2026年CES展前夜，英伟达发布了新一代AI计算平台Vera Rubin，这是一场颠覆性的技术发布，直接改 变了AI行业的游戏规则，而AMD则直接祭出MI455X GPU等新品，与英伟达正面硬刚。 这场"苏黄之争"背后是AI芯片市场的激烈竞争——英伟达曾占80%份额，但AMD凭借MI300系列加速器 快速扩张。AMD这次全栈布局甚猛，而英伟达的Rubin平台则主打推理成本降90%，这场技术交锋不仅 关乎市场份额，更牵动着全球AI产业的未来走向。 下一站是物理AI 当地时间1月5日下午，英伟达创始人兼CEO黄仁勋在聚光灯下弯下膝盖，陪着一对可爱的BDX机器人 观看大屏幕上播放的荒漠探险视频，宛如一位慈祥的老父亲。 这是英伟达在美国拉斯维加斯一家酒店剧场举行的发布会场景。这家被视为AI时代"卖铲人"的公司选择 在CES 2026开幕前举行了这场含金量超高的发布会，其意味不言而喻。 黄仁勋在新年的首场重磅演讲中畅谈AI未来，介绍英伟达解决方案如何驱动汽车、游戏、内容创作、 智能体AI、物理AI与机器人技术领域的创新发展。这场约90分钟的演讲不仅定义了下一阶段AI发展的 核心方向，更揭示了其对全球制造业、物流业乃至 ...

2026.01.07 本文字数：2556，阅读时长大约5分钟 作者 |第一财经 刘佳 当地时间1月6日，拉斯维加斯夜幕降临，在世界上最大的球形建筑Sphere里，英伟达CEO黄仁勋、英特 尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。 在芯片行业竞争日趋激烈、技术路线与生态之争持续升级的背景下，这四家芯片巨头中既有合作伙伴， 也有彼此最直接的竞争者。尽管它们同处AI叙事框架，却鲜少出现在同一舞台。 这一次将四大巨头共同推至舞台中央的，是联想。在CES 2026期间举行的联想全球创新科技大会 （Tech World）上，芯片四巨头齐聚，也清晰地勾勒出一个正在重塑中的产业逻辑：当AI从训练走向推 理、从云端走向本地与边缘，成为枢纽的，不再只是单一芯片厂商，而是能够整合多元算力、打通智能 硬件场景落地的系统级玩家。 黄仁勋：重塑10万亿美元产业 黄仁勋是当晚最先点燃现场气氛的嘉宾。 几天前，他刚刚与联想集团董事长杨元庆碰面，二人立下新年合作目标——未来三年内，将双方的业务 合作规模扩大至原来的四倍。 过去三十年里，联想与英伟达的合作涵盖了从个人电脑、工作站到高性能计算、GPU 服务器、机器人 等。 ...

Core Viewpoint - The article highlights the collaboration and competition among major chip manufacturers, including NVIDIA, Intel, AMD, and Qualcomm, during the Lenovo Tech World event, emphasizing the shift in the AI landscape from training to inference and the need for integrated systems that can leverage diverse computing power [3][4]. Group 1: Collaboration and New Opportunities - NVIDIA's CEO Jensen Huang and Lenovo's Chairman Yang Yuanqing aim to quadruple their business collaboration over the next three years, reflecting a long-standing partnership that has evolved through various technological shifts [5][6]. - The collaboration focuses on the "Lenovo AI Cloud Super Factory," which aims to standardize AI infrastructure, transforming highly customized AI deployments into industrialized solutions [6][8]. - This partnership is expected to help cloud service providers reduce the "time to first token" for AI deployment and scale up to support trillion-parameter models [8]. Group 2: Competitive Landscape - AMD's CEO Lisa Su introduced the Helios rack-level AI platform, positioning it as a challenge to NVIDIA's GPU-centric approach, emphasizing the need for robust system-level infrastructure to support larger models and higher throughput [10][11]. - Intel's new CEO Pat Gelsinger announced the Aura Edition AI PC, showcasing a shift from traditional PCs to AI-enhanced computing experiences, indicating a blend of legacy computing with new AI paradigms [11]. - Qualcomm's CEO Cristiano Amon focused on AI-native endpoints, highlighting the evolution of wearable devices into "personal intelligent companions," which aligns with Lenovo's strengths in ecosystem and global channels [12]. Group 3: Industry Trends and Insights - The article notes that the market for wearable devices is expected to exceed one billion units, indicating significant growth potential in this segment [13]. - The collaboration among the four chip giants illustrates a new industry consensus that the true value of AI lies not in having the most powerful chip, but in the ability to transform computing power into usable capabilities for businesses and users [13].

