英伟达黄仁勋：AI 芯片是一锤子买卖，但软件开发需终身维护

IT之家01-10

1 月 10 日，科技媒体 Tom's Hardware 今天（1 月 10 日）发布博文，报道称在CES 2026媒体问答会上，针对市场上采用廉价内存以降低成本的声音，英伟达首席执行官黄仁勋反驳道：“芯片是一锤子买卖，但软件开发需要终身维护。”黄仁勋强调，AI 行业已进入“Token 经济学”时代，核心指标是“每瓦 / 每美元能生成多少 Token”。英伟达坚持统一的内存架构和软件栈，虽然硬件...

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日）发布博文，报道称在CES 2026媒体问答会上，针对市场上采用廉价内存以降低成本的声音，英伟达首席执行官黄仁勋反驳道：“芯片是一锤子买卖，但软件开发需要终身维护。”黄仁勋强调，AI 行业已进入“Token 经济学”时代，核心指标是“每瓦 / 每美元能生成多少 Token”。英伟达坚持统一的内存架构和软件栈，虽然硬件成本较高，但能避免软件生态碎片化。这意味着，当 Nvidia 优化一个软件栈后，全球所有基于该架构的 AI 工厂都能同步获得性能提升，从而在长周期内实现更优的总体拥有成本（TCO）。谈及行业趋势，黄仁勋透露了一个关键数据：开源模型目前已贡献了全球约四分之一的 Token 生成量。这一“意料之外”的爆发式增长，极大地拓展了 AI 的部署场景，从超大规模云厂商延伸至企业本地集群。黄仁勋在问答中还详细展示了 Vera Rubin 平台的模块化突破。相比以往 Grace Blackwell 系统一旦故障需整机架下线的情况，Rubin 采用了托盘式架构，支持在系统运行时直接更换 NVLink 等组件，实现“边跑边修”。IT之家援引博文介绍，这种设计不仅大幅降低了运维成本，更彻底重构了供应链效率：节点的组装时间从过去的 2 小时惊人地缩减至 5 分钟。此外，Rubin 平台摒弃了繁杂的线缆设计，并从 80% 液冷升级为 100% 全液冷，进一步提升了系统的可靠性。供电稳定性被黄仁勋称为当前算力扩张的“最大瓶颈”。由于现代 AI 负载（尤其是推理任务）会引发剧烈的瞬时功耗跳变，电流波动幅度往往高达 25%，迫使数据中心不得不闲置大量电力以应对峰值。Rubin 平台通过系统级电子设计，在机架内部“平滑”了这些波动，即便单颗 GPU 的热设计功耗（TDP）高达 1800W，也能向外部电网呈现稳定的负载曲线。这种设计让运营商无需过度冗余配置，从而能接近 100% 地利用电力容量。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            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