虎嗅·商业有味道

黄仁勋,终于站队了

July 27, 2026·10 min
Episode Description from the Publisher

黄仁勋发了他人生第一条推文。这家掌管几万亿美元公司的人,几十年没在社交媒体上说过话。过去我们看到黄仁勋,是通过GTC演讲、皮衣签名、夜市、国家高层会面。结果呢?7月24日,他突然出现在X上发声。更让人意外的是内容。推文内容没聊Blackwell,没提GB300,没给任何硬件带货,却公开给开源AI站台。一个GPU公司的CEO,人生第一条推文,不谈GPU。这事挺反常的。在开源与闭源打得不可开交的今天,这位向来两不相帮的芯片巨头,第一次明确选了边。00:00:49 沉默几十年,突然开口00:02:29 不谈硬件,只谈开源00:04:39 拉上20多家公司,签了一份名单00:06:24 缺席的人,比到场的更说明问题00:07:48 从卖GPU到定规则00:08:44 大模型告别青春期

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