聚焦“物理AI时代”! 英伟达(NVDA.US)欲重塑通信生态携手电信巨头构建AI原生6G

智通财经03-02

智通财经APP获悉，有着“AI芯片超级霸主”称号的全球最高市值上市公司英伟达(NVDA.US)，在中东地区新一轮地缘政治冲突全面爆发且军事袭击扩大至伊朗与以色列领土范围外之际，正在悄悄干大事——该芯片巨头正全力支持一项重大努力，确保即将到来的6G移动智能网络为能够利用最先进人工智能技术的服务和电子设备以及广泛的“物理AI”设备提供最为强大的平台。6G网络与AI的深度融合已是整个行业共识，在即将来的...

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Nvidia (NVDA.US) wants to reshape the communications ecosystem and join hands with telecom giants to build AI-native 6G","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVDG":0.6,"NVD":0.6,"NVDX":0.6,"NVDU":0.6,"NVDD":0.6,"NVDQ":0.6,"NVDY":0.6,"DIPS":0.6,"NVDW":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVDA":1.98,"ANV":0.6,"NVIW.SI":0.6,"NVDB":0.6,"2NVD.UK":0.6},"content_text":"智通财经APP获悉，有着“AI芯片超级霸主”称号的全球最高市值上市公司英伟达(NVDA.US)，在中东地区新一轮地缘政治冲突全面爆发且军事袭击扩大至伊朗与以色列领土范围外之际，正在悄悄干大事——该芯片巨头正全力支持一项重大努力，确保即将到来的6G移动智能网络为能够利用最先进人工智能技术的服务和电子设备以及广泛的“物理AI”设备提供最为强大的平台。6G网络与AI的深度融合已是整个行业共识，在即将来的“物理AI超级时代”，英伟达提供的AI+6G融合技术无疑是这一时代最核心的技术支柱之一。毋庸置疑的是，英伟达将在6G标准与架构中扮演核心推进者角色，与诺基亚等电信巨头共建AI原生6G平台，强调AI能力融入无线基础设施。AI原生与软件定义网络将成为6G技术的标志性特征，这不仅是性能升级，更是未来通信体系的根本变革，“AI+6G”路径被视为未来物理AI时代的关键底层支撑，为智能终端、人形机器人、自动驾驶等新型应用场景提供基础网络能力连接。据了解，英伟达正在与包括诺基亚(Nokia Oyj)、软银集团以及T-Mobile US Inc.在内的一组国际电信巨头们进行深度合作，致力于构建基于新一代计算机和软件的第六代网络架构，这些计算机和软件技术将能够使用人工智能技术来安全、高效地引导无线电流量。英伟达在周日的一份声明中表示，这一变化是迫切且必要的，因为未来将有大量智能设备连接到6G网络，并且这些高性能设备的需求更加复杂。该声明是在巴塞罗那开幕的电信行业大会前夕重磅发布。英伟达表示，当前的5G网络是为连接人们所需的语音和数据、提供检索信息而设计的，但它并不能支持基于人工智能微训练/推理系统的广泛使用。英伟达电信业务和战略负责人罗尼·瓦西什塔(Ronnie Vasishta)表示：“今天的网络根本无法满足明天的用例需求。进入人工智能时代，一切都将改变。网络基础设施将不仅仅为人们的智能手机提供智能，而是为所有机器提供智能服务。”他表示，电信网络将需要“成千上万倍”的效率提升，因为没有足够的无线电频谱来支持新用途。“AI+6G”浪潮来袭，英伟达誓要成为领军者这家芯片制造商，其所推出的AI训练/推理系统最核心基础设施——人工智能芯片设备处于人工智能大爆发浪潮的最核心，正在努力开辟一个新市场并致力于清除潜在的障碍。在2025年10月底的华盛顿GTC大会上，有着“AI教父”称号的英伟达CEO黄仁勋宣布对诺基亚高达10亿美元的股权投资，双方将共同打造 AI-RAN产品线以及AI原生6G网络平台;英伟达当时发布的Aerial RAN Computer(ARC/ARC Pro)计算平台，力争把“AI on RAN”做成通信基建的新算力层，英伟达计划在6G之上构建一个新的云计算平台，无疑展现出超高速 AI 的巨大潜力，未来将能够为机器人视觉智能、自动驾驶等技术提供重大驱动力。在上一个无线通信时代——5G时代，没有英伟达身影的主要原因是5G技术的架构不需要从底层整合大规模AI，而主要由传统通信供应商主导。5G设计之初，其核心目标是提高带宽、降低延迟、增加连接密度，主要用于语音、数据、视频等传统通信业务。5G标准化和部署阶段参与的主要是传统电信设备供应商(如诺基亚、爱立信、华为等)，他们基于传统无线PHY/MAC协议栈优化网络，AI在5G中的应用主要停留在边缘增强优化或非关键业务层面，因此并不需要像英伟达这类具备大规模AI计算能力的平台深度参与网络核心架构。而6G规划，从一开始就是“AI原生网络(AI-native)”，这对计算能力提出了全新要求。与5G不同，6G不仅追求极高速率和极低延迟，它还要求网络本身具备智能感知、实时调度、动态频谱管理与自动优化能力。在6G架构中，AI要从无线接入网(RAN)到核心网(Core)都深度嵌入，实现从终端到边缘再到核心的全方位智能优化。这种架构不是简单的“外加AI应用”，而是AI与通信协议深度融合，需要海量训练与推理能力才能实时处理复杂资源调度、信道预测、干扰管理等任务。6G标准制定者和产业联盟都强调AI作为设计核心。