[{"data":1,"prerenderedAt":644},["ShallowReactive",2],{"page-/post/nezus/2026/07/post-20260706-d12be3":3,"pages-grouped-only":165,"surrounding-page":639},{"id":4,"title":5,"author":6,"body":7,"date":154,"description":13,"extension":155,"group":156,"lastmod":157,"meta":158,"navigation":159,"path":160,"rawbody":161,"seo":162,"showTitle":157,"sort":157,"stem":163,"tags":157,"versions":157,"__hash__":164},"content/post/nezus/2026/07/post-20260706-d12be3.md","黄仁勋最重磅的新品，跳票了","storytelling",{"type":8,"value":9,"toc":145},"minimark",[10,14,17,20,23,28,31,38,41,48,52,59,65,68,74,78,81,84,90,93,97,100,106,112,115,121,124,127,133,136,139],[11,12,13],"p",{},"三个月前，黄仁勋在 GTC 2026 的舞台上意气风发地举起 Kyber NVL144。",[11,15,16],{},"那是 NVIDIA 下一代 AI 超级芯片的代表作，被寄予厚望的 Rubin Ultra 旗舰。",[11,18,19],{},"全场掌声雷动。",[11,21,22],{},"没人能想到，短短三个月后，这颗\"核弹\"直接炸在了自己手里。",[24,25,27],"h2",{"id":26},"gtc-上的高光时刻成了最大的讽刺","GTC 上的高光时刻，成了最大的讽刺",[11,29,30],{},"今年 4 月的 GTC 大会上，黄仁勋用他一贯的激情向世界展示了 Kyber NVL144。",[11,32,33,37],{},[34,35,36],"strong",{},"四个芯片 Die 合封","的恐怖规格、NVL72x2 背靠背机架架构，每一个参数都在宣告： NVIDIA 依然是 AI 芯片领域不可撼动的王者。",[11,39,40],{},"华尔街的分析师们连夜上调目标价。",[11,42,43,44,47],{},"但现在回头看，那更像是一场",[34,45,46],{},"过于乐观的预演","。",[24,49,51],{"id":50},"_12-个月的延期不止是技术问题","12 个月的延期，不止是技术问题",[11,53,54,55,58],{},"根据 SemiAnalysis 的独家爆料， Kyber NVL144 已经",[34,56,57],{},"延期超过 12 个月","，交付时间直接推到了 2028 年。",[11,60,61,62,47],{},"更要命的是，最初规划的",[34,63,64],{},"四 Die 版本已被彻底取消",[11,66,67],{},"取而代之的是一个\"缩水版\"——规模砍半，实际性能也大概只有原计划的一半。",[11,69,70,71,47],{},"这不再是简单的进度延误，而是架构层面的",[34,72,73],{},"重大路线修正",[24,75,77],{"id":76},"nvl72x2-机架直接消失在了路线图上","NVL72x2 机架，直接消失在了路线图上",[11,79,80],{},"另一个被砍掉的重头戏是 NVL72x2 背靠背机架架构。",[11,82,83],{},"这套架构原本是 Rubin Ultra 扩展能力的核心——通过双机架互联来突破单机架的算力天花板。",[11,85,86,87,47],{},"但现在，这个方案",[34,88,89],{},"已经从路线图上消失了",[11,91,92],{},"这意味着 Rubin Ultra 的 Scale-up 扩展域被大幅限制，系统级性能天花板直接下移了一个档次。",[24,94,96],{"id":95},"cuda-护城河正在悄悄干涸","CUDA 护城河，正在悄悄干涸",[11,98,99],{},"SemiAnalysis 的报告中还有一段耐人寻味的数据。",[11,101,102,103,47],{},"目前最成功的 AI 编程助手 Claude Code ，",[34,104,105],{},"大量推理任务跑在亚马逊的 Trainium 芯片上",[11,107,108,109,47],{},"而 Claude 模型的训练，用的则是",[34,110,111],{},"谷歌的 TPU",[11,113,114],{},"放在一年前，这是不可想象的。",[11,116,117,118],{},"TPU 和 Trainium 正在以惊人的速度蚕食原本属于 NVIDIA 的地盘。",[34,119,120],{},"CUDA 生态的护城河，正在被一块一块地填平。",[24,122,123],{"id":123},"对手不等人",[11,125,126],{},"AMD 的 MI450 系列步步紧逼，谷歌 TPU v7 Ironwood 蓄势待发，亚马逊 Trainium3 即将量产。",[11,128,129,130,47],{},"NVIDIA 在制造执行层面的失误，正在给它最不愿意看到的对手们",[34,131,132],{},"送上一份大礼",[11,134,135],{},"黄仁勋常说\"NVIDIA 离倒闭只有 30 天\"。",[11,137,138],{},"这次 Kyber 的跳票，或许比以往任何时候都更接近那个假设。",[11,140,141,144],{},[34,142,143],{},"封面高亮关键词",": NVIDIA Kyber 跳票, Rubin Ultra 延期 2028",{"title":146,"searchDepth":147,"depth":147,"links":148},"",2,[149,150,151,152,153],{"id":26,"depth":147,"text":27},{"id":50,"depth":147,"text":51},{"id":76,"depth":147,"text":77},{"id":95,"depth":147,"text":96},{"id":123,"depth":147,"text":123},"2026-07-06T00:00:00.000Z","md","#202607AI资讯",null,{},true,"/post/nezus/2026/07/post-20260706-d12be3","---\ntitle: \"黄仁勋最重磅的新品，跳票了\"\ndate: 2026-07-06\ngroup: \"#202607AI资讯\"\ndescription: \"三个月前，黄仁勋在 GTC 2026 的舞台上意气风发地举起 Kyber NVL144。