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JOJO的冒险
2025-01-28
$英伟达(NVDA)$
我严重怀疑deepseek的训练是跟GPT学习的。 你可以这样理解ds是学生,GPT是老师。 ds跟老师学完自然准确率跟老师差不多,算力的需要也就比老师少。学生自己再稍微改造一下,过滤一下信息。自然变成新东西。但源头还是来自GPT。 抄袭改造升级是中国的拿手好戏
JOJO的冒险
03-11 09:02
东大看看怎么搞新质生产力
英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”
JOJO的冒险
2025-02-21
$谷歌A(GOOGL)$
可怜的谷歌,被阿里抄业务,抄出一片天
JOJO的冒险
2025-11-01
$TransMedics Group Inc.(TMDX)$
真的垃圾股
JOJO的冒险
2025-02-25
$美的集团(00300)$
美的空调今年大裁员,p类降级降薪,o类转外包,外包大降薪,1万变6、7千。大大缩减账面的人力成本。生活真的越来越有盼头
JOJO的冒险
01-27
$Coinbase Global, Inc.(COIN)$
没救了
JOJO的冒险
01-31
$Coinbase Global, Inc.(COIN)$
可以入土了
JOJO的冒险
02-12
$CoreWeave, Inc.(CRWV)$
这公司管理层天天减持 ,这样也能当上达哥的亲儿子?感觉像豪门里扶不起的败家大儿子
JOJO的冒险
2025-09-06
$TransMedics Group Inc.(TMDX)$
你真的亏对股东
JOJO的冒险
2025-01-25
如果美国制裁中国ai,是不是也会把你也拉下水?
AMD:已将新的DeepSeek-V3模型集成到Instinct MI300X GPU上
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 这家公司就不要投资了 股东天天卖股票 都不知道想不想经营公司","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 这家公司就不要投资了 股东天天卖股票 都不知道想不想经营公司","text":"$CoreWeave, Inc.(CRWV)$ 这家公司就不要投资了 股东天天卖股票 都不知道想不想经营公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541539087569560","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541475217167096,"gmtCreate":1773190932343,"gmtModify":1773190934887,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"title":"","htmlText":"东大看看怎么搞新质生产力","listText":"东大看看怎么搞新质生产力","text":"东大看看怎么搞新质生产力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541475217167096","repostId":"1139318062","repostType":2,"repost":{"id":"1139318062","kind":"news","pubTimestamp":1773155060,"share":"https://www.laohu8.com/m/news/1139318062?lang=zh_CN&edition=full","pubTime":"2026-03-10 23:04","market":"us","language":"zh","title":"英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”","url":"https://stock-news.laohu8.com/highlight/detail?id=1139318062","media":"英伟达官网","summary":"AI 是塑造当今世界的强大力量之一。AI 依托真实的硬件、能源和经济体系运行。AI 打破了这种模式。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。与此同时,AI 正在提高整个知识经济领域的生产力。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 正在成为现代世界的基础设施。","content":"<html><head></head><body><p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。</p><p style=\"text-align: justify;\">AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。</p><p style=\"text-align: justify;\">要理解 AI 为何以这种方式发展,我们需要从基本原理进行推理,并了解计算领域发生了哪些根本性变化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe401c1f00ab3456a6cdf457c1dc71b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"488\"/></p><h2 id=\"id_2998002530\" style=\"text-align: justify;\">从预制软件到实时智能</h2><p style=\"text-align: justify;\">在计算技术发展的历史中,软件通常都是预先制作好的。人类描述一种算法,计算机执行此操作。数据必须经过精心设计,存储在表格中,并通过精确查询进行检索。SQL 变得不可或缺,因为过去的世界因此得以运转。</p><p style=\"text-align: justify;\">AI 打破了这种模式。</p><p style=\"text-align: justify;\">我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是,它能够实时生成智能。</p><p style=\"text-align: justify;\">每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令,而是软件根据需求进行推理并生成智能。</p><p style=\"text-align: justify;\">由于智能是实时生成的,因此其背后的整个计算架构都必须重新设计。</p><h2 id=\"id_3660396765\" style=\"text-align: justify;\">AI 即基础设施</h2><p style=\"text-align: justify;\">从工业角度审视 AI,其架构可分解为五层。</p><h2 id=\"id_1341798990\" style=\"text-align: justify;\">能源</h2><p style=\"text-align: justify;\">最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token,都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下,没有抽象层。能源是 AI 基础设施的首要原则,也是制约系统能产生多少智能的瓶颈因素。</p><h2 id=\"id_376055559\" style=\"text-align: justify;\">芯片</h2><p style=\"text-align: justify;\">能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。