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\u82f1\u4f1f\u8fbe\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u3002\u56fe\u7247\u6765\u6e90\uff1aLAM YIK FEI\/BLOOMBERG NEWS<\/h4>\n\n\n\n

\u6587\u7ae0\u6765\u6e90: \u534e\u5c14\u8857\u65e5\u62a5 \u2013 \u65b0\u95fb\u53d6\u81ea\u5404\u5927\u65b0\u95fb\u5a92\u4f53\uff0c\u65b0\u95fb\u5185\u5bb9\u5e76\u4e0d\u4ee3\u8868\u672c\u7f51\u7acb\u573a\uff01<\/p>\n\n\n\n

\u5927\u578b\u79d1\u6280\u516c\u53f8\u6b63\u4ee5\u4ee4\u4eba\u548b\u820c\u7684\u901f\u5ea6\u7838\u94b1\u6295\u8d44\u4eba\u5de5\u667a\u80fd(AI)\uff0c\u800c\u82f1\u4f1f\u8fbe(Nvidia)\u5468\u4e09\u53d1\u5e03\u7684\u6700\u65b0\u8d22\u62a5<\/a>\u663e\u793a\uff0c\u5927\u90e8\u5206\u6295\u8d44\u90fd\u6d41\u5411\u4e86\u8fd9\u5bb6\u82af\u7247\u5236\u9020\u5546\u3002<\/p>\n\n\n\n

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\u79d1\u6280\u884c\u4e1a\u7684\u70ed\u6f6e\u4e00\u5411\u662f\u6765\u5f97\u5feb\u53bb\u5f97\u4e5f\u5feb\uff0c\u7136\u800c\u7ecf\u8fc7\u4e00\u5e74\u6765\u4e00\u63b7\u5343\u91d1\u7684\u6295\u5165\uff0c\u4e00\u4e9b\u82af\u7247\u4f01\u4e1a\u7684\u9ad8\u7ba1\u548c\u5206\u6790\u5e08\u8ba4\u4e3a\uff0cAI\u70ed\u6f6e\u8d8a\u6765\u8d8a\u6709\u53ef\u80fd\u7ecf\u4e45\u4e0d\u8870<\/a>\u3002\u867d\u7136AI\u662f\u7845\u8c37\u7684\u70ed\u95e8\u8bdd\u9898\uff0c\u4e5f\u662f\u5927\u578b\u79d1\u6280\u516c\u53f8\u7684\u9996\u8981\u4efb\u52a1\uff0c\u4f46\u5c1a\u672a\u6e17\u900f\u5230\u4f01\u4e1a\u754c\uff0c\u5728\u65e5\u5e38\u751f\u6d3b\u4e2d\u4e5f\u672a\u8fbe\u5230\u65e0\u5904\u4e0d\u5728\u7684\u7a0b\u5ea6\uff0c\u610f\u5473\u7740\u9a7e\u9a6dAI\u6280\u672f\u7684\u516c\u53f8\u4ecd\u6709\u673a\u4f1a\u53ef\u56fe\u3002<\/p>\n\n\n\n

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\"\"<\/figure>\n\n\n\n

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\u79d1\u6280\u516c\u53f8\u6700\u8fd1\u51e0\u4e2a\u6708\u7eb7\u7eb7\u5728AI\u65b9\u9762\u6295\u94b1\uff0c\u52a9\u529b\u82f1\u4f1f\u8fbe\u9500\u552e\u589e\u957f\u3002Meta Platforms\u9996\u5e2d\u6267\u884c\u5b98\u624e\u514b\u4f2f\u683c(Mark Zuckerberg)\u4eca\u5e741\u6708\u4efd\u5938\u53e3\u8bf4\uff0c\u4ed6\u8ba1\u5212\u4eca\u5e74\u4ece\u82f1\u4f1f\u8fbe\u8d2d\u4e70\u4ef7\u503c\u4e0a\u767e\u4ebf\u7f8e\u5143\u7684AI\u82af\u7247\u3002\u8c37\u6b4c\u4e0d\u4e45\u524d\u63a8\u51fa\u4e86\u529f\u80fd\u66f4\u5f3a\u5927\u7684\u65b0\u7248\u201c\u53cc\u5b50\u5ea7\u201d(Gemini) AI\u7cfb\u7edf\u3002\u5fae\u8f6f\u62e5\u6709\u81ea\u5df1\u7684AI\u52a9\u624b\u5de5\u5177\uff0c\u5e76\u8d2d\u4e70\u4e86\u6570\u4e07\u679a\u82f1\u4f1f\u8fbe\u6700\u5148\u8fdb\u7684\u82af\u7247\u3002<\/p>\n\n\n\n

