{"id":7259,"date":"2026-08-30T10:20:57","date_gmt":"2026-08-30T02:20:57","guid":{"rendered":"https:\/\/nullthought.net\/?p=7259"},"modified":"2026-08-30T10:21:02","modified_gmt":"2026-08-30T02:21:02","slug":"%e6%8a%95%e8%b5%84%e9%a3%8e%e5%90%91%e6%a0%87%ef%bc%9a%e8%ae%a9%e7%a1%ac%e4%bb%b6%e5%9f%ba%e7%a1%80%e8%ae%be%e6%96%bd%e8%b5%b6%e4%b8%8aai%e9%9c%80%e6%b1%82","status":"publish","type":"post","link":"https:\/\/nullthought.net\/?p=7259","title":{"rendered":"\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">2026\u5e748\u670828\u65e5\uff0c\u7845\u8c37\u8457\u540d\u98ce\u9669\u6295\u8d44\u673a\u6784Andreessen Horowitz\uff08a16z\uff09\u5ba3\u5e03\u6210\u7acb\u89c4\u6a2111\u4ebf\u7f8e\u5143\u7684 <strong><a href=\"https:\/\/a16z.com\/the-machine-age-fund\/\" target=\"_blank\" rel=\"noopener\">Machine Age Fund\u2014\u2014\u201c\u673a\u5668\u65f6\u4ee3\u57fa\u91d1\u201d<\/a><\/strong>\u3002\u771f\u6b63\u503c\u5f97\u5173\u6ce8\u7684\u5e76\u4e0d\u662f\u5b83\u6210\u7acb\u4e86\u4e00\u53ea11\u4ebf\u7f8e\u5143\u57fa\u91d1\uff0c\u800c\u662f\u80cc\u540e\u7684\u4e00\u4e2a\u4ea7\u4e1a\u5224\u65ad\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI\u7b97\u529b\u9700\u6c42\u7684\u589e\u957f\u901f\u5ea6\uff0c\u5df2\u7ecf\u5feb\u5230\u73b0\u6709\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u65e0\u6cd5\u4f9d\u9760\u5e38\u89c4\u5347\u7ea7\u6765\u627f\u63a5\u3002<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/nullthought.net\/wp-content\/uploads\/2026\/08\/\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42.jpg\" alt=\"\" class=\"wp-image-7260\" srcset=\"https:\/\/nullthought.net\/wp-content\/uploads\/2026\/08\/\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42.jpg 1024w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/08\/\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42-300x300.jpg 300w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/08\/\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42-150x150.jpg 150w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/08\/\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42-120x120.jpg 120w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/08\/\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42-768x768.jpg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6295\u8d44\u98ce\u5411\u6807\uff1a\u8ba9\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u8d76\u4e0aAI\u9700\u6c42<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u7684\u6570\u636e\u4e2d\u5fc3\u5347\u7ea7\uff0c\u5927\u591a\u662f\u6e10\u8fdb\u5f0f\u7684\u3002CPU\u66f4\u5feb\u4e00\u70b9\uff0c\u670d\u52a1\u5668\u5bc6\u5ea6\u66f4\u9ad8\u4e00\u70b9\uff0c\u7f51\u7edc\u5e26\u5bbd\u589e\u52a0\u4e00\u70b9\uff0c\u4f9b\u7535\u548