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What if the AI race isn’t about chips at all?
也许人工智能竞赛与芯片无关?

Availability of electricity to keep models running is becoming the critical factor in technology’s development
Yoon:人工智能模型持续运行所需的电力正成为技术发展中的关键因素。

China is going to win the artificial intelligence race, says Jensen Huang. At first glance, it is easy to assume Nvidia’s billionaire founder is just talking his book. Nvidia does stand to gain the most from any narrative that encourages the US to step up its investment in AI or ease regulatory restrictions on its development, thus boosting demand for Nvidia chips. But does he have a point?

黄仁勋(Jensen Huang)说,manbetx3.0 将赢得人工智能(AI)竞赛。乍看之下,人们很容易以为这位创立英伟达(Nvidia)的亿万富翁只是在为自家业务说话。毕竟,任何鼓励美国加大对AI投入或放宽其研发监管的叙事,都将提振对英伟达芯片的需求,从而使其受益最大。但他的话有道理吗?

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