起原：三言Pro
三言Pro音讯 本年1月底，DeepSeek发布的R1模子对通盘这个词科技圈变成了繁多触动，英伟达更是应声着落16.79%，市值挥发5900亿好意思元，创下好意思国金融史纪录。
英伟达发言东说念主那时默示：“DeepSeek是一项出色的东说念主工智能逾越，亦然测试期间缩放的完好例子。”
尽管英伟达仍是回血，不外其CEO黄仁勋一直未公开酬金此事。
周四，黄仁勋在一场访谈中初度酬金了DeepSeek，他默示投资者对DeepSeek 在东说念主工智能规模获得的施展存在诬蔑，这导致了商场对英伟达股票的诞妄响应。
DeepSeek以低老本高性能激勉关注后，投资者运行质疑科技公司进入多量老本成就AI基础设的必要性。
黄仁勋默示，商场的剧烈响应源于投资者的误读。尽管 R1 的开采似乎减少了对算力的依赖，但东说念主工智能行业仍需苍劲的算力来营救模子后训导处理设施，这些设施能让AI模子在后训导进行推理或瞻望。
“从投资者的角度来看，他们以为宇宙分为预训导和推理两个阶段，而推理即是向 AI 发问独立即得到谜底。我不知说念这种诬蔑是谁变成的，但清爽这种不雅念是诞妄的。”
黄仁勋指出，预训导仍然进攻，但后处理才是“智能最进攻的部分”，亦然“学习处理问题的要道才能”。
此外，黄仁勋还以为R1开源后，寰球规模内展现出的小气令东说念主难以置信，“这是一件极其令东说念主昌盛的事情”。
黄仁勋访谈主要才能实录：
黄仁勋：
What‘s really exciting and you probably saw，what happened with DeepSeek．
The world‘s first reasoning model that’s open sourced，and it is so incredibly exciting the energy around the world as a result of R1 becoming open sourced，incredible．
确凿令东说念主昌盛的是，你可能仍是看到了，DeepSeek发生了什么。宇宙上第一个开源的推理模子，这太弗成想议了，因为R1变成了开源的，寰球齐因此而充满了能量，简直弗成想议。
看望者：
Why do people think this could be a bad thing？I think it‘s a wonderful thing．
为什么东说念主们以为这可能是一件赖事呢？我以为这是一件好意思好的事情。
黄仁勋：
Well，first of all，I think from an investor from an investor perspective，there was a mental model that，the world was pretraining， and then inference.And inference was，you ask an AI question and it instantly gives you an answer，one shot answer．
I don‘t know whose fault it is，but obviously that paradigm is wrong.The paradigm is pre training，because we want to have foundation you need to have a basic level of foundational understanding of information.In order to do the second part which is post training.So pretraining is continue to be rigorous．
The second part of it and this is the most important part actually of intelligence is we call post training，but this is where you learn to solve problems.You have foundational information.You understand how vocabulary works and syntax work and grammar works，and you understand how basic mathematics work，and so you take this foundational knowledge you now have to apply it to solve problems．
最初，我以为从投资者的角度来看，往日存在一种想维模子是，宇宙是事先训导好的，然后是推理。推理即是你问AI一个问题，它立即给你一个谜底，一次性回答。我不知说念这是谁的错，但清爽这种样式是诞妄的。
正确的样式应该是先进行预训导，因为咱们想要有一个基础，你需要对信息有一个基本的交融水平，以便进行第二个部分，也即是后期训导。是以预训导要链接保持严谨。第二部分实质上是智能最进攻的部分，咱们称之为后训导，但这是你学习处理问题的方位，你仍是掌持了基础学问，你剖析词汇是若何责任的，句法是若何责任的，语法是若何责任的，你剖析了基本数学是若何责任的，是以你当今必须左右这些基础学问来处理实质问题……
So there‘s a whole bunch of different learning paradigms that are associated with post training，and in this paradigm，the technology has evolved tremendously in the last 5 years and computing needs is intensive.And so people thought that oh my gosh，pretraining is a lot less，they forgot that post training is really quite intense．
因尔后训导有一系列好多不同的学习样式，在这种样式下，本领在往日五年里获得了繁多的逾越，盘算需求绝顶大，是以东说念主们以为，哦天那，预训导要少得多。然则他们健忘了后训导其实绝顶大。
And then now the 3rd scaling law is ，the more reasoning that you do，the more thinking that you do before you answer a question.And so reasoning is a fairly compute intensive part of.And so I think the market responded to R1 as ‘oh my gosh AI is finished’，you know it dropped out of the sky ，we don‘t need to do any computing anymore.It’s exactly the opposite．
当今第三条缩放定律是，你作念的推理越多，你在回答问题之前想考得越多，推理就会越好，这是一个盘算量绝顶大的经过。因此我以为商场对R1的响应是“哦我的天哪，AI到头了“，就概况它从天而下，咱们不再需要进行任何盘算了，但实质上全齐相悖。
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职守裁剪：石秀珍 SF183