日韩中文字幕在线一区二区三区,亚洲热视频在线观看,久久精品午夜一区二区福利,精品一区二区三区在线观看l,麻花传媒剧电影,亚洲香蕉伊综合在人在线,免费av一区二区三区在线,亚洲成在线人视频观看
          首頁 500強(qiáng) 活動(dòng) 榜單 商業(yè) 科技 商潮 專題 品牌中心
          雜志訂閱

          黃仁勛斷言1萬億美元仍不足以滿足AI需求

          Jake Angelo
          2026-03-22

          人工智能熱潮正在將基礎(chǔ)設(shè)施投資推向新高。

          文本設(shè)置
          小號(hào)
          默認(rèn)
          大號(hào)
          Plus(0條)

          英偉達(dá)首席執(zhí)行官黃仁勛在圣何塞舉行的英偉達(dá)GTC大會(huì)上發(fā)表主題演講。圖片來源:David Paul Morris/Bloomberg via Getty Images

          幾年前,人工智能還只是一個(gè)新奇概念,人們?cè)谏缃幻襟w上看到的多是一些略顯粗糙、甚至有些怪異的圖片和視頻。如今,人工智能似乎已經(jīng)無處不在:幾乎每個(gè)月都有新模型涌現(xiàn),好萊塢的部分領(lǐng)域開始引入人工智能技術(shù)。即便人工智能目前還未顯著提升工作效率,它很可能已經(jīng)滲透到職場(chǎng)之中。如此大規(guī)模的擴(kuò)張,需要巨額基礎(chǔ)設(shè)施投入。英偉達(dá)(Nvidia)的首席執(zhí)行官黃仁勛表示,公司正準(zhǔn)備大規(guī)模提供這些構(gòu)成人工智能的基礎(chǔ)模塊。

          在周一于圣何塞舉行的英偉達(dá)GTC大會(huì)主題演講中,黃仁勛稱,公司已經(jīng)將未來一年的需求預(yù)期翻倍。他說:“我預(yù)計(jì)到2027年,人工智能需求至少將達(dá)到1萬億美元。事實(shí)上,我們會(huì)面臨供不應(yīng)求的局面。我確信算力需求將遠(yuǎn)遠(yuǎn)高于這個(gè)數(shù)字。”

          他也在為這一前景的實(shí)現(xiàn)提前布局,并采取了一項(xiàng)不同尋常的激勵(lì)措施,以吸引頂尖人才,并從員工身上挖掘更多算力:向工程師發(fā)放價(jià)值接近其薪資一半的人工智能詞元(token)。

          人工智能熱潮正在將基礎(chǔ)設(shè)施投資推向新高。科技公司當(dāng)前在數(shù)據(jù)中心建設(shè)上的投資高達(dá)7,000億美元,這一規(guī)模接近瑞典等發(fā)達(dá)經(jīng)濟(jì)體的國(guó)內(nèi)生產(chǎn)總值,也超過了經(jīng)通脹調(diào)整后的“阿波羅登月計(jì)劃”總成本的兩倍。英偉達(dá)是數(shù)據(jù)中心建設(shè)浪潮中的關(guān)鍵供應(yīng)商,提供驅(qū)動(dòng)人工智能工廠運(yùn)行的處理器。1萬億美元的需求預(yù)期進(jìn)一步表明,人工智能基建擴(kuò)張正在開足馬力,毫無減速之勢(shì),即便像超威半導(dǎo)體(Advanced Micro Devices)這樣的競(jìng)爭(zhēng)對(duì)手仍在拼命追趕,也難以撼動(dòng)英偉達(dá)的領(lǐng)先地位。這一切發(fā)生之際,微軟(Microsoft)首席執(zhí)行官薩蒂亞·納德拉以及《大空頭》(Big Short)的原型邁克爾·伯里等商業(yè)領(lǐng)袖均警告人工智能市場(chǎng)可能存在泡沫。

          黃仁勛在做出這一預(yù)測(cè)的同時(shí),還提出人工智能體可能很快就會(huì)接管世界,并宣布了一系列與天基計(jì)算相關(guān)的計(jì)劃,旨在將人工智能送入太空軌道——這一概念此前也被埃隆·馬斯克強(qiáng)調(diào)為應(yīng)對(duì)不斷擴(kuò)張的數(shù)據(jù)中心能源需求的潛在解決方案。

