MWC26 | 英伟达CEO黄仁勋：电信行业将成为AI主战场

C114通信网03-01

又是一年MWC。与所有的科技盛会一样，AI开始占据舞台中央。而谈到AI，有一家企业是绕不过去的，那就是全球市值NO.1的英伟达。而英伟达，也的确把电信和系统设备行业作为下一个增长点。正如英伟达创始人兼首席执行官黄仁勋表示：“人工智能正在重新定义计算领域，推动人类历史上规模最大的基础设施建设浪潮，而电信行业将成为下一个主战场。”接下来，就让我们借着MWC的契机，复盘下英伟达的电信×AI的路径。下一个...

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AI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDW":0.6,"NVDB":0.6,"NVDD":0.6,"NVDA":1.98,"3NVD.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"ANV":0.6,"NVDQ":0.6,"NVDG":0.6,"NVDS":0.6,"NVII":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDY":0.6,"DIPS":0.6,"NVIW.SI":0.6},"content_text":"又是一年MWC。与所有的科技盛会一样，AI开始占据舞台中央。而谈到AI，有一家企业是绕不过去的，那就是全球市值NO.1的英伟达。而英伟达，也的确把电信和系统设备行业作为下一个增长点。正如英伟达创始人兼首席执行官黄仁勋表示：“人工智能正在重新定义计算领域，推动人类历史上规模最大的基础设施建设浪潮，而电信行业将成为下一个主战场。”接下来，就让我们借着MWC的契机，复盘下英伟达的电信×AI的路径。下一个主战场？笔者认为有几个层面的考虑。第一，网络基础设施尤其是6G时代，AI已经成为必选项。除实现传统的互联互通功能外，6G无线网络将成为物理人工智能的核心载体，赋能数十亿台自主机器、智能车辆、传感器和机器人，这也让网络对安全和可信性的需求大幅提升。传统的无线架构并非为满足此类需求设计，随着网络复杂度不断提高，各类挑战也随之显现。6G 网络需将人工智能技术全面融入无线接入网、边缘计算和核心网，实现安全的融合感知与通信能力、智能决策能力，同时保障设备互操作性、供应链韧性。第二，从AI的发展角度来看，6G也将成为必选项。生成式AI已经成为过去式，未来是属于“代理AI”和“物理AI”，尤其是面向于未来的高阶自动驾驶与具身智能而言，如何去随时随地、按需获取AI算力。而天地一体、高速泛在、通感智算融合的6G网络将会是最佳途径。第三，从AI4NET、NET4AI两个宏观视角来看，可能有些云山雾罩；如果从CAPEX的角度来看，则会更加明显。我们拆解下英伟达的基本盘，从2026年财报来看，来自超大规模数据中心的营收占比超过50%，但整体增长却是由其余客户来带动的。在众多行业客户中，电信业是个非常重要的领域，电信业的商业逻辑是非常清晰的。从市场规模来看，全球运营商25年的CAPEX约在3500亿美元，26年预期在3600-3700亿美元，其中来自算力/AI/云原生的占比在快速增长，而这就是英伟达的机会。英伟达提供，正是运营商所需要的。新加坡电信服务提供商Circles的董事总经理Sebastian Barros的话非常有前瞻性：”电信行业正在经历由AI驱动的根本性变革。通信服务提供商正在形成新的共识，即他们在社会中的作用已经从在网络中传输数据扩展到在本地和受监管的基础设施中传输智能。这一转变定义了从电信公司向'AICO'——在网络邻近处运营的AI基础设施公司，而非运行在顶层的应用供应商——的转变。\"英伟达的“朋友圈”当然，简单的功能与场景移植，并不难满足电信行业对于AI的需求，英伟达采取了“全场景”以及“朋友圈”的方式。在全场景方面，英伟达AI-RAN是算力+通信深度融合的下一代无架构，以AlAerial为统一底座，通过ARC硬件+CUDA软件+AI编排+数字孪生，实现从5G平滑演进到6G的AI原生网络，同时释放基站边缘算力，支撑XR，自动驾驶等低时延高算力场景。朋友圈方面，在2024年的MWC期间，英伟达联合部分欧美日韩企业推出了AI-RAN联盟，没有中国企业参与。英伟达负责核心算力与AI架构输出，各式各样的合作伙伴来做场景和落地。联盟的创始成员有11家，既包含爱立信、诺基亚、三星这样的系统设备厂商，也包含软银、T-mobile这样的运营商。两年后的今天，我们再来看下这个联盟，它的成员数已经达到了132家。联盟这两年并没有闲着，发布了AI-RAN参考架构，定义AI原生的功能与组件。在即将开幕的MWC上，英伟达也将和合作伙伴进行超过30项的AI驱动创新demo。除了不断壮大的朋友圈外，更重要的是有几个“知心好友”。前段时间，英伟达投资了诺基亚10亿美元，持股比例接近3%。当然，展会尚未正式开始，一些具体的技术细节尚未可知。但围绕着6G演进路径的深层博弈，已经开始。","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 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