英伟达启动10年算力跃升竞赛，微美全息（WIMI.US）踏上升维征程引领AI算力革新风潮

IT新闻网03-29

随着生成式AI的变革，对于基础硬件设计、软件生态开发都提出了新的、更高的要求，尤其是底层硬件和算力必须跟上新的形势，并面向未来发展做好准备。3 月 11 日消息，英伟达(NVDA .US)CEO 黄仁勋声称英伟达的 GPU“非常好，即使竞争对手的芯片是免费的，但它也不够便宜”。黄仁勋进一步解释说，就 AI 数据中心的总拥有成本而言，英伟达 GPU 的定价并不重要。英伟达未来10年算力再提高100...

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的定价并不重要。英伟达未来10年算力再提高100万倍黄仁勋详细谈到英伟达的市场价值定位、AGI(通用人工智能)发展、AI算力的增长，以及如何通过人类反馈将AI 根植于人类价值观话题，而且黄仁勋透露，液冷技术将成为AI算力的下一个趋势性领域。作为生成式AI时代的最强卖铲人，如今英伟达市值已突破2万亿美元。对于AI走势，黄仁勋表示，AI 将是这个时代的“界定技术”，未来 AI 将成为一个“主权”，必须致力于控制主权AI。谈及AI算力，黄仁勋特别强调，在未来的10年里，英伟达将会把深度学习的计算能力再提高100万倍，从而让AI计算机不断训练、推理、学习、应用，并持续改进，未来不断将超级AI转变为现实。AI浪潮下的产业机遇对人工智能的关注，人们总是在探讨算力需求的极限，因为这代表着英伟达市值的成长空间。而事实上，人工智能(AI)一直以来是个备受关注的热议话题。从Sora到 Claude 3，从单模态到多模态，从AIGC到通用智能，人工智能大模型技术正在引领新一轮全球人工智能创新热潮。更直观的是，AI浪潮还带来了智能算力需求激增，掀起了智算中心建设热潮。Meta(META.US)今年初宣布计划壕掷90亿美元购买35万个H100 GPU芯片，用于加速人工智能算力研发。OpenAI的创始人Sam Altman将在全球融资7万亿美元用于投入AI芯片领域。在AI算力需求的驱动下，上中下游AI算力向芯片需求也有所回暖，尤其5G和人工智能的基础设施，这是生产力需求得以满足产业得以发展的革命性技术基础。而从中长期来看，市场对高速率AI算力需求的大趋势是明确的。随着AI芯片算力能力的提升，算力中心内部的通信需求也会大幅提升，对于算力算法的速率也有了更高的要求。微美全息争夺AI算力巨大发展空间科技巨头们重金投入AI，市场已经为算力买单，随着争夺 AI 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