c\u6563\u70ed\u968f\u4e4b\u8c03\u6574\u3002\u4f46AI\u6b63\u5728\u6253\u7834\u8fd9\u79cd\u8282\u594f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u6700\u76f4\u89c2\u7684\u6570\u636e\u662f\uff1a\u4eceH100\u673a\u67b6\u5230Rubin\u673a\u67b6\uff0c<strong>\u5355\u673a\u67b6\u8ba1\u7b97\u5bc6\u5ea6\u63d0\u9ad8\u4e86\u7ea628\u500d<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u95ee\u9898\u5728\u4e8e\uff0c\u8ba1\u7b97\u5bc6\u5ea6\u63d0\u9ad828\u500d\uff0c\u5e76\u4e0d\u610f\u5473\u7740\u53ea\u9700\u8981\u628aGPU\u6362\u6389\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">GPU\u9700\u8981\u66f4\u5feb\u5730\u4ea4\u6362\u6570\u636e\uff0c\u4e8e\u662f\u673a\u67b6\u5185\u90e8\u7f51\u7edc\u5e26\u5bbd\u540c\u6b65\u66b4\u6da8\uff0c\u4f20\u7edf\u94dc\u7f06\u5f00\u59cb\u903c\u8fd1\u7269\u7406\u6781\u9650\uff0c\u5149\u4e92\u8fde\u7684\u91cd\u8981\u6027\u8fc5\u901f\u63d0\u5347\uff1bGPU\u9700\u8981\u66f4\u591a\u6570\u636e\uff0c\u4e8e\u662fHBM\u4ee5\u53ca\u6574\u4e2a\u5185\u5b58\u5c42\u7ea7\u90fd\u8981\u6269\u5bb9\u3001\u63d0\u9ad8\u5e26\u5bbd\uff1b\u66f4\u9ad8\u7684\u8ba1\u7b97\u5bc6\u5ea6\u53c8\u610f\u5473\u7740\u66f4\u5927\u7684\u529f\u8017\u548c\u70ed\u91cf\uff0c\u4e8e\u662f\u4f9b\u7535\u3001\u6563\u70ed\u3001\u7535\u6c14\u7cfb\u7edf\u90fd\u5fc5\u987b\u91cd\u65b0\u8bbe\u8ba1\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u4ee5AI\u7b97\u529b\u5347\u7ea7\u66f4\u50cf\u4e00\u79cd<strong>\u94fe\u5f0f\u53cd\u5e94<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u82af\u7247\u5347\u7ea7\u4e4b\u540e\uff0c\u540e\u9762\u7684\u6240\u6709\u57fa\u7840\u8bbe\u65bd\u90fd\u5fc5\u987b\u8ddf\u7740\u5347\u7ea7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5176\u4e2d\u6700\u660e\u663e\u7684\u662f\u7535\u529b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u666e\u901a\u670d\u52a1\u5668\u673a\u67b6\u7684\u529f\u7387\u5927\u7ea6\u53ea\u67095\u201410kW\uff0c\u800c\u4eca\u5929\u9ad8\u7aefAI\u7cfb\u7edf\u5df2\u7ecf\u8fbe\u5230100\u2014250kW\u3002\u6309\u7167a16z\u5f15\u7528\u7684\u8d8b\u52bf\uff0c\u672a\u6765\u4e09\u5e74\u751a\u81f3\u53ef\u80fd\u51fa\u73b0<strong>\u5355\u673a\u67b61MW<\/strong>\u7684\u7cfb\u7edf\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5df2\u7ecf\u4e0d\u662f\u4f20\u7edf\u610f\u4e49\u4e0a\u7684\u201c\u670d\u52a1\u5668\u201d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a1MW\u673a\u67b6\uff0c\u672c\u8d28\u4e0a\u63a5\u8fd1\u4e00\u5ea7\u5c0f\u578b\u5de5\u4e1a\u8bbe\u65bd\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e8e\u662f\u6570\u636e\u4e2d\u5fc3\u89c4\u6a21\u4e5f\u5f00\u59cb\u53d1\u751f\u53d8\u5316\u3002\u8fc7\u53bb\u51e0\u5341MW\u5df2\u7ecf\u5c5e\u4e8e\u5927\u578b\u6570\u636e\u4e2d\u5fc3\uff0c\u73b0\u5728\u6b63\u5728\u5411\u6570\u767eMW\u53d1\u5c55\uff0c\u4e00\u4e9bAI\u56ed\u533a\u751a\u81f3\u8d70\u5411GW\u7ea7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u610f\u5473\u7740AI\u57fa\u7840\u8bbe\u65bd\u7ade\u4e89\u5f00\u59cb\u4ece\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU\u7ade\u4e89<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6269\u5927\u6210\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU + \u5185\u5b58 + \u7f51\u7edc + \u5149\u901a\u4fe1 + \u7535\u6e90 + \u6563\u70ed + \u7535\u7f51 + \u571f\u5730\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u751a\u81f3\u8fde\u4f9b\u7535\u6a21\u5f0f\u90fd\u5f00\u59cb\u53d8\u5316\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u57fa\u672c\u4f9d\u8d56\u516c\u5171\u7535\u7f51\uff0c\u73b0\u5728\u8d8a\u6765\u8d8a\u591a\u9879\u76ee\u8003\u8651\u201c\u7535\u7f51 + \u8868\u540e\u7535\u6e90\uff08behind-the-meter\uff09\u201d\u751a\u81f3\u81ea\u5907\u7535\u6e90\uff0c\u5305\u62ec\u5929\u7136\u6c14\u3001\u7535\u6c60\u50a8\u80fd\u4ee5\u53ca\u5176\u4ed6\u72ec\u7acb\u80fd\u6e90\u65b9\u6848\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u539f\u56e0\u5e76\u4e0d\u590d\u6742\uff1a<strong>\u7535\u7f51\u5efa\u8bbe\u901f\u5ea6\u8ddf\u4e0d\u4e0aAI\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u901f\u5ea6\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u4ee5\u4eca\u5929\u9650\u5236AI\u6269\u5f20\u7684\uff0c\u5df2\u7ecf\u4e0d\u4ec5\u662f\u201c\u6709\u6ca1\u6709GPU\u201d\uff0c\u8fd8\u5305\u62ec\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6709\u6ca1\u6709\u8db3\u591f\u7684\u7535\u3001\u80fd\u4e0d\u80fd\u628a\u7535\u9001\u8fdb\u673a\u67b6\u3001\u70ed\u91cf\u80fd\u4e0d\u80fd\u6392\u51fa\u53bb\u3001\u82af\u7247\u4e4b\u95f4\u7684\u6570\u636e\u80fd\u4e0d\u80fd\u8db3\u591f\u5feb\u5730\u4f20\u8f93\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e5f\u662f\u4e3a\u4ec0\u4e48a16z\u8ba4\u4e3a\uff0c\u201cEverything needs an upgrade\u201d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u51e0\u4e4e\u6bcf\u4e00\u5c42\u90fd\u5b58\u5728\u65b0\u7684\u521b\u4e1a\u673a\u4f1a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u5982\u5185\u5b58\uff0c\u9700\u8981\u66f4\u4fbf\u5b9c\u3001\u66f4\u9ad8\u5e26\u5bbd\u7684\u5b58\u50a8\u4f53\u7cfb\uff1b\u7f51\u7edc\u9700\u8981\u66f4\u9ad8\u901f\u3001\u66f4\u5927\u89c4\u6a21\u7684\u4e92\u8fde\uff1b\u7535\u529b\u7cfb\u7edf\u9700\u8981\u66f4\u9ad8\u6548\u7387\u7684\u53d8\u538b\u3001\u914d\u7535\u548c\u7535\u6e90\u7ba1\u7406\uff1b\u6570\u636e\u4e2d\u5fc3\u9700\u8981\u65b0\u7684\u6db2\u51b7\u548c\u6750\u6599\u6280\u672f\uff1b\u800c\u5230\u4e86Edge