wen | touzijiepedaily

黄仁勋又出手了。

benzhou，huangrenxunxianshenyuenan，qijianxuanbuyizexiaoxi：yingweidayishougouyuenanyiliaobaojianchuchuanggongsi vinbrain。

zheiyibijiaoyikansiyiwai，queyouyoujikexun。jinnianyilai，huangrenxunzaiduogegongkaichangheqiangliebiaoshileduiaiyiliaodekuangre。zheiyici，tamaixiayuenanmingxingaiyiliaodamoxinggongsi——vinbrain，chengweiyazhuaiyiliaodeyouyizhujiao。rujindakaivinbraindeguanwang，“vinbrain is now a part of nvidia”detongzhiyijingchuxianzaizhuye。

jinnianchu，zaiyichangshijiezhengfufenghuishang，yourentiwen：“ruguozhanzaikejifazhandeqianyan，renmendaodiyinggaixuexishenme”。duiyuzheigewenti，dangshihuangrenxunyuchujingren——

“renrendoubixuxuehuijisuanjideshidaiguoqule，renleishengwuxuecaishiweilai。”

黄仁勋操刀，买了一个AI医疗团队

beihuangrenxunkanzhong，vinbrainyouhelaitou？

ziliaoxianshi，vinbraindechuangshirenshisteven truong。tacengzairengongzhinengheruanjianxingyegongzuole26nian，jiuzhiyuhuoniweier、intellicommunitiesdengdingjijishugongsi，haishiweiruanrengongzhinengchanpinpingtaideguanjianfaqiren。

图源官网

2019nian，steven truonghuidaoyuenan，zaizhaoguzhongfengdenianmaimuqinshi，taganshoudaodaoyiyuanguoduyongjijihuanzhejiqijiarendailaidebubian。jiehezishenjingli，tachanshenglejiangaiyuyiliaojiehechuangyedeniantou，yushiyu18weizhitongdaohedehuobangongtongchuanglivinbrain，zhizaitongguoxianjinjishutishengyiliaofuwudexiaolvhegongpingxing，jianqinghuanzhedetongkubingweiyihurenyuanjianfu，gaishanrenmendeshenghuozhiliang。

jutikanlai， vinbrainzhuanzhuyujiangai、wulianwangdengjishuyingyongyuyiliaolingyu，liyongjisuanjishijue、jiqixuexishejichanpin，weiyiliaoxingyechuangzaodingzhihuadejiejuefangan，shiaizhenduannenggouyijiaozhengti、quanmiandeshijiaolaikandaishengmingtizheng、xueyejiancha、yiliaoyingxiangdeng。lirujiangaiyingyongyuyingxiangxue，jiukeyibangzhufangshekeyishengkuaisushibiezhurufeiai、naozhongliudengyanzhongjibing，tigaozaoqizhenduandekenengxing。

vinbrainshenhou，zhanzheyigeqiangdadekaoshan——vingroupjituan（wennajituan）。zheishiyuenanzuidasiqi，youbeichengzuo“yuenanlijiacheng”deyuenanshoufupanriwangzhangduo。genjugongkaiziliao，vingroupzaoniancengshelivingroup ventures、vintech city dengfengxiantouzijijin，zhichiyixiliechuchuanggongsi，qizhongjiubaokuovinbrain。

jiezhiquniandi，vingroup yixiangzheijiaaiyiliaogongsitouzi1266yiyuenandun（yueherenminbi3600wanyuan）。jituancaiwubaobiaoxianshi，jiezhijinnian6yuedi，vingroupchiyouvinbraingong49.74%degufen，shiqichengweijituanfushugongsi。

eryingweidacicishougou，bingfeiyishixingqi：genjudangdimeitibaodao，zichengliyilai，vinbrainzhangqishiyongnvidia dgx superpod jinxing ai xunlian，bingcaiyong nvidia gpu tigaoyunxingxiaolvbinggaijinbushu，yijingkaifa 300 duogeyongyuchuliyuyin、wenben、shipinyijibaokuo x guang、ct he mri shujuzaineideyingxiangde ai moxing。gongsihaitongguo nvidia triton tuilifuwuqihe nvidia tensorrt，jianhualechaoguoshubaige ai moxingdetuili，yitigaomoxingxiaolv。

