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"title": "微软、辉达联手重塑 AI PC!黄仁勋揭下一代个人电脑与AI代理布局",
"shortTitle": "微软、辉达联手重塑 AI PC!黄仁勋揭下一代个人电脑与AI",
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"description": "微软、辉达在 Windows 发表会谈合作延伸至 AI 代理,从 PC 软硬体走向 AI 基础设施 微软提 MXC 作为代理安全边界,需隔离、可观测性、身分识别与治理 黄仁勋称新 PC 架构投入逾4,000工程人年、1 PFLOPS,测试超过1,200款应用",
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"content": "<p>微软(<a data-symbol-template=\"USS:MSFT:STOCK:COMMON\" href=\"#\">MSFT-US</a>) 与辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 的合作正从传统 PC 软硬体整合,进一步延伸至人工智慧(AI)代理(AI Agent)的运算、安全与治理架构。微软执行长纳德拉(Satya Nadella)与辉达执行长黄仁勋在 10 月 8 日的 Windows 发表会上回顾双方数十年的合作历程,并勾勒 AI 时代个人电脑的发展方向。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6627216/l/67cd4060916659e455c521ba400fb50b.jpg\" alt=\"微软、辉达联手重塑 AI PC!黄仁勋揭下一代个人电脑与AI代理布局\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>黄仁勋指出,辉达的发展与 Windows 密不可分。从 Windows 95、DirectX、GeForce 到 CUDA,双方的合作推动 GPU 从图形处理走向通用加速运算,最终成为现代深度学习的重要技术基础。</p>\n\n<p>纳德拉则将这段合作历程延伸至云端运算与大型语言模型,指出微软 Azure 与辉达的高效能运算合作,也为 OpenAI 建置超级电脑、训练 GPT 模型提供了基础。</p>\n\n<p>不过,这场对话的焦点已不只是 GPU 效能或 PC 硬体升级,而是当 AI 代理开始直接操作档案、应用程式与各种工具,个人电脑、作业系统及云端基础设施必须如何重新设计,才能让代理安全且有效率地执行任务。</p>\n\n<h6><strong>微软、辉达合作从</strong><strong> PC </strong><strong>延伸至</strong><strong> AI </strong><strong>基础设施</strong></h6>\n\n<p>黄仁勋将辉达的发展与 Windows 生态系紧密连结。辉达成立于 1993 年,早期着重 PC 图形运算,随着 Windows 95 推动个人电脑普及,以及 DirectX、Direct3D 让开发者能将 GPU 能力整合至应用程式,双方逐步建立深厚的技术合作关系。</p>\n\n<p>到了 DirectX 8 时代,双方进一步推动可程式化 GPU 技术,让开发者能更灵活地运用图形处理器。这条技术路线后来延伸至 CUDA,使 GPU 得以支援更广泛的平行运算工作负载,并成为深度学习发展的重要基础。</p>\n\n<p>纳德拉则指出,双方的合作并未止步于 PC。微软早期在 Azure 导入高效能运算技术,并与辉达合作运用 InfiniBand 等高速互连技术,为后续的大规模 AI 训练奠定基础,也协助 OpenAI 建置训练 GPT 模型所需的超级电脑。</p>\n\n<p>从 PC 图形运算、GPU 加速、CUDA,到云端超级电脑与生成式 AI,这段合作历程反映出加速运算的角色不断扩大。双方如今希望进一步将这套技术基础延伸至 AI 代理,让电脑不只回应使用者指令,也能自主运用各种工具完成工作。</p>\n\n<h6><strong>AI </strong><strong>代理进入</strong><strong>桌</strong><strong>面环境,安全隔离成关键</strong></h6>\n\n<p>随着代理开始直接操作本机档案、网路、应用程式与外部工具,如何限制其行动范围,成为下一代作业系统的重要课题。</p>\n\n<p>纳德拉在对谈中介绍微软执行容器(Microsoft Execution Containers,MXC),将其定位为代理执行任务时的安全边界。