{"id":23533,"date":"2024-06-21T15:07:20","date_gmt":"2024-06-21T07:07:20","guid":{"rendered":"https:\/\/readfi.news\/?p=23533"},"modified":"2024-06-24T10:43:46","modified_gmt":"2024-06-24T02:43:46","slug":"%e8%8b%b1%e5%81%89%e9%81%94%e6%9c%83%e5%90%a6%e5%9c%a8%e7%b6%b2%e7%b5%a1%e6%b3%a1%e6%b2%ab%e6%99%82%e4%bb%a3%e9%87%8d%e8%b9%88%e3%80%8c%e6%80%9d%e7%a7%91%e3%80%8d%e8%a6%86%e8%bd%8d%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/readfi.news\/en\/23533\/","title":{"rendered":"\u82f1\u5049\u9054\u6703\u5426\u5728\u7db2\u7d61\u6ce1\u6cab\u6642\u4ee3\u91cd\u8e48\u300c\u601d\u79d1\u300d\u8986\u8f4d\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6587\/\u91d1\u6d2a\u57fa<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"761\" height=\"606\" src=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020337.jpg\" alt=\"\" class=\"wp-image-23541\" style=\"width:840px;height:auto\" srcset=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020337.jpg 761w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020337-300x239.jpg 300w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020337-15x12.jpg 15w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020337-183x146.jpg 183w\" sizes=\"(max-width: 761px) 100vw, 761px\" \/><figcaption class=\"wp-element-caption\">\u6b63\u5728\u4ecb\u7d39NVIDA\u7522\u54c1\u7684CEO\u9ec3\u4ec1\u52f3<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u89c0\u9ede\u5c07\u672c\u670818\u65e5\u4ee5\u5e02\u50f9\u7e3d\u984d\u7b2c\u4e00\u7684NVIDIA\u820720\u5e74\u524d\u4e92\u806f\u7db2\u6642\u4ee3\u7684Cisco\u9032\u884c\u4e86\u6bd4\u8f03\u3002\u5c31\u50cf\u4eca\u5929\u7684NVIDIA\u6380\u8d77AI\u71b1\u6f6e\u4e00\u6a23\uff0c\u7576\u6642\u601d\u79d1\u4e5f\u4e58\u7740\u7db2\u7ad9\u71b1\u6f6e\uff0c\u8d85\u904e\u5fae\u8edf\uff0c\u57282000\u5e743\u6708\u4e00\u5ea6\u767b\u4e0a\u5e02\u5834\u50f9\u503c\u7b2c\u4e00\u7684\u4f4d\u7f6e\u3002 \u4f46\u662f\u96a8\u8457\u80a1\u50f9\u518d\u6b21\u4e0b\u8dcc\uff0c\u4e0d\u518d\u5275\u65b0\u9ad8\u3002 \u5c0d\u6b64\uff0c\u300a<a href=\"https:\/\/cn.wsj.com\/zh-hant\">\u83ef\u723e\u8857\u65e5\u5831<\/a>\u300b\u5206\u6790\u7a31NVIDIA\u6700\u7d42\u5f88\u6709\u53ef\u80fd\u91cd\u8e48<a href=\"https:\/\/www.cisco.com\/c\/zh_tw\/index.html\">\u601d\u79d1<\/a>\u8986\u8f4d\uff0c\u518d\u6b21\u5f15\u8d77\u4e86\u4eba\u5011\u7684\u95dc\u6ce8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b63\u5982WSJ\u9810\u6e2c\uff0c<a href=\"https:\/\/www.nvidia.com\/zh-tw\/\">NVIDIA<\/a>\u6703\u5728\u4e0d\u4e45\u7684\u5c07\u4f86\u56de\u5230\u539f\u4f86\u7684\u4f4d\u7f6e\uff0c\u9084\u662f\u6703\u9577\u4e45\u5730\u4eab\u53d7\u73fe\u5728\u7684\u69ae\u83ef\uff0c\u9019\u4e5f\u662f\u4eba\u5011\u95dc\u5fc3\u7684\u554f\u984c\u3002 \u76ee\u524d\uff0c\u5f88\u591a\u4eba\u89c0\u6e2c\u8aaa\uff0cNVIDIA\u7684\u4eca\u5929\u8b93\u4eba\u60f3\u8d77\u4e86\u904e\u53bb\u7684\u601d\u79d1\u3002\u4e5f\u5c31\u662f\u8aaa\uff0c\u9019\u6709\u53ef\u80fd\u662f\u4e00\u6642\u4e4b\u98a8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u82f1\u5049\u9054\u9577\u671f\u4e0a\u5347<\/strong><strong>vs<\/strong><strong>\u300c\u9ad8\u4f30\uff0c\u5c31\u958b\u59cb\u4e0b\u6ed1\u300d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7576\u7136\uff0c\u8207\u601d\u79d1\u6709\u5f88\u591a\u4e0d\u540c\u4e4b\u8655\u7684\u4e3b\u5f35\u4e5f\u5177\u6709\u8aaa\u670d\u529b\u3002 \u4e5f\u5c31\u662f\u8aaa\uff0cNVIDIA\u7684\u82af\u7247\u4e0d\u662fAI\u71b1\u6f6e\u7684\u7d50\u679c\uff0c\u5c31\u662f\u727d\u5f15AI\u71b1\u6f6e\u7684\u4f5c\u7528\u3002ITPropotal\u89e3\u91cb\u8aaa\uff0cNVIDIA18\u65e5\u5f97\u76ca\u65bc\u5c0dAI\u82af\u7247\u7684\u9700\u6c42\uff0c\u6210\u70ba\u4e16\u754c\u4e0a\u6700\u6709\u50f9\u503c\u7684\u4e0a\u5e02\u4f01\u696d\uff0c\u662f\u5f15\u9818\u300c\u672c\u4e16\u7d00\u521d\u7684\u56de\u61b6\u300d\u6280\u8853\u71b1\u6f6e\u7684\u7d50\u679c\u3002\u9019\u88e1\u7684\u672c\u4e16\u7d00\u521d\u7684\u56de\u61b6\u662f\u6307\u7e7c\u611b\u8fea\u751f\u4e4b\u5f8c\uff0c\u7279\u65af\u62c9\u3001\u798f\u7279\u7b49\u4e3b\u5c0e\u7684\u7f8e\u570b\u7522\u696d\u9769\u547d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5be6\u969b\u4e0a\uff0cNVIDIA\u7684\u82af\u7247\u4ee5\u7368\u4e00\u7121\u4e8c\u7684\u54c1\u8cea\u70ba\u6b66\u5668\uff0c\u638c\u63e1\u8457\u5e02\u5834\u3002 \u6700\u5177\u4ee3\u8868\u6027\u7684\u662f\u7528\u6700\u5c11\u7684\u4fe1\u606f\u751f\u6210\u5177\u6709\u8aaa\u670d\u529b\u7684\u6587\u5b57\u6216\u5716\u50cf\u53ca\u97f3\u983b\u7684\u80fd\u529b\u3002 \u53e6\u5916\uff0c\u53ef\u4ee5\u8aaa\u9019\u662f\u70ba\u5236\u9020\u7cbe\u5de7AI\u7cfb\u7d71\u7684\u6838\u5fc3\u5de5\u5177\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8207\u6b64\u76f8\u6bd4\uff0c\u7db2\u7d61\u8a2d\u5099\u516c\u53f8\u601d\u79d1\u66fe\u7ecf\u662f\u7f8e\u570b\u6700\u6709\u50f9\u503c\u7684\u4f01\u696d\uff0c\u7576\u6642\u7db2\u7d61\u71b1\u6f6e\u6b63\u5982\u706b\u5982\u837c\u5730\u9032\u884c\u3002 \u601d\u79d1\u6b63\u4e58\u8457\u4e92\u806f\u7db2\u7684\u53e6\u4e00\u80a1\u9769\u547d\u6d6a\u6f6e\uff0c\u5176\u7522\u54c1\u5f15\u9818\u4e86\u4e92\u806f\u7db2\u7522\u696d\uff0c\u7d50\u679c\uff0c\u50cfNVIDIA\u4e00\u6a23\uff0c\u601d\u79d1\u4e5f\u9818\u5148\u5fae\u8edf0.45%\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u601d\u79d1\u524dCEO\u7d04\u7ff0\u2022\u9322\u4f2f\u8332(\u97f3)\u65ac\u91d8\u622a\u9435\u5730\u8aaa\uff0c\u96d6\u7136\u6709\u5e7e\u500b\u76f8\u4f3c\u4e4b\u8655\uff0c\u4f46AI\u9769\u547d\u8207\u7db2\u7d61\u6216\u96f2\u7b97\u7b49\u4ee5\u524d\u7684\u9769\u547d\u4e0d\u540c\u3002\u76ee\u524d,\uff0c\u9322\u4f2f\u8332\u4f5c\u70ba\u98a8\u96aa\u6295\u8cc7\u8005\uff0c\u7279\u5225\u662f\u5c0d\u7db2\u7d61\u5b89\u5168\u7b49AI\u9032\u884c\u4e86\u5de8\u5927\u6295\u8cc7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ed6\u4e3b\u5f35\uff0c\u82f1\u5049\u9054\u548c\u4ee5\u524d\u7684\u601d\u79d1\u60c5\u6cc1\u4e0d\u540c\u3002 \u4ed6\u8aaa\uff0c(AI\u71b1\u6f6e)\u5728\u5e02\u5834\u6a5f\u6703\u548c\u898f\u6a21\u65b9\u9762\u5177\u6709\u4e92\u806f\u7db2\u548c\u96f2\u8a08\u7b97\u76f8\u7d50\u5408\u7684\u610f\u7fa9\u3002 \u8b8a\u5316\u7684\u901f\u5ea6\u4e0d\u540c\uff0c\u5e02\u5834\u898f\u6a21\u4e5f\u4e0d\u540c\uff0c\u6700\u6709\u50f9\u503c\u7684\u4f01\u696d\u767c\u5c55\u968e\u6bb5\u4e5f\u4e0d\u540c\u3002 <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u81fa\u7063\u56e0\u7d20\u3001\u751f\u6210<\/strong><strong>AI<\/strong><strong>\u65b0\u5275\u696d\u7e3e\u4e0d\u632f\u7b49\u8ca0\u9762\u56e0\u7d20<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9019\u662f\u81ea2019\u5e742\u6708\u4e9e\u99ac\u905c\u7db2\u7ad9\u66ab\u6642\u4f54\u64da\u9996\u4f4d\u4ee5\u4f86\uff0c\u9664\u5fae\u8edf\u548c\u860b\u679c\u4ee5\u5916\u7684\u5176\u4ed6\u516c\u53f8\u9996\u6b21\u4f54\u64da\u6700\u5927\u4f01\u696d\u4f4d\u7f6e\u3002 NVIDIA\u57281\u5e74\u524d\u7684\u5e02\u5834\u50f9\u503c\u6392\u540d\u7b2c5\u4f4d\uff0c2\u5e74\u524d\u7b2c10\u4f4d\uff0c5\u5e74\u524d\uff0c\u751a\u81f3\u6c92\u6709\u88ab\u5217\u5165\u524d20\u540d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u662f\uff0c\u70ba\u4e86\u4e3b\u5c0eAI\u958b\u767c\uff0c\u6355\u6349AI\u7684\u512a\u52e2\uff0c\u5fae\u8edf\u3001Meta\u3001\u4e9e\u99ac\u905c\u7b49\u5927\u578b\u6280\u8853\u4f01\u696d\u4e4b\u9593\u7684AI\u5e02\u5834\u722d\u596a\u6230\u5f15\u767c\u4e86\u5c0dNVIDIA\u82af\u7247\u7684\u7206\u767c\u6027\u9700\u6c42\uff0c\u5e36\u4f86\u4e86\u5929\u6587\u6578\u5b57\u7684\u6536\u76ca\u3002 \u4e0a\u4e00\u5b63\u5ea6\u8a72\u516c\u53f8\u6536\u5165260\u5104\u7f8e\u5143\uff0c\u662f\u4e0a\u5e74\u540c\u671f\u76843\u500d\u4ee5\u4e0a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u7684\u80a1\u7968\u81ea2023\u5e74\u5728S&amp;P500\u4e2d\u53d6\u5f97\u6700\u4f73\u696d\u7e3e\u4ee5\u4f86\uff0c\u5728\u904e\u53bb\u768412\u500b\u6708\u88e1\u50f9\u503c\u4e0a\u6f32\u4e863\u500d\u4ee5\u4e0a\u3002 \u8a72\u516c\u53f8\u672c\u6708\u50f9\u503c\u9054\u52303\u842c\u5104\u7f8e\u5143\uff0c\u96e22\u842c\u5104\u7f8e\u5143\u9084\u4e0d\u52304\u500b\u6708\u6642\u9593\u3002 \u82f1\u5049\u9054\u5c0d\u6b64\u6539\u8b8a\u4e86\u6230\u7565\uff0c\u5c07\u672c\u6708\u80a1\u7968\u4ee510\u6bd41\u7684\u6bd4\u4f8b\u5206\u5272\u3002 \u9019\u662f\u70ba\u4e86\u964d\u4f4e\u6bcf\u80a1\u50f9\u683c\uff0c\u8b93\u6295\u8cc7\u8005\u66f4\u5bb9\u6613\u63a5\u8fd1\u800c\u63a1\u53d6\u7684\u63aa\u65bd\u3002 \u5c0d\u6b64\uff0c\u8a79\u68ee\u00b7\u9ec3\u4e7e\u8106\u5730\u8868\u793a\uff0c\u82f1\u5049\u9054\u6b63\u5728\u69cb\u5efa\u63a5\u53d7\u6578\u64da\u4e26\u751f\u7522\u667a\u80fd\u7684\u81ea\u4e3bAI\u5de5\u5ee0\u3002 \u9019\u610f\u5473\u7740\u8981\u6311\u6230\u73fe\u6709\u7684\u5927\u6280\u8853\u9818\u57df\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0d\u6b64\uff0c\u8abf\u67e5\u6a5f\u69cbCFRA