EPISODE · Apr 15, 2026 · 13 MIN
EP28 · 黄仁勋 / Agents SDK / Project Think · 04.16 早报
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## 今日精讲Jensen Huang on TPU competition, selling chips to China, & Nvidia's supply chain moat [视频]🎯 精讲一：Dwarkesh Patel 对谈黄仁勋，两个半小时把英伟达的真正护城河讲透。黄仁勋提出「电子到 Token 的转换」这个重新定义计算未来的视角：AI 工厂卖的不是算力，而是把电能转成可调用的智能。这场访谈重点讨论了 CUDA 生态和装机量——他认为这是真正的护城河，不是单一代 GPU——以及和 Google TPU、亚马逊 Trainium 等自研 ASIC 的竞争格局、和台积电的供应链长约博弈、以及中美出口管制背景下的中国市场策略。如果你关心 AI 基础设施的底层经济学和未来 5-10 年的半导体竞争格局，这是今天最高信号密度的一条内容。来自 Dwarkesh PatelOp...去小宇宙查看完整单集简介前往小宇宙评论区与主播互动
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EP28 · 黄仁勋 / Agents SDK / Project Think · 04.16 早报
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## 今日精讲Jensen Huang on TPU competition, selling chips to China, & Nvidia's supply chain moat [视频]🎯 精讲一：Dwarkesh Patel 对谈黄仁勋，两个半小时把英伟达的真正护城河讲透。黄仁勋提出「电子到 Token 的转换」这个重新定义计算未来的视角：AI 工厂卖的不是算力，而是把电能转成可调用的智能。这场访谈重点讨论了 CUDA 生态和装机量——他认为这是真正的护城河，不是单一代...
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