相关架构的目的,是在代理取得必要操作能力的同时,避免其不受控制地存取系统资源。</p>\n\n<p>这套架构不只涉及单一层级的隔离,也涵盖微型虚拟机、虚拟机及 Windows 工作阶段等不同层次。除了限制代理的操作范围,系统还必须具备可观测性,让代理拥有可追踪的独立身分,并将其活动纪录与使用者本人的操作区分开来。</p>\n\n<p>此外,企业还需要整合政策管理、IT 维运、安全监控,以及 Token 使用量与支出的追踪机制。纳德拉强调,代理的执行环境不能只解决技术隔离问题,还必须纳入整体治理架构。</p>\n\n<p>黄仁勋则认为,MXC 将成为下一代 IT 基础设施的重要组成部分。他将其意义类比于 Windows 与 DirectX 对应用程式开发的影响,认为代理若要大规模部署,就必须具备相应的安全与执行基础。</p>\n\n<p>换言之,代理不再只是一般软体中的一项功能,而是能够代表使用者操作系统、存取资源并执行任务的新型运算主体。</p>\n\n<h6><strong>混合</strong><strong>智慧</strong><strong>打破本地与云端界线,</strong><strong>PC </strong><strong>重新定位</strong></h6>\n\n<p>除了安全架构,微软与辉达也看好本地运算与云端 AI 深度整合的发展方向。</p>\n\n<p>纳德拉将这种模式称为「混合智慧」(Hybrid Intelligence)。未来,模型不必固定在本机或云端运作,系统可以根据任务需求调度不同的模型与运算资源,让工作流程在桌面应用程式、本地 AI 模型及云端服务之间流畅切换。</p>\n\n<p>他以创意工作流程为例,说明使用者可以透过 ComfyUI 生成素材,再交由 Blender 进行处理,接着使用 Photoshop 的本地模型强化影像,并搭配云端工具完成后续工作。整个流程横跨多款应用程式与不同运算环境,但不必将本地与云端视为彼此割裂的系统。</p>\n\n<p>纳德拉也指出,未来代理可能成为档案系统最主要的使用者之一。档案系统汇集各种不同类型的内容,是代理执行任务的重要基础,因此必须同时兼顾存取效率与安全性。</p>\n\n<p>他认为,未来的个人电脑将同时服务人类与代理,代理需要能够持续存取使用者的档案与工具,并在不同工作情境中延续任务。</p>\n\n<p>黄仁勋则表示,代理有机会比人类更充分地运用软体功能。使用者通常只熟悉一款应用程式部分功能,但代理可以利用更广泛的工具与功能执行工作;搭配本地硬体加速及云端运算,将有机会进一步提高软体的使用效率。</p>\n\n<p>在硬体方面,黄仁勋将这次产品布局形容为重新设计个人电脑,称相关专案累计投入超过 4,000 个工程人年,目标是将游戏 PC、笔记型电脑、工作站、超级电脑与云端运算能力整合至更一致的架构。</p>\n\n<p>他指出,新架构采用由两颗大型晶片连接而成的长方形超级晶片,运算能力达 1 PFLOPS。辉达也已针对超过 1,200 款应用程式进行测试,涵盖 DirectX、OpenGL 与 CUDA 等不同技术生态系,并完成相关效能、相容性与最佳化测试。</p>\n\n<p>黄仁勋强调,这类 PC 不只是提升传统运算效能,也要让既有应用程式与 AI 工作负载能够在同一平台上运作。他认为,个人电脑仍是人类工作的工具,但未来也将成为个人代理运用各种工具的平台。</p>\n\n<h6><strong>AI</strong><strong>代理代替使用者行动,身分与授权机制不可或缺</strong></h6>\n\n<p>当AI代理逐渐具备代表使用者执行任务的能力,如何建立信任,以及如何界定其权限,将成为下一阶段的重要挑战。</p>\n\n<p>纳德拉认为,代理必须先具备独立身分,并透过隔离机制、活动纪录与监控措施,确保其行为可以追踪。代理的身分识别也必须与使用者本人的身分区分,才能厘清哪些操作是由代理执行,哪些则来自使用者。</p>\n\n<p>在此基础上,使用者才能逐步授予代理代表自己行事的权限。随着代理展现可靠性,使用者可以逐步扩大授权范围;但在信任尚未建立之前,代理应仅取得完成特定任务所需的最低限度权限。</p>\n\n<p>纳德拉进一步提出,未来消费者可能透过保险机制为代理代为行动所涉及的风险定价。虽然 OAuth 等授权协定可以提供技术基础,但当代理开始代表个人执行更复杂的任务,市场仍须建立相应的风险评估与管理机制。</p>\n\n<p>黄仁勋则再次强调,代理的广泛应用仍须仰赖 MXC 与 OpenShell 等技术所涉及的安全隔离、身分识别、可观测性及监控机制,确保代理能在明确的权限范围内执行任务。