全球最贵的护城河，这一周出现了三个裂缝

from Marisa Wu · AI Strategy · host Marisa Wu

英伟达的市值超过$4万亿，建立在一个前提上：全球所有想用AI的公司，都必须买它的GPU。这个前提，在这一周同时被三家公司从三个方向挑战。OpenAI发布了自己的第一块芯片Jalapeño，专门用来跑AI推理，声称成本比英伟达GPU低50%。Qualcomm花$39亿买下了AI推理优化软件公司Modular，明确说目标是"和英伟达竞争"。Anthropic把Claude直接装进了Slack，让企业员工在自己的工作流里完成AI任务，不需要额外的英伟达算力接口。三件事，三条绕路。它们没有一个直接攻击英伟达，但都在悄悄问同一个问题：有没有可能，做AI不完全靠英伟达？ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jul 1, 2026

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全球最贵的护城河，这一周出现了三个裂缝

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