摩尔线程CFO薛岩松：英伟达国内市场已跌至8%，国产算力迈入“好用”极端

新浪财经09-14

新浪科技讯 9月14日晚间消息，2026年中国国际服务贸易交易会（简称：2026年服贸会）期间，摩尔线程CFO薛岩松分享坦言：“英伟达在中国AI芯片市场份额已从昔日95%暴跌至不足8%，接近清零，且其游戏卡产品也正逐步退出国内市场，海外芯片长期垄断国内算力市场的格局正在瓦解。” 　　在薛岩松看来，随着海外品牌退场，国产算力迎来历史性替代机遇，产业发展正从“可以用”迈入“好用”的全新阶段。但同时，在...

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9月14日晚间消息，2026年中国国际服务贸易交易会（简称：2026年服贸会）期间，摩尔线程CFO薛岩松分享坦言：“英伟达在中国AI芯片市场份额已从昔日95%暴跌至不足8%，接近清零，且其游戏卡产品也正逐步退出国内市场，海外芯片长期垄断国内算力市场的格局正在瓦解。”\n　　在薛岩松看来，随着海外品牌退场，国产算力迎来历史性替代机遇，产业发展正从“可以用”迈入“好用”的全新阶段。但同时，在...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2026-09-14/doc-inirveaq9297283.shtml\">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":"NVD3.UK","symbol_name":"LS 3X 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9月14日晚间消息，2026年中国国际服务贸易交易会（简称：2026年服贸会）期间，摩尔线程CFO薛岩松分享坦言：“英伟达在中国AI芯片市场份额已从昔日95%暴跌至不足8%，接近清零，且其游戏卡产品也正逐步退出国内市场，海外芯片长期垄断国内算力市场的格局正在瓦解。”\n　　在薛岩松看来，随着海外品牌退场，国产算力迎来历史性替代机遇，产业发展正从“可以用”迈入“好用”的全新阶段。但同时，在超级集群工程、算力成本控制等核心领域仍存在明显短板，亟待持续攻坚突破。\n　　薛岩松透露，目前国内AI加速卡国产市场份额已突破60%，且保持高速增长，正向高端算力场景持续跃进。数据预测，2025年底中国算力规模将达到160万P，稳居全球第二。\n　　依托技术持续迭代，国产算力已实现多项硬核突破，彻底摆脱低端标签。薛岩松介绍，公司配合国家级实验室，以超过12000卡的智算集群完成了2360亿参数科学大模型的预训练，目前正攻关万亿参数水平的大模型，这是国内突破性进展。同时，北大团队基于摩尔线程S5000显卡集群研发的世界模型，登顶斯坦福大学相关赛道榜单，霸榜超47天，实现国内首次全栈原生世界模型训练。\n　　但亮眼成绩外，薛岩松也直面产业短板，坦言国产算力仍存在多重差距。当下算力竞争早已脱离单卡性能比拼，进入大规模集群工程化竞争阶段。“万卡集群已是行业标配，十万卡是下一步核心目标，但即便我们2027年联合京东建成10万卡智算集群，和美国仍有差距。”他指出，美国已落地20万卡级H200集群，行业头部企业规划50万卡、百万卡级集群，甚至以1GW电力规模定义超算等级，远超国内现有水平。\n　　生态与成本，是制约国产算力规模化落地的另外两大核心难题。面对英伟达20年积淀的CUDA生态壁垒，摩尔线程依托自研MUSA统一架构，实现从硬件、驱动到算法、应用的全栈兼容，补齐生态短板。与此同时，算力高成本问题亟待破解，“互联网应用边际成本几乎为零，但AI每一次调用都要付出实打实的算力成本，如何持续压降算力综合成本，是全行业的核心课题。”\n　　薛岩松总结道：“国产算力已突破能不能用的阶段，正向好不好用加速突破，可全面支撑模型推理、中小模型训练场景替代，但在高端大模型预训练、科学计算、具身智能、世界模型等前沿领域，仍需持续追赶。未来期待产业与金融界携手，共同筑牢国产AI算力核心底座。”\n　　服贸会期间，北京市顺义区还举办“顺易投融·汇金助园行”园区金融服务专场推介会。联合银行、保险、金融租赁机构与区内行业主管部门、各镇产业园区及重点企业面对面，聚焦园区发展痛点、企业成长难点，靶向推送专业化、场景化金融服务方案，搭建“政园企金”常态化对接桥梁。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"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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