{"id":7228,"date":"2026-08-18T09:45:45","date_gmt":"2026-08-18T01:45:45","guid":{"rendered":"https:\/\/nullthought.net\/?p=7228"},"modified":"2026-08-18T09:45:47","modified_gmt":"2026-08-18T01:45:47","slug":"nvidia-%e6%ad%a3%e4%bb%8e%e5%8d%96-gpu-%e7%9a%84%e5%85%ac%e5%8f%b8%ef%bc%8c%e8%bf%9b%e4%b8%80%e6%ad%a5%e5%8f%98%e6%88%90-ai-%e5%9f%ba%e7%a1%80%e8%ae%be%e6%96%bd%e7%9a%84%e7%bb%84","status":"publish","type":"post","link":"https:\/\/nullthought.net\/?p=7228","title":{"rendered":"NVIDIA \u6b63\u4ece\u201c\u5356 GPU \u7684\u516c\u53f8\u201d\uff0c\u8fdb\u4e00\u6b65\u53d8\u6210 AI \u57fa\u7840\u8bbe\u65bd\u7684\u7ec4\u7ec7\u8005\u3001\u62c5\u4fdd\u8005"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u9ec4\u4ec1\u52cb\u4e8e <strong>2026 \u5e74 8 \u6708 17 \u65e5<\/strong>\u53d1\u8868\u6587\u7ae0\u300a<strong><a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\" target=\"_blank\" rel=\"noreferrer noopener\">Securing the Infrastructure of Intelligence<\/a><\/strong>\u300b\u3002\u8868\u9762\u4e0a\uff0c\u5b83\u662f\u5728\u89e3\u91ca NVIDIA \u4e3a\u4ec0\u4e48\u8981\u53c2\u4e0e\u4fc4\u4ea5\u4fc4\u5dde PORTS-Pike \u8d85\u5927\u578b AI \u6570\u636e\u4e2d\u5fc3\u9879\u76ee\uff1b\u4f46\u66f4\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5b83\u5b9e\u9645\u4e0a\u900f\u9732\u4e86 NVIDIA \u5546\u4e1a\u6a21\u5f0f\u7684\u4e00\u6b21\u91cd\u8981\u6269\u5f20\uff1a<strong>NVIDIA \u6b63\u4ece\u201c\u5356 GPU \u7684\u516c\u53f8\u201d\uff0c\u8fdb\u4e00\u6b65\u53d8\u6210 AI \u57fa\u7840\u8bbe\u65bd\u7684\u7ec4\u7ec7\u8005\u3001\u62c5\u4fdd\u8005\uff0c\u751a\u81f3\u67d0\u79cd\u610f\u4e49\u4e0a\u7684\u91d1\u878d\u534f\u8c03\u8005\u3002<\/strong> (<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6838\u5fc3\u6982\u5ff5\uff1aAI \u7684\u74f6\u9888\u5f00\u59cb\u4ece\u82af\u7247\u8f6c\u5411\u201c\u571f\u5730 + \u7535\u529b + \u5efa\u7b51\u201d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ec4\u4ec1\u52cb\u9996\u5148\u63d0\u51fa\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">AI factories are the defining infrastructure of the AI era.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ed6\u7684\u903b\u8f91\u662f\uff0cAI \u6570\u636e\u4e2d\u5fc3\u5df2\u7ecf\u4e0d\u80fd\u7b80\u5355\u7406\u89e3\u4e3a\u4f20\u7edf\u610f\u4e49\u4e0a\u7684\u201c\u673a\u623f\u201d\u3002\u5b83\u662f\u4e00\u5ea7\u628a**\u80fd\u6e90\u548c\u6570\u636e\u8f6c\u5316\u6210 intelligence\uff08\u667a\u80fd\uff09**\u7684\u5de5\u5382\uff0c\u56e0\u6b64 NVIDIA \u4e00\u76f4\u79f0\u4e4b\u4e3a <strong>AI Factory<\/strong>\u3002(<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u51e0\u5e74\uff0cAI \u57fa\u7840\u8bbe\u65bd\u7ade\u4e89\u4e3b\u8981\u96c6\u4e2d\u4e8e GPU\u3001HBM\u3001\u5148\u8fdb\u5c01\u88c5\u3001\u9ad8\u901f\u7f51\u7edc\u7b49\u3002\u4f46\u9ec4\u4ec1\u52cb\u73b0\u5728\u8ba4\u4e3a\uff0c\u53e6\u4e00\u4e2a\u74f6\u9888\u5df2\u7ecf\u51fa\u73b0\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>LPS\uff1aLand\u3001Power\u3001Shell\uff0c\u5373\u571f\u5730\u3001\u7535\u529b\u548c\u6570\u636e\u4e2d\u5fc3\u5efa\u7b51\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u578b GPU \u96c6\u7fa4\u5373\u4f7f\u82af\u7247\u5168\u90e8\u51c6\u5907\u597d\u4e86\uff0c\u5982\u679c\u6ca1\u6709\u51e0\u5409\u74e6\u7535\u529b\u3001\u53d8\u7535\u8bbe\u65bd\u3001\u51b7\u5374\u7cfb\u7edf\u3001\u571f\u5730\u4ee5\u53ca\u6570\u636e\u4e2d\u5fc3\u5efa\u7b51\uff0c\u540c\u6837\u65e0\u6cd5\u90e8\u7f72\u3002\u539f\u6587\u751a\u81f3\u628a LPS \u4e0e\u5148\u8fdb\u82af\u7247\u3001\u5c01\u88c5\u3001\u5185\u5b58\u548c\u7f51\u7edc\u5e76\u5217\u4e3a AI Factory \u7684\u5173\u952e\u751f\u4ea7\u8d44\u6599\u3002(<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5176\u5b9e\u53cd\u6620\u4e86 AI \u4ea7\u4e1a\u8fc7\u53bb\u4e24\u4e09\u5e74\u7684\u91cd\u8981\u53d8\u5316\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU scarcity \u2192 Power scarcity \u2192 Infrastructure scarcity\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e5f\u5c31\u662f\u8bf4\uff0cAI \u7684\u7ade\u4e89\u6b63\u5728\u4ece\u201c\u8c01\u80fd\u591f\u4e70\u5230 GPU\u201d\uff0c\u9010\u6e10\u53d8\u6210\u201c\u8c01\u80fd\u591f\u628a\u51e0\u767e\u4e07\u5757 GPU \u771f\u6b63\u901a\u4e0a\u7535\u201d\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">PORTS-Pike \u7a76\u7adf\u662f\u4ec0\u4e48\u9879\u76ee\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u7bc7\u6587\u7ae0\u56f4\u7ed5\u7684\u662f\u7f8e\u56fd\u4fc4\u4ea5\u4fc4\u5dde Pike County \u7684 <strong>PORTS-Pike Technology Campus<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5176\u7ed3\u6784\u975e\u5e38\u6709\u610f\u601d\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SB Energy<\/strong><br>\u8d1f\u8d23\u5efa\u8bbe\u3001\u62e5\u6709\u548c\u8fd0\u8425\u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>OpenAI<\/strong><br>\u4f5c\u4e3a\u957f\u671f\u79df\u6237\u4f7f\u7528\u7b97\u529b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NVIDIA<\/strong><br>\u63d0\u4f9b NVIDIA GPU\u3001CPU\u3001\u7f51\u7edc\u548c DSX AI Factory \u5e73\u53f0\uff0c\u540c\u65f6\u4e3a\u571f\u5730\u3001\u7535\u529b\u548c\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u63d0\u4f9b\u4e00\u5b9a\u7a0b\u5ea6\u7684\u4fe1\u7528\u652f\u6301\uff0c\u5e76\u9501\u5b9a\u8fd9\u91cc\u672a\u6765\u4f7f\u7528 NVIDIA \u8ba1\u7b97\u5e73\u53f0\u3002(<a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-guarantees-sb-energy-s-ports-pike-technology-campus-in-ohio-to-exclusively-host-nvidia-ai-compute?utm_source=chatgpt.com\">NVIDIA Newsroom<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u9636\u6bb5\u8ba1\u5212\u5efa\u8bbe\u7ea6 <strong>4.25 IT-GW<\/strong> \u7684 AI \u7b97\u529b\u57fa\u7840\u8bbe\u65bd\uff0cNVIDIA \u8fd8\u62e5\u6709\u8fdb\u4e00\u6b65\u9501\u5b9a\u5269\u4f59 <strong>3.75 GW<\/strong> \u7684\u9009\u62e9\u7a7a\u95f4\uff0c\u56e0\u6b64\u6574\u4e2a\u56ed\u533a\u6700\u7ec8\u53ef\u4ee5\u8fbe\u5230\u7ea6 <strong>8 IT-GW<\/strong>\u3002OpenAI \u5c06\u6210\u4e3a\u6574\u4e2a 8 GW \u9879\u76ee\u7684\u5ba2\u6237\u3002(<a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-guarantees-sb-energy-s-ports-pike-technology-campus-in-ohio-to-exclusively-host-nvidia-ai-compute?utm_source=chatgpt.com\">NVIDIA Newsroom<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e86\u652f\u6301\u9879\u76ee\u5efa\u8bbe\uff0cNVIDIA \u540c\u65f6\u5ba3\u5e03\u5411 