【黄仁勋评Altman芯片宏愿：成本降低，数万亿投资或过于激进】
全球科技界近日热议OpenAI首席执行官Altman的雄心壮志——计划筹集5至7万亿美元建立一个庞大的AI芯片供应链，以满足人工智能日益增长的算力需求。然而，英伟达创始人黄仁勋对此发表了不同的看法，他认为当前芯片的算力成本已经显著下降，如此巨额的投资显得有些“烧包”。
黄仁勋在一次公开讨论中指出，芯片产业的发展重点已经从单纯追求产能扩张转向了提升芯片的复杂度和效率。他表示，随着技术的进步，芯片的成本效益比正在不断提升，因此数万亿美元的投入可能并非最明智的选择。
与此同时，知名芯片架构师Keller也加入了这场辩论，他直言不讳地表示，实现Altman的芯片梦或许并不需要如此庞大的资金。Keller声称，凭借现有的技术和创新，他有信心以不到1万亿美元的成本实现相似的目标。
这场关于芯片未来的讨论，凸显了科技界在应对AI需求增长时的策略分歧。一方面，有人主张大规模投资以保障产能；另一方面，有人强调技术优化和效率提升。随着人工智能的迅速发展，芯片行业的战略选择将直接影响到整个科技生态的未来格局。来源：财联社。
英语如下：
News Title: “NVIDIA’s Huang Questions Altman’s Trillion-Dollar Chip Ambition: Feasible or Frivolous?”
Keywords: Altman’s chip dream, Huang’s commentary, Keller’s sarcasm
News Content: “Huang Weighs in on Altman’s Chip Megaproject: Cost Efficiency or Overambitious?”
The global tech community has been buzzing about OpenAI CEO Altman’s bold vision to raise $5 to $7 trillion to establish a massive AI chip supply chain, catering to the growing computational power demands of artificial intelligence. However, NVIDIA founder, Jensen Huang, presents a contrasting perspective, suggesting that the substantial investment might be overly aggressive given the decline in chip-making costs.
In a public discussion, Huang emphasized that the semiconductor industry’s focus has shifted from mere capacity expansion to enhancing chip complexity and efficiency. He argues that with technological advancements, the cost-effectiveness of chips is continually improving, rendering a trillion-dollar outlay potentially unwarranted.
Renowned chip architect Keller also chimed in, bluntly stating that Altman’s chip aspirations might not necessitate such colossal funding. Keller asserts that leveraging existing technology and innovation, he is confident of achieving similar goals for less than $1 trillion.
This debate on the future of chips highlights the divergent strategies in the tech industry when addressing AI’s growing demands. While some advocate large-scale investments for capacity assurance, others emphasize technological optimization and efficiency gains. As AI accelerates, the strategic choices in the chip sector will directly shape the landscape of the entire tech ecosystem. Source: Sina Finance.
【来源】https://www.cls.cn/detail/1597132
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