</p><h2 id=\"id_534687372\" style=\"text-align: justify;\">基础设施</h2><p style=\"text-align: justify;\">芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信,以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息,而是制造智能。</p><h2 id=\"id_3010887028\" style=\"text-align: justify;\">模型</h2><p style=\"text-align: justify;\">基础设施层之上是模型层。AI 模型能够理解多种类型的信息:语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。</p><h2 id=\"id_511608165\" style=\"text-align: justify;\">应用</h2><p style=\"text-align: justify;\">最上层是应用层,经济价值在此产生,比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构,能带来不同的成果。</p><p style=\"text-align: justify;\"><strong>这就是五层蛋糕架构:</strong></p><p style=\"text-align: justify;\"><strong>能源 → 芯片 → 基础设施 → 模型 → 应用。</strong></p><p style=\"text-align: justify;\">每一个成功的应用都会拉动其下的每一层,直至维持其运行的动力设备。</p><p style=\"text-align: justify;\">我们才刚刚开始这一建设进程,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。</p><p style=\"text-align: justify;\">放眼全球,我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。</p><p style=\"text-align: justify;\">支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位,且目前供不应求。参与这场变革无需拥有计算机科学博士学位。</p><p style=\"text-align: justify;\">与此同时,AI 正在提高整个知识经济领域的生产力。以放射学为例,AI 已经能够辅助解读扫描影像,但对放射科医生的需求仍在持续增长。这并非矛盾现象。</p><p style=\"text-align: justify;\">放射科医生的职责就是照顾患者,而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时,放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高,将能够为更多的患者提供服务,也会雇佣更多员工。</p><p style=\"text-align: justify;\">生产力提升创造产能,产能扩大推动增长。</p><h2 id=\"id_2910824960\" style=\"text-align: justify;\">过去一年的变化?</h2><p style=\"text-align: justify;\">在过去的一年里,AI 跨越了一个重要的门槛。模型性能显著提升,可以大规模投入使用。推理能力增强,幻觉现象减少,落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。</p><p style=\"text-align: justify;\">药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。</p><p style=\"text-align: justify;\">开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时,它们改变的不仅仅是软件领域,而是激活了整个技术栈的需求。</p><p style=\"text-align: justify;\">DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型,它加速了应用层的普及,并带动了底层对训练、基础设施、芯片和能源的需求增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba13c49bfc1d160316f049e2f205ec79\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"512\"/></p><h2 id=\"id_3376366002\" style=\"text-align: justify;\">题中要义</h2><p style=\"text-align: justify;\">当你将 AI 视为必不可少的基础设施时,其影响便显而易见。</p><p style=\"text-align: justify;\">AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革,重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。</p><p style=\"text-align: justify;\">如今,AI 工厂正在兴建,因为智能已实现实时生成。芯片正在被重新设计,因为效率决定了智能的扩展速度。能源成为核心要素,因为它从根本上决定了智能的生产规模上限。应用加速发展,因为底层模型已跨越门槛,得以大规模投入使用。</p><p style=\"text-align: justify;\">每一层都相互强化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/356ed840adf707ebd510799165eb55ac\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf43e855369304ee76bd3b0d99cc9d11\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d95f3c98c49ff1ca37b71c1996103872\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe4dafb2cadddfbe3780f3740c7ed37\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acff1b2415fba82d0f4a2ab414241448\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p style=\"text-align: justify;\">正因如此,AI 建设规模才如此庞大,它才能够同时触及众多行业,并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI,每个国家都将发展 AI。</p><p style=\"text-align: justify;\">我们仍处于早期阶段。大部分基础设施尚未建成,大部分劳动力尚未接受培训,大部分机遇尚未得到发掘。</p><p style=\"text-align: justify;\">但方向已然明确。</p><p style=\"text-align: justify;\">AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。