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英伟达 CEO 黄仁勋的全球 AI 推广之旅再添一站。在哈萨克斯坦首都举办的 Alem.AI 活动上,黄仁勋与该国人工智能与数字发展部长 Zhaslan Madiyev 同台对话,力主这个以石油、天然气和铀矿闻名的中亚国家借助 AI 实现经济转型。他给出的核心命题相当直白:与其只做能源出口国,不如把能源转化为智能,再出口智能。
从卖能源到卖算力:中亚国家的转型叙事
黄仁勋在演讲中表示,哈萨克斯坦不应停留在“仅仅出口能源”的阶段,而可以通过建设 AI 算力基础设施,将丰富的自然资源转化为数字时代的核心资产——智能算力,进而向周边市场输出。这一说法与英伟达近两年在全球反复强调的“AI 工厂”叙事一脉相承:电力是 AI 时代的燃料,拥有廉价电力的国家天然具备发展算力经济的优势。
对于哈萨克斯坦而言,这一叙事颇具吸引力。该国是传统的资源型经济体,矿产、能源在经济结构中占比很高。Madiyev 在活动中提出,物理 AI(Physical AI)有望提升采矿业等实体产业的效率,黄仁勋对此表示认同,并评价哈萨克斯坦具备将 AI 为己所用所需的雄心。所谓物理 AI,指能够理解并与物理世界交互的智能系统,在矿山自动化、工业机器人等场景有直接落地空间。
【关键数据】
- 欧洲 AI 投入: 约 20 亿美元(此前巡回行程中宣布)
- 行程周期: 近两周覆盖欧洲及中亚多站(本次为最新一站)
- 本地投资: 参投初创公司 Higgsfield AI,金额未披露
投资与签约:推销之外的实质动作
巡回演讲之外,英伟达在此次行程中也留下了实质性的商业足迹。活动期间,公司宣布对本地 AI 视频与图像生成初创公司 Higgsfield AI 投资一笔未披露金额的资金。Higgsfield AI 主要面向创意内容生成领域,属于生成式 AI 应用层创业公司,英伟达此举可视为在新兴市场提前卡位生态伙伴。
此外,黄仁勋还出席了一个此前已公布的数据中心项目签约仪式。数据中心是英伟达算力版图的物理载体,从欧洲到中亚,此类签约正成为其全球巡回的标配环节。行程中一个轻松的注脚是,黄仁勋获赠柔道荣誉黑带,为这场密集的商业推广增添了几分外交色彩。
算力外交:英伟达的全球下沉策略
从近两周的行程看,黄仁勋的推广路线正在从传统的北美、西欧核心市场向新兴经济体延伸。中亚、中东等能源富集地区正成为 AI 算力版图的新变量——这些地区电价低廉、政府推动意愿强,但本土芯片和软件生态薄弱,恰好构成英伟达 GPU 加硬件生态的天然销售场景。
对英伟达而言,在头部云厂商需求趋于饱和的预期下,开拓主权 AI 与新兴市场算力需求,是维持增长曲线的重要支点。哈萨克斯坦一站的信号很明确:AI 基础设施的全球竞赛,正在从少数科技巨头之间,扩散为一场涉及能源、政策与地缘的多元博弈。资源型国家能否真正借 AI 完成经济转型,答案要交给未来几年的落地项目来验证。
出处:Nvidia CEO AI promotional push lands in Kazakhstan
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# Nvidia CEO AI promotional push lands in Kazakhstan
[By Chris Donkin](https://www.mobileworldlive.com/author/chris-donkin/)
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Nvidia CEO Jensen Huang (_pictured_) urged Kazakhstan to use its energy resources as a foundation for AI and backed the idea the technology could help transform the nation’s physical industries.
Huang spoke alongside Kazak Minister of AI and Digital Development Zhaslan Madiyev at the Alem.AI event in the latest stop in a tour involving various events in [Europe promoting the benefits of AI](https://www.mobileworldlive.com/nvidia/nvidia-plans-to-splash-2b-on-european-ai-deals/) and discussing Nvidia’s plans over the last two weeks.
The executive noted rather than “just exporting energy”, the natural resource-rich nation could “transform energy into intelligence and export intelligence”.
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Huang agreed with the minister’s view physical AI could boost mining and other industries.
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The Nvidia executive backed Kazakhstan as having the necessary ambition to employ AI to its benefit.
During the event, Nvidia announced it invested an undisclosed sum in local AI video and image creation start-up Higgsfield AI.
Huang also participated in a signing ceremony for an already-announced data centre project.
Nvidia noted Huang had been presented with an honorary black belt in Judo during the trip.
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