英伟达CEO黄仁勋称五年前的GPU就像“老酒”：越陈越香，还会涨价

IT之家05-13

IT之家 5 月 13 日消息，在 AI 需求进入爆发周期的背景下，GPU 成为最紧缺的算力资源之一，甚至五年前的旧芯片也开始持续涨价。据外媒 Wccftech 今晚报道，英伟达首席执行官黄仁勋将这一现象称为“好酒效应（Fine Wine）”。“Fine Wine”这一说法最早用于 AMD Vega 时期，用来形容 GPU 通过驱动优化持续提升性能，不过现在的含义已经发生变化，更多被用来描述 ...

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Vega 时期，用来形容 GPU 通过驱动优化持续提升性能，不过现在的含义已经发生变化，更多被用来描述 ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8t6P3EovPsH\">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":"NVDB","symbol_name":"ProShares Ultra NVDA ETF","start_time":0,"source_url":"https://tech.ifeng.com/c/8t6P3EovPsH","article_id":"2635675259","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635675259","pubTimestamp":1778682758,"columns":[],"sourceInfo":{"source_id":"ifeng_tech","name":"凤凰网财经"},"weMediaInfo":null,"summary":"据外媒 Wccftech 今晚报道，英伟达首席执行官黄仁勋将这一现象称为“好酒效应 ”。英伟达方面表示，AI 需求正在推动 GPU 市场进入爆发式增长阶段。这一紧张局面进一步推高包括 GPU 在内的各类硬件价格。值得注意的是，价格上涨不仅发生在新产品上，旧一代 GPU 同样受到影响。即使是 4 至 5 年前的产品，目前仍在持续升值。黄仁勋指出，旧 GPU 的涨价速度甚至超过好酒陈化速度，在市场中仍然具有强需求。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","LU0345769128.USD":"NINETY ONE 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rise","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7175e5514b3341b4e18b7765f6fec328","symbols_score_info":{"NVDL":0.6,"MSFT":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDB":0.6,"NVD":0.6,"TSLA":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVDA":1.95,"AAPL":0.6,"NVDD":0.6,"DIPS":0.6,"META":0.6,"GOOG":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDO":0.6,"NVDS.UK":0.6,"NVDQ":0.6,"NVDX":0.6,"NVDS":0.6,"NVDW":0.6,"NVDY":0.6,"NVII":0.6,"NVDG":0.6,"AMZN":0.6,"3NVD.UK":0.6,"ANV":0.6},"content_text":"IT之家 5 月 13 日消息，在 AI 需求进入爆发周期的背景下，GPU 成为最紧缺的算力资源之一，甚至五年前的旧芯片也开始持续涨价。据外媒 Wccftech 今晚报道，英伟达首席执行官黄仁勋将这一现象称为“好酒效应（Fine Wine）”。“Fine Wine”这一说法最早用于 AMD Vega 时期，用来形容 GPU 通过驱动优化持续提升性能，不过现在的含义已经发生变化，更多被用来描述 GPU 价格随时间上涨。英伟达方面表示，AI 需求正在推动 GPU 市场进入爆发式增长阶段。全球几乎所有运行 AI 业务的数据中心都依赖 GPU，尽管 CPU 需求同步增长，但 GPU 仍然是核心算力来源。IT之家从报道中获悉，持续增长的需求导致行业出现严重供需失衡，半导体厂商产能紧张。这一紧张局面进一步推高包括 GPU 在内的各类硬件价格。值得注意的是，价格上涨不仅发生在新产品上，旧一代 GPU 同样受到影响。即使是 4 至 5 年前的产品，目前仍在持续升值。黄仁勋指出，旧 GPU 的涨价速度甚至超过好酒陈化速度，在市场中仍然具有强需求。CoreWeave CEO 也表示，旧 GPU 需求正在加速增长，H100、H200、L40S 以及 A100 等型号价格均较上一季度上涨。该公司称其算力资源长期处于售罄状态，这一情况在行业内普遍存在。当前从晶圆制造到 GPU、CPU、DRAM，再到 AI 云算力平台，整个产业链均面临产能紧张，原因是 AI 模型需求持续快速增长。","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":1,"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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