SB Energy \u6295\u8d44 <strong>15 \u4ebf\u7f8e\u5143<\/strong>\u3002\u8def\u900f\u793e\u62a5\u9053\uff0cNVIDIA \u9488\u5bf9\u9879\u76ee\u63d0\u4f9b\u7684\u4fe1\u7528\u652f\u6301\u6700\u9ad8\u53ef\u80fd\u8fbe\u5230\u7ea6 <strong>1050 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u4f46\u8fd9\u5e76\u4e0d\u662f\u76f4\u63a5\u7ed9 OpenAI 1050 \u4ebf\u7f8e\u5143\uff0c\u800c\u4e3b\u8981\u6d89\u53ca\u90e8\u5206\u79df\u8d41\u3001\u7535\u529b\u652f\u4ed8\u548c\u8d44\u4ea7\u6b8b\u503c\u7b49\u627f\u8bfa\u3002(<a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/nvidia-invest-15-billion-sb-energy-under-openai-data-center-deal-2026-08-17\/?utm_source=chatgpt.com\">Reuters<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">OpenAI\u5219\u8868\u793a\uff0c\u53ea\u6709\u5efa\u6210\u7684\u5bb9\u91cf\u53ef\u4ee5\u6295\u5165\u79df\u8d41\u540e\u624d\u5f00\u59cb\u4ed8\u6b3e\uff0c\u8d44\u91d1\u6765\u6e90\u5c06\u5305\u62ec\u516c\u53f8\u6536\u5165\u3001\u73b0\u91d1\u6d41\u4ee5\u53ca\u6295\u8d44\u8005\u878d\u8d44\u3002(<a href=\"https:\/\/openai.com\/index\/openai-joins-ports-pike-project\/?utm_source=chatgpt.com\">OpenAI<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u89c4\u6a21\u975e\u5e38\u60ca\u4eba\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ec4\u4ec1\u52cb\u4f30\u7b97\uff0cPORTS-Pike \u6bcf\u4e00\u4ee3 NVIDIA AI Factory \u7cfb\u7edf\u53ef\u80fd\u90e8\u7f72\u7ea6 <strong>150 \u4e07\u5757 NVIDIA GPU<\/strong>\uff0c\u5bf9\u5e94 NVIDIA \u5927\u7ea6 <strong>1500\u4ebf\u20142000\u4ebf\u7f8e\u5143\u6536\u5165<\/strong>\u3002\u56e0\u4e3a\u6570\u636e\u4e2d\u5fc3\u571f\u5730\u3001\u7535\u529b\u548c\u5efa\u7b51\u53ef\u4ee5\u5b58\u5728\u51e0\u5341\u5e74\uff0c\u800c GPU \u5927\u7ea6\u6bcf\u9694\u82e5\u5e72\u5e74\u5347\u7ea7\u4e00\u6b21\uff0c\u6240\u4ee5\u4e00\u4e2a\u56ed\u533a\u53ef\u4ee5\u7ecf\u5386\u591a\u4ee3\u8ba1\u7b97\u5e73\u53f0\u5347\u7ea7\u3002(<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5c31\u662f\u6574\u7bc7\u6587\u7ae0\u6700\u91cd\u8981\u7684\u5546\u4e1a\u903b\u8f91\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">AI \u6570\u636e\u4e2d\u5fc3\u6b63\u5728\u53d8\u6210\u4e00\u79cd\u201c\u957f\u671f\u8d44\u4ea7\u201d<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u7684\u601d\u7ef4\u5927\u81f4\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5efa\u697c \u2192 \u4e70\u670d\u52a1\u5668 \u2192 \u8fd0\u884c\u5f88\u591a\u5e74\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c\u9ec4\u4ec1\u52cb\u60f3\u5efa\u7acb\u7684\u662f\u53e6\u4e00\u79cd\u6a21\u5f0f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5efa LPS \u2192 \u5b89\u88c5\u4e00\u4ee3 GPU \u2192 \u4ea7\u751f AI Token \u2192 GPU \u66f4\u65b0\u6362\u4ee3 \u2192 \u518d\u5b89\u88c5\u4e0b\u4e00\u4ee3 GPU\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u571f\u5730\u3001\u4f9b\u7535\u3001\u53d8\u7535\u3001\u51b7\u5374\u548c\u5efa\u7b51\u53ef\u80fd\u4f7f\u7528 <strong>20\uff5e30 \u5e74<\/strong>\uff0c\u4f46\u91cc\u9762\u7684 GPU \u53ef\u4ee5\u4e0d\u65ad\u66ff\u6362\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u6b64 PORTS-Pike \u5b9e\u9645\u4e0a\u88ab\u62c6\u6210\u4e86\u4e24\u79cd\u751f\u547d\u5468\u671f\u5b8c\u5168\u4e0d\u540c\u7684\u8d44\u4ea7\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u957f\u671f\u8d44\u4ea7\uff1a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u571f\u5730<br>\u7535\u529b<br>\u53d8\u7535\u8bbe\u65bd<br>\u51b7\u5374\u8bbe\u65bd<br>\u6570\u636e\u4e2d\u5fc3\u5efa\u7b51<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5feb\u901f\u8fed\u4ee3\u8d44\u4ea7\uff1a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">GPU<br>CPU<br>\u7f51\u7edc\u8bbe\u5907<br>AI \u8f6f\u4ef6<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e0e\u53d1\u7535\u5382\u975e\u5e38\u7c7b\u4f3c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d1\u7535\u5382\u7684\u5382\u5740\u3001\u8f93\u7535\u7ebf\u8def\u548c\u57fa\u7840\u8bbe\u65bd\u53ef\u80fd\u5b58\u5728\u51e0\u5341\u5e74\uff0c\u4f46\u5185\u90e8\u8bbe\u5907\u53ef\u4ee5\u4e0d\u65ad\u5347\u7ea7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ec4\u4ec1\u52cb\u6b63\u5728\u8bd5\u56fe\u8ba9\u8d44\u672c\u5e02\u573a\u7528\u7c7b\u4f3c\u65b9\u5f0f\u7406\u89e3 <strong>AI Factory<\/strong>\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u201cCompute is revenue\u201d\u662f\u5168\u6587\u6700\u503c\u5f97\u6ce8\u610f\u7684\u4e00\u53e5\u8bdd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u7ae0\u91cc\u6709\u4e00\u53e5\u975e\u5e38\u5178\u578b\u7684\u9ec4\u4ec1\u52cb\u5f0f\u8868\u8fbe\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In the AI economy, compute is revenue.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u53e5\u8bdd\u5176\u5b9e\u6bd4\u201cAI Factory\u201d\u66f4\u91cd\u8981\u3002(<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u4e92\u8054\u7f51\u516c\u53f8\u7684\u5173\u7cfb\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u670d\u52a1\u5668 \u2192 \u8f6f\u4ef6 \u2192 \u7528\u6237 \u2192 \u6536\u5165<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u670d\u52a1\u5668\u5c5e\u4e8e\u6210\u672c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u5bf9\u4e8e OpenAI\u3001Anthropic\u3001xAI \u8fd9\u4e00\u7c7b frontier AI lab\uff0c\u8d8a\u6765\u8d8a\u63a5\u8fd1\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU \u2192 Compute \u2192 Token \u2192 AI \u670d\u52a1 \u2192 \u6536\u5165<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e8e\u662f GPU \u7684\u89d2\u8272\u53d1\u751f\u4e86\u53d8\u5316\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u4e0d\u518d\u5355\u7eaf\u662f IT \u8bbe\u5907\uff0c\u800c\u66f4\u50cf\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u751f\u4ea7\u8bbe\u5907\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c31\u50cf\u94a2\u94c1\u5382\u7684\u9ad8\u7089\u3001\u6676\u5706\u5382\u7684\u5149\u523b\u673a\u6216\u8005\u822a\u7a7a\u516c\u53f8\u7684\u98de\u673a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u6b64\u9ec4\u4ec1\u52cb\u7684\u903b\u8f91\u662f\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u5982\u679c OpenAI \u5df2\u7ecf\u62e5\u6709\u5de8\u5927\u7684 AI \u670d\u52a1\u9700\u6c42\uff0c\u90a3\u4e48\u9650\u5236\u5b83\u6536\u5165\u589e\u957f\u7684\u53ef\u80fd\u4e0d\u662f\u5e02\u573a\uff0c\u800c\u662f