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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":{},"source_url":"https://tech.ifeng.com/c/8vK3LkuVKpi","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657544912","content_text":"快科技8月5日消息，Meta近日宣布正式推进算力商业化计划，向外出租GPU。这意味着其从全球最大的算力买家之一转身变成了算力卖家，成为了英伟达的竞争对手。过去三年，微软、谷歌、亚马逊、Meta四家云厂商合计为英伟达贡献了数据中心营收的约50%。英伟达2026财年全年营收2159亿美元，数据中心业务达1937亿美元，占比近九成。这四家云厂商在推进巨额采购英伟达芯片的同时，也在加大对自研芯片的投入。谷歌TPU已大规模部署，亚马逊Trainium正加速落地，微软Maia 100已用于推理服务，Meta 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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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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 18:59 北京时间 <a href=https://tech.ifeng.com/c/8vK3LkuVKpi><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月5日消息，Meta近日宣布正式推进算力商业化计划，向外出租GPU。这意味着其从全球最大的算力买家之一转身变成了算力卖家，成为了英伟达的竞争对手。过去三年，微软、谷歌、亚马逊、Meta四家云厂商合计为英伟达贡献了数据中心营收的约50%。英伟达2026财年全年营收2159亿美元，数据中心业务达1937亿美元，占比近九成。这四家云厂商在推进巨额采购英伟达芯片的同时，也在加大对自研芯片的投入。...</p>\n\n<a 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":{},"source_url":"https://tech.ifeng.com/c/8vK3LkuVKpi","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657544912","content_text":"快科技8月5日消息，Meta近日宣布正式推进算力商业化计划，向外出租GPU。这意味着其从全球最大的算力买家之一转身变成了算力卖家，成为了英伟达的竞争对手。过去三年，微软、谷歌、亚马逊、Meta四家云厂商合计为英伟达贡献了数据中心营收的约50%。英伟达2026财年全年营收2159亿美元，数据中心业务达1937亿美元，占比近九成。这四家云厂商在推进巨额采购英伟达芯片的同时，也在加大对自研芯片的投入。谷歌TPU已大规模部署，亚马逊Trainium正加速落地，微软Maia 100已用于推理服务，Meta MTIA也已部署在推荐系统中。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，苹果正与博通合作推进AI芯片。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。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；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。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。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。","news_type":1,"symbols_score_info":{"TTEQ":0.6,"WISE":0.6,"NVII":0.6,"ESUM":0.6,"ABFL":0.6,"SMH":0.6,"SNPE":0.6,"NVDQ":0.6,"CHPX":0.6,"CLSE":0.6,"NVDU":0.6,"CMAG":0.6,"TYLG":0.6,"ROM":0.6,"NVDX":0.6,"FTEC":0.6,"SOXQ":0.6,"NVIW.SI":0.6,"SOXX":0.6,"NVDW":0.6,"NVD2.UK":0.6,"AIFD":0.6,"DIPS":0.6,"XLK":0.6,"2NVD.UK":0.6,"NVDL":0.6,"CHAT":0.6,"TTXU":0.6,"NVYY":0.6,"NVDB":0.6,"FDTX":0.6,"NVDG":0.6,"ANV":0.6,"THMR":0.6,"CNEQ":0.6,"GAMR":0.6,"AGOX":0.6,"ARTY":0.6,"FAI":0.6,"VT":0.6,"NVDY":0.6,"SHOC":0.6,"NVD":0.6,"IXN":0.6,"LFGY":0.6,"NVDS.UK":0.6,"TRFK":0.6,"EFIV":0.6,"AIPI":0.6,"NVD3.UK":0.6,"NVDA":1.97,"TEK":0.6,"SPTE":0.6,"IETC":0.6,"NVDS":0.6,"SMHX":0.6,"07788":0.6,"NVDO":0.6,"SNVD.UK":0.6,"07388":0.6,"ILDR":0.6,"SOXY":0.6,"ESLG":0.6,"VGT":0.6,"NVDD":0.6,"JGRO":0.6,"USXF":0.6,"METV":0.6,"USD":0.6,"NULC":0.6,"3NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
