黄仁勋批评美国芯片管制：禁止出口是典型的“失败者心态”

澎湃新闻04-20 19:33

黄仁勋犀利回应美国芯片出口管制等争议话题。　　近日，英伟达CEO黄仁勋做客美国知名主持人德瓦克什·帕特尔（Dwarkesh Patel）的播客节目。聊到美国是否应该放开芯片出口管制的话题，双方展开激烈辩论。面对帕特尔的追问，黄仁勋少见地表现出激动的情绪。他直言称，美国芯片出口管制背后的主张“极其愚蠢”，是典型的“失败者心态”。　　黄仁勋表示，中国已经具备相当规模的算力资源。尽管英伟达的芯片仍在...

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Patel）的播客节目。聊到美国是否应该放开芯片出口管制的话题，双方展开激烈辩论。面对帕特尔的追问，黄仁勋少见地表现出激动的情绪。他直言称，美国芯片出口管制背后的主张“极其愚蠢”，是典型的“失败者心态”。　　黄仁勋表示，中国已经具备相当规模的算力资源。尽管英伟达的芯片仍在...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604203710897095.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2111349929.HKD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) 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Patel）的播客节目。聊到美国是否应该放开芯片出口管制的话题，双方展开激烈辩论。面对帕特尔的追问，黄仁勋少见地表现出激动的情绪。他直言称，美国芯片出口管制背后的主张“极其愚蠢”，是典型的“失败者心态”。　　黄仁勋表示，中国已经具备相当规模的算力资源。尽管英伟达的芯片仍在先进性与能效方面领先，但他认为，中国仍可通过“堆算力”的方式开发先进AI模型。因此，将英伟达排除在中国市场之外，并不能阻止其前沿AI模型的发展。　　黄仁勋解释道：“我们希望确保全球的AI开发者都基于美国技术栈进行开发，使AI的贡献与进步、尤其是开源部分能够回流至美国生态。创建两个生态系统是极其愚蠢的行为：一个是只在海外技术栈上运行的开源体系，另一个是在美国技术栈上运行的封闭体系，这对美国来说将是非常不利的结果。”　　帕特尔追问道，一旦放开英伟达芯片进入中国市场，是否会导致强大竞品的涌现，就像过去的特斯拉或是苹果iPhone手机。对此，黄仁勋强调，公司必须持续创新，不能以“失败者心态”来制定产业策略：“正如你所知，我们的市场份额是在增长，而不是下降。你说参与中国市场竞争就会失去该市场，这本身就站不住脚......你并不是在和一个失败者说话。”　　黄仁勋进一步指出，AI芯片的生态并不像汽车或消费电子那样容易被替换：“计算生态没有这么简单，这也是为什么x86架构能长期存在，而ARM架构具有高度黏性。这些生态系统难以替代、迁移成本极高，大多数企业并不愿承担。因此，我们的职责是持续培育生态、推动技术进步，从而在市场竞争中取胜。”　　黄仁勋再次强调，失去市场的假设“毫无意义”，等同于默认美国及其芯片产业将失败，“这种逻辑本身无法成立”。他最后指出，AI产业由能源、芯片、基础设施、模型与应用这五层架构组成，任何单一层级都不应以牺牲整体为代价。　　在这场对话中，黄仁勋还回应了关于美国AI新锐巨头Anthropic和TPU（张量处理单元）崛起的话题。对于TPU这类应用特定集成电路（ASIC），黄仁勋对其性能提出了质疑：他提到了InferenceMax和MLPerf等第三方基准测试套件，鼓励相关厂商通过这些测试“来展示自己所谓的超低推理成本”。　　当被帕特尔追问为何Anthropic的大部分计算任务都没有运行在英伟达的硬件上、而是选择了谷歌的TPU芯片和亚马逊的Trainium芯片时，黄仁勋表示，在Anthropic创业初期，英伟达没有能力像谷歌和AWS那样开出数十亿美元的股权支票：“这是我的失误。”　　黄仁勋补充道，他当时还未能理解，风险投资公司不会为了赌一家AI实验室能成为现在的Anthropic而投入50亿乃至100亿美元，导致AI创业团队除了投靠巨头外别无选择。为了不再犯同样的错误，英伟达此后也对Anthropic和OpenAI进行了投资。　　因此，黄仁勋强调，Anthropic对芯片的选择“只是特例，并非潮流”：“没有Anthropic，TPU和Trainium都不会有任何增长，100%都是Anthropic的贡献。”（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":"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 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