NVIDIA公司创始人兼首席执行官黄仁勋近日对OpenAI首席执行官Sam Altman的宏大的芯片投资计划提出了批评。Altman近期宣布，计划筹集5至7万亿美元的资金，旨在建立一个庞大的芯片供应链，以满足人工智能领域日益增长的芯片需求。然而，黄仁勋对此表示，当前的算力成本已经显著下降，如此庞大的投资可能并不实际。
黄仁勋指出，芯片行业的重点不应仅仅放在增加产能的数量上，而应更多地关注芯片的复杂性和效率。他认为，随着技术的进步，芯片的性能提升和成本降低已经成为趋势，因此，投入数万亿美元可能过于夸张，甚至有些“烧钱”。
此外，知名芯片架构师Jim Keller也加入了这场讨论，他幽默地表示，实现Altman的芯片愿景可能并不需要如此巨额的资金。Keller声称，他有信心用远低于1万亿美元的投入，就能达成相似的目标。
这一系列评论反映了业界对于大规模芯片投资的不同看法。一方面，有人主张通过大规模投资推动产能扩张；另一方面，有人认为技术创新和效率优化才是关键。随着AI领域的快速发展，芯片行业的战略方向和投资策略无疑将备受关注。
英语如下：
News Title: “Jensen Huang Critiques Altman’s Chip Ambition: Is a Trillion-Dollar Investment Too Lavish?”
Keywords: Altman’s Chip Dream, Jensen Huang’s Comments, Keller’s Mockery
News Content: NVIDIA founder and CEO Jensen Huang recently criticized OpenAI CEO Sam Altman’s ambitious plan to invest in chip manufacturing. Altman recently announced intentions to raise $5 to $7 trillion to establish a massive chip supply chain to cater to the growing demand for AI chips. However, Huang argued that the current computing power costs have significantly decreased, making such a large investment potentially impractical.
Huang emphasized that the focus of the semiconductor industry should not solely be on increasing production capacity but more on chip complexity and efficiency. He believes that with technological advancements, improvements in chip performance and cost reductions have become trends, rendering a trillion-dollar investment potentially excessive and even “profligate.”
Furthermore, renowned chip architect Jim Keller chimed in on the debate, jokingly suggesting that realizing Altman’s chip vision might not require such astronomical funds. Keller claimed he was confident in achieving similar goals with an investment far below $1 trillion.
These comments reflect varying opinions within the industry on large-scale chip investments. On one hand, some advocate for investment-driven capacity expansion, while on the other, there are those who emphasize technological innovation and efficiency optimization. As the AI sector rapidly evolves, the strategic direction and investment strategies of the chip industry will undoubtedly draw significant attention.
【来源】https://www.cls.cn/detail/1597132
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