1:07:43）中国AI芯片与英伟达的角色（1:17:24）H-1B签证、人才与美国梦（1:29:33）投资美国与美国人的崛起权利（1:37:40）未来展望点击看：台积电重大人事变动：下一届接班人？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}