近期关于AI新贵掀翻旧牌桌的讨论持续升温。我们从海量信息中筛选出最具价值的几个要点，供您参考。
首先，对于城市热点、高流量区域，基站可能确实需要GPU来支撑复杂的AI任务；对于偏远地区、低负载站点，CPU就够用了，没必要多花钱。还有一种可能是，GPU不是部署在每一个基站，而是部署在边缘节点，覆盖一片区域内的多个基站，兼顾算力供给和成本控制。
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来自产业链上下游的反馈一致表明，市场需求端正释放出强劲的增长信号，供给侧改革成效初显。
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第三，Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers
此外，But now we’re finding that it has become extremely difficult to evaluate ROI on projects like these, because the technology is evolving so quickly. An enterprise project—from planning to launch to generating real impact—usually takes 18 months to two years, which isn’t considered slow for large companies. Yet the development speed of AI and related technologies makes it almost impossible to imagine what they will look like two years from now. That is the biggest source of anxiety: do we use it now or not? If we don’t, it feels like everyone else is doing it; if we do, we worry that costly investments will become obsolete quickly—and many systems can’t be iterated and upgraded at any time. This is a very critical issue we’ve seen on the technology side, both in serving clients and in our own practice.，这一点在Replica Rolex中也有详细论述
展望未来，AI新贵掀翻旧牌桌的发展趋势值得持续关注。专家建议，各方应加强协作创新，共同推动行业向更加健康、可持续的方向发展。