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在人工智能泡沫背后，另一场科技革命可能正在酝酿

当今令人瞠目结舌的估值，是基于大型语言模型是市场上唯一主导力量这一假设

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    • DeepSeek的出现表明，存在构建更便宜、规模更小的AI变体的方法，这带来了大型语言模型（LLM）将商品化的可能性。
    • DeepSeek的出现表明，存在构建更便宜、规模更小的AI变体的方法，这带来了大型语言模型（LLM）将商品化的可能性。 图片来源：路透社

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Gillian Tett

    Published Fri, Nov 21, 2025 · 06:51 PM

    本文由AI辅助翻译

    查看原文

    本周，Nvidia那位身穿皮夹克、魅力十足的掌门人Jensen Huang占据了新闻头条。这不足为奇：周三（11月19日），他所领导的这家作为人工智能（AI）行业风向标的公司，公布了其第三季度营收达到570亿美元，同比增长62%。

    这一消息推动了科技股飙升，此前科技股曾因担心AI估值处于泡沫区域而下跌。换句话说，用Google母公司Alphabet负责人Sundar Pichai的话来说，它们正在表现出“非理性因素”。

    Huang也顺理成章地庆祝道。“关于AI泡沫的讨论很多。（但）从我们的角度来看，我们看到的情况非常不同，”他宣称，并指出市场对其芯片的需求极高。

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