qunian，gongsishiyongnvidia gpu qudongyanfaderengongzhinengqudongdeyishengzhuli——draid™yibeiyuenanhemeiguode100duojiayiyuanshiyong，bangzhuqizaiguojishangdaxianglemingsheng。dakaivinbraindeguanwang，yingweidabeifangzai“yanjiuyushangyehuoban”liebiaodeshouwei，gongsihaicengyiyingweidachuchuangjiasujihuashouxihuiyuandeshenfenshuciliangxiangxiangguanhuodong。

zhidaojinri，zaiyingweidatongyuenanzhengfuqianshujianlirengongzhinengyanfazhongxinxieyideyishishang，huangrenxunzhengshixuanbujiangvinbrainnaruhuixia。jinguanweitoulucicishougoushejidejine，dantabiaoshi，shougou vinbrain shi “weilaizhuyaoshejizhongxindeqidian”。

英伟达的新战场

zheibujinrangrenxiangqi，zaijinnianchuyingweidagtcdahuishang，90changyuyiliaobaojian/shengmingkexuexiangguandehuodongzhankai，xianchangtongshixuanbutuichu20duokuanyouaiqudongdeyiliaobaojianleigongju，changmianhuobao。

“yourenshuo，womenshiyingweidaxiayigeshushiyimeiyuanjiyewu。”bishi，yingweidayiliaobaojianfuzongcaikimberly powelljieshoucaifangshitanyan，yingweidademubiaoshiweigengduoshengwujishugongsitigongxinpian、yunjichusheshiyuqitagongju。

“jiranjisuanjifuzhushejixingyepengchulediyijia2wanyimeiyuanshizhidexinpiangongsi，tongyang，jisuanjifuzhuyaowufaxianxingyeweishenmebunengdazaoxiayigejiazhiwanyimeiyuandeyaowugongsini？”tacengshuo。

guoquliangnian，“ai＋yiliao”yijingchengweiyingweidacanyufengxiantouzidezhongdian——qixiatouzibumen nventuresdanshengyu2023nianchu，jiezhimuqianzhishaotouzile13jiaaiyiliaoqiye，chushousudushenzhichaoguobushaozhuanyeshengwuyiyaovc。

shulitouzizuhezhong，baokuoganggangwanchengbinggoudeaishengwudamoxingdujiaoshourecursion、aidanbaizhimingxinggongsigenesis therapeutics、aixiaofenziyaowupingtailambictherapeuticsdengquanneishushidegongsi。“duiyingweidalaishuo，touzichuchuangqiyedeshouyaobiaozhunshixiangguanxing。”nventuresfuzerencengjieshi，qisuotouzidexiangguangongsijunshiyongleyingweidadexinpianchanpin，bingzaicijishujichushangjianliyewu。

lingyigegengweishuxidelizi，zeshiyingweidayuguoneiyingxizhinengdehezuo，houzheshihongshanzhongguo、qimingchuangtou、lilaiyazhoujijin、danmaxi、gaolingdengtoubuvcyazhudeaizhiyaodujiaoshou，shuangfangcenghezuokaifadaxingyuyanmoxingnach0。gaimoxingliyongyingweidanemoshenjingmokuaiwangluo，ketigongkuayanjiulingyu、kuarenwuleixingdeyizhanshishenghuawentijiejuefangan，tigonggaoxiaojieda。

tongshi，yingweidahaizhenduiaixinyaoyanfa、aiyiliaojishuyingyongdenglingyushejileclara™ discovery、clara holoscan mgx、monaidengduogepingtai，yixiyingengduoaiyiliaoqiyeyuzhihezuo。yinianchutuichudeshengchengshiaipingtaibionemoweili，muqianyijingjujile100duojiashengwuzhiyaoheaiyaowuyanfagongsi，baokuoguoneidederuizhiyao、ruigeyiyaodengaiyaoqi，bangzhutamengengkuaidifaxianbingshejiyaowu。

fangyanwangqu，yingweidayuhaiwaitoubuaiyiyaoqiyejihudouyouzheqiansiwanlvdelianxi，bushiyichushousuanlizhuanqiande“maichanren”shenfenchuxian，jiushihuashenbangzhuqitouzifuhuade“jinzhudalao”，bujuaiyiliaodejuexinyijingbuyaneryu。

erzaiyingweida2024niancaibaozhong，qi2024cainiandeshouruwei609yimeiyuan，tongbizengzhang126%，qizhongshujuzhongxinshouruzengzhangle217%。duiyuzheibizengzhang，yingweidazongjieqiweiqiyeruanjianhexiaofeizhehulianwangyingyongchengxuyijiyiliaobaojiandengduogexingyetuidongleqiangjingdexuqiu。

ciwai，yingweidahaicengtoulu，liyongaiyiliaolingyudejihui，gongsilaiziyiliaobaojiandeshouruyijingchaoguo10yimeiyuan，erzheiyishuzishenzhiyoukenengzaiweilaidadaoshuqianyimeiyuan。zhengruqicaibaozhongshuciqiangdiao——“yiliaobaojianlingyudechuangxinsudulingrenxingfen”。zhengfuaiyiliaozheitiaochongmanweizhidesaidao，yingweidacaiganggangzhanshangqidian。