Compute\u3002<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u539f\u6587\u76f4\u63a5\u6307\u51fa\uff0c\u4e00\u4e9b frontier AI labs \u7684\u589e\u957f\u901f\u5ea6\u8fdc\u8fdc\u5feb\u4e8e\u5176\u8d44\u4ea7\u8d1f\u503a\u8868\u548c\u4fe1\u7528\u80fd\u529b\uff0c\u5b83\u4eec\u53ef\u80fd\u62e5\u6709\u5feb\u901f\u589e\u957f\u7684\u6536\u5165\u548c\u5ba2\u6237\uff0c\u5374\u6ca1\u6709\u80fd\u529b\u72ec\u7acb\u7b7e\u7f72\u51e0\u5341\u5e74\u7684\u80fd\u6e90\u548c\u6570\u636e\u4e2d\u5fc3\u5408\u540c\u3002(<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e8e\u662f NVIDIA \u5f00\u59cb\u5e2e\u52a9\u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5176\u5b9e\u662f\u4e00\u4e2a\u975e\u5e38\u91cd\u8981\u7684\u8f6c\u6298\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">NVIDIA \u6b63\u4ece\u4f9b\u5e94\u5546\u53d8\u6210\u201cAI \u57fa\u7840\u8bbe\u65bd\u603b\u534f\u8c03\u8005\u201d<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb NVIDIA \u7684\u4ea7\u4e1a\u4f4d\u7f6e\u6bd4\u8f83\u7b80\u5355\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u53f0\u79ef\u7535 \u2192 NVIDIA \u2192 \u4e91\u5382\u5546\/OpenAI \u2192 AI \u5e94\u7528<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u5728\u6b63\u5728\u9010\u6e10\u53d8\u6210\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80fd\u6e90<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u571f\u5730 \/ \u6570\u636e\u4e2d\u5fc3<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u57fa\u7840\u8bbe\u65bd\u91d1\u878d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU \/ CPU \/ \u7f51\u7edc<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CUDA \/ AI Factory \u8f6f\u4ef6<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6a21\u578b\u516c\u53f8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI \u670d\u52a1<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c NVIDIA \u5f00\u59cb\u5728\u5176\u4e2d\u6a2a\u8de8\u591a\u4e2a\u5c42\u7ea7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u4e0d\u4ec5\u63d0\u4f9b GPU\uff0c\u8fd8\u63d0\u4f9b Grace\/Vera CPU\u3001Spectrum-X\/InfiniBand \u7f51\u7edc\u3001CUDA\u3001Dynamo\u3001DSX AI Factory \u67b6\u6784\uff0c\u540c\u65f6\u5f00\u59cb\u53c2\u4e0e AI Factory \u7684\u878d\u8d44\u548c\u57fa\u7840\u8bbe\u65bd\u4fdd\u969c\u3002NVIDIA \u5728 2026 \u5e74 8 \u6708\u8fd8\u4e0e Apollo\u3001BlackRock\u3001Blackstone\u3001Brookfield\u3001Goldman Sachs \u548c KKR \u7b49\u673a\u6784\u5408\u4f5c\u5efa\u7acb AI Compute Infrastructure Financing Platforms\uff0c\u76ee\u6807\u662f\u52a8\u5458\u8d85\u8fc7 <strong>5000 \u4ebf\u7f8e\u5143\u7b2c\u4e09\u65b9\u8d44\u672c<\/strong>\u8fdb\u5165 AI \u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u3002(<a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital?utm_source=chatgpt.com\">NVIDIA Newsroom<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u4ee5 PORTS-Pike \u5e76\u4e0d\u662f\u5b64\u7acb\u9879\u76ee\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u5b9e\u9645\u4e0a\u662f NVIDIA \u66f4\u5927\u5e03\u5c40\u7684\u4e00\u90e8\u5206\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8ba9 AI Compute \u4ece\u4e00\u79cd IT \u4ea7\u54c1\u53d8\u6210\u4e00\u79cd\u53ef\u4ee5\u878d\u8d44\u3001\u79df\u8d41\u548c\u6295\u8d44\u7684\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7\u3002<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">CUDA \u4e3a\u4ec0\u4e48\u5728\u8fd9\u91cc\u7a81\u7136\u53d8\u6210\u201c\u91d1\u878d\u95ee\u9898\u201d\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u7ae0\u4e2d\u8fd8\u6709\u4e00\u4e2a\u5bb9\u6613\u88ab\u5ffd\u89c6\u3001\u4f46\u975e\u5e38\u6709\u610f\u601d\u7684\u89c2\u70b9\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ec4\u4ec1\u52cb\u8bf4\uff0cNVIDIA Compute \u4e4b\u6240\u4ee5\u80fd\u591f\u6210\u4e3a\u957f\u671f\u8d44\u4ea7\uff0c\u4e00\u4e2a\u91cd\u8981\u539f\u56e0\u662f <strong>CUDA<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ed6\u7684\u903b\u8f91\u5927\u81f4\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CUDA \u751f\u6001\u5927<br>\u2192 NVIDIA GPU \u7528\u9014\u5e7f\u6cdb<br>\u2192 \u53ef\u4ee5\u670d\u52a1\u5f88\u591a\u5ba2\u6237<br>\u2192 \u5373\u4f7f\u67d0\u4e2a\u5ba2\u6237\u4e0d\u8981\u4e86\uff0c\u4e5f\u53ef\u4ee5\u8f6c\u79df<br>\u2192 GPU \u7684\u5269\u4f59\u4ef7\u503c\u66f4\u9ad8<br>\u2192 \u98ce\u9669\u66f4\u4f4e<br>\u2192 \u94f6\u884c\u66f4\u613f\u610f\u878d\u8d44\u3002(<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u91cc\u5b9e\u9645\u4e0a\u51fa\u73b0\u4e86\u4e00\u4e2a\u65b0\u7684\u6982\u5ff5\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CUDA \u4e0d\u4ec5\u662f\u8f6f\u4ef6\u62a4\u57ce\u6cb3\uff0c\u8fd8\u53ef\u80fd\u6210\u4e3a GPU \u7684\u201c\u91d1\u878d\u62a4\u57ce\u6cb3\u201d\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u5982\u4e00\u5ea7\u4ef7\u503c\u6570\u5341\u4ebf\u7f8e\u5143\u3001\u5b8c\u5168\u4e3a\u67d0\u79cd\u7279\u6b8a\u82af\u7247\u8bbe\u8ba1\u7684\u6570\u636e\u4e2d\u5fc3\uff0c\u5982\u679c\u539f\u5ba2\u6237\u7834\u4ea7\uff0c\u800c\u5176\u4ed6\u4eba\u53c8\u4e0d\u613f\u610f\u4f7f\u7528\u8fd9\u79cd\u82af\u7247\uff0c\u90a3\u4e48\u8d44\u4ea7\u6b8b\u503c\u53ef\u80fd\u8fc5\u901f\u4e0b\u964d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46 NVIDIA \u7684\u89c2\u70b9\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u4e3a CUDA \u7528\u6237\u975e\u5e38\u591a\uff0c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u4ee5\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>OpenAI \u4e0d\u7528\u4e86 \u2192 CoreWeave \u53ef\u4ee5\u7528 \u2192 \u4e91\u5382\u5546\u53ef\u4ee5\u7528 \u2192 \u4f01\u4e1a\u53ef\u4ee5\u7528 \u2192 \u5176\u4ed6 AI Lab \u53ef\u4ee5\u7528\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e8e\u662f NVIDIA GPU \u66f4\u63a5\u8fd1\u4e00\u79cd<strong>\u53ef\u8f6c\u79df\u7684\u6807\u51c6\u5316\u751f\u4ea7\u8d44\u6599<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e5f\u662f\u4e3a\u4ec0\u4e48\u539f\u6587\u53cd\u590d\u4f7f\u7528\u4e00\u4e2a\u91d1\u878d\u672f\u8bed\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>fungible\u2014\u2014\u53ef\u66ff\u4ee3\u3001\u53ef\u6d41\u901a\u3002<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">\u4f46\u6700\u5927\u7684\u4e89\u8bae\u4e5f\u6070\u6070\u5728\u8fd9\u91cc\uff1a\u662f\u4e0d\u662f\u201c\u5faa\u73af\u878d\u8d44\u201d\uff1f<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f\u6587\u7ae0\u4e13\u95e8\u56de\u5e94\u7684\u95ee\u9898\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Is this circular financing?