</p>\n\n<p>对谈最后回到 Windows 的平台角色。纳德拉表示,微软希望让 Windows 生态系持续支援各种应用程式、图形技术、CUDA、OpenGL,以及新一代 AI 工作负载,而不让既有软体与开发框架被新技术淘汰。</p>\n\n<p>黄仁勋则以自己与 Windows 长达 34 年的渊源作结,表示这段合作关系看来还将持续另一个 34 年。</p>\n\n<p>从这场对谈来看,微软与辉达的下一阶段合作,不只是将更强大的 AI 算力带进个人电脑,而是要建立一套能让人类与代理共同使用的运算环境。</p>\n\n<p>当代理开始操作档案、应用程式及云端服务,硬体效能固然重要,但安全隔离、身分管理、权限授予与风险治理,也将成为 AI 个人运算能否普及的关键。</p>\n\n<h6>黄仁勋与微软CEO Satya Nadella对话全文</h6>\n\n<p><em>一、开场:几十年来合作与辉达的 Windows 起点</em></p>\n\n<p>主持人: 我昨晚在 YouTube 上查了两位,发现很少看到你们两位同时站在一个舞台上。我就在想,这两家公司之间的历史已经延续了几十年,你们个人之间的合作也有几十年的累积。 Jensen,你和纳德拉、微软合作时,最喜欢的一段回忆或最有趣的经验是什么?</p>\n\n<p>黄仁勋:辉达的创立,本质上就是因为 Windows。 那是 1992 年底,Windows 3.1 的时代。我们刚开始看到「个人电脑究竟可以成为什么」的愿景。说实话,在那之前我甚至没怎么见过 PC,我主要是在工作站上工作。我们有档案伺服器、有超级计算机,用来做晶片设计。</p>\n\n<p>当时,我和另外几位创办人正在讨论一种未来:也许一台拥有 3D 图形能力的个人电脑,既可以用来玩游戏,也可以成为工作站,还能进行设计。我们的想像就始于这样的世界图景。如果没有 Windows,辉达就不会以今天这种方式被创立。</p>\n\n<p>然后到了 1993 年,我们正式开始,Windows 95 则真正重新定义了这件事。 Windows 95 让 GPU 可以真正连接到个人电脑,而真正让 GPU 发生革命性变化的是 DirectX。 Direct3D 这个 API 让我们第一次可以把 GPU 的能力真正暴露给应用程式。</p>\n\n<p>随后 DirectX 8 出现,我们和微软一起发明了世界上第一代可程式 GPU,也就是可程式着色器。再往后几步,它最终演化成了今天大家熟悉的 CUDA。</p>\n\n<p>所以如果回看辉达的完整发展历程,Windows 一直处于最核心的位置。如果没有 Windows,就不会有 GeForce;没有 GeForce,也就不会有 CUDA;没有 CUDA,Alex Krizhevsky、Ilya Sutskever、Yann LeCun、Andrew Ng 等人,也不会找到那样一台适合做深度学习的电脑;然后才有了今天。</p>\n\n<p>纳德拉: 现在 Jensen 要把一点市值转回给我了。</p>\n\n<p>黄仁勋: 我每天都在转,每天都在转。</p>\n\n<p>纳德拉: Jensen 刚才讲的这段历程确实非常特别。从某种意义上来说,它就是一段计算史。</p>\n\n<p>Jensen 给我最大的启发之一,是他可能是整个产业里对「加速运算究竟能成为什么」这件事坚持最久、最一致的人。 回头看,它的演进轨迹甚至比任何一种单一 PC 形态或晶片架构都更宽广。</p>\n\n<p>我最早的一段记忆,就是我们当时在讨论:在云端,加速运算或 HPC 到底能做到多大?我记得最早的一笔合作之一,就是讨论怎么让 Azure 上的 HPC 做得更大。</p>\n\n<p>黄仁勋: 而且纳德拉是第一个在云端使用 InfiniBand 的人,这件事非常关键。它让我们第一次把超级电脑带给 OpenAI,然后就是大家都知道的事情了。</p>\n\n<p>如果当时我们没有为 HPC 做这些事情,没有建立基于 InfiniBand 的超级计算机,后来 OpenAI 就不会有那台超级计算机去训练 GPT 模型,后面的历史可能都会不一样。人生里很多事情就是这样偶然发生的:我们原本是在做 HPC,然后 Sam 过来问:「你们有算力吗?」我们说:「也许有。」接下来事情就发生了。</p>\n\n<p>纳德拉: 我真正想把功劳给 Jensen 的,是他对这件事长期而一致的判断。他不是在看今天,也不是只看明天,而是把它当成长期结构性趋势。 这也是为什么我们会走到今天这个时刻。</p>\n\n<p>黄仁勋: 然后我们又开始讨论另一件事。我记得非常清楚,我和纳德拉当时在聊:这对 PC 意味着什么?在这一切之后的新时代里,我们要怎么打造一台「完美 PC」?</p>\n\n<p>个人电脑始终是终极工具。对我来说是,对整个世代来说也是。