</p><p style=\"text-align: justify;\">NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行,欢迎与我们一同探索下一代 AI 的无限可能。</p></body></html>","source":"lsy1760396584822","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>英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 23:04 北京时间 <a href=https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D><strong>英伟达官网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。要理解 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139318062","content_text":"AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。要理解 AI 为何以这种方式发展,我们需要从基本原理进行推理,并了解计算领域发生了哪些根本性变化。从预制软件到实时智能在计算技术发展的历史中,软件通常都是预先制作好的。人类描述一种算法,计算机执行此操作。数据必须经过精心设计,存储在表格中,并通过精确查询进行检索。SQL 变得不可或缺,因为过去的世界因此得以运转。AI 打破了这种模式。我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是,它能够实时生成智能。每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令,而是软件根据需求进行推理并生成智能。由于智能是实时生成的,因此其背后的整个计算架构都必须重新设计。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。能源最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token,都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下,没有抽象层。能源是 AI 基础设施的首要原则,也是制约系统能产生多少智能的瓶颈因素。芯片能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。基础设施芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信,以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息,而是制造智能。模型基础设施层之上是模型层。AI 模型能够理解多种类型的信息:语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。应用最上层是应用层,经济价值在此产生,比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构,能带来不同的成果。这就是五层蛋糕架构:能源 → 芯片 → 基础设施 → 模型 → 应用。每一个成功的应用都会拉动其下的每一层,直至维持其运行的动力设备。我们才刚刚开始这一建设进程,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。放眼全球,我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位,且目前供不应求。参与这场变革无需拥有计算机科学博士学位。与此同时,AI 正在提高整个知识经济领域的生产力。以放射学为例,AI 已经能够辅助解读扫描影像,但对放射科医生的需求仍在持续增长。这并非矛盾现象。放射科医生的职责就是照顾患者,而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时,放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高,将能够为更多的患者提供服务,也会雇佣更多员工。生产力提升创造产能,产能扩大推动增长。过去一年的变化?在过去的一年里,AI 跨越了一个重要的门槛。模型性能显著提升,可以大规模投入使用。推理能力增强,幻觉现象减少,落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时,它们改变的不仅仅是软件领域,而是激活了整个技术栈的需求。DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型,它加速了应用层的普及,并带动了底层对训练、基础设施、芯片和能源的需求增长。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革,重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。如今,AI 工厂正在兴建,因为智能已实现实时生成。芯片正在被重新设计,因为效率决定了智能的扩展速度。能源成为核心要素,因为它从根本上决定了智能的生产规模上限。应用加速发展,因为底层模型已跨越门槛,得以大规模投入使用。每一层都相互强化。正因如此,AI 建设规模才如此庞大,它才能够同时触及众多行业,并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI,每个国家都将发展 AI。我们仍处于早期阶段。大部分基础设施尚未建成,大部分劳动力尚未接受培训,大部分机遇尚未得到发掘。但方向已然明确。AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行,欢迎与我们一同探索下一代 AI 的无限可能。","news_type":1,"symbols_score_info":{"NVDA":2,"NVDL":1.1}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531840376018584,"gmtCreate":1770862930917,"gmtModify":1770862933265,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 这公司管理层天天减持 ,这样也能当上达哥的亲儿子?感觉像豪门里扶不起的败家大儿子","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 这公司管理层天天减持 ,这样也能当上达哥的亲儿子?感觉像豪门里扶不起的败家大儿子","text":"$CoreWeave, Inc.(CRWV)$ 这公司管理层天天减持 ,这样也能当上达哥的亲儿子?感觉像豪门里扶不起的败家大儿子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/531840376018584","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528446709780680,"gmtCreate":1770045862159,"gmtModify":1770045864287,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> 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可以入土了","text":"$Coinbase Global, Inc.