【黄仁勋质疑Altman芯片宏图：算力成本下降，5-7万亿美元过于高昂】
全球知名芯片制造商 NVIDIA 的创始人兼首席执行官黄仁勋近日对OpenAI首席执行官Sam Altman的芯片产业发展计划提出了质疑。Altman近期提出一项雄心勃勃的计划，打算筹集5-7万亿美元资金，以建立一个庞大的芯片供应网络，旨在大幅提升人工智能（AI）芯片的生产能力。然而，黄仁勋对此表示，当前的算力成本已经显著下降，如此巨额的投资可能并不符合经济效益。
黄仁勋指出，芯片行业的重点已经从单纯追求产能的数量转向了提升芯片的复杂度和性能。他认为，随着技术的进步，芯片的成本已经在不断降低，因此投资数万亿美元来扩大产能显得有些“烧包”。他强调，未来的竞争焦点将更加集中在如何设计出更高效、更智能的芯片，而非仅仅追求数量的扩张。
此外，另一位知名芯片架构师John Keller也对Altman的计划表示了不认同，他声称，以目前的技术水平和市场状况，他有信心以不到1万亿美元的成本实现相似的芯片梦。这两位业界重量级人物的评论无疑为Altman的计划增添了更多的讨论和反思空间，引发了业界对AI芯片发展方向和投资策略的深入思考。
来源：财联社
英语如下：
**News Title:** “Jen-Hsun Huang Critiques Altman’s Chip Ambition: Is a $5-7 Trillion Investment Too Lavish?”
**Keywords:** Altman’s Chip Dream, Jen-Hsun Huang’s Comments, Keller’s Mockery
**News Content:**
NVIDIA’s founder and CEO, Jen-Hsun Huang, recently raised concerns about Sam Altman, the CEO of OpenAI, and his ambitious plan for chip industry development. Altman has proposed to raise $5-7 trillion to establish a massive chip supply network, aiming to significantly boost the production capacity of artificial intelligence (AI) chips. However, Huang argues that the current computational power cost has significantly decreased, making such a colossal investment potentially uneconomical.
Huang emphasizes that the focus of the semiconductor industry has shifted from merely pursuing quantity to enhancing the complexity and performance of chips. He believes that with technological advancements, chip costs are continually declining, rendering a multi-trillion-dollar investment in capacity expansion somewhat extravagant. He underscores that the future competition will center more on designing more efficient and intelligent chips rather than merely expanding production numbers.
Moreover, renowned chip architect John Keller also expressed his disagreement with Altman’s plan, claiming that with current technology and market conditions, he is confident of achieving a similar chip dream at less than $1 trillion. The comments from these two industry heavyweights have added more room for debate and reflection on Altman’s proposal, prompting the industry to delve deeper into the direction of AI chip development and investment strategies.
**Source:** Caixin Global
【来源】https://www.cls.cn/detail/1597132
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