马斯克自称英伟达和黄仁勋“铁粉”：将继续大规模订购英伟达芯片

澎湃新闻03-19

特斯拉CEO埃隆·马斯克确认旗下公司仍将长期、大规模依赖英伟达的算力芯片。　　当地时间3月18日晚间，马斯克在X上评价特斯拉下一代AI芯片AI5时表示，该芯片之所以能够“发挥远超体量的能力”，关键在于特斯拉从底层实现了AI软件与硬件的协同设计，从而最大化每一块电路的利用效率。他同时强调，AI5虽然可以用于数据中心训练，但其核心定位仍然服务于特定场景的高效推理与应用。　　然而，更受市场关注的是他随后...

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　　这一表态在当前AI算力供需高度紧张的背景下，被广泛解读为对英伟达行业主导地位的肯定。　　有意思的是，就在公开肯定英伟达之前不久，马斯克在英伟达GTC大会期间的一句评论，也引发行业广泛关注。　　在回应有关“AI行业几乎所有人都在参加GTC”的讨论时，马斯克在X上写道：“当其他人忙于参加行业会议时，我们则专注于打磨核心能力。”　　不过，业内认为，这一表态并不构成对英伟达技术路线的否定，相反，它与其“继续大规模采购英伟达芯片”的言论几乎同时出现，更凸显出一种典型的“竞合关系”。　　从行业角度看，GTC已从传统开发者大会演变为AI产业的关键发布窗口。英伟达在会上集中展示其最新GPU架构、系统级解决方案及软件生态，进一步强化其“AI基础设施平台”的地位。除特斯拉与SpaceX外，包括微软、亚马逊以及Meta在内的科技巨头，均在持续增加对AI基础设施的资本开支，推动高性能GPU需求维持高位。　　此外，马斯克的这次表态也再次印证了特斯拉自研与外采并行的芯片路线。不仅如此，马斯克还希望实现整个生产流程的自主可控。当地时间3月14日，马斯克表示特斯拉旗下晶圆厂Terafab将在七天内启动，以保障AI芯片的生产制造。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","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 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