(COIN)$ 可以入土了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527468826464368","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526326395134648,"gmtCreate":1769525440653,"gmtModify":1769525442384,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> 没救了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> 没救了","text":"$Coinbase Global, Inc.(COIN)$ 没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/526326395134648","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566021765057498","authorId":"3566021765057498","name":"木木骑士","avatar":"https://static.tigerbbs.com/fcbf96a332a6a5a4261ab33230f9eb83","crmLevel":5,"crmLevelSwitch":0,"idStr":"3566021765057498","authorIdStr":"3566021765057498"},"content":"真的服了,完全跟跌不跟涨","text":"真的服了,完全跟跌不跟涨","html":"真的服了,完全跟跌不跟涨"},{"author":{"id":"3566021765057498","authorId":"3566021765057498","name":"木木骑士","avatar":"https://static.tigerbbs.com/fcbf96a332a6a5a4261ab33230f9eb83","crmLevel":5,"crmLevelSwitch":0,"idStr":"3566021765057498","authorIdStr":"3566021765057498"},"content":"真的一天没涨过,服了","text":"真的一天没涨过,服了","html":"真的一天没涨过,服了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509196148097368,"gmtCreate":1765346880837,"gmtModify":1765346882984,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"title":"","htmlText":"官方也粗言谓语","listText":"官方也粗言谓语","text":"官方也粗言谓语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509196148097368","repostId":"2590377522","repostType":2,"repost":{"id":"2590377522","kind":"news","pubTimestamp":1765337803,"share":"https://www.laohu8.com/m/news/2590377522?lang=zh_CN&edition=full","pubTime":"2025-12-10 11:36","market":"hk","language":"zh","title":"国台办回应赖清德当局出卖台积电:媚美卖台还文过饰非 无耻至极","url":"https://stock-news.laohu8.com/highlight/detail?id=2590377522","media":"中国新闻网","summary":"中新网12月10日电 12月10日,国务院台办举行例行新闻发布会。有记者问:赖清德日前接受媒体采访时称,支持台积电或半导体产业到美国、日本、欧洲去,以促进世界的繁荣与进步。请问国台办对此有何评论?发言人陈斌华表示,这再次证明,赖清德当局是不折不扣的“卖台专业户”、恬不知耻的“诈骗集团”。明明是台湾几代民众辛苦打拼而积攒的宝贵资产在被掠夺、被掏空,他们却粉饰为“促进世界的繁荣与进步”;明明是岛内产业、企业和民众利益在被奉送、被牺牲,他们还洋洋得意于“为美国制造业作出贡献”。如此媚美卖台还文过饰非,真是无耻至极。","content":"<div>\n<p>中新网12月10日电 12月10日,国务院台办举行例行新闻发布会。有记者问:赖清德日前接受媒体采访时称,支持台积电或半导体产业到美国、日本、欧洲去,以促进世界的繁荣与进步。请问国台办对此有何评论?发言人陈斌华表示,这再次证明,赖清德当局是不折不扣的“卖台专业户”、恬不知耻的“诈骗集团”。明明是台湾几代民众辛苦打拼而积攒的宝贵资产在被掠夺、被掏空,他们却粉饰为“促进世界的繁荣与进步”;明明是岛内产业...</p>\n\n<a href=\"https://tech.ifeng.com/c/8oy4MqHyCpB\">网页链接</a>\n\n</div>\n","source":"ifeng_tech","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\" 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12月10日,国务院台办举行例行新闻发布会。有记者问:赖清德日前接受媒体采访时称,支持台积电或半导体产业到美国、日本、欧洲去,以促进世界的繁荣与进步。请问国台办对此有何评论?发言人陈斌华表示,这再次证明,赖清德当局是不折不扣的“卖台专业户”、恬不知耻的“诈骗集团”。明明是台湾几代民众辛苦打拼而积攒的宝贵资产在被掠夺、被掏空,他们却粉饰为“促进世界的繁荣与进步”;明明是岛内产业...</p>\n\n<a href=\"https://tech.ifeng.com/c/8oy4MqHyCpB\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4554":"元宇宙及AR概念","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4543":"AI","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ 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你真的亏对股东","text":"$TransMedics Group Inc.(TMDX)$ 你真的亏对股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/475485129744400","isVote":1,"tweetType":1,"viewCount":1870,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":8,"crmLevelSwitch":0,"idStr":"3465877826119039","authorIdStr":"3465877826119039"},"content":"为什么一直跌呀,是不是市盈率太高了","text":"为什么一直跌呀,是不是市盈率太高了","html":"为什么一直跌呀,是不是市盈率太高了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463076952617512,"gmtCreate":1754061503561,"gmtModify":1754061504693,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"htmlText":"<a 