在CES2026上，黄仁勋和苏姿丰会讲什么？

天极网2025-12-31

CES2026即将开幕，作为新年第一场大型的科技盛宴，能够传递出什么声音？换句话说，能够带来什么新的震撼以及对全年科技走势的预判？科技界的大佬的演讲无疑就是我们判断全年科技动态和技术演变的一个支点。通过一些科技界大佬的演讲，让我们提前感受科技进步可能会带来哪些改变？人工智能和人形机器人的发展又会进入到一个什么状态？作为人工智能高端芯片的“缔造者”或者是研发的积极参与者，英伟达和AMD的老总的演讲...

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CES2026?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDA":1.95,"NVIW.SI":0.6,"AMD":1.91,"NVD":0.6},"content_text":"CES2026即将开幕，作为新年第一场大型的科技盛宴，能够传递出什么声音？换句话说，能够带来什么新的震撼以及对全年科技走势的预判？科技界的大佬的演讲无疑就是我们判断全年科技动态和技术演变的一个支点。通过一些科技界大佬的演讲，让我们提前感受科技进步可能会带来哪些改变？人工智能和人形机器人的发展又会进入到一个什么状态？作为人工智能高端芯片的“缔造者”或者是研发的积极参与者，英伟达和AMD的老总的演讲无疑也是最令市场关注的焦点。芯片技术的发展和迭代对于人工智能的应用和技术突围，包括算力的叠加都是至关重要的，在这方面，这两家厂商在2025年通过系列的辗转腾挪和合纵连横，已经取得了一些成效。起码英伟达在资本市场的表现已经让业界为之震撼了，在这方面，包括苹果、微软、谷歌、Meta等企业都望尘莫及。1月6日，CES2026在拉斯维加斯开幕，其中，英伟达掌门黄仁勋与AMD首席执行官苏姿丰将先后登台演讲，其中涉及到物理AI、显卡架构与自动驾驶等内容。我们可以管中窥豹的是两大巨头在2026年的年度布局，对2026年的科技发展趋势也会有一个大致的判断。众所周知，黄仁勋的演讲从来都是CES的焦点。华尔街分析师预测，此次黄仁勋将重点聚焦三大核心：数据中心、物理AI机器人技术，以及Cosmos基础模型平台的最新进展。回顾去年CES，黄仁勋携RTX 50系列显卡、Cosmos世界基础模型震撼全场，其中RTX 5090以920亿晶体管、3352 TOPS的AI算力登顶性能巅峰。而今年，业界猜测英伟达将带来Blackwell架构的迭代升级。对于物理AI的突破性进展，或许也能在CES有所展现。黄仁勋去年曾断言“通用机器人的ChatGPT时刻即将到来”，而Cosmos平台作为实现这一愿景的核心，已吸引小鹏汽车、Uber等14家行业巨头接入，其通过2000万小时视频训练的世界基础模型，能让机器人模拟各类真实场景并规划最优行动方案。可以预计的是，英伟达极有可能公布Cosmos 2.0版本，进一步降低机器人开发门槛，甚至现场演示搭载该模型的自主机器人完成复杂任务，彻底改写工业与消费级机器人的竞争格局。除了黄仁勋之外，另一个焦点性人物就是AMD的苏姿丰。市场预期，苏姿丰将携AMD的全栈式解决方案对英伟达发起挑战。市场预测，苏姿丰将重点发力AI PC与游戏领域，正式推出基于RDNA 4架构的新一代显卡，直面RTX 50系列的市场挤压。去年AMD RX 9070 XT凭借4999元的定价和接近RTX 5070 Ti的光栅性能，成为中端市场“性价比之王”，此次新品有望在AI算力上实现突破，缩小与英伟达的生态差距。同时，苏姿丰还将详解Ryzen处理器的AI升级，尤其是锐龙AI Max系列对700亿参数大模型的本地支持能力，进一步巩固AMD在AI PC领域的先发优势。此外，在无人驾驶方面，也是两家芯片公司重点布局的市场之一。黄仁勋去年宣布与丰田合作开发下一代自动驾驶汽车，搭载Thor处理器的DRIVE Hyperion平台将实现生成式AI与自动驾驶的深度融合，目标2026财年将汽车业务营收扩至50亿美元。而苏姿丰大概率会跟进公布EPYC服务器处理器的升级计划，以及Instinct系列GPU在AI训练领域的最新突破，试图撬动英伟达在数据中心的垄断地位。双方的较量，早已超越单一产品竞争，演变为全产业链的生态博弈。我们可以预计的是，随着AI Pin、Rabbit R1等消费级AI硬件遇冷，行业亟需新的技术旗手打破“AI泡沫”质疑，而黄仁勋与苏姿丰的演讲，将为消费级AI带来新的发展方向预期。AI 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