英伟达黄仁勋点名！AI 的下一步商机

芯调查01-12

2026 年CES 大展现场，英伟达创办人暨执行长黄仁勋身穿标志性的闪亮皮衣登场，以一贯轻快幽默的风格，为今年 CES 的首场重量级主题演讲揭开序幕。但这场演讲真正的意义，并不在于风格，而在于——AI 的主战场，正在发生根本性转移。Vera Rubin 超级芯片：为“会思考的 AI”而生黄仁勋在演讲中正式发布了下一代Vera Rubin 超级芯片。Vera Rubin是英伟达新近命名为Rubin...

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roll call! The next business opportunity for AI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDD":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDX":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVDA":1.98,"NVD2.UK":0.6,"NVDS":0.6},"content_text":"2026 年CES 大展现场，英伟达创办人暨执行长黄仁勋身穿标志性的闪亮皮衣登场，以一贯轻快幽默的风格，为今年 CES 的首场重量级主题演讲揭开序幕。但这场演讲真正的意义，并不在于风格，而在于——AI 的主战场，正在发生根本性转移。Vera Rubin 超级芯片：为“会思考的 AI”而生黄仁勋在演讲中正式发布了下一代Vera Rubin 超级芯片。Vera Rubin是英伟达新近命名为Rubin平台的六款芯片之一，它将一个Vera CPU和两个Rubin GPU集成于单个处理器中。Rubin 平台定位为智能体人工智能、高级推理模型和混合专家 (MoE) 模型的理想选择，这些模型结合了一系列“专家”人工智能，并根据用户提出的问题将查询路由到相应的专家。这意味着 AI 的决策链条更长、逻辑更复杂、算力与带宽需求显著提升，而 Rubin 正是为此而生。物理AI 正式登场：Alpamayo 自驾模型的意义如果说Rubin 平台代表的是算力架构的升级，那么物理 AI（Physical AI） 则是应用层的真正爆发点。黄仁勋在演讲中重点介绍了 Alpamayo 自动驾驶模型，并将其定义为全球首款具备“思考与推理能力”的自动驾驶 AI 大脑。黄仁勋指出，Alpamayo不只是能控制方向盘、煞车与油门的自动驾驶系统，而是一套能“解释自己为何这么开车”的推理模型，象征自动驾驶从感知与反应，正式迈入理解与决策的新阶段。黄仁勋透露，辉达与宾士合作已五年，首款搭载该自驾系统的车型，预计今年第一季上路，后续扩展至欧洲与亚洲。AI 不再只在屏幕里，而是走进现实场景黄仁勋强调AI 正从云端走向真实世界，过去基本都是在屏幕中，在手机里面运用AI，而接下来，AI 将真正“出现在我们眼前”，并拥有身体与行动能力。一个人自动驾驶汽车，另一个是机器人。英伟达将这种能力称为“行动大脑（Action Brain）”，具备感知、推理、即时决策，并能在真实物理环境中执行动作。这不只是英伟达的判断，而是产业共识值得注意的是，这一观点并非黄仁勋一人独唱。在本届CES 上，AMD 执行长 苏姿丰同样强调：AI 的下一阶段不只是模型参数规模而是如何进入实体世界在汽车、工业、机器人等场域中创造真实价值这显示出一个明确趋势，2026 年，AI 的竞争焦点将从“谁的模型更大”，转向“谁能真正落地”。演讲结束后，华尔街两大投行几乎同步给予英伟达高度评价，直指其为“2026 年最具代表性的 AI 概念股”。2026年，很可能不是 AI 概念最热的一年，但极有可能是 AI 真正改变现实世界的起点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602598370","isCrawlerRequest":true}