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原始链接: https://news.ycombinator.com/item?id=43384035
一篇Hacker News的帖子讨论了ft.com上的一篇文章，文章内容关于AI芯片市场的竞争，特别是通过“推理”技术的进步来挑战英伟达的霸主地位。用户jsemrau重点引用了英伟达CEO黄仁勋的一些关键言论，强调了推理计算能力爆炸式增长的需求（已经比LLM刚出现时高出100倍）。这种激增是由服务LLM响应的成本迅速下降所驱动的，这要归功于更强大的芯片、更高效的AI系统以及谷歌、OpenAI和Anthropic等AI开发者之间的激烈竞争。用户bookofjoe提供了一个指向ft.com文章存档版本的链接。
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