黃仁勳:無論有無美國晶片 中國AI將繼續發展
Nvidia(NVDA.US)行政總裁黃仁勳表示,美國對華實施晶片出口管制,未能限制中國的人工智能(AI)發展,他認爲無論有沒有美國晶片,中國的AI都將繼續發展。
黃仁勳強調,AI推理模型正推動推理需求激增,AI擴展定律(AI scaling law)依舊牢固。Nvidia平臺仍然是開源AI的首選平臺。
黃仁勳表示,中國擁有訓練和部署先進模型的算力,現在的問題不在於中國是否會擁有AI,因中國已經擁有。他認爲,中國是全球最大的AI市場之一,也是在全球取得成功的跳板。直言「中國競爭對手已經進化」,而被美國政府列入黑名單的華爲更已變得「相當強大」。
Nvidia昨日(28日)發佈公司第一財季營收達440億美元,按年上漲69%,超出市場預期。不過財報指,針對中國市場設計的H20產品,預計在第二財季相關限制措施將給公司造成80億美元的損失。
今年4月,美國政府宣佈對Nvidia出口中國的H20 晶片實施無限期出口管制。有報道指,Nvidia受到來自美國政府的壓力越來越大。
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