Core Insights - The gathering of the four major chip giants—NVIDIA, Intel, AMD, and Qualcomm—at the Lenovo Tech World during CES 2026 highlights the evolving dynamics of the semiconductor industry, where collaboration and competition coexist in the AI narrative [1] - The focus is shifting from individual chip manufacturers to system-level players that can integrate diverse computing power and facilitate the deployment of intelligent hardware solutions [1] Group 1: Industry Transformation - Jensen Huang, CEO of NVIDIA, emphasized the significance of AI as a foundational architecture akin to operating systems, marking a new platform shift in computing [4] - The IT industry has invested approximately $10 to $15 trillion over the past thirty years, necessitating a complete overhaul to adapt to AI applications [5] - Huang and Lenovo's CEO, Yang Yuanqing, announced a new collaboration plan to create a "Lenovo AI Cloud Super Factory," aiming to standardize AI infrastructure and transition from highly customized deployments to industrialized solutions [5][7] Group 2: Competitive Landscape - AMD's CEO, Lisa Su, introduced the Helios rack-level AI platform, positioning it as a direct challenge to NVIDIA's GPU-centric approach, highlighting the need for robust system-level infrastructure to support larger models and higher throughput [8] - Intel's new CEO, Pat Gelsinger, showcased the Aura Edition AI PC, which integrates the latest Intel processors, indicating a shift from traditional PCs to data centers and cloud computing [9][10] - Qualcomm's focus on AI-native endpoints, particularly in wearable devices, reflects a broader trend towards personal intelligent companions that require low power consumption and continuous connectivity [10] Group 3: Collaborative Ecosystem - The collaboration among the four chip giants illustrates a new industry consensus that the true value of AI lies not in possessing the most powerful chip but in transforming computing power into usable capabilities for enterprises and users [11] - Lenovo's role as a "system integrator" and "scene amplifier" is crucial in this collaborative ecosystem, as it bridges the various offerings from NVIDIA, AMD, Intel, and Qualcomm [11] - The wearable device market is projected to exceed one billion units, showcasing the potential for growth in AI-driven consumer technology [11]

新浪科技讯 1月7日上午消息，在2026年国际消费电子展（CES 2026）期间，联想创新科技大会举行， 英特尔CEO陈立武表示，AI正在重塑整个软硬件市场的格局，通过不断迭代，提升用户的日常生活体 验。英特尔与联想一直致力于打造极致AI PC体验。 本次CES，英特尔与联想一起发布了共同开发的Aura Edition AI PC和FIFA联名款游戏电脑拯救者Legion Pro 7i。陈立武表示，Aura Edition产品组合将全线搭载英特尔首款采用自家18A制程的芯片酷睿Ultra 300系列处理器。"未来，双方在PC、数据中心和云计算领域将继续深化合作。" 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：王翔 专题：联想创新科技大会 新浪科技讯 1月7日上午消息，在2026年国际消费电子展（CES 2026）期间，联想创新科技大会举行， 英特尔CEO陈立武表示，AI正在重塑整个软硬件市场的格局，通过不断迭代，提升用户的日常生活体 验。英特尔与联想一直致力于打造极致AI PC体验。 本次CES，英特尔与联想一起 ...