\"\nauthor: storytelling\n---\n\n\n三个月前，黄仁勋在 GTC 2026 的舞台上意气风发地举起 Kyber NVL144。\n\n那是 NVIDIA 下一代 AI 超级芯片的代表作，被寄予厚望的 Rubin Ultra 旗舰。\n\n全场掌声雷动。\n\n没人能想到，短短三个月后，这颗\"核弹\"直接炸在了自己手里。\n\n## GTC 上的高光时刻，成了最大的讽刺\n\n今年 4 月的 GTC 大会上，黄仁勋用他一贯的激情向世界展示了 Kyber NVL144。\n\n**四个芯片 Die 合封**的恐怖规格、NVL72x2 背靠背机架架构，每一个参数都在宣告： NVIDIA 依然是 AI 芯片领域不可撼动的王者。\n\n华尔街的分析师们连夜上调目标价。\n\n但现在回头看，那更像是一场**过于乐观的预演**。\n\n## 12 个月的延期，不止是技术问题\n\n根据 SemiAnalysis 的独家爆料， Kyber NVL144 已经**延期超过 12 个月**，交付时间直接推到了 2028 年。\n\n更要命的是，最初规划的**四 Die 版本已被彻底取消**。\n\n取而代之的是一个\"缩水版\"——规模砍半，实际性能也大概只有原计划的一半。\n\n这不再是简单的进度延误，而是架构层面的**重大路线修正**。\n\n## NVL72x2 机架，直接消失在了路线图上\n\n另一个被砍掉的重头戏是 NVL72x2 背靠背机架架构。\n\n这套架构原本是 Rubin Ultra 扩展能力的核心——通过双机架互联来突破单机架的算力天花板。\n\n但现在，这个方案**已经从路线图上消失了**。\n\n这意味着 Rubin Ultra 的 Scale-up 扩展域被大幅限制，系统级性能天花板直接下移了一个档次。\n\n## CUDA 护城河，正在悄悄干涸\n\nSemiAnalysis 的报告中还有一段耐人寻味的数据。\n\n目前最成功的 AI 编程助手 Claude Code ，**大量推理任务跑在亚马逊的 Trainium 芯片上**。\n\n而 Claude 模型的训练，用的则是**谷歌的 TPU**。\n\n放在一年前，这是不可想象的。\n\nTPU 和 Trainium 正在以惊人的速度蚕食原本属于 NVIDIA 的地盘。**CUDA 生态的护城河，正在被一块一块地填平。**\n\n## 对手不等人\n\nAMD 的 MI450 系列步步紧逼，谷歌 TPU v7 Ironwood 蓄势待发，亚马逊 Trainium3 即将量产。\n\nNVIDIA 在制造执行层面的失误，正在给它最不愿意看到的对手们**送上一份大礼**。\n\n黄仁勋常说\"NVIDIA 离倒闭只有 30 天\"。\n\n这次 Kyber 的跳票，或许比以往任何时候都更接近那个假设。\n\n**封面高亮关键词**: NVIDIA Kyber 跳票, Rubin Ultra 延期 2028",{"title":5,"description":13},"post/nezus/2026/07/post-20260706-d12be3","F-xPMfz9k72jjvW0_5ox3NHvYDYpvKuVaqPo3hhQrCM",[166,171,175,179,183,188,191,196,200,204,208,213,217,221,225,229,233,238,243,247,251,255,259,264,268,272,281,285,286,290,295,299,303,307,311,316,322,327,331,335,339,344,348,352,357,361,365,369,373,378,382,387,391,395,399,404,408,412,417,421,425,429,433,438,442,446,451,455,459,464,468,472,476,480,484,489,493,497,501,506,510,514,518,523,527,531,535,539,544,548,552,556,560,565,569,576,582,587,592,597,602,607,612,617,622,627,633],{"id":167,"path":168,"title":169,"date":170,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/2026-7-16.md","/post/nezus/2026/07/2026-7-16","2026年7月16日下午，台积电法说会上传出一个数字，让全球半导体圈炸了锅。","2026-07-17T00:00:00.000Z",{"id":172,"path":173,"title":174,"date":170,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/anthropic-ai.md","/post/nezus/2026/07/anthropic-ai","一个周末干掉四年：Anthropic 用 AI 两周搬完百万行代码，工程师沉默了",{"id":176,"path":177,"title":178,"date":170,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/google-20.md","/post/nezus/2026/07/google-20","欧盟一纸裁决，Google 