要让网络具备AI原生能力，需要强大的计算平台来支持大规模AI推理和训练，同时还要在网络控制平面和用户平面之间协同计算流程。这正好是英伟达的优势：它的GPU和AI计算平台能够执行海量并行计算，并通过“软件定义架构”(Software‑Defined AI‑RAN)实现网络与AI负载的统一处理，从而提高频谱效率、适应复杂动态变化的无线环境。而传统电信设备集群本身的硬件架构(专用ASIC、DSP等)在这类大规模AI运算方面能力有限。这也是为什么英伟达和运营商要联合构建开放且AI原生的6G平台。行业合作和联盟证据也清楚表明，英伟达参与超过130家行业合作伙伴一起推动AI‑RAN创新，这显示其在AI‑6G生态中已经定位为重要技术枢纽。英伟达已经为高性能网络基础设施提供了最核心芯片、计算机组件和对应软件的最新版本，并希望大幅扩展该业务。同时，该芯片巨头近期致力于将最前沿人工智能技术推广到更广泛领域——比如机器人和自动驾驶车辆等被称为“物理人工智能”(物理AI)的终端设备，以继续推动需求扩张并为寻求数据中心业务之外的新增长点。如果没有能够支持人工智能级别天量流量的无线网络，英伟达的世界愿景——充满类人型机器人和自动驾驶汽车的“物理AI”现实世界，可能会更慢地到来。每隔十年左右，电信业务就会转向一种新的无线技术代，也就是下一个“G”。在确定新硬件和软件标准的过程中，电信公司们往往通过联盟引导行业朝着他们认为有利于自己产品线的方向发展。然而这种方法的记录并不一致，且往往由于竞争性努力的相关影响，造成新部署的延迟或出现不兼容的网络。英伟达认为，新设备和软件必须是根本上彻底开放的。与其使用定制硬件的封闭式设备，无线电发送和接收流量的设备应该由能够更新的软件控制，并运行在更通用的计算机系统上。数据流量应该由人工智能软件以及愈发庞大的AI基础设施来进行引导，这种软件能够应对快速变化的模式和优先级，这在当前是无法实现的，英伟达表示。在这样的环境下，电信行业将更加开放于新供应商的出现，包括那些可能迅速达到十亿美元估值的初创公司，英伟达的瓦西什塔表示。他表示：“这将是如何诞生一个新的电信独角兽。”他补充道，过去十年间，进入该行业的新公司少得可怜。物理AI时代，“AI+6G”不可或缺根据英伟达CEO黄仁勋的见解，“物理AI”强调让机器人/自主操作系统在真实世界进行感知、推理并完成一整套行动，而一个由“物理AI”辅助人类文明演变的时代即将到来。“物理AI”强调让机器人/自主系统在真实世界感知、推理并行动，而这三类能力正是把模型从“只会对话”推进到“能在物理世界干活”的关键工具链。AI与6G的结合不是应用叠加，而是网络架构本质的变革。未来的6G网络将不仅仅是“更快的连接”，它将成为一个智能引擎，可以实时分析终端、环境与用户行为数据，并自动调优网络资源配置，实现端边云一体的智能服务。AI将在频谱感知、资源分配、网络切片优化、边缘推理等核心层面发挥作用，最核心表现为具备AI的网络可以支持物联网、自动驾驶、机器人、智能空间等大规模复杂AI工作负载，而这些用例在5G下更像是外部附加功能，在6G里则是网络本身的必备功能。市场上甚至有观点认为，没有AI就无法实现真正的6G愿景。6G规划的核心特点之一是AI‑原生网络(AI‑native 6G)，这不是简单增加AI应用，而是将AI能力嵌入从无线接入网(RAN)到核心网的基础通信架构中，使网络能够自我优化、智能调度频谱和实时响应数十亿终端的复杂需求。6G的愿景是实现“万物智能连接”，将AI和通信深度融合，使网络本身成为一个能够感知、预测和自我优化的系统。这种演进意味着网络不仅传输数据，还要直接执行堪称天量级别的AI推理和实时学习任务工作负载——例如智能频谱管理、边缘推理、实时信号优化等，这些都需要强大的AI计算基础设施和灵活的软件定义平台。英伟达通过其AI平台(比如NVIDIA Aerial平台和AI‑RAN架构)提供了用于构建软件定义、可编程和AI加速的高性能网络与人工智能基础设施，使得网络本身具备大规模AI计算与推理能力，这正是6G对未来高速、智能、可扩展通信的核心要求。在未来所谓的“物理AI时代”，智能机器人、自动驾驶车辆、智能工业设备等大量终端会无缝连接并生成海量AI工作负载，这就不仅需要高效连接，还要有边缘AI推理、分布式机器学习和网络感知智能。要满足上述的这些最前沿功能，网络本身需要具备通用AI计算能力，并与无线协议堆栈深度融合。英伟达不仅在AI芯片、加速计算架构方面具有领先地位，其Aerial CUDA Accelerated RAN、Omniverse数字孪生模拟平台和AI无线电框架等开发工具，也为行业构建可扩展、开放且AI原生的无线网络提供了核心基础。因此，虽然未来物理AI生态还会有多方参与者，但英伟达提供的AI+6G融合技术无疑是这一时代最核心的技术支柱之一。","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":"corporation","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":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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聚焦“物理AI时代”! 英伟达(NVDA.US)欲重塑通信生态 携手电信巨头构建AI原生6G

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聚焦“物理AI时代”! 英伟达(NVDA.US)欲重塑通信生态携手电信巨头构建AI原生6G