NVIDIA创始人兼首席执行官黄仁勋近日对OpenAI首席执行官Sam Altman的宏大芯片投资计划提出质疑，认为Altman提出的5-7万亿美元用于构建AI芯片供应网的设想过于高昂。黄仁勋在一次公开评论中指出，当前的算力成本已经显著下降，如此巨额的资金投入可能并不切实际。
他表示，芯片行业的进步主要取决于芯片设计的复杂度，而非简单地增加芯片的生产数量。他认为，未来的竞争焦点将集中在如何提升芯片的性能和效率，而非盲目扩大产能。黄仁勋的这番言论，无疑对Altman的计划泼了一盆冷水。
与此同时，知名芯片架构师John Keller也加入了这场讨论，他直言不讳地表示，实现Altman的芯片愿景可能并不需要5-7万亿美元这么庞大的资金，他声称用不到1万亿美元就能达成相同的目标。Keller的言论进一步引发了业界对Altman计划成本效率的质疑。
这一争议凸显了AI芯片领域投资策略的分歧，一方面，有人主张通过大规模投资提升产能；另一方面，有人强调技术创新和效率提升的重要性。随着AI技术的快速发展，如何在算力和成本之间找到平衡，将成为行业未来发展的重要课题。来源：财联社。
英语如下：
**News Title:** “Jensen Huang Criticizes Altman’s Chip Ambition: Trillions Invested Could Be Too High”
**Keywords:** Altman’s Chip Dream, Jensen Huang’s Remarks, Keller’s Mockery
**News Content:**
NVIDIA founder and CEO Jensen Huang has recently questioned the massive chip investment plan outlined by OpenAI CEO Sam Altman, arguing that the proposed $5-7 trillion for building an AI chip supply network might be excessively costly. Huang pointed out in a public commentary that the current computational power cost has significantly decreased, suggesting that such a substantial financial outlay might not be practical.
He stated that progress in the semiconductor industry relies more on the complexity of chip design rather than merely increasing production volume. Huang believes that future competition will center on enhancing chip performance and efficiency, rather than blindly expanding capacity. His remarks have undoubtedly poured cold water on Altman’s ambitious plan.
In the meantime, renowned chip architect John Keller has also entered the debate, bluntly stating that Altman’s chip vision might not require the astronomical sum of $5-7 trillion. Keller claims that the same goal could be achieved with less than $1 trillion. Keller’s comments have further fueled industry skepticism about the cost-effectiveness of Altman’s plan.
This controversy underscores the分歧 in investment strategies within the AI chip sector. On one hand, some advocate for massive investments to boost production capacity, while on the other, emphasis is placed on technological innovation and efficiency gains. As AI technology rapidly evolves, striking a balance between computational power and cost will become a crucial challenge for the industry’s future development. _Source: Cailian Press._
【来源】https://www.cls.cn/detail/1597132
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