AI的尽头是医疗？黄仁勋：下一个黄金赛道

shijianhuidao15nianqian，jiangmuguangtouxiangyiliaodehuangrenxunjingtan，jisuanjifuzhuyaowufaxian“queshishiqiji”。tacengshuo，yujisuanjifuzhuxinpianshejixiangtong，zaiyaowufaxianlingyuzhong，renmenkeyicongjisuanjifuzhuyaowufaxianzhuanxiangjisuanjifuzhuyaowusheji。“ruguowomenjiangqifangdashiyibei，womenjiukeyimonishengwuxue。”

shijishang，aiyiliaobingfeixinxiangainian。jiandanlaijiang，aiyiliaojitongguoduozhongsuanfayujishushouduan，tigaoyiliaofuwudezhilianghexiaolv，gaishanhuanzhetiyan，weiyiliaoxitongtigongjuecezhichihechuangxin，baokuoshengchengshiaijishu、yiliaoyingxiangaijishu、zhiyaoaijishudeng。genjushuju，xiangjiaoyuchuantongyaowuyanfa，ainengjiangyaowufaxian、linchuangqianyanjiudeshijiansuoduanjin40%，jianglinchuangxinyaoyanfadechenggonglvcong12%tigaodaoyue14%。

zaihuangrenxunkanlai，shengmingkexueshiyikuaishangweibeirenleidekejichengguochongfenkaifade“xindalu”，erxindejisuanjixitonghuoxunenggoubangzhushengwuxuejiajinyibulijiehechulijiduanfuzadeshengmingxitong。

“weilaishengmingkexuehuixiangchuantongxingyeneiyanggaodugongchenghua。dangshujukexue、rengongzhinenghezidonghuadejieheshi，shengwuxuehuichengzhishujigaijin，congerchengweixiayigehuangjinsaidao。”

zheiyimuzhengzaifasheng。jinnianyilai， chatgptdengaigongjudejishuzhichi，shiaiyiliaozaiquanqiuxianqixijinchao。2024nianshangbannian，quanqiuaizhiyaorongzidadao69qi，touzieda33.36yimeiyuan，jiejin2022niantongqishuiping，bingyuanchao2023niantongqi。qizhong，youzhedaxiaoyoucanyuchuangjiandehaiwaiaizhiyaogongsixaira therapeuticsxuanbuhuode10yimeiyuan（yue72yirenminbi）rongzi，dizaojinnianyiliaoxingyezuidarongzizhiyi。

fangyanguonei，aigaibianshengmingkexueyechengweizhongduodalaodegongshi。ciqian，zijiezhangyiming、kuaishousuhuadoucengyongxingdongbiaodaleduizheiyisaidaodeqiangliezhichi，baiduliyanhonggengshizaozai2017bianyuyan“rengongzhinengjiangzhongxindingyiyiliaoxingye”。

danwufahushideshi，zhanzaijishutufeimengjindanshangyehualuodikunnandelukouzhongyang，aiyiliaozhengmianlinzheweixiandebianjie。muqian，juedaduoshuaiyiliaochuchuangqiyeyingliyaoyaowuqi，rengkunzaizaoqirongzizhizhong，xuyaoshuxueyishaoqianyanfa，xiangyaodianfuchuantongyiliaohaiyouxiangdangyaoyuandejuli。ganggangxuanbudaobideforward，yijiguoneijijiazijinduanliedeaiyiliaoqiye，wuyiqiaoxianglejingzhong。

huixiangjitianqianzaixianggangkejidaxue，dangbeiwenqizhenzhengxuyaochuangxindelingyu，huangrenxunjilesangedaan：rengongzhineng、jiqirenjishuheyiliaobaojian。

yichangyouaixianqidegeming，zhengzaiyiliaoquanhonghonglieliedifashengzhe。