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【黄仁勋：美国四大公有云供应商今年已购买360万块Blackwell AI芯片】财联社3月19日电，英伟达CEO黄仁勋表示，美国四大公有云供应商——亚马逊、微软、Alphabet Inc.旗下谷歌和甲骨文——去年购买了130万块英伟达老一代的Hopper AI芯片。他表示，2025年迄今，这一阵营已购买360万块Blackwell AI芯片。预计2028年数据中心资本支出规模将突破1万亿美元。

黄仁勋在GTC 2025大会上发表主题演讲，宣布英伟达将从生成式AI迈向代理式AI，最终走向物理AI（机器人）时代。他强调AI扩展定律加速发展，计算需求激增。 美国四大云服务商2024年购买了130万块Hopper芯片，2025年购买了360万块Blackwell芯片，预计2028年数据中心资本支出将突破1万亿美元。

英伟达 GTC 大会已经成了 AI 界超级碗，没有剧本也没有提词器，中途黄仁勋被线缆卡住，反而是这场高浓度 AI 发布会里最有人味的片段，在当今提前基本提前彩排或录播的科技发布会里已经很稀缺了。

刚刚，黄仁勋再次发布了全新一代核弹级 AI 芯片，不过这场发布会的还有个隐藏主角——DeepSeek。 由于智能体 AI（Agentic AI）和推理能力的提升，现在所需的计算量至少是去年此时预估的 100 倍。

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Huang is kicking off the company's AI conference with a two-hour-long keynote later today. Follow our live coverage here.