个人中心 - 老虎社区

年年木火通明

IP属地：山东

帖子 · 1帖子 · 1
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 年年木火通明年年木火通明
  ·2025-11-07
  英伟达月营收增速跌破30%
  在2025年11月3日的Bg2 Pod播客访谈中，OpenAI CEO山姆·奥特曼（Sam Altman）与微软CEO萨提亚·纳德拉（Satya Nadella）针对AI算力问题进行了深入讨论。尽管外界可能存在“GPU供应短缺”的认知，但两位高管的表述揭示了行业面临的结构性转变：GPU本身不再是核心瓶颈，电力和基础设施才是真正的限制因素。纳德拉在访谈中明确表示：“我们现在最大的问题不是计算资源过剩，而是电力。如果无法在靠近电源的地方快速建成数据中心，你可能会有一堆芯片堆在仓库里却无法启用。问题不在于芯片供应，而在于我没有可供插电的环境。” 奥特曼进一步解释了行业困境：“算力问题的本质是能源问题。如果明天每单位智能的算力成本下降100倍，使用量将增长远超100倍。人们会用这些算力去做当前成本下不经济的事情，催生出新的需求。但现在，电力供应的增长速度远远落后于算力需求。”
  1,648 评论
  1
  分享
  举报
  英伟达月营收增速跌破30%

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3521092310599736","uuid":"3521092310599736","gmtCreate":1557999274155,"gmtModify":1767709944696,"name":"年年木火通明","pinyin":"nnmhtmniannianmuhuotongming","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/41a906c2ed722fde4ef27a65c3653ec8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":84,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":61,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":497509115511248,"gmtCreate":1762485368204,"gmtModify":1762485821038,"author":{"id":"3521092310599736","authorId":"3521092310599736","name":"年年木火通明","avatar":"https://static.tigerbbs.com/41a906c2ed722fde4ef27a65c3653ec8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521092310599736","authorIdStr":"3521092310599736"},"themes":[],"title":"英伟达月营收增速跌破30%","htmlText":"在2025年11月3日的Bg2 Pod播客访谈中，OpenAI CEO山姆·奥特曼（Sam Altman）与微软CEO萨提亚·纳德拉（Satya Nadella）针对AI算力问题进行了深入讨论。尽管外界可能存在“GPU供应短缺”的认知，但两位高管的表述揭示了行业面临的结构性转变：GPU本身不再是核心瓶颈，电力和基础设施才是真正的限制因素。 纳德拉在访谈中明确表示：“我们现在最大的问题不是计算资源过剩，而是电力。如果无法在靠近电源的地方快速建成数据中心，你可能会有一堆芯片堆在仓库里却无法启用。问题不在于芯片供应，而在于我没有可供插电的环境。” 奥特曼进一步解释了行业困境：“算力问题的本质是能源问题。如果明天每单位智能的算力成本下降100倍，使用量将增长远超100倍。人们会用这些算力去做当前成本下不经济的事情，催生出新的需求。但现在，电力供应的增长速度远远落后于算力需求。”","listText":"在2025年11月3日的Bg2 Pod播客访谈中，OpenAI CEO山姆·奥特曼（Sam Altman）与微软CEO萨提亚·纳德拉（Satya Nadella）针对AI算力问题进行了深入讨论。尽管外界可能存在“GPU供应短缺”的认知，但两位高管的表述揭示了行业面临的结构性转变：GPU本身不再是核心瓶颈，电力和基础设施才是真正的限制因素。 纳德拉在访谈中明确表示：“我们现在最大的问题不是计算资源过剩，而是电力。如果无法在靠近电源的地方快速建成数据中心，你可能会有一堆芯片堆在仓库里却无法启用。问题不在于芯片供应，而在于我没有可供插电的环境。” 奥特曼进一步解释了行业困境：“算力问题的本质是能源问题。如果明天每单位智能的算力成本下降100倍，使用量将增长远超100倍。人们会用这些算力去做当前成本下不经济的事情，催生出新的需求。但现在，电力供应的增长速度远远落后于算力需求。”","text":"在2025年11月3日的Bg2 Pod播客访谈中，OpenAI CEO山姆·奥特曼（Sam Altman）与微软CEO萨提亚·纳德拉（Satya Nadella）针对AI算力问题进行了深入讨论。尽管外界可能存在“GPU供应短缺”的认知，但两位高管的表述揭示了行业面临的结构性转变：GPU本身不再是核心瓶颈，电力和基础设施才是真正的限制因素。 纳德拉在访谈中明确表示：“我们现在最大的问题不是计算资源过剩，而是电力。如果无法在靠近电源的地方快速建成数据中心，你可能会有一堆芯片堆在仓库里却无法启用。问题不在于芯片供应，而在于我没有可供插电的环境。” 奥特曼进一步解释了行业困境：“算力问题的本质是能源问题。如果明天每单位智能的算力成本下降100倍，使用量将增长远超100倍。人们会用这些算力去做当前成本下不经济的事情，催生出新的需求。但现在，电力供应的增长速度远远落后于算力需求。”","images":[{"img":"https://static.tigerbbs.com/46d2809e4cfb6853597668045d0d422e","width":"2508","height":"1672"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497509115511248","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}