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\u82f1\u4f1f\u8fbe(Nvidia)\u8868\u793a\uff0c\u5b83\u8ba1\u5212\u5c06\u786c\u4ef6\u7684\u751f\u4ea7\u901f\u5ea6\u63d0\u9ad8\u5230\u660e\u5e74\uff0c\u4ece\u800c\u6253\u6d88\u4e86\u4e00\u4e9b\u5206\u6790\u5e08\u5bf9\u4eba\u5de5\u667a\u80fd\u70ed\u6f6e\u80fd\u6301\u7eed\u591a\u4e45\u7684\u7591\u8651\u3002\u8be5\u516c\u53f8\u51e0\u4e4e\u5784\u65ad\u4e86\u7528\u4e8e\u652f\u6301ChatGPT\uff08OpenAI\u7684\u5927\u578b\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u804a\u5929\u673a\u5668\u4eba\uff09\u7b49\u670d\u52a1\u7684\u8ba1\u7b97\u7cfb\u7edf\u3002<\/p>\n
Huang\u5728\u7535\u8bdd\u4f1a\u8bae\u4e0a\u5bf9\u6295\u8d44\u8005\u8868\u793a\uff1a\u201c\u6211\u4eec\u5bf9\u4eca\u5e74\u548c\u660e\u5e74\u90fd\u6709\u5f88\u597d\u7684\u9884\u89c1\uff0c\u6211\u4eec\u5df2\u7ecf\u5728\u4e0e\u9886\u5148\u7684(\u4e91\u8ba1\u7b97\u516c\u53f8)\u548c\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u8005\u4e00\u8d77\u89c4\u5212\u4e0b\u4e00\u4ee3\u57fa\u7840\u8bbe\u65bd\u3002\u201d<\/p>\n
Huang\u5728\u63a5\u53d7\u8def\u900f\u793e\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u6709\u4e24\u4ef6\u4e8b\u63a8\u52a8\u4e86\u8fd9\u4e00\u9700\u6c42\uff1a\u4e00\u662f\u56f4\u7ed5\u4e2d\u592e\u5904\u7406\u5668\u6784\u5efa\u7684\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u5411\u56f4\u7ed5\u82f1\u4f1f\u8fbe\u5f3a\u5927\u82af\u7247\u6784\u5efa\u7684\u6570\u636e\u4e2d\u5fc3\u7684\u8f6c\u53d8\uff0c\u4e8c\u662f\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u751f\u6210\u7684\u5185\u5bb9\u8d8a\u6765\u8d8a\u591a\u5730\u7528\u4e8e\u4ece\u6cd5\u5f8b\u5408\u540c\u5230\u8425\u9500\u6750\u6599\u7684\u5404\u4e2a\u65b9\u9762\u3002<\/p>\n
\u4ed6\u8bf4\uff1a\u201c\u8fd9\u4e24\u4e2a\u57fa\u672c\u8d8b\u52bf\u662f\u6211\u4eec\u6240\u770b\u5230\u7684\u4e00\u5207\u80cc\u540e\u7684\u539f\u56e0\uff0c\u6211\u4eec\u5df2\u7ecf\u8fdb\u884c\u4e86\u5927\u7ea6\u56db\u5206\u4e4b\u4e00\u3002\u5f88\u96be\u8bf4\u6211\u4eec\u8fd8\u6709\u591a\u5c11\u4e2a\u5b63\u5ea6\uff0c\u4f46\u8fd9\u79cd\u6839\u672c\u6027\u7684\u8f6c\u53d8\u4e0d\u4f1a\u7ed3\u675f\u3002\u8fd9\u4e0d\u662f\u4e00\u4e2a\u5b63\u5ea6\u7684\u4e8b\u60c5\u3002\u201d<\/p>\n
Jensen Huang\u5728\u80a1\u4ef7\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u9ad8\u7684\u65f6\u5019\u56de\u8d2d\u80a1\u7968\uff0c\u8fd9\u4e00\u4e3e\u52a8\u751a\u81f3\u8d85\u8fc7\u4e86\u5176\u4ed6\u5927\u578b\u79d1\u6280\u516c\u53f8\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u62bc\u6ce8\uff0c\u4f46\u5728\u5206\u6790\u5e085\u6708\u4efd\u4e0a\u8c03\u76c8\u5229\u9884\u671f\u540e\uff0c\u5176\u5e02\u76c8\u7387\u4ece60\u500d\u964d\u5230\u4e8643\u500d\u5de6\u53f3\u3002<\/p>\n
