英伟达豪掷260亿美元入局AI大模型，从“卖铲人”变身“挖金者”

ITBEAR科技资讯03-13

全球AI芯片巨头英伟达近日宣布，将在未来五年投入260亿美元（约合人民币1788亿元）用于开源AI大模型研发，标志着这家以硬件见长的企业正式向"全栈式AI实验室"转型。根据美国证券交易委员会披露的文件，这笔资金将覆盖从底层架构到应用层的全产业链开发，首批自研模型预计于2026至2027年间面世。这一投资规模不仅远超OpenAI训练GPT-4的30亿美元成本，更通过"开放权重"模式在完全闭源与完全...

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Super模型总参数量达1280亿，通过动态激活技术将推理参数量压缩至120亿，同时支持100万token的超长上下文处理。在第三方基准测试中，该模型以37分的综合评分超越GPT-OSS的33分，并在机器人控制专项测试PinchBench中夺得榜首，不过公司同时承认部分中国模型在该指标上表现更优。开源战略背后隐藏着精密的商业算计。通过公开模型权重与技术细节，英伟达正构建以自身硬件为核心的开发者生态。甲骨文、戴尔、HPE等云服务商已将其模型纳入解决方案库，生命科学领域的Edison Scientific等机构则将模型整合至药物研发流程。这种\"硬件+模型\"的捆绑策略已显现成效——当企业基于Nemotron架构开发智能体时，其大规模部署所需的GPU集群自然倾向选择英伟达产品。金融分析师测算，若能在基础模型市场占据10%份额，三年内可为英伟达带来每年500亿美元的增量收入。这场转型实质是对AI产业话语权的争夺。长期以来，英伟达虽占据全球80%以上的AI芯片市场份额，但在模型层始终处于跟随地位。此次通过开源模型定义技术标准，既可巩固硬件优势，又能将算力需求与自身产品深度绑定。公司应用深度学习研究副总裁布莱恩·卡坦扎罗直言：\"我们正在从底层重构AI开发范式。\"这种战略转向与CEO黄仁勋的产业认知密切相关，其在最新长文中将AI定义为继电力、互联网之后的第三代基础设施，强调其运行需要真实的硬件支撑与持续数万亿美元的投资。针对就业市场的争议，黄仁勋特别撰文阐述AI的经济价值。他以AI工厂建设为例，指出每个超大规模数据中心都需要电工、网络工程师、设备维护人员等岗位，这些高技能工作目前存在巨大缺口。据其估算，仅美国就需要新增50万名AI基础设施相关从业者，全球范围内卡车司机、护士等岗位的劳动力短缺问题，也将通过智能辅助系统得到缓解。这种将AI定位为\"劳动力放大器\"而非替代者的观点，正在重塑公众对技术革命的认知框架。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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 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