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英伟达的当前困境:从“Token经济学”到“Agent经济学”的叙事危机英伟达的市值能在短短两三年时间里从3000亿美元飙升至3万亿美元,所依赖的核心叙事逻辑就是“Token经济学”:随着大模型参数爆炸式增长,推理成本将呈指数级上升,算力需求将永无止境。

We wanted a scenario where, say, 5 well-placed border points could efficiently represent an area with 5,000 internal points and 10,000 road edges. This would reduce those 10,000 edges to just 5*4/2 = 10 shortcuts for routing through that cluster at a high level – an incredible 1:1000 point ratio and a 30x reduction in edges to consider for the high-level path!

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As part of the investment, OpenAI is launching significant infrastructure partnerships with both Amazon and Nvidia. As in previous rounds, it is likely that a significant portion of the dollar amount comes in the form of services rather than cash, although the precise split was not disclosed.

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