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\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u8def\u535a\u8fc8(Neuberger Berman)\u7684\u5206\u6790\u5e08Jamie Zakalik\u5468\u4e09\u5728\u82f1\u4f1f\u8fbe\u8d22\u62a5\u51fa\u7089\u540e\u8868\u793a\uff0c\u5927\u79d1\u6280\u516c\u53f8\u5728\u7ade\u4e89\u538b\u529b\u7684\u9a71\u4f7f\u4e0b\u6301\u7eed\u6295\u8d44AI\uff0c\u4e3a\u8fd9\u80a1\u8fdc\u6ca1\u6709\u8870\u51cf\u8ff9\u8c61\u7684\u6d6a\u6f6e\u63a8\u6ce2\u52a9\u6f9c\uff0c\u5c3d\u7ba1\u5f88\u5c11\u6709\u79d1\u6280\u4f01\u4e1a\u771f\u6b63\u4eceAI\u6295\u8d44\u4e2d\u5efa\u7acb\u8d77\u80fd\u591f\u8d62\u5229\u7684\u4e1a\u52a1\u3002<\/p>\n\n\n\n

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AI\u70ed\u6f6e\u59cb\u4e8e2022\u5e74\u5e95\uff0c\u4e5f\u5c31\u662fOpenAI\u5927\u8303\u56f4\u63a8\u51faChatGPT\u5de5\u5177<\/a>\u4e4b\u540e\u3002ChatGPT\u80fd\u591f\u751f\u6210\u7c7b\u4f3c\u4eba\u7c7b\u7684\u8bed\u8a00\uff0c\u4ee4\u516c\u4f17\u7740\u8ff7\uff0c\u8fd9\u5f15\u53d1\u4e86\u9488\u5bf9OpenAI\u7684\u5927\u91cf\u6295\u8d44\uff0c\u7ade\u4e89\u5bf9\u624b\u4eec\u4e5f\u8dc3\u8dc3\u6b32\u8bd5\u3002\u800c\u8981\u6539\u8fdbChatGPT\u7b49\u590d\u6742\u7684AI\u7cfb\u7edf\uff0c\u9700\u8981\u8d8a\u6765\u8d8a\u591a\u5730\u7528\u5230\u82f1\u4f1f\u8fbe\u53ca\u5176\u540c\u884c\u5236\u9020\u7684AI\u82af\u7247\u3002<\/p>\n\n\n\n

\u8fd9\u4e00\u8d8b\u52bf\u5bf9\u82f1\u4f1f\u8fbe\u7684\u9500\u552e\u8f68\u8ff9\u6765\u8bf4\u53ef\u80fd\u662f\u5409\u5146\u3002Zakalik\u8868\u793a\uff0c\u867d\u7136\u8bb8\u591a\u7684\u884c\u4e1a\u89c2\u5bdf\u4eba\u58eb\u9884\u8ba1AI\u82af\u7247\u884c\u4e1a\u4f1a\u5728\u67d0\u4e2a\u9636\u6bb5\u653e\u7f13\uff0c\u4f46\u79d1\u6280\u516c\u53f8\u6b63\u5728AI\u7ade\u8d5b\u4e2d\u4e89\u5148\u6050\u540e\u5730\u89d2\u9010\uff0c\u8fd9\u80a1\u6fc0\u6d41\u53ef\u80fd\u4f1a\u5728\u4e00\u6bb5\u65f6\u95f4\u5185\u76d6\u8fc7\u8fd9\u4e00\u884c\u4e1a\u5178\u578b\u7684\u8d77\u8d77\u4f0f\u4f0f\u3002<\/p>\n\n\n\n