AI\uff0c\u53c8\u9700\u8981\u5b8c\u5168\u4e0d\u540c\u7684\u76ee\u6807\u2014\u2014\u4e0d\u662f\u65e0\u9650\u5806\u7b97\u529b\uff0c\u800c\u662f\u5728\u6709\u9650\u529f\u8017\u4e0b\uff0c\u8ba9AI\u771f\u6b63\u8fdb\u5165\u6c7d\u8f66\u3001\u673a\u5668\u4eba\u548c\u5404\u79cd\u673a\u5668\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u6b64\uff0cAI\u57fa\u7840\u8bbe\u65bd\u6b63\u5728\u5f62\u6210\u4e00\u4e2a\u975e\u5e38\u5de8\u5927\u7684\u201c\u8fde\u9501\u9700\u6c42\u5e02\u573a\u201d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u771f\u6b63\u503c\u5f97\u6ce8\u610f\u7684\u662f\u4f9b\u7ed9\u4fa7\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u786c\u4ef6\u4ea7\u4e1a\u4e60\u60ef\u7684\u589e\u957f\u901f\u5ea6\u901a\u5e38\u53ea\u6709<strong>\u6bcf\u5e7420%\u201430%<\/strong>\u3002\u6676\u5706\u5382\u3001\u7535\u529b\u8bbe\u5907\u3001\u5149\u6a21\u5757\u3001\u6563\u70ed\u7cfb\u7edf\u548c\u6570\u636e\u4e2d\u5fc3\u90fd\u4e0d\u662f\u8f6f\u4ef6\uff0c\u4e0d\u53ef\u80fd\u4eca\u5929\u589e\u52a0\u9700\u6c42\u3001\u660e\u5929\u5c31\u590d\u5236\u4e00\u767e\u4e07\u4efd\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800cAI\u9700\u6c42\u5f88\u591a\u65f6\u5019\u5374\u662f\u4e09\u4f4d\u6570\u589e\u957f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5c31\u4ea7\u751f\u4e86\u4e00\u4e2a\u5de8\u5927\u7684\u901f\u5ea6\u5dee\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\u9700\u6c42\u6309\u7167\u8f6f\u4ef6\u901f\u5ea6\u589e\u957f\uff0c\u786c\u4ef6\u4f9b\u7ed9\u5374\u4ecd\u6309\u7167\u5de5\u4e1a\u5236\u9020\u901f\u5ea6\u589e\u957f\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u53ef\u80fd\u6b63\u662f\u672a\u6765\u51e0\u5e74AI\u4ea7\u4e1a\u6700\u5927\u7684\u7ed3\u6784\u6027\u77db\u76fe\u4e4b\u4e00\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c\u6bcf\u4e00\u4e2a\u4f9b\u9700\u7f3a\u53e3\uff0c\u90fd\u53ef\u80fd\u4ea7\u751f\u65b0\u7684\u516c\u53f8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e5f\u89e3\u91ca\u4e86\u4e3a\u4ec0\u4e48a16z\u7684Deal Flow\u6b63\u5728\u53d1\u751f\u660e\u663e\u53d8\u5316\uff1a\u8fc7\u53bb\u786c\u4ef6\u521b\u4e1a\u9879\u76ee\u53ea\u662f\u5f88\u5c0f\u7684\u4e00\u90e8\u5206\uff0c\u73b0\u5728\u5df2\u7ecf\u5360\u5230<strong>20%\u4ee5\u4e0a<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5176\u5b9e\u662f\u4e00\u4e2a\u5f88\u91cd\u8981\u7684\u98ce\u5411\u6807\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u98ce\u9669\u6295\u8d44\u6700\u559c\u6b22\u8f6f\u4ef6\uff0c\u56e0\u4e3a\u8f6f\u4ef6\u8f7b\u8d44\u4ea7\u3001\u9ad8\u6bdb\u5229\u3001\u6269\u5f20\u5feb\uff1b\u786c\u4ef6\u5219\u5f00\u53d1\u5468\u671f\u957f\u3001\u8d44\u672c\u6295\u5165\u5927\u3001\u4f9b\u5e94\u94fe\u590d\u6742\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46AI\u6b63\u5728\u6539\u53d8\u8fd9\u79cd\u6536\u76ca\u7ed3\u6784\u3002<\/p>\n\n\n\n<p 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