黄仁勋谈NVIDIA护城河：对手就算芯片免费也干不过

快科技10-01

快科技10月1日消息，提到AI，或许最闪耀的名字是OpenAI，但最大赢家一定是NVIDIA，这两年来NVIDIA不仅业绩爆炸式增长，马上就要变成第一个市值5万亿美元的公司了。AI的重要性已经无需多言，各大科技巨头都在砸钱建设AI基础设施，基本上都少不了购买NVIDIA的AI GPU。被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕...

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GPU。</p><p>被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕NVIDIA一不高兴直接不合作而断供，毕竟当下还是离不开N卡。</p><p>这就引出一个很有意思的问题，NVIDIA在AI市场上的护城河是什么？大部分人第一反应肯定会说CUDA生态，毕竟大量开发者都是在使用CUDA开发。</p><p>但在黄仁勋眼里，CUDA肯定不是他们赢得竞争的关键，前几天黄仁勋的三万字采访很多看过了，黄仁勋就解释了这个问题。</p><p>他甚至表示，<strong>竞争对手哪怕芯片免费送，不要钱，也干不过NVIDIA，因为NVIDIA的系统在TCO总成本上具备显著优势。</strong></p><p>黄仁勋解释说，很多竞争者还停留在制造出更好的芯片的思维上，但NVIDIA在做的是建设一整座AI工厂，<strong>“不是设计一款ASIC芯片，关键在于建设一座AI工厂系统“。</strong></p><p>他所说的这个AI工厂不仅包括GPU，还有NVLink互联、Spectrum-X通讯及CUDA软件平台，这才是NVIDIA的核心竞争力。</p><p>对手就算是把芯片免费，但NVIDIA的性能如果是原来的两倍，客户依然可以从中获得两倍的收入，有谁会拒绝这份收入？</p><p>以上就是黄仁勋对NVIDIA优势的解释，不得不说角度跟很多人想的不一样，制造出更好的GPU或者ASIC芯片是不够的。</p><p>另外，对手免费也干不过NVIDIA的说法也不是现在才有，搜索网络就会知道至少去年3月份的采访中黄仁勋就提过这个说法了，一年半之后还是这样的表态，显然对手是没有理解他这番表态的，或者是就算知道系统性优势的重要性，也无法在这一年多中做到。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251001220829881d20651vvy5f72ce\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋谈NVIDIA护城河：对手就算芯片免费也干不过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-01 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100122083294b74401&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技10月1日消息，提到AI，或许最闪耀的名字是OpenAI，但最大赢家一定是NVIDIA，这两年来NVIDIA不仅业绩爆炸式增长，马上就要变成第一个市值5万亿美元的公司了。AI的重要性已经无需多言，各大科技巨头都在砸钱建设AI基础设施，基本上都少不了购买NVIDIA的AI GPU。被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100122083294b74401&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","NVDX":"2倍做多NVDA ETF-T-Rex","3NVD.UK":"LS 3X NVIDIA","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1935043536.SGD":"MANULIFE GF GLOBAL 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