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把你的仓库打包上传了",{"id":226,"path":227,"title":224,"date":228,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/grok-cli-bug-done-xai.md","/post/nezus/2026/07/grok-cli-bug-done-xai","2026-07-14T00:00:00.000Z",{"id":230,"path":231,"title":232,"date":228,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/seedream-5-0-ai.md","/post/nezus/2026/07/seedream-5-0-ai","字节跳动Seedream 5.0：圈一下图片就改了，AI修图进入点选时代",{"id":234,"path":235,"title":236,"date":237,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/post-20260712-ddc9a8.md","/post/nezus/2026/07/post-20260712-ddc9a8","欧盟强推Chat Control 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花了一年打造的\"设计师灵魂\"，被一个 GitHub 仓库扒光了","2026-07-08T00:00:00.000Z",{"id":265,"path":266,"title":267,"date":263,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/meta-muse-image-video.md","/post/nezus/2026/07/meta-muse-image-video","扎克伯格掏出\"超级智能实验室\"第一张牌：30亿用户的社交数据，终于杀进了AI生图战场",{"id":269,"path":270,"title":271,"date":263,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/ms-mai-copilot.md","/post/nezus/2026/07/ms-mai-copilot","微软悄悄把OpenAI踢出局：Copilot正在用自研模型\"省钱\"，但你花的钱一分不少",{"id":273,"path":274,"title":275,"date":263,"tags":276,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/yc-ceo-37k-ai-code-bloat.md","/post/nezus/2026/07/yc-ceo-37k-ai-code-bloat","每天部署37000行代码，YC CEO的\"AI神迹\"被一个波兰程序员扒光了",[277,278,279,280],"AI","代码质量","YC","Garry Tan",{"id":282,"path":283,"title":284,"date":154,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/ai-1-6-gpt.md","/post/nezus/2026/07/ai-1-6-gpt","美团扔出一颗AI核弹：1.6万亿参数，代码能力碾压GPT",{"id":4,"path":160,"title":5,"date":154,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},{"id":287,"path":288,"title":289,"date":154,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/x-ai.md","/post/nezus/2026/07/x-ai","X 悄悄对 AI 敞开了大门，然后呢？",{"id":291,"path":292,"title":293,"date":294,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/30-2700.md","/post/nezus/2026/07/30-2700","AI Agent自主完成全球首例勒索攻击","2026-07-04T00:00:00.000Z",{"id":296,"path":297,"title":298,"date":294,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/ai-agent.md","/post/nezus/2026/07/ai-agent","万亿砸下去，AI Agent 还是没跑起来",{"id":300,"path":301,"title":302,"date":294,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/ai-ai.md","/post/nezus/2026/07/ai-ai","AI的身份证来了：网信办首次为AI服务设立专章",{"id":304,"path":305,"title":306,"date":294,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/anthropic-steganography-china.md","/post/nezus/2026/07/anthropic-steganography-china","Anthropic用隐写术识别中国用户：口口声声说AI安全的公司，背地里给你的代码下毒",{"id":308,"path":309,"title":310,"date":294,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/nvidia-rubin-ultra-cancelled.md","/post/nezus/2026/07/nvidia-rubin-ultra-cancelled","NVIDIA Rubin Ultra取消性能腰斩",{"id":312,"path":313,"title":314,"date":315,"tags":157,"group":156,"lastmod":157,"author":6,"sort":157},"content/post/nezus/2026/07/keyboard.md","/post/nezus/2026/07/keyboard","Acti把AI 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