GTC2026前瞻：联想集团如何卡位AI"五层蛋糕"？

格隆汇03-13

圣何塞的聚光灯已经就位。2026年GTC大会即将开幕，这场被称为"AI届春晚"的科技盛会，每年都会揭晓改变行业格局的重磅产品和技术，成为AI行业风向标。今年，市场已经清楚，最值得期待的不仅仅是某款芯片，而是系统。3月10日，英伟达创始人兼首席执行官黄仁勋发布博文，指出AI的五层蛋糕：能源、芯片、基础设施、模型与应用。芯片之上，模型之下，万亿级基建市场正在成形。今年GTC的核心议题之一，是AI工厂。...

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cake\"?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDB":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVDG":0.6,"NVDQ":0.6,"DIPS":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"ANV":0.6,"NVD":0.6,"AIYY":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVDW":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDX":0.6,"00992":1.95,"NVDS":0.6,"NVDU":0.6,"NVDS.UK":0.6,"LNVGY":1.95,"NVDA":0.9},"content_text":"圣何塞的聚光灯已经就位。2026年GTC大会即将开幕，这场被称为\"AI届春晚\"的科技盛会，每年都会揭晓改变行业格局的重磅产品和技术，成为AI行业风向标。今年，市场已经清楚，最值得期待的不仅仅是某款芯片，而是系统。3月10日，英伟达创始人兼首席执行官黄仁勋发布博文，指出AI的五层蛋糕：能源、芯片、基础设施、模型与应用。芯片之上，模型之下，万亿级基建市场正在成形。今年GTC的核心议题之一，是AI工厂。今年年初，联想集团与英伟达联合推出的吉瓦级 AI 工厂(AI Cloud Gigafactory)计划备受瞩目，其中明确提到将支持下一代Vera Rubin平台。这意味着，市场可以预期，联想集团有望成为Rubin量产的首发合作伙伴之一。当AI从训练转向推理，市场也值得期待，联想集团如何配合英伟达的新一代算力平台，通过极致的系统集成与部署效率，真正把Agentic AI的单Token成本打下来，吃下万亿美元的资本开支红利。基建还意味着交付与验证。在GTC2026的官方议程中，还涉及一场\"下一代体育 AI 如何改变赛事制作、分析和球迷体验\"。市场期待，如何把AI工厂、智能体和AI推理等议题，落到最公开、最苛刻、最需要实时交付的现实行业环境中去验证。作为FIFA官方技术合作伙伴，联想集团将证明自己如何交付\"生产级AI\"的现实能力。过去30年，联想集团和英伟达的合作不断升级，踩中了技术迭代的每一次节点。从90年代的个人电脑浪潮，到之后的数据中心，再到如今的AI产业重构。这种合作，早已超越了传统的服务器供应，而是处于AI产业链分工重构的核心环节。AI即基建。已有券商关注到，与英伟达长达30年紧密合作的联想集团，值得被放在一个更清晰、更核心的位置上。太平洋证券指出，agentic Ai的爆发，进一步拉动了从基础设施到模型端的AI产业链，位于这一生态圈的联想集团，被纳入了推荐标的。","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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