16:17, 4 марта 2026Наука и техника
All-rounder ‘excited for the challenge’ of facing hosts
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"This sort of semiconductor would go on to be in the 5G tower in which you get your mobile phone signal, it's going to be in the car charger you plug an EV into, it's going to be in the latest planes."
但风险同样致命：一旦核心算力依赖英伟达，设备商在软件堆栈上的话语权将不可避免地下降。更长远来看，当GPU成为RAN的默认算力底座，设备商可能从“系统集成商”降级为“硬件组装商”——就像PC时代的戴尔、惠普，或者智能手机时代的小米、OPPO。
从产业结构来看，AI基础设施由几个关键模块组成。