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抄袭改造升级是中国的拿手好戏","images":[{"img":"https://static.tigerbbs.com/bd9b7e106044aee62519aa616bc57845","width":"1440","height":"3047"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/397541325390480","isVote":1,"tweetType":1,"viewCount":7901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491288457950231","authorId":"3491288457950231","name":"lllygz","avatar":"https://static.tigerbbs.com/dd69481eaef99582452309cafc58849b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491288457950231","authorIdStr":"3491288457950231"},"content":"有很大可能是套壳,就是把chatgpt几个开源函数接口连上自己设计的网页,外面套几层小模型来删选敏感信息,然后再用一堆偷运的英伟达显卡在后台跑。很明显一点流量一大就死机,就是后台算力不够,偷运的显卡数量不够。","text":"有很大可能是套壳,就是把chatgpt几个开源函数接口连上自己设计的网页,外面套几层小模型来删选敏感信息,然后再用一堆偷运的英伟达显卡在后台跑。很明显一点流量一大就死机,就是后台算力不够,偷运的显卡数量不够。","html":"有很大可能是套壳,就是把chatgpt几个开源函数接口连上自己设计的网页,外面套几层小模型来删选敏感信息,然后再用一堆偷运的英伟达显卡在后台跑。很明显一点流量一大就死机,就是后台算力不够,偷运的显卡数量不够。"},{"author":{"id":"4199235160501260","authorId":"4199235160501260","name":"Lensx","avatar":"https://static.tigerbbs.com/3c90fe669bea56fe3cdd482bad56c3d6","crmLevel":1,"crmLevelSwitch":0,"idStr":"4199235160501260","authorIdStr":"4199235160501260"},"content":"这个还没有实锤吧","text":"这个还没有实锤吧","html":"这个还没有实锤吧"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":396394231398840,"gmtCreate":1737798442900,"gmtModify":1737799106700,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"htmlText":"如果美国制裁中国ai,是不是也会把你也拉下水?","listText":"如果美国制裁中国ai,是不是也会把你也拉下水?","text":"如果美国制裁中国ai,是不是也会把你也拉下水?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396394231398840","repostId":"2506824334","repostType":2,"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578059111594760","authorId":"3578059111594760","name":"心态别炸猥琐发育","avatar":"https://static.tigerbbs.com/2f729109150e7a4b4ff3721e18cad02d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3578059111594760","authorIdStr":"3578059111594760"},"content":"不会 现在是amd蹭deepseek","text":"不会 现在是amd蹭deepseek","html":"不会 现在是amd蹭deepseek"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390805798588456,"gmtCreate":1736440718850,"gmtModify":1736441484280,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"htmlText":"撑量子计算。黄是心虚者,想打压别人的卑劣行为","listText":"撑量子计算。黄是心虚者,想打压别人的卑劣行为","text":"撑量子计算。黄是心虚者,想打压别人的卑劣行为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390805798588456","isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388629444301072,"gmtCreate":1735906060081,"gmtModify":1735910424284,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a> 大a跌,你也跟着跌,还是做空标的吗?","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a> 大a跌,你也跟着跌,还是做空标的吗?","text":"$三倍做空富时中国ETF-Direxion(YANG)$ 大a跌,你也跟着跌,还是做空标的吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388629444301072","isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"content":"他对标的是港股50指数,不是大陆a股的a50指数。","text":"他对标的是港股50指数,不是大陆a股的a50指数。","html":"他对标的是港股50指数,不是大陆a股的a50指数。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372793532162080,"gmtCreate":1732023565789,"gmtModify":1732023670430,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484732142261001","authorIdStr":"3484732142261001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> ","text":"$黄金/美元(XAUUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372793532162080","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":397541325390480,"gmtCreate":1738078232208,"gmtModify":1738078238273,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484732142261001","idStr":"3484732142261001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 我严重怀疑deepseek的训练是跟GPT学习的。 你可以这样理解ds是学生,GPT是老师。 ds跟老师学完自然准确率跟老师差不多,算力的需要也就比老师少。