\u5979\u8bf4\uff0c\u8fd9\u4e2a\u6784\u5efa\u9636\u6bb5\u53ef\u80fd\u4f1a\u6bd4\u901a\u5e38\u7684\u5468\u671f\u957f\u5f97\u591a\uff0c\u4e5f\u5b9e\u5728\u5f97\u591a\u3002<\/p>\n\n\n\n

\u82f1\u4f1f\u8fbe\u5e0c\u671b\u7ee7\u7eed\u72ec\u9886\u98ce\u9a9a\uff0c\u4f46\u4e0d\u662f\u6ca1\u6709\u7ade\u4e89\u3002\u5176\u975e\u51e1\u7684\u4e1a\u7ee9\u523a\u6fc0\u4e86\u7ade\u4e89\u5bf9\u624b\uff0c\u800c\u540e\u8005\u4e5f\u4e0d\u662f\u6beb\u65e0\u4f5c\u4e3a\uff0c\u5176\u4e2d\u5c31\u5305\u62ecAdvanced Micro Devices (\u7b80\u79f0AMD)\u3002AMD\u9884\u8ba1\u4eca\u5e74AI\u82af\u7247\u9500\u552e\u989d\u5c06\u8fbe\u523035\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u82f1\u4f1f\u8fbe\u7684\u4e1a\u7ee9\u63a8\u9ad8\u4e86\u79d1\u6280\u80a1\uff0c\u4e5f\u63d0\u632f\u4e86\u5176\u4ed6\u82af\u7247\u80a1\uff0c\u4f8b\u5982Arm Holdings\u548cAMD\u3002<\/p>\n\n\n\n

\u82f1\u4f1f\u8fbe\u5728AI\u82af\u7247\u884c\u4e1a\u7684\u4e3b\u5bfc\u5730\u4f4d\u548c\u7a33\u5065\u7684\u5229\u6da6\u7387\u4e5f\u5f15\u8d77\u4e86\u8b66\u89c9\uff0c\u751a\u81f3\u82f1\u4f1f\u8fbe\u7684\u4e00\u4e9b\u5927\u5ba2\u6237\u4e5f\u7eb7\u7eb7\u81ea\u7814\u82af\u7247\uff0c\u5e0c\u671b\u6446\u8131\u5bf9\u82f1\u4f1f\u8fbe\u7684\u4f9d\u8d56\u3002\u5176\u4e2d\uff0c\u8c37\u6b4c(Google)\u4ece2016\u5e74\u5f00\u59cb\u5c31\u4e00\u76f4\u5728\u8bbe\u8ba1\u81ea\u5df1\u7684AI\u82af\u7247\uff0c\u4e9a\u9a6c\u900a(Amazon.com)\u4ece2019\u5e74\u5f00\u59cb\u4e5f\u5f00\u59cb\u5236\u9020AI\u82af\u7247\uff0c\u5fae\u8f6f(Microsoft)\u5219\u5728\u53bb\u5e74\u53d1\u5e03\u4e86\u9996\u6b3eAI\u82af\u7247\u3002<\/p>\n\n\n\n

\u82f1\u4f1f\u8fbe\u7684\u7e41\u8363\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4f9d\u8d56\u4e8e\u5c11\u6570\u51e0\u5bb6\u516c\u53f8\u3002\u82f1\u4f1f\u8fbe\u62ab\u9732\u4e0a\u4e00\u8d22\u5e7419%\u7684\u9500\u552e\u989d\u6765\u81ea\u4e00\u5bb6\u7ec8\u7aef\u5ba2\u6237\u3002\u82f1\u4f1f\u8fbe\u6ca1\u6709\u900f\u9732\u8fd9\u4e00\u5ba2\u6237\u7684\u8eab\u4efd\uff0c\u4f46\u6700\u8fd1\u4e00\u4e2a\u8d22\u5b63\uff0c\u8c37\u6b4c\u3001\u4e9a\u9a6c\u900a\u548c\u5fae\u8f6f\u7b49\u4e91\u8ba1\u7b97\u516c\u53f8\u5360\u5230\u5176\u6570\u636e\u4e2d\u5fc3\u90e8\u95e8\u6536\u5165\u7684\u4e00\u534a\u4ee5\u4e0a\uff0c\u8d85\u8fc792\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u7528\u4e8e\u751f\u6210\u4eba\u5de5\u667a\u80fd\u7684Grace hopper\u8d85\u7ea7\u82af\u7247CPU\u3002<\/h4>\n\n\n\n

