由芯片公司转向AI工厂黄仁勋的思路变了？业内：一句话总结就是“卖标准”

格隆汇03-18

据每经，当地时间3月16日，英伟达创始人、CEO黄仁勋时隔一年再次出现在圣何塞SAP中心的舞台，身穿标志性皮衣，开启了“GTC 2026”的主题演讲。尽管开始前黄仁勋就提醒，“这是一场科技大会”，但整场演讲下来，从人形机器人到智能驾驶，再到近期大火的“龙虾”以及7款“王炸”芯片，黄仁勋还是将演讲开出了新品发布会的味道。 3月17日，现场参加GTC大会的至顶网总裁高飞表示，在他看来，黄仁勋的整个思路...

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Industry: One sentence summary is \"selling standards\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVDQ":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDU":0.6,"NVDS":0.6,"NVDX":0.6,"ANV":0.6,"NVDB":0.6,"NVDL":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVDA":1.96,"NVDY":0.6,"NVII":0.6,"NVDW":0.6,"NVDS.UK":0.6,"DIPS":0.6,"NVDD":0.6,"NVIW.SI":0.6},"content_text":"据每经，当地时间3月16日，英伟达创始人、CEO黄仁勋时隔一年再次出现在圣何塞SAP中心的舞台，身穿标志性皮衣，开启了“GTC 2026”的主题演讲。尽管开始前黄仁勋就提醒，“这是一场科技大会”，但整场演讲下来，从人形机器人到智能驾驶，再到近期大火的“龙虾”以及7款“王炸”芯片，黄仁勋还是将演讲开出了新品发布会的味道。\n3月17日，现场参加GTC大会的至顶网总裁高飞表示，在他看来，黄仁勋的整个思路，其实是跟着“烧更多Token（AI将输入文本拆解后的最小处理单位）”的模式走。此外，业内人士还总结了黄仁勋的三个“大招”：构建系统生态，筑高门槛防止对手“抱走肥肉”；提供“烧Token”的工具，引入数字孪生仿真+Agent（智能体），方便用户多“烧”；优化系统降低Token成本，吸引更多用户。\n伴随着一系列新品，黄仁勋称，英伟达正在从一家芯片公司转向一家AI工厂、AI基础设施公司。不过，在独立国际策略研究员陈佳看来，此前英伟达表面上是在卖算力，实际一直在卖算力生态，最近更是利用生成式大模型与英伟达3D图形引擎融合来兜售算力需求概念，这是其最无可替代的核心竞争力。再结合英伟达在人形机器人、智能驾驶等方面的战略和产品策略可以看出，当前的英伟达更倾向于“卖铲子”，而非直接去AI数据矿洞“淘金”。“英伟达现在做的工作，一句话总结就是卖标准。”","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2620552283","isCrawlerRequest":true}

由芯片公司转向AI工厂 黄仁勋的思路变了？业内：一句话总结就是“卖标准”

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由芯片公司转向AI工厂黄仁勋的思路变了？业内：一句话总结就是“卖标准”