从“龙虾派对”到“五层蛋糕”：黄仁勋想怎样挖掘AI金矿？

21世纪经济报道03-11

过去两年，生成式AI浪潮席卷全球，算力需求激增，GPU成为整个产业链最炙手可热的资源。　　作为这一轮AI基础设施革命的核心推动者，英伟达创始人兼CEO黄仁勋和他所领导的英伟达，几乎站在了AI产业最关键的位置。　　然而，当算力供应持续扩张，一个新的问题也逐渐浮现：当“铲子”越来越多，真正的“金矿”在哪里？　　近日，黄仁勋罕见发文，提出了“AI五层蛋糕”的比喻，将AI体系拆分为能源、芯片、基础设施、...

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（图源：英伟达）　　这一看似简单的比喻，实际上反映出他对AI产业结构的重新思考。AI不只是模型竞争，更是一场覆盖整个技术栈的系统工程。　　同样值得注意的是，在强调算力与基础设施之外，黄仁勋也开始频繁谈及应用层的重要性。最近有消息称，英伟达正在准备推出开源 AI 智能体（Agent）平台NemoClaw，主要面向企业软件生态。目前，英伟达并未对NemoClaw进行回应，下周英伟达年度大会GTC上，黄仁勋将揭晓最新芯片和AI的一切。　　可以看到，OpenClaw（外号“龙虾”）爆火后，英伟达也欲加入“龙虾派对”，剑指AI Agent。当AI供给能力持续提升，只有不断涌现新的应用场景，整个产业生态才能继续扩张。　　从AI“龙虾”到“五层蛋糕”，再到对应用生态的关注，黄仁勋正在为AI产业讲述一个新的故事：如何在已经被挖掘的金矿之上，继续发现新的矿脉。　　五层蛋糕：重新定义AI产业结构　　作为这一轮算力浪潮的核心人物，黄仁勋在不断更新自己对AI产业结构的描述。从去年的AI三大发展阶段，到最近提出的“AI五层蛋糕”理论，其实都在试图回答同一个问题：AI产业的价值究竟在哪里产生，又将如何持续扩张。　　所谓“AI五层蛋糕”，是黄仁勋用来描述AI产业技术栈的一个形象比喻。按照这一框架，AI体系可以大致分为五个层级：最底层是能源，其次是芯片算力，再往上是数据中心与云基础设施，然后是AI模型，最顶层则是应用。五层结构共同构成了AI产业完整的技术体系。　　这一理论看似是技术架构的总结，但这意味着，AI竞争不是单一技术之争，而是生态系统级别的竞赛。　　在当前AI产业中，英伟达无疑占据了最底层的核心位置。GPU算力成为AI训练和推理的基础设施，CUDA软件生态又进一步巩固了这一优势。但随着AI市场规模迅速扩大，英伟达也有焦虑。　　一位软件资深人士告诉21世纪经济报道记者，过去的互联网浪潮中，基础设施提供商只要提供工具，应用创新很快爆发；但在AI时代，应用生态却并没有同步出现。　　这正是黄仁勋最近频繁强调应用层的重要原因。换句话说，AI算力供给越来越强大，但真正能消化这些算力的应用场景仍然有限。　　在淘金时代，卖铲子的人并不需要证明金矿存在，因为矿工们会自己去寻找。但当“铲子”生产能力强大，并造就了更庞大的产业体量时，卖铲子的人反而需要站出来告诉市场——这里仍然有金矿。　　某种意义上，“AI五层蛋糕”正是在完成这样的叙事重构。通过把AI产业拆分为多个层级，黄仁勋实际上是在强调：AI并不仅仅属于模型公司，也不仅仅属于应用开发者，而是一个需要多方参与的巨大生态。　　更重要的是，这种分层设计也在重新分配AI产业的想象空间。传统软件时代，价值主要集中在应用层；而在AI时代，能源、算力和基础设施同样成为新的价值中心。通过这样的叙事，AI产业的“蛋糕”被重新放大，不仅模型公司和应用厂商有机会获利，基础设施供应商同样是关键受益者。　　换句话说，“五层蛋糕”的提出，本质上是在为AI产业寻找新的增长叙事。　　当AI算力已经成为现实存在，下一步的关键问题不再是技术能否实现，而是整个生态如何持续扩张。只有当更多企业和开发者相信AI产业仍然存在巨大的“金矿”，整个算力经济才能继续运转。　　英伟达构建“三层AI矩阵”　　如果说“AI五层蛋糕”描述的是产业结构，那么英伟达自身的战略，则更像是在这块蛋糕中建立一套稳固的“权力结构”。近年来，英伟达正在逐渐形成一个清晰的三层布局：算力、基础设施，以及应用生态。　　第一层是算力统治。作为GPU的主要供应商，英伟达已经成为全球AI训练和推理的核心基础设施。AI芯片不断提升性能，而CUDA软件平台则形成了极高的技术壁垒。这一层对应的正是“AI五层蛋糕”中的芯片层，也是英伟达利润最为丰厚的部分。　　第二层是AI基础设施。随着AI模型规模不断扩大，单一GPU已经无法满足需求，数据中心级的算力集群成为新的基础设施形态。英伟达提出“AI工厂（AI Factory）”概念，推出NVLink、NVSwitch以及超节点架构，把GPU、网络和软件整合成完整的算力系统。这意味着英伟达不再只是卖芯片，而是在提供完整的AI生产线。　　黄仁勋强调：“AI是一场工业级转型，它会改变能源生产方式、工厂建设方式、工作组织方式以及经济增长模式。”他认为，目前AI仍处早期阶段，大量基础设施尚未建成，大量人才仍未培训完成，AI正在成为现代世界的基础设施。　　而面向未来，非常值得关注的是第三层：应用与生态。在黄仁勋的五层蛋糕图中，应用占据的面积最大。　　长期以来，英伟达的生态主要集中在开发者和大型企业客户，属于典型的B端生态。相比之下，像苹果这样的科技公司，则通过应用生态构建起更广泛的产业网络。苹果不仅销售硬件，更重要的是通过App Store形成开发者经济，使整个平台持续繁荣。　　这正是英伟达当前面临的关键问题。算力供给已经极其强大，但应用场景仍然不足。如果AI技术无法转化为更广泛的商业机会，算力需求最终也会遇到天花板。　　因此，英伟达开始更加主动地参与应用生态的构建。近期市场传出的AI智能体平台NemoClaw计划，就被视为英伟达向应用层延伸的重要信号。通过提供开发框架和平台工具，支持外部芯片平台，英伟达希望让更多企业能够基于AI构建自己的业务系统。　　在近期谈及应用层未来时，他进一步判断，随着AI Agent的发展，传统软件、APP形态可能被重塑，用户或将通过AI助手直接调用各种数字服务。　　而英伟达的角色，可不仅仅是时代的“铲子商”。通过构建从算力到应用的完整体系，它试图把自己变成整个AI生态的基础平台。　　从AI“五层蛋糕”，再到应用生态的探索，黄仁勋不断重塑AI产业的叙事方式。其背后的目标其实十分清晰，让AI产业不仅拥有强大的供给能力，更能够持续创造新的需求。　　只有当更多企业和开发者能够在这片土地上真正挖到“金矿”，AI算力经济才会继续扩张，而英伟达，也将继续在其中占据核心位置。（文章来源：21世纪经济报道）","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":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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