黄仁勋：定制芯片远不如英伟达芯片

Core Viewpoint - NVIDIA's CEO Jensen Huang emphasizes that the competition with ASIC manufacturers like Google and Amazon is not as fierce as perceived, asserting that few teams can match NVIDIA's capabilities in building complex systems [1][2]. Group 1: Competition with ASICs - Huang acknowledges the emergence of Google's TPU as a competitive option in the inference space but maintains that NVIDIA excels across all AI segments, including pre-training, post-training, and inference, thus ensuring its "irreplaceable" status [2]. - The CEO argues that for cloud service providers, deploying "random ASICs" in data centers is less ideal compared to utilizing NVIDIA's technology stack, which offers broader application [2]. - Huang believes that even if large tech companies manage to replicate NVIDIA's computational power, they cannot compete with NVIDIA's robust software stack, particularly CUDA, which is a significant draw for the industry [2]. Group 2: Market Dynamics - The article mentions a significant investment of $10 trillion directed towards the semiconductor industry, indicating a substantial market shift and interest in chip technology [3]. - Huang describes HBM (High Bandwidth Memory) as a "technological miracle," highlighting its importance in the semiconductor landscape [3]. - Jim Keller's assertion that RISC-V will ultimately prevail suggests a competitive landscape where alternative architectures are gaining traction [3].