黄仁勋揭露当33年CEO的两大秘诀

半导体行业观察01-11

英伟达创始人黄仁勋在CES开展首日，接受全球媒体QA。根据《财讯》双周刊报导，针对这波记忆体缺货，黄仁勋强调，这次HBM4不是“景气循环”的缺货，而是结构性改变，而英伟达不但不会被动卷入缺货，更是这波“结构性缺货下的全球大买家，而且不是只跟封装厂、板卡厂拿货，而是直接跟所有HBM供应商协同规划。”黄仁勋很早就前往南韩三星巩固此一产能，他非常有信心的说：“我们(英伟达)是第一个HBM4的使用者，而且...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111122601a70caaaa&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达创始人黄仁勋在CES开展首日，接受全球媒体QA。根据《财讯》双周刊报导，针对这波记忆体缺货，黄仁勋强调，这次HBM4不是“景气循环”的缺货，而是结构性改变，而英伟达不但不会被动卷入缺货，更是这波“结构性缺货下的全球大买家，而且不是只跟封装厂、板卡厂拿货，而是直接跟所有HBM供应商协同规划。”黄仁勋很早就前往南韩三星巩固此一产能，他非常有信心的说：“我们(英伟达)是第一个HBM4的使用者，而且...</p>\n\n<a 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years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDU":0.6,"NVD":0.6,"NVDA":1.96,"NVDD":0.6,"NVDX":0.6},"content_text":"英伟达创始人黄仁勋在CES开展首日，接受全球媒体QA。根据《财讯》双周刊报导，针对这波记忆体缺货，黄仁勋强调，这次HBM4不是“景气循环”的缺货，而是结构性改变，而英伟达不但不会被动卷入缺货，更是这波“结构性缺货下的全球大买家，而且不是只跟封装厂、板卡厂拿货，而是直接跟所有HBM供应商协同规划。”黄仁勋很早就前往南韩三星巩固此一产能，他非常有信心的说：“我们(英伟达)是第一个HBM4的使用者，而且这一段时间内，几乎只有我们在用。”他说，所有HBM制造商都在为英伟达扩产。他认为，HBM4这种高频宽记忆体，贴近GPU的工作量训练、推理与储存需求，已跟传统IT市场完全不同，此一需求已经不可替代。至于英伟达刚刚发表的自驾车新平台“Alpamayo”，也引发特斯拉执行长马斯克立马透过公开社群淡定回应：“这件事情，特斯拉早就在做，不会因为这样失眠。”黄仁勋对此也分析与特斯拉的平台两者有所不同，他先称赞特斯拉的无人驾驶平台(FSD)是世界级的解决方案，FSD是特斯拉车端的自驾系统，是前装(Front-end)车用市场，由自己搜集资料、自行训练与部署。然而，《财讯》采访得知，英伟达切入自动驾驶，要提供的是一个“平台”训练系统，这种系统，英伟达除了硬体的Thor芯片，更重要的是模拟训练(Omniverse)软件，“这可以让所有车厂都有能力做到自驾技术的导入。”因此，Google的Waymo、Lucid、Uber Taxi平台甚至Tesla等其他品牌都可以用。至于AI是否泡沫？乐观如他具体点出，AI需求不是数据中心(data center)的扩建，而是AI工厂这种基础建设大量崛起。而随着英伟达从芯片切入实体AI市场，一位来自澳洲媒体问到，黄仁勋目前是全球重量级科技公司中任期最久的CEO之一，未来还能当多久？他一边笑一边透露当了快33年CEO两大秘密。他说，首先，不要被炒鱿鱼(Don't Get fired)，第二就是不要无聊(Don't Get bored)，这两者，他自己也不知道哪一个比较重要、哪一个要放前面，当场引起哄堂大笑。参考链接https://www.chinatimes.com/realtimenews/20260111000013-260410?chdtv（来源：工商时报）*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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