【3月13日】辉达砸260亿抢AI模型，特斯拉Optimus机器人将量产

芯域03-13

导语：AI竞赛进入深水区，辉达不再只卖‘铲子’，转身下场挖矿。从自研AI模型到机器人量产，再到供应链危机频发，半导体产业正面临结构性重构。台积电、鸿海、联发科等巨头全面开花，一场围绕算力、材料与终端应用的争夺战已然打响。辉达砸260亿美元进军AI模型辉达计划投入260亿美元开发“开放权重”AI模型，正式从硬件供应商转型为AI生态主导者。此举被视为对OpenAI、Anthropic的直接挑战，也标志...

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