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08-05 21:35
**吧？出租算力跟卖计算卡有什么关系
黄仁勋开始焦虑了！英伟达最大的客户正在变成它最大的敌人
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MTIA也已部署在推荐系统中。</p><p>除了上述4家云巨头减少对英伟达的芯片采购外，更大的威胁正在逼近。OpenAI正在开发自研推理芯片，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正与<a href=\"https://laohu8.com/S/AVGO\">博通</a>合作推进AI芯片。<strong>每一家拥有足够规模的AI公司，都在做同一件事：把对英伟达的依赖尽可能往下压。</strong></p><p>需要指出的是，目前的替代主要集中在推理侧，而不是训练侧。有分析师指出，推理更注重单卡效率、功耗和成本，是自研芯片发挥优势的战场；<strong>训练需要极高算力密度和成熟软件栈，英伟达几乎无可替代。</strong></p><p>对英伟达而言，客户一边掏钱买GPU、一边全力造芯片的趋势一旦形成，其定价权将面临挑战。<strong>黄仁勋焦虑的问题不是怎么阻止这件事发生，而是把足够多的新买家培养到足够大。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2026/3E3D2EB7528071C5988BA71BE63EF63E3CB74D8B_size143_w600_h397.jpg\"/></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋开始焦虑了！英伟达最大的客户正在变成它最大的敌人</title>\n<style 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href=\"https://tech.ifeng.com/c/8vK3LkuVKpi\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IETC":"iShares U.S. Tech Independence Focused ETF","BK4605":"半导体精选","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4608":"AI应用概念股","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) 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