\u56fe\u7247\u6765\u6e90\uff1aWALID BERRAZEG\/ZUMA PRESS<\/p>\n\n\n\n

OpenAI\u81ea\u5df1\u4e5f\u5728\u60f3\u65b9\u8bbe\u6cd5\u62d3\u5c55AI\u82af\u7247\u83b7\u53d6\u6e20\u9053\u3002\u5fae\u8f6f\u662fOpenAI\u6700\u5927\u7684\u91d1\u4e3b\u3002\u636e\u300a\u534e\u5c14\u8857\u65e5\u62a5\u300b(The Wall Street Journal)\u672c\u6708\u62a5\u9053\uff0cOpenAI\u9996\u5e2d\u6267\u884c\u5b98\u963f\u5c14\u7279\u66fc(Sam Altman)\u4e0e\u6295\u8d44\u8005\u548c\u653f\u5e9c\u5b98\u5458\u8ba8\u8bba\u4e86\u5efa\u8bbeAI\u76f8\u5173\u57fa\u7840\u8bbe\u65bd\u7684\u95ee\u9898\uff0c\u5176\u4e2d\u5305\u62ec\u82af\u7247\u5de5\u5382\uff0c\u8017\u8d44\u53ef\u80fd\u9ad8\u8fbe7\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

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\u201c\u8f6f\u4ef6\u662f\u52a0\u901f\u8ba1\u7b97\u7684\u6839\u672c\u5fc5\u8981\u6761\u4ef6\uff0c\u201d\u9ec4\u4ec1\u52cb\u5468\u4e09\u8bf4\u3002\u201c\u8fd9\u662f\u52a0\u901f\u8ba1\u7b97\u4e0e\u901a\u7528\u8ba1\u7b97\u7684\u6839\u672c\u533a\u522b\uff0c\u591a\u6570\u4eba\u82b1\u4e86\u5f88\u957f\u65f6\u95f4\u624d\u660e\u767d\u8fd9\u4e00\u70b9\u3002\u201d<\/p>\n\n\n\n

\u5206\u6790\u5e08\u8868\u793a\uff0c\u5468\u4e09\u7684\u8d22\u62a5\u8868\u660e\u82f1\u4f1f\u8fbe\u7684\u4e0a\u5347\u8f68\u8ff9\u77ed\u671f\u5185\u4e0d\u4f1a\u53d7\u5230\u5a01\u80c1\u3002Truist Securities\u5206\u6790\u5e08\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u82f1\u4f1f\u8fbe\u9762\u4e34\u6311\u6218\uff0c\u5305\u62ec\u7f8e\u56fd\u7684\u51fa\u53e3\u9650\u5236\u5bfc\u81f4\u5176\u4e2d\u56fd\u9500\u552e\u653e\u7f13\uff0c\u8fd8\u6709\u82af\u7247\u4f9b\u5e94\u80fd\u529b\u96be\u4ee5\u6ee1\u8db3\u9700\u6c42\u7b49\uff0c\u4f46\u8be5\u516c\u53f8\u201c\u5728AI\u9886\u57df\u7684\u7ed3\u6784\u6027\u589e\u957f\u5730\u4f4d\u4e00\u5982\u65e2\u5f80\u7684\u5f3a\u52b2\u201d\u3002<\/p>\n\n\n\n

\u5728\u82f1\u4f1f\u8fbe\u53d1\u5e03\u8d22\u62a5\u540e\uff0cMelius Research\u5206\u6790\u5e08Ben Reitzes\u9884\u8ba1\u8be5\u516c\u53f8\u672c\u8d22\u5e74\u6536\u5165\u5c06\u589e\u957f77%\uff0c\u8fbe\u52301,079\u4ebf\u7f8e\u5143\u3002\u4ed6\u5c06\u8be5\u80a1\u76ee\u6807\u4ef7\u4ece925\u7f8e\u5143\u4e0a\u8c03\u81f31,000\u7f8e\u5143\u3002<\/p>\n\n\n\n

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