黄仁勋谈过去一年AI模型的三大突破

第一财经01-21

当地时间1月21日，英伟达CEO黄仁勋在达沃斯论坛上谈到过去一年AI模型的三大突破。　　“去年AI模型层发生了三件大事。第一，模型刚开始出现时还有很多幻觉，但在去年，这些模型可以应用在研究领域了，能在没有受过相关领域训练的情况下进行推理、计划并回答问题，出现了Agentic（代理式AI）。”黄仁勋表示，第二个重大突破来自开源模型，首个开源推理模型DeepSeek的推出对大多数行业和公司而言都是一个...

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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD":0.6,"NVDW":0.6,"NVD3.UK":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDG":0.6,"DIPS":0.6,"3NVD.UK":0.6,"NVDA":1.96,"NVDX":0.6},"content_text":"当地时间1月21日，英伟达CEO黄仁勋在达沃斯论坛上谈到过去一年AI模型的三大突破。　　“去年AI模型层发生了三件大事。第一，模型刚开始出现时还有很多幻觉，但在去年，这些模型可以应用在研究领域了，能在没有受过相关领域训练的情况下进行推理、计划并回答问题，出现了Agentic（代理式AI）。”黄仁勋表示，第二个重大突破来自开源模型，首个开源推理模型DeepSeek的推出对大多数行业和公司而言都是一个重大事件，自那时起，开源推理模型生态开始繁荣，很多公司、研究机构、教育从业者都能利用开源模型做一些事情。　　黄仁勋表示，第三个取得巨大进展的领域是物理AI，物理AI不仅能理解语言，还能理解物理世界，例如理解生物蛋白质、化学、物理。在物理领域，AI能理解流体动力学、粒子物理、量子物理。　　“去年是不可思议的一年，因为AI模型取得如此大的进步。在应用层面，AI已经可以在金融服务、医疗保健、制造业等场景使用，由此产生经济利益。风险投资的资金去向是一个重要指标。2025年是风险投资的投资规模最大的年份之一，大部分资金流向了AI原生公司，其中一些是医疗保健公司、机器人公司、制造业公司、金融服务公司。”黄仁勋表示。　　与此同时，黄仁勋谈到，人类历史上最大规模的AI基础设施建设已在进行，业内现已投入了几千亿美元，还有价值数万亿美元的基础设施需要建设。黄仁勋称，这种规模的AI基础设施建设是合理的，因为AI需要处理很多上下文信息以便产生足够的智能，来驱动上层的应用程序。　　这种AI基础设施建设热潮也带动相关产业建设。黄仁勋表示，芯片领域，台积电刚宣布建设20座新的芯片工厂，此外，与英伟达合作的富士康、纬创、广达将建设30座新的计算机工厂，美光等内存厂商也在进行相应投资。“可以看到，现在AI产业在芯片层面的增长令人难以置信。”他表示。　　黄仁勋也谈到AI给人类工作带来的改变。他表示，AI基础设施建设过程中将创造大量就业机会，例如需要水管工、电工、建筑工人、网络技术人员。　　针对人们对AI取代人类工作的担忧，黄仁勋则举了一个例子：10年前，人们认为放射学相关职业将被淘汰，原因是AI计算视觉可以替代这部分工作，但10年过去，AI已渗透到放射学的各个方面，放射科的医生反而增加了，因为医生可以利用AI更高效工作，医院能接待的病人数量也增加了。黄仁勋表示，类似的过程也发生在护士群体中，当AI提高了工作效率，美国护士人数短缺导致的问题得到了解决。　　黄仁勋还呼吁，人们应该积极使用AI。“每个国家都应该参与到AI基础设施的建设中。AI的易用性可能会缩小各个地方的技术鸿沟。现在AI不再那么难训练，将开源模型结合各地的专有知识就能创建有用的模型。”黄仁勋称，使用AI非常容易，现在没有计算机学位的人也能成为程序员，发展中国家的人们、学生群体也应该学习使用AI、指导AI、评估AI。　　黄仁勋还谈到AI泡沫争议。他表示，评估AI泡沫是否存在可以看GPU的使用情况。实际情况是，英伟达有数以百万计的GPU在支撑云计算，现在要租用一块英伟达GPU并非易事。在需求带动下，GPU租赁价格正在上涨，价格上涨的不仅是最新版本的GPU。计算需求增加的原因是AI公司的数量正在增加，且一些公司有很多经费投入AI。（文章来源：第一财经）","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,"symbols":[],"gpt_button":0,"need_auth":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 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