全球芯片行业的热议焦点近日集中在OpenAI首席执行官Altman提出的宏大计划上，他希望能筹集5至7万亿美元的资金，构建一个庞大的芯片供应链，以满足不断增长的人工智能（AI）芯片需求。然而，这一雄心壮志遭到了英伟达创始人黄仁勋的质疑。
黄仁勋在评价Altman的计划时指出，当前的算力成本已经显著下降，如此巨额的投资可能并不实际。他认为，未来的竞争核心将集中在芯片的复杂性和技术先进性，而非仅仅追求芯片的产量增加。黄仁勋的这一观点暗示，投资应当更加注重技术创新，而非盲目扩大产能。
与此同时，知名芯片架构师Keller也对此表达了不同意见，他声称只需要不到1万亿美元就能实现Altman的芯片愿景。Keller的观点进一步凸显了行业内对于芯片发展策略的分歧，究竟是大规模投资扩大产能，还是聚焦技术创新提升效率，成为了业界讨论的热点。
这一争论反映了AI芯片领域日益激烈的竞争态势，以及业界对于资金分配和技术创新平衡的思考。随着全球AI应用的快速发展，芯片作为其基础支撑，其发展策略将对整个行业的未来产生深远影响。财联社的报道指出，这一辩论预示着未来芯片行业将可能出现重大战略调整，而投资者和企业都需谨慎评估每一步决策的长远影响。
英语如下：
**News Title:** “Jensen Huang Critiques Altman’s Chip Blueprint: Trillions in Investment Could Be Excessive, Keller Mocks $1 Trillion Claim”
**Keywords:** Altman’s Chip Vision, Jensen Huang’s Remarks, Keller’s Mockery
**News Content:**
### Jensen Huang Questions Altman’s Ambitious Chip Blueprint: Billions in Investments Seen as Too High
The global semiconductor industry has been fixated on OpenAI CEO Altman’s grand plan to raise $5 to $7 trillion to build a massive chip supply chain catering to the growing demand for artificial intelligence (AI) chips. However, the proposal has drawn skepticism from Jensen Huang, the founder of NVIDIA.
In his assessment of Altman’s plan, Huang pointed out that the cost of computational power has significantly decreased, rendering such a colossal investment unnecessary. He believes that the future competitive edge will center on chip complexity and technological advancement, rather than merely increasing production capacity. Huang’s perspective suggests that investments should prioritize technological innovation over blind expansion.
Meanwhile, renowned chip architect Keller has offered a dissenting view, claiming that Altman’s chip aspirations could be achieved with less than $1 trillion. Keller’s stance underscores the分歧 within the industry on chip development strategies – whether to invest heavily in expanding production or focus on technological innovation for efficiency gains.
This debate reflects the intensifying competition in the AI chip sector and the industry’s deliberation on balancing funding allocation with technological progress. As AI applications worldwide continue to accelerate, the underlying chip technology’s development strategy will have far-reaching implications for the industry’s future. As reported by Caixin Global, this discourse signals potential major strategic realignments in the chip industry, with investors and companies needing to carefully weigh the long-term impact of their decisions.
【来源】https://www.cls.cn/detail/1597132
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