Research\u8a55\u50f9\u9053\uff0c\u96a8\u8457\u4e16\u754c\u4ee5AI\u70ba\u4e2d\u5fc3\u7684\u767c\u5c55\uff0cNVIDA\u5728\u4eca\u5f8c10\u5e74\u5167\u5c07\u6210\u70ba\u4eba\u985e\u6587\u660e\u6700\u91cd\u8981\u7684\u516c\u53f8\uff0cNVIDIA\u958b\u62d3\u7684\u82af\u7247\u5c07\u6210\u70ba\u672c\u4e16\u7d00\u6700\u91cd\u8981\u7684\u767c\u660e\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u7684AI\u82af\u7247\u5f9e\u667a\u80fd\u624b\u6a5f\u5230\u804a\u5929\u6a5f\u5668\u4eba\u6280\u8853\u90fd\u662f\u5fc5\u4e0d\u53ef\u5c11\u7684\u3002 \u4f46\u554f\u984c\u662f\uff0c\u53ea\u7531\u81fa\u7063TSMC\u4e00\u5bb6\u59d4\u6258\u751f\u7522\u3002 \u6700\u8fd1\uff0c\u96a8\u8457\u4e2d\u570b\u6709\u53ef\u80fd\u5165\u4fb5\u81fa\u7063\u7684\u6182\u616e\u589e\u5927\uff0c\u7f8e\u570b\u6b63\u5728\u52aa\u529b\u78ba\u4fdd\u4f9b\u61c9\u93c8\uff0c\u6709\u4eba\u9810\u6e2c\u8aaa\uff0c\u82f1\u5049\u9054\u4e5f\u6703\u53d7\u5230\u5176\u5f71\u97ff\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u6b64\uff0c\u90e8\u5206\u6295\u8cc7\u8005\u64d4\u5fc3\uff0c\u8cc7\u91d1\u4e0d\u65b7\u6d8c\u5411AI\u7684\u73fe\u8c61\u7a76\u7adf\u80fd\u6301\u7e8c\u5230\u4ec0\u9ebc\u6642\u5019\uff0c\u5e02\u5834\u7d71\u8a08\u4e5f\u8b49\u660e\u4e86\u9019\u4e00\u9ede\u3002\u6839\u64da\u4eca\u5e743\u6708Sequoia Capital\u63a8\u7b97\uff0cAI\u82af\u7247\u958b\u59cb\u7e41\u69ae\u5f8c\uff0c\u7ea6500\u5104\u7f8e\u91d1\u6295\u8cc7\u65bcNVIDIA\u82af\u7247\uff0c\u4f46\u76f8\u7576\u65bc\u7a2e\u5b50\u7684\u751f\u6210\u5f0fAI\u65b0\u5275\u516c\u53f8\u7684\u92b7\u552e\u984d\u50c5\u70ba30\u5104\u7f8e\u5143\u3002 Sequoia Capital\u6307\u51fa\uff0c\u9019\u7a2e\u4e0d\u5747\u8861\u6697\u793a\u8457\u5e02\u5834\u6709\u9700\u8981\u514b\u670d\u7684\u5be6\u8cea\u6027\u8ab2\u984c\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"724\" src=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346-1024x724.jpg\" alt=\"\" class=\"wp-image-23543\" srcset=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346-1024x724.jpg 1024w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346-300x212.jpg 300w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346-768x543.jpg 768w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346-18x12.jpg 18w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346-206x146.jpg 206w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/06\/S__107020346.jpg 1053w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI\u72c2\u98a8\uff0c\u64c1\u6709\u6ce1\u6cab\u7684\u6240\u6709\u8981\u7d20<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capital Economics\u9996\u5e2d\u7d93\u6fdf\u5b78\u5bb6\u5c3c\u723e\u2022\u5e0c\u6797(Neil Shearing)\u5c0dWSJ\u8868\u793a\uff0c\u5c0dAI\u7684\u72c2\u98a8\u5177\u6709\u6ce1\u6cab\u81a8\u8139\u7684\u6240\u6709\u7279\u5fb5\uff0c\u96d6\u7136\u6709\u52a9\u65bc\u5728\u4eca\u5f8c1\u5e74\u534a\u7684\u6642\u9593\u88e1\u7dad\u6301\u7f8e\u570b\u80a1\u5e02\u7684\u4e0a\u5347\uff0c\u4f46\u6700\u7d42\u4e0d\u4e45\u5c31\u6703\u7206\u767c\u7f8e\u570b\u5e02\u5834\u6ce1\u6cab\u3002<\/p>\n\n\n\n<p 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