美股异动丨黄仁勋重磅发文谈AI，英伟达涨1.4%

格隆汇03-11

英伟达(NVDA.US)涨1.4%，报187.4美元。消息面上，英伟达CEO黄仁勋罕见以个人名义发表长篇博文“AI is a five layer cake”，他将AI产业架构形象地比作“五层蛋糕”：能源→芯片→基础设施→模型→应用。黄仁勋写道：“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的基础设施需要建设。” 此外，英伟达与NEBIUS达成战略合作，共同开发并部署面向AI...

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cake”，他将AI产业架构形象地比作“五层蛋糕”：能源→芯片→基础设施→模型→应用。黄仁勋写道：“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的基础设施需要建设。”\n此外，英伟达与NEBIUS达成战略合作，共同开发并部署面向AI市场的新一代超大规模云服务。英伟达将向NEBIUS投资20亿美元，支持其在2030年底前实现超5吉瓦算力部署目标。(格隆汇)","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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