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光大證券:英偉達GTC2025發佈新一代GPU 推動全球AI基礎設施建設
格隆匯 03-23 11:21
光大證券發佈研報表示,北京時間3月19日凌晨,英偉達舉辦2025年GTC大會,黃仁勳在聖何塞 SAP 中心發表的現場主題演講,關注代理式AI、機器人、加速計算等領域的未來發展。此外,該大會還包括1000多場具有啓發性意義的會議,以及400多項展示、技術實戰培訓和大量獨特的交流活動。 黃仁勳按照“Generative AI(生成式AI)、Agentic AI(智能體)、Physical AI(具身AI)”三個階段的進化路線,將Agentic AI描述爲AI技術發展的中間態。Scaling Law的發展需要投入更多的數據、更大規模的算力資源訓練出更好的模型,訓練規模越大,模型越智能,預計全球數據中心建設投資額將在2028年達到1萬億美元。
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