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ec4\u4ec1\u52cb\u7684\u56de\u7b54\u5f88\u660e\u786e\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>No. OpenAI will pay the lease.<\/strong> (<a href=\"https:\/\/www.linkedin.com\/pulse\/securing-infrastructure-intelligence-jensen-huang-wsg9c\/\">LinkedIn<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u8d44\u672c\u5e02\u573a\u5bf9\u6b64\u663e\u7136\u6ca1\u6709\u8fd9\u4e48\u7b80\u5355\u5730\u63a5\u53d7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u4e3a\u6574\u4e2a\u94fe\u6761\u770b\u4e0a\u53bb\u786e\u5b9e\u5177\u6709\u4e00\u5b9a\u201c\u95ed\u73af\u201d\u7279\u5f81\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA<br>\u2192 \u6295\u8d44\/\u62c5\u4fdd AI \u57fa\u7840\u8bbe\u65bd<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">OpenAI \u83b7\u5f97\u66f4\u591a\u7b97\u529b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">OpenAI \u79df\u7528 NVIDIA GPU<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA \u83b7\u5f97\u66f4\u591a GPU \u6536\u5165<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2193<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA \u53c8\u62e5\u6709\u66f4\u591a\u73b0\u91d1\u53c2\u4e0e AI \u57fa\u7840\u8bbe\u65bd\u6295\u8d44<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e0d\u4e00\u5b9a\u5c5e\u4e8e\u4e25\u683c\u8d22\u52a1\u5b9a\u4e49\u4e0a\u7684\u201c\u5faa\u73af\u878d\u8d44\u201d\uff0c\u4f46\u786e\u5b9e\u5c5e\u4e8e\u4e00\u79cd<strong>Vendor Financing\u2014\u2014\u4f9b\u5e94\u5546\u878d\u8d44<\/strong>\u7684\u6269\u5c55\u7248\u672c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8def\u900f\u793e\u4e5f\u6307\u51fa\uff0c\u8fd9\u79cd\u6a21\u5f0f\u5df2\u7ecf\u5f15\u53d1\u6295\u8d44\u8005\u5bf9 NVIDIA \u4e0e\u5ba2\u6237\u4e4b\u95f4\u8d44\u91d1\u5faa\u73af\u5173\u7cfb\u7684\u62c5\u5fe7\u3002(<a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/nvidia-invest-15-billion-sb-energy-under-openai-data-center-deal-2026-08-17\/?utm_source=chatgpt.com\">Reuters<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u771f\u6b63\u7684\u98ce\u9669\u5e76\u4e0d\u5728\u201c\u8fd9\u4e2a\u7ed3\u6784\u662f\u4e0d\u662f\u6cd5\u5f8b\u610f\u4e49\u4e0a\u7684\u5faa\u73af\u878d\u8d44\u201d\uff0c\u800c\u5728\u53e6\u4e00\u4e2a\u95ee\u9898\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u6700\u7ec8\u7528\u6237\u5bf9 AI Token \u7684\u771f\u5b9e\u9700\u6c42\uff0c\u80fd\u4e0d\u80fd\u652f\u6491\u8fd9\u4e48\u5de8\u5927\u7684\u8d44\u672c\u6295\u5165\uff1f<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u7b54\u6848\u662f\u201c\u80fd\u201d\uff0c\u8fd9\u4e2a\u6a21\u5f0f\u4f1a\u5f62\u6210\u5de8\u5927\u7684\u6b63\u5faa\u73af\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \u4f7f\u7528\u589e\u957f<br>\u2192 Token \u589e\u957f<br>\u2192 \u63a8\u7406\u9700\u6c42\u589e\u957f<br>\u2192 GPU \u5229\u7528\u7387\u63d0\u9ad8<br>\u2192 AI Factory 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class=\"wp-block-paragraph\">\u65b0\u95fb\u62a5\u9053\u5f88\u5bb9\u6613\u628a\u7126\u70b9\u653e\u5728\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1050 \u4ebf\u7f8e\u5143\u62c5\u4fdd\u30018 GW\u3001150 \u4e07 GPU\u30016000 \u4ebf\u7f8e\u5143\u6536\u5165\u673a\u4f1a\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u6211\u8ba4\u4e3a\u771f\u6b63\u91cd\u8981\u7684\u662f NVIDIA \u7684\u4ea7\u4e1a\u5b9a\u4f4d\u53d1\u751f\u4e86\u53d8\u5316\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u53ef\u4ee5\u628a NVIDIA \u770b\u6210\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>AI \u6dd8\u91d1\u70ed\u91cc\u7684\u94f2\u5b50\u4f9b\u5e94\u5546\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u5728\u66f4\u63a5\u8fd1\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u4e0d\u4ec5\u5356\u94f2\u5b50\uff0c\u8fd8\u5f00\u59cb\u7ec4\u7ec7\u77ff\u5c71\u3001\u7535\u529b\u3001\u9053\u8def\u3001\u5382\u623f\u4ee5\u53ca\u77ff\u5c71\u878d\u8d44\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f\u5b8c\u5168\u4e0d\u540c\u7684\u4f01\u4e1a\u5f62\u6001\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c\u4e14\u8fd9\u79cd\u53d8\u5316\u975e\u5e38\u7b26\u5408\u9ec4\u4ec1\u52cb\u8fd9\u51e0\u5e74\u63d0\u51fa\u7684\u201c\u4e94\u5c42 AI \u57fa\u7840\u8bbe\u65bd\u201d\u601d\u60f3\uff1a\u80fd\u6e90 \u2192 \u82af\u7247\u4e0e\u8ba1\u7b97\u57fa\u7840\u8bbe\u65bd \u2192 \u6a21\u578b \u2192 AI \u5e73\u53f0 \u2192 \u5e94\u7528\u3002AI 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class=\"wp-block-paragraph\">\u6362\u53e5\u8bdd\u8bf4\uff0c<strong>\u9ec4\u4ec1\u52cb\u6b63\u5728\u5c1d\u8bd5\u628a GPU \u4ece\u201c\u4ea7\u54c1\u201d\u53d8\u6210\u201c\u751f\u4ea7\u8d44\u6599\u201d\uff0c\u518d\u628a AI Factory \u4ece\u201c\u6570\u636e\u4e2d\u5fc3\u201d\u53d8\u6210\u4e00\u79cd\u7c7b\u4f3c\u7535\u5382\u3001\u98de\u673a\u3001\u901a\u4fe1\u57fa\u7ad9\u7684\u53ef\u6295\u8d44\u8d44\u4ea7\u3002<\/strong> \u5982\u679c\u8fd9\u4e2a\u903b\u8f91\u6210\u7acb\uff0c\u90a3\u4e48\u672a\u6765 AI \u4ea7\u4e1a\u7ade\u4e89\u7684\u6838\u5fc3\u95ee\u9898\u5f88\u53ef\u80fd\u4e0d\u518d\u53ea\u662f\u201c\u8c01\u7684\u6a21\u578b\u6700\u597d\u201d\uff0c\u751a\u81f3\u4e5f\u4e0d\u53ea\u662f\u201c\u8c01\u7684 GPU \u6700\u5feb\u201d\uff0c\u800c\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8c01\u80fd\u591f\u4ee5\u6700\u4f4e\u8d44\u672c\u6210\u672c\uff0c\u6301\u7eed\u83b7\u5f97\u571f\u5730\u3001\u7535\u529b\u3001\u82af\u7247\u548c\u8d44\u91d1\uff0c\u5e76\u628a\u5b83\u4eec\u7a33\u5b9a\u5730\u8f6c\u5316\u4e3a Token\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u53ef\u80fd\u624d\u662f\u300aSecuring the Infrastructure of Intelligence\u300b\u771f\u6b63\u60f3\u8868\u8fbe\u7684\u4e1c\u897f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/nvidia-invest-15-billion-sb-energy-under-openai-data-center-deal-2026-08-17\/?utm_source=chatgpt.com\">Reuters<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e2a\u9879\u76ee\u63a5\u4e0b\u6765\u8fd8\u6709\u5f88\u591a\u53d8\u91cf\uff0c\u5305\u62ec\u5b9e\u9645\u5f00\u5de5\u3001\u878d\u8d44\u7ed3\u6784\u3001OpenAI \u7b97\u529b\u9700\u6c42\u548c NVIDIA 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[&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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