学生自己再稍微改造一下,过滤一下信息。自然变成新东西。但源头还是来自GPT。 抄袭改造升级是中国的拿手好戏","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 我严重怀疑deepseek的训练是跟GPT学习的。 你可以这样理解ds是学生,GPT是老师。 ds跟老师学完自然准确率跟老师差不多,算力的需要也就比老师少。学生自己再稍微改造一下,过滤一下信息。自然变成新东西。但源头还是来自GPT。 抄袭改造升级是中国的拿手好戏","text":"$英伟达(NVDA)$ 我严重怀疑deepseek的训练是跟GPT学习的。 你可以这样理解ds是学生,GPT是老师。 ds跟老师学完自然准确率跟老师差不多,算力的需要也就比老师少。学生自己再稍微改造一下,过滤一下信息。自然变成新东西。但源头还是来自GPT。 抄袭改造升级是中国的拿手好戏","images":[{"img":"https://static.tigerbbs.com/bd9b7e106044aee62519aa616bc57845","width":"1440","height":"3047"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/397541325390480","isVote":1,"tweetType":1,"viewCount":7901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491288457950231","authorId":"3491288457950231","name":"lllygz","avatar":"https://static.tigerbbs.com/dd69481eaef99582452309cafc58849b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3491288457950231","idStr":"3491288457950231"},"content":"有很大可能是套壳,就是把chatgpt几个开源函数接口连上自己设计的网页,外面套几层小模型来删选敏感信息,然后再用一堆偷运的英伟达显卡在后台跑。很明显一点流量一大就死机,就是后台算力不够,偷运的显卡数量不够。","text":"有很大可能是套壳,就是把chatgpt几个开源函数接口连上自己设计的网页,外面套几层小模型来删选敏感信息,然后再用一堆偷运的英伟达显卡在后台跑。很明显一点流量一大就死机,就是后台算力不够,偷运的显卡数量不够。","html":"有很大可能是套壳,就是把chatgpt几个开源函数接口连上自己设计的网页,外面套几层小模型来删选敏感信息,然后再用一堆偷运的英伟达显卡在后台跑。很明显一点流量一大就死机,就是后台算力不够,偷运的显卡数量不够。"},{"author":{"id":"4199235160501260","authorId":"4199235160501260","name":"Lensx","avatar":"https://static.tigerbbs.com/3c90fe669bea56fe3cdd482bad56c3d6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4199235160501260","idStr":"4199235160501260"},"content":"这个还没有实锤吧","text":"这个还没有实锤吧","html":"这个还没有实锤吧"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":541475217167096,"gmtCreate":1773190932343,"gmtModify":1773190934887,"author":{"id":"3484732142261001","authorId":"3484732142261001","name":"JOJO的冒险","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484732142261001","idStr":"3484732142261001"},"themes":[],"title":"","htmlText":"东大看看怎么搞新质生产力","listText":"东大看看怎么搞新质生产力","text":"东大看看怎么搞新质生产力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541475217167096","repostId":"1139318062","repostType":2,"repost":{"id":"1139318062","kind":"news","pubTimestamp":1773155060,"share":"https://www.laohu8.com/m/news/1139318062?lang=zh_CN&edition=full","pubTime":"2026-03-10 23:04","market":"us","language":"zh","title":"英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”","url":"https://stock-news.laohu8.com/highlight/detail?id=1139318062","media":"英伟达官网","summary":"AI 是塑造当今世界的强大力量之一。AI 依托真实的硬件、能源和经济体系运行。AI 打破了这种模式。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。与此同时,AI 正在提高整个知识经济领域的生产力。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 正在成为现代世界的基础设施。","content":"<html><head></head><body><p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。</p><p style=\"text-align: justify;\">AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。</p><p style=\"text-align: justify;\">要理解 AI 为何以这种方式发展,我们需要从基本原理进行推理,并了解计算领域发生了哪些根本性变化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe401c1f00ab3456a6cdf457c1dc71b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"488\"/></p><h2 id=\"id_2998002530\" style=\"text-align: justify;\">从预制软件到实时智能</h2><p style=\"text-align: justify;\">在计算技术发展的历史中,软件通常都是预先制作好的。人类描述一种算法,计算机执行此操作。数据必须经过精心设计,存储在表格中,并通过精确查询进行检索。SQL 变得不可或缺,因为过去的世界因此得以运转。</p><p style=\"text-align: justify;\">AI 打破了这种模式。</p><p style=\"text-align: justify;\">我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是,它能够实时生成智能。</p><p style=\"text-align: justify;\">每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令,而是软件根据需求进行推理并生成智能。