【西街观察】AI拐点也有盲点

北京商报02-26

英伟达又交出了一份让行业咂舌的财报，第四财季营收利润涨幅双双超过70%。站在聚光灯下，英伟达CEO黄仁勋颇为笃定：代理AI（Agentic AI）已达到拐点，企业对智能体的采用率正在飙升，算力直接转化为收入。从大模型到智能体，从对话互动到系统级操作，Agentic AI或者智能体的跃进，意味着AI从会聊天到会干活、从消费端的社交娱乐到企业级的商业渗透。黄仁勋无疑是最乐观的那个人，但越来越多的人也...

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AI或者智能体的跃进，意味着AI从会聊天到会干活、从消费端的社交娱乐到企业级的商业渗透。黄仁勋无疑是最乐观的那个人，但越来越多的人也开始意识到，AI似乎真的要完成从“嘴替”到“手替”的关键一跃。值得注意的是，就在同一时间，在春节AI大战中赚足眼球的腾讯元宝，却在忙着为用户生成的内容差错而致歉。一位用户使用元宝制作拜年海报时，呈现的是一句脏话。元宝官方：模型在多轮对话中输出了异常结果。这不是大模型产品第一次“情绪失控”，年初元宝就曾对要求改代码的用户“辱骂+乱回”。宏大愿景撞上琐碎情绪，一边是黄仁勋口中的指数级增长，一边是消费级场景里的失误频出——画面放在一起，构成了AI叙事里最真实的割裂。无论从技术上还是商业上，AI拐点是存在的，甚至无法被预测被计划。英伟达的业绩是结果，黄仁勋得以对形势总结之上再出发。显而易见的变化正在发生，AI正在从被动的生成工具进化为主动的执行者。商业逻辑上的质变，让人们对智能体的追捧绝非虚火。老板想要拥有一个永不眠的数字化员工，员工也想拥有借力省力的智能体帮手。问题在于，当AI从对话式的内容娱乐走向严肃的商业执行，从插科打诨走向代工代劳，它的容错率正在急剧收窄。生成一句离谱的祝福语，最多是社交平台上的笑料；但如果在财务审核、合同撰写、医疗咨询的节点上“异常输出”，那就不是道歉能解决的事了。AI拐点之下的盲点，清晰可见。技术拥趸们仰望星空，讨论着算力即收入、token即货币，讨论着太空数据中心和百万辆robotaxi的远景。而真实世界的用户，会在最日常的交互里，为被AI劈头盖脸的“辱骂”而烦心，为AI点不到合适的外卖而悻悻。参数竞赛、算力堆砌和应用扩张，是AI竞争的主战场，但关于稳定性、安全性和价值观的“笨功夫”，不能成为被忽略的角落。商业层面的盲点同样刺眼。英伟达业绩固然亮眼，但一半的数据中心销售额来自几家超大规模客户。这种集中度让人想起二十多年前的互联网泡沫——基础设施卖得热火朝天，但应用的商业闭环还在路上。技术越往前走，越需要回头看看那些被甩在身后的细节。当AI开始拥有决策权和执行力，任何错误导致的，不只是解释成本。让AI学会干活的同时，人类也要自省吾身。北京商报评论员 张绪旺","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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