Rohan Paul· @rohanpaul_ai · X·· 4 小时前AI 评分41
AI 导读
黄仁勋表示，在需求超过产能的前提下，模型速度翻倍（如通过软件或 kernel 优化）就能让 AI 实验室收入翻倍。推理收入等于服务的 token 数乘以每个 token 的价格，更快的 kernel 能在同样的 GPU、功耗和机房条件下提升每秒 token 数。若每个新增 token 都能按现价卖出，2 倍加速即可在零新增资本开支下实现收入翻倍。
正文 · 原文
Jensen Huang says doubling model speed (e.g. with software or kernel optimization) doubles an AI lab’s revenue, which holds only while demand outruns capacity.
Inference revenue is tokens served multiplied by the price of each token.
Faster kernels raise tokens per second on the same GPUs, the same power, and the same building.
If every extra token finds a buyer at today’s price, a 2x speedup does double revenue with zero new capex. https://x.com/wallstengine/status/2115413873348280709/video/1
来源：Rohan Paul · x.com