FT商学院

Behind the AI bubble, another tech revolution could be brewing
在AI泡沫之下,另一场科技革命或许正在酝酿

Today’s eye-popping valuations are based on the assumption that LLMs are the only game in town
当下令人瞠目的估值,建立在这样一种假设之上:LLM是唯一的选项。

This week Jensen Huang, the charismatic leather jacket-wearing head of Nvidia, has dominated headlines. No wonder: on Wednesday his company, which is a bellwether for the artificial intelligence sector, revealed third-quarter revenues of $57bn, 62 per cent higher year on year.

本周,魅力十足、总穿皮夹克的英伟达(Nvidia)掌门人黄仁勋(Jensen Huang)抢占了各大头条。这并不意外:周三,他所领导、被视为人工智能行业风向标的公司公布了第三季度收入为570亿美元,同比大增62%。

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