黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾

华尔街见闻2025-10-09

黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投...

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精彩评论

ZHWIN
2025-10-09
ZHWIN
英伟达和华工科技的合作进展情况如何？
GLA
2025-10-09
GLA
黄教主的发言真的很有水平
无语333
2025-10-09
无语333
说说你对这篇新闻的看法...

发表看法

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Nvidia participated in Musk's xAI, but it's a pity that it didn't invest more. I also regret OpenAI","themeId":"d87269128b6d1f4850abfca9f58f84d6","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/65227dd2166490709741db66f65a229d","symbols_score_info":{"NVDA":1.1},"content_text":"黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。美东时间10月8日周三的媒体采访中，黄仁勋表示，过去六个月AI计算需求大幅上升，英伟达新一代架构Blackwell的芯片需求“非常非常高”。他认为这标志着“新一轮工业革命”开始。对于英伟达投资xAI，黄仁勋表示，唯一的遗憾是没给马斯克更多投资。黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。对于英伟达的竞争对手AMD本周宣布与OpenAI达成大规模的芯片供应协议，黄仁勋称该交易“巧妙”但令人吃惊，因为AMD向OpenAI提供了相当于10%AMD股权的认股权证。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。业内分析师预计，到2026年，全球的AI基础设施合计支出可能达到2万亿美元。AI模型正在从提供简单问答向拥有复杂的推理能力演进，这推动了计算需求呈指数级增长。AI计算需求激增 Blackwell芯片供不应求本周三，被问到投资者最常问什么问题时，黄仁勋强调：“今年、特别是过去六个月，计算需求大幅增长。”黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。黄仁勋说，“对Blackwell的需求非常非常高”，还说\"我认为我们正处于新一轮建设的开端，新工业革命的开端。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。英伟达据称20亿美元参与xAI融资轮本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。黄仁勋周三对另一媒体确认了英伟达投资xAI，称：“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。\"黄仁勋高度评价马斯克的创业经历，称这位特斯拉和SpaceX的创始人擅长打造变革性的公司。他表示：“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。黄仁勋说：“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”黄仁勋表示，他认为云服务商CoreWeave 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”AI竞争：中国在能源建设方面遥遥领先在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":487367168569776,"gmtCreate":1760014710725,"gmtModify":1760015025624,"author":{"id":"3570078605974395","authorId":"3570078605974395","name":"ZHWIN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3570078605974395","authorIdStr":"3570078605974395"},"htmlText":"英伟达和华工科技的合作进展情况如何？","listText":"英伟达和华工科技的合作进展情况如何？","text":"英伟达和华工科技的合作进展情况如何？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487367168569776","repostId":1108099210,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":487297457000736,"gmtCreate":1759997568494,"gmtModify":1759997570747,"author":{"id":"3493359761462174","authorId":"3493359761462174","name":"GLA","avatar":"https://static.tigerbbs.com/070ae2a9e1ce414b25abe707f0cf9f1e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3493359761462174","authorIdStr":"3493359761462174"},"htmlText":"黄教主的发言真的很有水平","listText":"黄教主的发言真的很有水平","text":"黄教主的发言真的很有水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487297457000736","repostId":1108099210,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":487115247259784,"gmtCreate":1759974843296,"gmtModify":1759975742219,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487115247259784","repostId":1108099210,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":3,"repostSize":3,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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