云巨头3.6万亿支出催生饕餮盛宴，英伟达成AI竞赛最大赢家

剑勇谈智能02-10

文/杨剑勇科技巨头们发展AI大模型都离不开英伟达的高性能芯片。要知道，在高性能AI芯片领域，英伟达市场份额预估在80%以上，甚至高达90%。核心在于CUDA生态，形成了一套完整的开发工具链。三大云巨头继续烧钱，将有5300亿美元投向人工智能毫不夸张的说，谁家AI大模型强，背后其实比拼的是拥有多少张英伟达的卡。为此，科技巨头们围绕大模型的竞争进一步加剧，纷纷大幅度提升支出，最具代表性的是亚马逊、微软...

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competition","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDW":0.6,"NVD":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDA":1.98,"NVII":0.6,"NVIW.SI":0.6,"NVDQ":0.6,"NVDG":0.6,"NVDY":0.6,"NVDS":0.6,"NVDL":0.6,"NVDU":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDD":0.6},"content_text":"文/杨剑勇科技巨头们发展AI大模型都离不开英伟达的高性能芯片。要知道，在高性能AI芯片领域，英伟达市场份额预估在80%以上，甚至高达90%。核心在于CUDA生态，形成了一套完整的开发工具链。三大云巨头继续烧钱，将有5300亿美元投向人工智能毫不夸张的说，谁家AI大模型强，背后其实比拼的是拥有多少张英伟达的卡。为此，科技巨头们围绕大模型的竞争进一步加剧，纷纷大幅度提升支出，最具代表性的是亚马逊、微软与谷歌，预计今年将有5300亿美元（约合人民币3.66万亿元）投向人工智能领域。微软云所展现出的强劲竞争力，主要得益于投资了OpenAI这家公司，并与其深度捆绑，同时，构建Azure AI基础设施，使之成为全球最大云服务厂商（按营收计），也是全球第二大公有云厂商。AI是其驱动云服务增长引擎，为此继续加大投入，预计2026年将投入1500亿美元，投向AI领域，提升在全球云服务市场的竞争力。因人工智能基础设施的投资，正在全面推动谷歌营收增长，尤其谷歌云增速强劲。为此，谷歌将持续加大支出，以此提升AI市场竞争力。2026年支出预计为1750-1850亿美元，相较于2025的914.5亿美元，提升一倍，主要用于数据中心及网络设备等AI基础设施建设。对于亚马逊而言，在AI大模型时代，面对微软及谷歌的竞争，显得力不从心，其市场份额逐渐被竞争对手所吞食。虽稳居公有云市场榜首，但市场份额已下滑至28%。为提升云市场的竞争力及市场对人工智能、芯片等强劲的需求，预计2026年的支出方面约2000亿美元。仅亚马逊、微软与谷歌三大云厂商的支出就达到惊人的5300亿美元。可以看出，全球云巨头们再次开启新一轮AI竞赛，通过构建庞大的AI基础设施，以此抢占AI大模型技术制高点与市场主导权。AI基础设施需求强劲，对英伟达芯片需求旺盛巨头们的支出持续飙升，对于英伟达而言，则是一场超级AI大餐，这当中有数以百亿美元竞相抢购英伟达高性能芯片。在此之前，黄仁勋表示，全球对英伟达的AI基础设施的需求空前强劲。在科技巨头们买买买的模式下，英伟达的高性能芯片是供不应求，成为市场稀缺品，驱动营收暴增，成为全球最赚钱的科技企业之一，赚的盆满钵满。第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%。净利润更是高达319亿美元，同比增长65%。因AI基础设施需求持续超出预期，英伟达预计2026财年第四季度营收为650亿美元，上下波动2%，而分析师预估为620亿美元，这一业绩指引远远高于分析师的预期。值得注意的是，为了满足大规模部署需求，英伟达将推出AI超级芯片平台Vera Rubin，将推理token成本最多降低至Blackwell平台的十分之一，在MoE模型训练中使用的GPU数量仅为Blackwell平台的四分之一。目前，英伟达Vera Rubin平台现已全面量产，2026年有望将开启规模化部署。英伟达首席财务官曾在财报电话会议上表示，在Blackwell和Rubin平台项目上可以实现5000亿美元的营收。整体来说，AI大模型浪潮席卷全球的背景下，英伟达芯片需求呈现爆发式增长，背后是全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，以此提升在人工智能市场的竞争力。最后受益于AI基础设施建设，推动全球半导体市场强劲增长，据Omdia数据显示，2026年，全球半导体营收将突破1万亿美元大关。与此同时，英伟达正在重塑全球半导体市场，推动通用GPU计算向GPU加速计算转型，在全球AI芯片市场独领风骚，使之成为AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长，更缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球首家市值突破5万亿美元的公司，当前市值仍然高达4.62万亿美元。生成式AI技术迅猛发展的今天，半导体行业格局正经历深刻重构，并重塑全球科技格局。谁也未曾料想到，为游戏而生的英伟达的GPU芯片，到如今是全球科技发展的核心力量，成功抓住了AI大模型市场机遇。杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。","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":1,"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 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