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10-09
英伟达和华工科技的合作进展情况如何？
黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾
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07:07","market":"us","language":"zh","title":"黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾","url":"https://stock-news.laohu8.com/highlight/detail?id=1108099210","media":"华尔街见闻","summary":"周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。","content":"<html><head></head><body><blockquote><p>黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>投资OpenAI的唯一遗憾是没投更多；对<a href=\"https://laohu8.com/S/AMD\">AMD</a>协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。</p><p style=\"text-align: justify;\">美东时间10月8日周三的媒体采访中，黄仁勋表示，过去六个月AI计算需求大幅上升，英伟达新一代架构Blackwell的芯片需求“非常非常高”。他认为这标志着“新一轮工业革命”开始。对于英伟达投资xAI，黄仁勋表示，唯一的遗憾是没给马斯克更多投资。</p><p style=\"text-align: justify;\">黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7049f7a2b91ac4f840207b7f6788350a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对于英伟达的竞争对手AMD本周宣布与OpenAI达成大规模的芯片供应协议，黄仁勋称该交易“巧妙”但令人吃惊，因为AMD向OpenAI提供了相当于10%AMD股权的认股权证。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。</p><p style=\"text-align: justify;\">业内分析师预计，到2026年，全球的AI基础设施合计支出可能达到2万亿美元。AI模型正在从提供简单问答向拥有复杂的推理能力演进，这推动了计算需求呈指数级增长。</p><h2 id=\"ai-blackwell\">AI计算需求激增 Blackwell芯片供不应求</h2><p style=\"text-align: justify;\">本周三，被问到投资者最常问什么问题时，黄仁勋强调：</p><blockquote><p style=\"text-align: justify;\">“今年、特别是过去六个月，计算需求大幅增长。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”</p><p style=\"text-align: justify;\">英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。</p><p style=\"text-align: justify;\">黄仁勋说，“对Blackwell的需求非常非常高”，还说"我认为我们正处于新一轮建设的开端，新工业革命的开端。"</p><p style=\"text-align: justify;\">英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。</p><h2 id=\"20-x-ai\">英伟达据称20亿美元参与xAI融资轮</h2><p style=\"text-align: justify;\">本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。</p><p style=\"text-align: justify;\">该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。</p><p style=\"text-align: justify;\">黄仁勋周三对另一媒体确认了英伟达投资xAI，称：</p><blockquote><p style=\"text-align: justify;\">“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。"</p></blockquote><p style=\"text-align: justify;\">黄仁勋高度评价马斯克的创业经历，称这位<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的创始人擅长打造变革性的公司。他表示：</p><blockquote><p style=\"text-align: justify;\">“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”</p></blockquote><h2 id=\"amd-open-ai\">对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多</h2><p style=\"text-align: justify;\">对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。</p><p style=\"text-align: justify;\">黄仁勋说：</p><blockquote><p style=\"text-align: justify;\">“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”</p></blockquote><p style=\"text-align: justify;\">AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。</p><p style=\"text-align: justify;\">黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。</p><p style=\"text-align: justify;\">被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”</p><p style=\"text-align: justify;\">黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”</p><p style=\"text-align: justify;\">黄仁勋表示，他认为云服务商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”</p><h2 id=\"ai\">AI竞争：中国在能源建设方面遥遥领先</h2><p style=\"text-align: justify;\">在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。</p><p style=\"text-align: justify;\">黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。</p><p style=\"text-align: justify;\">黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”</p><p style=\"text-align: justify;\">按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。</p></body></html>","source":"lsy1700700604709","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：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾</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：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 07:07 北京时间 <a href=https://wallstreetcn.com/articles/3756804><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756804\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","NVDA":"英伟达","BK4605":"半导体精选","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","BK4608":"AI应用概念股","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4604":"机器人概念","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS 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Blackwell芯片供不应求本周三，被问到投资者最常问什么问题时，黄仁勋强调：“今年、特别是过去六个月，计算需求大幅增长。”黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。黄仁勋说，“对Blackwell的需求非常非常高”，还说\"我认为我们正处于新一轮建设的开端，新工业革命的开端。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。英伟达据称20亿美元参与xAI融资轮本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。黄仁勋周三对另一媒体确认了英伟达投资xAI，称：“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。\"黄仁勋高度评价马斯克的创业经历，称这位特斯拉和SpaceX的创始人擅长打造变革性的公司。他表示：“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。黄仁勋说：“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”黄仁勋表示，他认为云服务商CoreWeave 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”AI竞争：中国在能源建设方面遥遥领先在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":51,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/487367168569776"}
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