全球知名的芯片巨头NVIDIA的创始人黄仁勋近日对OpenAI首席执行官Sam Altman的宏大芯片计划提出了质疑。Altman曾公开表示，计划筹集5至7万亿美元的资金，以建立一个庞大的芯片供应链，以满足日益增长的AI芯片需求。然而，黄仁勋对此持有不同看法，他认为当前的算力成本已经显著下降，如此巨额的投资显得有些不切实际。
黄仁勋在一次行业论坛上指出，芯片成本的下降是技术进步的必然结果，而AI芯片的发展关键不在于产能的简单扩张，而在于芯片设计的复杂性和效率。他强调，未来的竞争将聚焦于如何在更小的体积内实现更高的计算性能，而非盲目增加芯片的数量。
与此同时，另一位知名芯片架构师John Keller也对Altman的计划表达了类似的看法。Keller认为，以目前的技术水平和市场状况，远不需要5至7万亿美元就能实现类似的目标。他戏谑地表示，自己有信心用不到1万亿美元就能达成Altman的芯片梦想。
这场关于芯片投资规模的辩论，反映出业界对AI芯片发展方向的不同见解。一方面，有人主张大规模投入以推动产能扩张；另一方面，有人强调技术创新和效率提升的重要性。这一讨论无疑将对AI芯片行业的未来策略制定产生深远影响。
英语如下：
**News Title:** “Jen-Hsun Huang Critiques Altman’s Chip Ambition: Is a Trillion-Dollar Investment Too Lavish?”
**Keywords:** Altman’s chip vision, Jen-Hsun Huang’s commentary, Keller’s mockery
**News Content:**
NVIDIA founder and global chip giant Jen-Hsun Huang recently questioned the ambitious chip plans of OpenAI CEO Sam Altman. Altman had publicly announced intentions to raise $5 to $7 trillion to establish a vast chip supply chain to meet growing AI chip demand. However, Huang holds a different perspective, believing that current computing power costs have significantly declined, rendering such a massive investment impractical.
Huang pointed out at an industry forum that the reduction in chip costs is an inevitable result of technological progress. He emphasized that the key to AI chip development lies not in mere capacity expansion but in the complexity and efficiency of chip design. He stressed that future competition will center on achieving higher computational performance in smaller form factors, rather than blindly increasing chip numbers.
Meanwhile, renowned chip architect John Keller also shared similar views on Altman’s plan. Keller argued that, given current technological capabilities and market conditions, significantly less than $5 to $7 trillion would be required to achieve similar goals. He jokingly claimed that he was confident of realizing Altman’s chip aspirations for less than $1 trillion.
This debate over the scale of chip investment reflects divergent opinions within the industry on the direction of AI chip development. On one hand, some advocate large-scale investments to boost capacity; on the other hand, others emphasize the importance of technological innovation and efficiency gains. This discussion is bound to have a profound impact on the future strategies of the AI chip industry.
【来源】https://www.cls.cn/detail/1597132
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