黄仁勋：AI基建仍处于早期，即便供应链每年翻四倍，未来十年也不够用

澎湃新闻05-20 18:14

英伟达财报发布前夜，黄仁勋重申对AI（人工智能）需求的积极展望。　　当地时间5月19日，AI芯片龙头英伟达CEO黄仁勋与IT基础设施供应商戴尔科技CEO迈克尔·戴尔（Michael Dell）在Dell World 2026大会期间同台接受彭博电视专访，就AI Agent（智能体）落地、存储供应瓶颈、中国市场前景等议题发表观点。黄仁勋表示，AI基础设施建设仍处于“最初期”阶段，即便供应链每年翻四倍...

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Even if the supply chain quadruples every year, it will not be enough in the next decade","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a3101c80dd1321778603f39f7dc51def","symbols_score_info":{"ANV":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"07388":0.6,"NVII":0.6,"NVDL":0.6,"NVDA":1.98,"NVDO":0.6,"SNVD.UK":0.6,"NVDG":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"07788":0.6,"NVDU":0.6,"NVYY":0.6,"NVDX":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDY":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDB":0.6,"DIPS":0.6,"NVD":0.6,"NVDD":0.6,"NVDW":0.6},"content_text":"英伟达财报发布前夜，黄仁勋重申对AI（人工智能）需求的积极展望。　　当地时间5月19日，AI芯片龙头英伟达CEO黄仁勋与IT基础设施供应商戴尔科技CEO迈克尔·戴尔（Michael Dell）在Dell World 2026大会期间同台接受彭博电视专访，就AI Agent（智能体）落地、存储供应瓶颈、中国市场前景等议题发表观点。黄仁勋表示，AI基础设施建设仍处于“最初期”阶段，即便供应链每年翻四倍，“未来十年也不够AI用”。　　黄仁勋从技术演进的角度提供了深层解读。他将当前AI发展阶段定义为“智能体AI”（Agentic AI），与早期生成式AI有着本质区别：“生成内容固然重要，但真正完成工作才是极具价值的事。”他描绘了一个量级跃迁的图景，称未来将有10亿人在背后支撑着数千亿个AI智能体：“人类偶尔使用工具，但智能体会随时随地、非常高频地使用工具。”　　黄仁勋指出，早在多年前，他就向美光（Micron）的桑杰·梅赫罗特拉（Sanjay Mehrotra）以及SK海力士的团队准确描绘了现在的未来，促使双方路线图对齐。智能体带来的结构性变化意味着，每一个智能体都如同一位“数字工人”，需要配备与之对应的算力、存储和基础设施资源。　　戴尔也在访谈中披露，公司AI工厂产品线客户数已突破5000家，单季净增1000家，AI正从企业的“测试评估”阶段转入“生产部署”阶段：“我们看到的变化是，整个行业正在从测试和评估阶段迈向正式的生产部署阶段。”　　当被问及当前AI产业最大的供给瓶颈时，戴尔直言：“毫无疑问，内存是一大挑战。先进制程半导体也仍然面临压力。总体而言，半导体供应链正在持续爬坡，但需求增长的速度比供给更快。”　　黄仁勋也强调，存储需求将超过产能，“就算供应链每年翻四倍，未来十年也不够AI用”。他透露，英伟达已将供应链规划周期提前至两到三年，将高带宽内存（HBM）、先进封装与Grace Blackwell等各平台全面对齐，但“需求远超全球整体产能，这是全行业的问题”。　　存储芯片的供需失衡已在产业链中引发连锁反应。据外媒此前报道，SK海力士计划将2026年向英伟达供应的第六代高带宽内存（HBM4）出货量较原计划下调20%至30%。投行KeyBanc的分析师指出，这可能影响英伟达新一代Rubin GPU的量产节奏，预计产量或从200万颗下调至约150万颗。　　在大会同期，英伟达宣布其首款专为Agentic AI设计的Vera CPU已完成对Anthropic、OpenAI、SpaceX AI及甲骨文云的首批交付。甲骨文产品管理负责人卡兰·巴塔透露，计划从2026年起部署数十万颗英伟达Vera CPU。　　展望未来，黄仁勋认为，就像个人电脑那样，“个人AI”将成为下一代发展潮流：“回想一下计算发展的整体脉络，当迈克尔（戴尔）和我进入这个行业的时候，大型主机正处于增长的末尾，个人电脑的时代正在开始。现在，我们看到的是AI在云端的兴起，这一趋势将持续增长。但我们同样会迎来个人AI，就像当年的个人电脑一样。原因正如我们之前所说，AI需要在场景所在之处运行。”　　此外，被问及访华进展情况时，黄仁勋表示：“中国的AI需求极为旺盛，就像这里一样，智能体AI在那里同样取得了巨大进展。我认为随着时间推移，市场会逐步开放……我此行代表的是美国，这是我的荣幸。我是去支持特朗普总统的，这也是我此行真正的重心。”　　19日当天，英伟达（Nasdaq:NVDA）股价跌0.77%收于每股220.61美元，总市值5.36万亿美元，公司将于20日美股盘后发布财报。（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 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":"4.42.2","shortVersion":"4.42.2","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/2636845123","isCrawlerRequest":true}