</p><p style=\"text-align: justify;\">由于智能是实时生成的,因此其背后的整个计算架构都必须重新设计。</p><h2 id=\"id_3660396765\" style=\"text-align: justify;\">AI 即基础设施</h2><p style=\"text-align: justify;\">从工业角度审视 AI,其架构可分解为五层。</p><h2 id=\"id_1341798990\" style=\"text-align: justify;\">能源</h2><p style=\"text-align: justify;\">最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token,都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下,没有抽象层。能源是 AI 基础设施的首要原则,也是制约系统能产生多少智能的瓶颈因素。</p><h2 id=\"id_376055559\" style=\"text-align: justify;\">芯片</h2><p style=\"text-align: justify;\">能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。</p><h2 id=\"id_534687372\" style=\"text-align: justify;\">基础设施</h2><p style=\"text-align: justify;\">芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信,以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息,而是制造智能。</p><h2 id=\"id_3010887028\" style=\"text-align: justify;\">模型</h2><p style=\"text-align: justify;\">基础设施层之上是模型层。AI 模型能够理解多种类型的信息:语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。</p><h2 id=\"id_511608165\" style=\"text-align: justify;\">应用</h2><p style=\"text-align: justify;\">最上层是应用层,经济价值在此产生,比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构,能带来不同的成果。</p><p style=\"text-align: justify;\"><strong>这就是五层蛋糕架构:</strong></p><p style=\"text-align: justify;\"><strong>能源 → 芯片 → 基础设施 → 模型 → 应用。</strong></p><p style=\"text-align: justify;\">每一个成功的应用都会拉动其下的每一层,直至维持其运行的动力设备。</p><p style=\"text-align: justify;\">我们才刚刚开始这一建设进程,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。</p><p style=\"text-align: justify;\">放眼全球,我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。</p><p style=\"text-align: justify;\">支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位,且目前供不应求。参与这场变革无需拥有计算机科学博士学位。</p><p style=\"text-align: justify;\">与此同时,AI 正在提高整个知识经济领域的生产力。以放射学为例,AI 已经能够辅助解读扫描影像,但对放射科医生的需求仍在持续增长。这并非矛盾现象。</p><p style=\"text-align: justify;\">放射科医生的职责就是照顾患者,而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时,放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高,将能够为更多的患者提供服务,也会雇佣更多员工。</p><p style=\"text-align: justify;\">生产力提升创造产能,产能扩大推动增长。</p><h2 id=\"id_2910824960\" style=\"text-align: justify;\">过去一年的变化?</h2><p style=\"text-align: justify;\">在过去的一年里,AI 跨越了一个重要的门槛。模型性能显著提升,可以大规模投入使用。推理能力增强,幻觉现象减少,落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。</p><p style=\"text-align: justify;\">药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。</p><p style=\"text-align: justify;\">开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时,它们改变的不仅仅是软件领域,而是激活了整个技术栈的需求。</p><p style=\"text-align: justify;\">DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型,它加速了应用层的普及,并带动了底层对训练、基础设施、芯片和能源的需求增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba13c49bfc1d160316f049e2f205ec79\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"512\"/></p><h2 id=\"id_3376366002\" style=\"text-align: justify;\">题中要义</h2><p style=\"text-align: justify;\">当你将 AI 视为必不可少的基础设施时,其影响便显而易见。</p><p style=\"text-align: justify;\">AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革,重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。</p><p style=\"text-align: justify;\">如今,AI 工厂正在兴建,因为智能已实现实时生成。芯片正在被重新设计,因为效率决定了智能的扩展速度。能源成为核心要素,因为它从根本上决定了智能的生产规模上限。应用加速发展,因为底层模型已跨越门槛,得以大规模投入使用。