          黃仁勛表示:“我們正在徹底重置,并啟動(dòng)人類歷史上規(guī)模最大的建設(shè)浪潮。今天,全球大多數(shù)正在建設(shè)人工智能工廠、芯片工廠和計(jì)算機(jī)工廠的行業(yè)代表都匯聚于此。”

          公司最新財(cái)報(bào)也為黃仁勛的說法增加了可信度。上個(gè)月,英偉達(dá)公布2026財(cái)年?duì)I收為2,159億美元,同比增長(zhǎng)65%,創(chuàng)下歷史最高年度業(yè)績(jī)。其中,僅數(shù)據(jù)中心業(yè)務(wù)收入就同比增長(zhǎng)75%,達(dá)到623億美元。

          人工智能詞元:未來的薪酬形式?

          在企業(yè)領(lǐng)導(dǎo)者試圖利用人工智能提升員工生產(chǎn)率之際,黃仁勛展示了英偉達(dá)如何將這一目標(biāo)落地:向工程師支付“詞元”,即人工智能運(yùn)行所需的“貨幣”,以提高他們的產(chǎn)出。

          他說:“我完全可以想象,未來我們公司里的每一位工程師都需要一筆年度詞元預(yù)算。他們的基本年薪可能是幾十萬美元,我打算在此基礎(chǔ)上再給他們價(jià)值相當(dāng)于底薪一半的詞元,讓他們的產(chǎn)出提升10倍。”

          詞元是人工智能模型用來處理語言和識(shí)別模式的基本數(shù)據(jù)單位,對(duì)人工智能的未來應(yīng)用至關(guān)重要。人工智能公司OpenAI估計(jì),一個(gè)詞元大約相當(dāng)于4個(gè)字符,一段一到兩句的提示通常需要約30個(gè)詞元。例如,“Fortune Magazine”可以被拆分為5個(gè)詞元:“For”“tune”“Mag”“az”“ine”。

          按照黃仁勛描述的額度,工程師每年將可以使用數(shù)十億個(gè)詞元,從而釋放出巨大的算力。在他的設(shè)想中,詞元將成為公司為工程師提供的一項(xiàng)額外福利,為他們進(jìn)行深度研究提供所需的算力支持。

          黃仁勛稱,其他科技公司很快也會(huì)效仿,將詞元作為吸引頂尖人才的招聘工具。

          他說:“詞元目前已經(jīng)成為硅谷的招聘工具之一:這份工作會(huì)附帶多少詞元?原因很清楚,每一位擁有詞元使用權(quán)的工程師都會(huì)有更高的工作效率。”(財(cái)富中文網(wǎng))

          譯者:劉進(jìn)龍

          幾年前,人工智能還只是一個(gè)新奇概念,人們?cè)谏缃幻襟w上看到的多是一些略顯粗糙、甚至有些怪異的圖片和視頻。如今,人工智能似乎已經(jīng)無處不在:幾乎每個(gè)月都有新模型涌現(xiàn),好萊塢的部分領(lǐng)域開始引入人工智能技術(shù)。即便人工智能目前還未顯著提升工作效率,它很可能已經(jīng)滲透到職場(chǎng)之中。如此大規(guī)模的擴(kuò)張,需要巨額基礎(chǔ)設(shè)施投入。英偉達(dá)(Nvidia)的首席執(zhí)行官黃仁勛表示,公司正準(zhǔn)備大規(guī)模提供這些構(gòu)成人工智能的基礎(chǔ)模塊。

          在周一于圣何塞舉行的英偉達(dá)GTC大會(huì)主題演講中,黃仁勛稱,公司已經(jīng)將未來一年的需求預(yù)期翻倍。他說:“我預(yù)計(jì)到2027年,人工智能需求至少將達(dá)到1萬億美元。事實(shí)上,我們會(huì)面臨供不應(yīng)求的局面。我確信算力需求將遠(yuǎn)遠(yuǎn)高于這個(gè)數(shù)字。”

          他也在為這一前景的實(shí)現(xiàn)提前布局,并采取了一項(xiàng)不同尋常的激勵(lì)措施,以吸引頂尖人才,并從員工身上挖掘更多算力:向工程師發(fā)放價(jià)值接近其薪資一半的人工智能詞元(token)。

