黄仁勋称"物理AI的ChatGPT时刻"即将到来。 北京时间1月6日，美国拉斯维加斯，在全球"科技春晚"——国际消费电子展（CES）展会现场，英伟达 创始人兼CEO黄仁勋发表主题演讲。他以"计算行业的双重重启"为核心，同时发布Vera Rubin AI超级计 算机、Alpamayo自动驾驶AI等一系列突破性产品与技术，并宣布与西门子、Palantir、ServiceNow等行 业巨头的深度合作。 双重平台转移重塑计算核心，10万亿美元基础设施迎来AI转型 黄仁勋在演讲中指出，计算机行业正经历每10—15年一次的历史性变革，且首次出现"双平台转移"叠 加：一方面，应用程序全面构建于AI之上，开发者不再单纯编程而是训练软件，计算核心从CPU转向 GPU；另一方面，软件的研发与运行逻辑被彻底重构，AI能够理解上下文并实时生成内容，取代了传 统预编译运行模式。 这一变革驱动着全球约10万亿美元的计算基础设施向AI化转型，数千亿美元风险投资涌入AI领域，价 值100万亿美元的全球产业正将研发预算向人工智能倾斜。黄仁勋强调："从传统IT向AI的现代化转型， 正是行业创新的资金源泉，也让AI成为驱动所有产业升级的核心引擎。 ...

文 | 大模型之家 北京时间1月6日凌晨，英伟达CEO黄仁勋CES 2026的开幕演讲中，系统阐述了他对人工智能产业演进 的最新判断，并正式发布了全新一代Vera Rubin计算架构。这一架构涵盖CPU、GPU、互连、网络、存 储与系统级设计，被英伟达定义为面向"下一阶段AI前沿"的基础设施平台。 在这场演讲中，黄仁勋并未将重点放在某一具体应用或模型能力上，而是反复强调一个核心命题：人工 智能正在引发一次覆盖整个计算产业的结构性重置，而英伟达的角色，是为这场重置提供底层工具与系 统能力。 AI走向"平台化"， 英伟达要做底层"卖铲人" 黄仁勋对AI市场的判断，延续了他一贯的"平台论"视角。他表示，计算产业每隔10到15年就会发生一次 底层重置：从大型机到PC，从互联网到云计算，再到移动计算。每一次重置，应用形态都会随之改 变，产业价值链也会重新分配。 但AI的特殊之处在于，它并不是单一平台的替代，而是两次平台迁移同时发生。 第一层迁移，是应用本身的重构。应用不再是被"编写"的，而是被"训练"的；不再是预设流程，而是在 运行时根据上下文实时生成每一个token、每一个像素。AI不再是应用，而是应用赖以生存的底座 ...

Core Viewpoint - The computing industry is undergoing a historic transformation characterized by a "dual platform shift," with AI becoming the core driver of innovation and investment across various sectors [3][4]. Group 1: Dual Platform Shift - The computing industry is experiencing a significant change every 10-15 years, marked by a dual platform shift where applications are built on AI, and the core computation moves from CPU to GPU [3]. - AI is fundamentally restructuring software development and operational logic, enabling real-time content generation and understanding of context [3]. - Approximately $10 trillion in global computing infrastructure is transitioning towards AI, with billions in venture capital flowing into the AI sector [3]. Group 2: Key Technological Breakthroughs - The Vera Rubin AI supercomputer has been launched to address the exponential growth in AI model size and inference token requirements, featuring a design that integrates six custom chips [5][6]. - Open model ecosystems are rapidly emerging, with models like DeepSeek R1 gaining traction and closing the gap with leading models through rapid iteration [6]. - Agentic systems, capable of reasoning and planning, are expected to be fully mainstream by 2025, transforming software programming practices [6]. - The "ChatGPT moment" for physical AI is approaching, with the Cosmos model enabling realistic simulations for robotics and autonomous driving [6]. - The Alpamayo autonomous driving AI has achieved "thinking driving," capable of making decisions and explaining actions, set to debut in vehicles in the US, Europe, and Asia [6]. Group 3: Industry Collaboration and Ecosystem - Strategic partnerships with companies like Siemens and Palantir aim to integrate AI into various industrial processes, addressing labor shortages and automation needs [8]. - The AI ecosystem is expanding across robotics, with applications in consumer, industrial, and medical fields, showcasing the versatility of AI technologies [8]. - Nvidia's mission is to create a comprehensive AI platform that allows participation from all sectors, promoting widespread AI innovation [9].