</p><p style=\"text-align: justify;\">每一层都相互强化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/356ed840adf707ebd510799165eb55ac\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf43e855369304ee76bd3b0d99cc9d11\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d95f3c98c49ff1ca37b71c1996103872\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe4dafb2cadddfbe3780f3740c7ed37\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acff1b2415fba82d0f4a2ab414241448\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p style=\"text-align: justify;\">正因如此,AI 建设规模才如此庞大,它才能够同时触及众多行业,并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI,每个国家都将发展 AI。</p><p style=\"text-align: justify;\">我们仍处于早期阶段。大部分基础设施尚未建成,大部分劳动力尚未接受培训,大部分机遇尚未得到发掘。</p><p style=\"text-align: justify;\">但方向已然明确。</p><p style=\"text-align: justify;\">AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。</p><p style=\"text-align: justify;\">NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行,欢迎与我们一同探索下一代 AI 的无限可能。</p></body></html>","source":"lsy1760396584822","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>英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 23:04 北京时间 <a href=https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D><strong>英伟达官网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。要理解 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139318062","content_text":"AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。要理解 AI 为何以这种方式发展,我们需要从基本原理进行推理,并了解计算领域发生了哪些根本性变化。从预制软件到实时智能在计算技术发展的历史中,软件通常都是预先制作好的。人类描述一种算法,计算机执行此操作。数据必须经过精心设计,存储在表格中,并通过精确查询进行检索。SQL 变得不可或缺,因为过去的世界因此得以运转。AI 打破了这种模式。我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是,它能够实时生成智能。每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令,而是软件根据需求进行推理并生成智能。由于智能是实时生成的,因此其背后的整个计算架构都必须重新设计。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。能源最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token,都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下,没有抽象层。能源是 AI 基础设施的首要原则,也是制约系统能产生多少智能的瓶颈因素。芯片能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。基础设施芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信,以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息,而是制造智能。模型基础设施层之上是模型层。AI 模型能够理解多种类型的信息:语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。应用最上层是应用层,经济价值在此产生,比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构,能带来不同的成果。这就是五层蛋糕架构:能源 → 芯片 → 基础设施 → 模型 → 应用。每一个成功的应用都会拉动其下的每一层,直至维持其运行的动力设备。我们才刚刚开始这一建设进程,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。放眼全球,我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位,且目前供不应求。参与这场变革无需拥有计算机科学博士学位。与此同时,AI 正在提高整个知识经济领域的生产力。以放射学为例,AI 已经能够辅助解读扫描影像,但对放射科医生的需求仍在持续增长。这并非矛盾现象。放射科医生的职责就是照顾患者,而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时,放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高,将能够为更多的患者提供服务,也会雇佣更多员工。生产力提升创造产能,产能扩大推动增长。过去一年的变化?在过去的一年里,AI 跨越了一个重要的门槛。模型性能显著提升,可以大规模投入使用。推理能力增强,幻觉现象减少,落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时,它们改变的不仅仅是软件领域,而是激活了整个技术栈的需求。DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型,它加速了应用层的普及,并带动了底层对训练、基础设施、芯片和能源的需求增长。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革,重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。如今,AI 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17:22","market":"sh","language":"zh","title":"AMD:已将新的DeepSeek-V3模型集成到Instinct MI300X GPU上","url":"https://stock-news.laohu8.com/highlight/detail?id=2506824334","media":"金融界","summary":"AMD宣布,已将新的DeepSeek-V3模型集成到Instinct MI300X GPU上,该模型旨在与SGLang一起实现最佳性能。DeepSeek-V3针对Al推理进行了优化。","content":"<html><body><div> AMD宣布,已将新的DeepSeek-V3模型集成到Instinct MI300X GPU上,该模型旨在与SGLang一起实现最佳性能。DeepSeek-V3针对Al推理进行了优化。</div></body></html>","source":"jinrongjie_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>AMD:已将新的DeepSeek-V3模型集成到Instinct MI300X GPU上</title>\n<style 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