          人工智能熱潮正在將基礎(chǔ)設(shè)施投資推向新高。科技公司當(dāng)前在數(shù)據(jù)中心建設(shè)上的投資高達(dá)7,000億美元,這一規(guī)模接近瑞典等發(fā)達(dá)經(jīng)濟(jì)體的國(guó)內(nèi)生產(chǎn)總值,也超過了經(jīng)通脹調(diào)整后的“阿波羅登月計(jì)劃”總成本的兩倍。英偉達(dá)是數(shù)據(jù)中心建設(shè)浪潮中的關(guān)鍵供應(yīng)商,提供驅(qū)動(dòng)人工智能工廠運(yùn)行的處理器。1萬億美元的需求預(yù)期進(jìn)一步表明,人工智能基建擴(kuò)張正在開足馬力,毫無減速之勢(shì),即便像超威半導(dǎo)體(Advanced Micro Devices)這樣的競(jìng)爭(zhēng)對(duì)手仍在拼命追趕,也難以撼動(dòng)英偉達(dá)的領(lǐng)先地位。這一切發(fā)生之際,微軟(Microsoft)首席執(zhí)行官薩蒂亞·納德拉以及《大空頭》(Big Short)的原型邁克爾·伯里等商業(yè)領(lǐng)袖均警告人工智能市場(chǎng)可能存在泡沫。

          黃仁勛在做出這一預(yù)測(cè)的同時(shí),還提出人工智能體可能很快就會(huì)接管世界,并宣布了一系列與天基計(jì)算相關(guān)的計(jì)劃,旨在將人工智能送入太空軌道——這一概念此前也被埃隆·馬斯克強(qiáng)調(diào)為應(yīng)對(duì)不斷擴(kuò)張的數(shù)據(jù)中心能源需求的潛在解決方案。

          黃仁勛表示:“我們正在徹底重置,并啟動(dòng)人類歷史上規(guī)模最大的建設(shè)浪潮。今天,全球大多數(shù)正在建設(shè)人工智能工廠、芯片工廠和計(jì)算機(jī)工廠的行業(yè)代表都匯聚于此。”

          公司最新財(cái)報(bào)也為黃仁勛的說法增加了可信度。上個(gè)月,英偉達(dá)公布2026財(cái)年?duì)I收為2,159億美元,同比增長(zhǎng)65%,創(chuàng)下歷史最高年度業(yè)績(jī)。其中,僅數(shù)據(jù)中心業(yè)務(wù)收入就同比增長(zhǎng)75%,達(dá)到623億美元。

          人工智能詞元:未來的薪酬形式?

          在企業(yè)領(lǐng)導(dǎo)者試圖利用人工智能提升員工生產(chǎn)率之際,黃仁勛展示了英偉達(dá)如何將這一目標(biāo)落地:向工程師支付“詞元”,即人工智能運(yùn)行所需的“貨幣”,以提高他們的產(chǎn)出。

          他說:“我完全可以想象,未來我們公司里的每一位工程師都需要一筆年度詞元預(yù)算。他們的基本年薪可能是幾十萬美元,我打算在此基礎(chǔ)上再給他們價(jià)值相當(dāng)于底薪一半的詞元,讓他們的產(chǎn)出提升10倍。”

          詞元是人工智能模型用來處理語言和識(shí)別模式的基本數(shù)據(jù)單位,對(duì)人工智能的未來應(yīng)用至關(guān)重要。人工智能公司OpenAI估計(jì),一個(gè)詞元大約相當(dāng)于4個(gè)字符,一段一到兩句的提示通常需要約30個(gè)詞元。例如,“Fortune Magazine”可以被拆分為5個(gè)詞元:“For”“tune”“Mag”“az”“ine”。

          按照黃仁勛描述的額度,工程師每年將可以使用數(shù)十億個(gè)詞元,從而釋放出巨大的算力。在他的設(shè)想中,詞元將成為公司為工程師提供的一項(xiàng)額外福利,為他們進(jìn)行深度研究提供所需的算力支持。

          黃仁勛稱,其他科技公司很快也會(huì)效仿,將詞元作為吸引頂尖人才的招聘工具。

          他說:“詞元目前已經(jīng)成為硅谷的招聘工具之一:這份工作會(huì)附帶多少詞元?原因很清楚,每一位擁有詞元使用權(quán)的工程師都會(huì)有更高的工作效率。”(財(cái)富中文網(wǎng))