\u5fae\u8f6f\u8868\u793a\uff0c\u7b2c\u56db\u8d22\u5b63107\u4ebf\u7f8e\u5143\u7684\u8d44\u672c\u652f\u51fa\u2014\u2014\u5176\u4e2d\u5f88\u5927\u4e00\u90e8\u5206\u6295\u5411\u4e86\u82f1\u4f1f\u8fbe\u7684\u786c\u4ef6\u2014\u2014\u8fd9\u4e2a\u6570\u5b57\u8fd8\u4f1a\u7ee7\u7eed\u4e0a\u5347\u3002\u5b83\u8fd8\u5411OpenAI\u6295\u8d44\u4e86100\u4ebf\u7f8e\u5143\u3002<\/p>\n
Meta\u5e73\u53f0\u3001\u4e9a\u9a6c\u900a\u7684\u4e91\u8ba1\u7b97\u90e8\u95e8AWS\u548c\u5176\u4ed6\u516c\u53f8\u4e5f\u5728\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u786c\u4ef6\u548c\u4ea7\u54c1\u4e0a\u62bc\u4e0b\u4e86\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u8d4c\u6ce8\u3002<\/p>\n
\u5bf9\u82af\u7247\u7684\u9700\u6c42\u4f7f\u82f1\u4f1f\u8fbe\u83b7\u5f97\u4e86\u6295\u8d44\u8005\u53d1\u85aa\u65e5\u6240\u9700\u7684\u73b0\u91d1\u3002\u8be5\u516c\u53f8\u516c\u5e03\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u8c03\u6574\u540e\u7684\u6bdb\u5229\u7387\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c\u8fbe\u523071.2%\uff0c\u800c\u5927\u591a\u6570\u534a\u5bfc\u4f53\u516c\u53f8\u7684\u6bdb\u5229\u7387\u572850%\u81f360%\u4e4b\u95f4\u3002<\/p>\n
Summit Insights Group\u7684\u5206\u6790\u5e08Kinngai Chan\u8868\u793a\uff0c\u82f1\u4f1f\u8fbe43.2\u4ebf\u7f8e\u5143\u7684\u5e93\u5b58\u201c\u4e0d\u7b97\u591a\u201d\u3002<\/p>\n
\u201c\u6211\u4eec\u8ba4\u4e3a(\u82f1\u4f1f\u8fbe)10\u6708\u5f53\u5b63\u8425\u6536\u5c06\u7ee7\u7eed\u8d85\u8fc7160\u4ebf\u7f8e\u5143\u7684\u6307\u5f15\uff0c\u56e0\u9700\u6c42\u7ee7\u7eed\u8d85\u8fc7\u4f9b\u5e94\uff0c\u201dChan\u6307\u7684\u662f\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u8425\u6536\u5c55\u671b\u3002<\/p>\n
\u5f53\u7136\uff0c\u4e00\u4e9b\u5206\u6790\u5e08\u5e76\u4e0d\u8ba4\u4e3a\u9700\u6c42\u662f\u65e0\u9650\u7684\u3002SemiAnalysis\u7684Dylan Patel\u8868\u793a\uff0c\u8bb8\u591a\u79d1\u6280\u516c\u53f8\u4eca\u5e74\u5728\u786e\u5b9a\u5982\u4f55\u4ece\u4f7f\u7528\u8fd9\u4e9b\u82af\u7247\u5f00\u53d1\u7684\u4ea7\u54c1\u4e2d\u771f\u6b63\u8d5a\u94b1\u4e4b\u524d\uff0c\u5c31\u5728\u82f1\u4f1f\u8fbe\u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u4e0a\u6295\u5165\u4e86\u5de8\u8d44\u3002<\/p>\n
\u201c\u4ed6\u4eec\u5fc5\u987b\u8fc7\u5ea6\u6295\u8d44GPU\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u9519\u5931\u826f\u673a\u3002\u5230\u4e00\u5b9a\u65f6\u5019\uff0c\u771f\u6b63\u7684\u7528\u4f8b\u5c31\u4f1a\u663e\u73b0\u51fa\u6765\uff0c\u5176\u4e2d\u8bb8\u591a\u516c\u53f8\u5c31\u4f1a\u505c\u6b62\u6295\u8d44\uff0c\u4f46\u5176\u4ed6\u516c\u53f8\u53ef\u80fd\u4f1a\u7ee7\u7eed\u52a0\u5feb\u6295\u8d44\uff0c\u201dPatel\u8bf4\u3002<\/p>\n
Huang\u62d2\u7edd\u8bc4\u8bba\u4eba\u5de5\u667a\u80fd\u70ed\u6f6e\u662f\u5426\u4f1a\u6301\u7eed\u5230\u660e\u5e74\u3002\u4ed6\u8bf4\uff0c\u82f1\u4f1f\u8fbe\u9762\u4e34\u7684\u6700\u5927\u98ce\u9669\u662f\u786e\u4fdd\u4f9b\u5e94\u3002<\/p>\n
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