EPISODE · Mar 18, 2026 · 3 MIN
1万亿美元的订单墙：NVIDIA 的「代理化」算力税与后模型时代的生存法则
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1万亿美元的订单墙：NVIDIA 的「代理化」算力税与后模型时代的生存法则：在 2026 年 GTC 开发者大会的第三日，黄仁勋用一个极其具体且略显冷酷的数字，为过去三年的 AI 狂热定下了新的基调：1 万亿美元。这不是对未来的虚无预测，而是 Blackwell 与新一代 Vera Rubin 架构在 2027 年…
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1万亿美元的订单墙：NVIDIA 的「代理化」算力税与后模型时代的生存法则
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