          譯者:劉進(jìn)龍

          Just a few short years ago, AI was a novel concept generating uncanny, sloppy photos and videos that appeared across your social media feeds. Today, it’s seemingly ubiquitous. New models are popping up almost every month. There’s AI integration in pockets of Hollywood. And even if it’s so far failing to boost your productivity at the office, AI has most likely already appeared in your workplace. That sprawling expansion requires enormous infrastructure investment. And Nvidia CEO Jensen Huang said his company is expecting to deliver those building blocks at a massive scale.

          During his keynote address Monday at Nvidia’s GTC conference in San Jose, Huang said the company doubled its demand forecast within the next year. “I see through 2027 at least $1 trillion,” he said. “In fact, we are going to be short. I am certain computing demand will be much higher than that.”

          And he’s already preparing for that reality with an unusual incentive to attract top talent and wring more computing power from his workforce: offering engineers AI tokens worth nearly half their salary.

          The AI boom is pushing infrastructure investments to new heights. Tech companies are investing a staggering $700 billion into the data center buildout, a sum that rivals the GDP of developed economies like Sweden, and is more than double the total inflation-adjusted cost of the Apollo missions—projects that sent humans to the moon. Nvidia is a critical supplier in that buildout, providing the processors that power AI factories. The $1 trillion demand figure is further proof that the buildout is all gas, no brakes, even as competitors like Advanced Micro Devices (AMD) struggle to close the gap. All of this comes despite looming fears of an AI bubble, as flagged by business leaders like Microsoft CEO Satya Nadella and “Big Short” investor Michael Burry.

          Huang made the prediction alongside claims that AI agents could soon run the world, as well as announcements around space-based computing designed to launch AI into orbit, a concept Elon Musk has spotlighted as a potential solution to the energy demands of expanding data centers.

          “We are completely resetting and starting the largest buildout of human history,” Huang said. “Most of the world’s industries building AI factories, building chip plants, building computer plants are represented here today.”

          The company’s recent earnings reports have added credibility to Huang’s claims. Last month, Nvidia posted $215.9 billion in revenue for fiscal 2026, up 65% from a year ago, the highest annual result ever. Data center revenue alone rose 75% from a year ago, reaching $62.3 billion.

          AI tokens: the future of pay?

          As business leaders aim to harness AI to boost worker productivity, Huang offered a glimpse at how Nvidia plans to operationalize that ambition: paying engineers in tokens—the currency of AI—to amplify their output.

          “I could totally imagine in the future every single engineer in our company will need an annual token budget,” he said. “They’re going to make a few 100,000 a year as their base pay. I’m going to give them probably half of that on top of it as tokens so that they could be amplified 10 times.”

          Tokens are the basic units of data or words that AI models use to process language and recognize patterns, making them critical to the future of AI deployment. AI company OpenAI estimates that one token is equal to approximately four characters, with a single one-to-two sentence prompt requiring about 30 tokens. “Fortune Magazine,” for example, may be broken down into five tokens: “For” “tune” “Mag” “az” “ine.”

          At the allowance levels Huang described, engineers would have access to billions of tokens annually, unleashing a torrent of compute power. In Huang’s scenario, tokens would be an added employment perk for engineers at his firm, arming them with the power needed to conduct deep research for the company.

          The Nvidia CEO said other tech firms will quickly follow suit and use tokens as a recruiting tool to attract top industry talent.

          “It is now one of the recruiting tools in Silicon Valley: how many tokens come along with my job,” he said. “The reason for that is very clear because every engineer that has access to tokens will be more productive.”

          財(cái)富中文網(wǎng)所刊載內(nèi)容之知識(shí)產(chǎn)權(quán)為財(cái)富媒體知識(shí)產(chǎn)權(quán)有限公司及/或相關(guān)權(quán)利人專屬所有或持有。未經(jīng)許可,禁止進(jìn)行轉(zhuǎn)載、摘編、復(fù)制及建立鏡像等任何使用。
          0條Plus
          精彩評(píng)論
          評(píng)論

          撰寫或查看更多評(píng)論

          請(qǐng)打開財(cái)富Plus APP

          前往打開