那么,到了 Agent 时代会发生什么事?当 Agent 就在你的电脑上,它会成为你的个人助理,但它又希望能够存取我们已经拥有的所有强大工具。</p>\n\n<p>问题是,这些工具过去分散在辉达生态里的不同装置:游戏 PC、工作站。大量专业工具都在那里,包括各种设计工具、Siemens 的工具、Autodesk、Adobe,以及大家刚刚看到的那些应用程式。我们希望全球最好的 Blender、最好的 Unreal、最好的 Omniverse、最好的 CATIA,全都和 AI 一起出现在同一台 PC 上。</p>\n\n<p>那么,怎样才能创造出这样的电脑呢?顺便说一句,这件事我们做了 4 年。</p>\n\n<p><em>二、Agent 为什么需要作业系统级安全原语:MXC 与本机执行环境</em></p>\n\n<p>主持人:纳德拉,过去几个月大家一直在讨论 Agent 和安全。这里很多人都在使用 Agent,像是 Muse 或 Instinct,而你会给它完整磁碟存取权限,让它代表你做事情。今天展示的 MXC 给我的感觉,像是为 Agent 加入了一个非常基础的新作业系统原语,这和过去很不一样。为什么作业系统是解决这个问题的正确位置?这个原语又会打开什么新的空间?</p>\n\n<p>纳德拉: 首先要记住,这一切最早就是从运行在桌面上的程式设计 Agent 开始的。如果要问哪一种 Agent 最需要这种安全原语,答案其实就是本地 Harness,因为它要存取档案系统,还要真正采取行动。</p>\n\n<p>所以,我们和 Jensen 团队合作时就在讨论,应该怎么把这件事直接接进底层原语里,无论是云端还是本地作业系统。因为程式设计首先走到了这一步:即便你呼叫的是云端模型,Harness 仍然运行在本地,因此我们必须让桌面成为 Agent 最安全的执行环境。这就是 MXC 的由来。</p>\n\n<p>现在看到 OpenShell 与 MXC 完整整合并实现原生支持,我觉得非常棒。 Pavan 刚才提到的那些控制能力,本质上都说明一件事:隔离必须在每一层完成,不能只做其中一层然后忽略其他地方。微型虚拟机器要有,虚拟机器要有,会话层也要有。</p>\n\n<p>我最兴奋的一点,是 Windows 会话本身也具备隔离能力,这一点非常关键。但仅有隔离还不够,接下来还需要完整的可观测性。</p>\n\n<p>怎么获得可观测性?你必须给 Agent 一个身份,这样我才能追踪它,看到这个 Agent 留下的完整执行轨迹,然后再对它实施治理。 也就是像传统系统一样制定策略,再根据策略进行约束,这才会真正为 IT 维运、安全维运带来信心。还有一点也不能忘,就是能够追踪 Token 花费:到底在哪里花了多少 Token。</p>\n\n<p>所以我们试图做的不是任何单独一件事,而是把这些东西全部串起来。经历过这么多轮技术采用周期,不管是消费者采用还是企业采用,我觉得阻碍技术大规模扩散的,往往就是没有把「完整需要什么」想清楚。如果只完成其中一部分,剩下的没做,就建立不了信任。</p>\n\n<p>现在我们已经把这些能力在云端、客户端,以及整个安全和治理体系里串起来了,而且它是异质的,并不是只支援微软自己某一块技术,而是希望把所有东西都支援起来。</p>\n\n<p>黄仁勋:纳德拉刚才所说的这些,将成为下一代 IT 的基础。 如果你认真看他刚才使用的字词,其实他描述的是下一代电脑非常深层的架构。</p>\n\n<p>就像 Windows 和 DirectX 曾经彻底改变应用程式的建置方式一样,MXC 会改变 Agent 的建置和部署方式。没有它,根本无从谈起,所以这是一件非常大的事。</p>\n\n<p><em>三、「混合智慧」意味着什么:本地与云端模型的智慧路由</em></p>\n\n<p>主持人: 这和下一个话题连结得非常紧密,也就是「混合智慧」。我觉得它和我们过去习惯的方式有些不同。现在大家都用过云端大模型:你发出请求,它可能会呼叫一个工具,像是 Blender,然后回传结果。我们已经习惯了这种体验。</p>\n\n<p>但今天展示的场景不同。你可以选择很多模型,有的跑在本地,有的跑在云端,任务会在两者之间来回回转。刚刚 GitHub 的演示里有一句话让我印像很深:「这些 Token 是免费的。」 也就是说,一部分工作负载直接在笔记本本地执行,一部分在云端执行,并且系统会智慧路由。这样的模式会开启什么?</p>\n\n<p>纳德拉: 我觉得这就是那种很多原本分散的东西突然「咔哒」一下拼在一起的时刻。</p>\n\n<p>我刚才一直在想,20 世纪 80 年代末我读研究生的时候,我有一台终端,例如 VT 系列终端,连接 VAX;家里又有一台 PC。我其实一直同时使用两边。 PC 上透过数据机连接 VAX,同时又有本机 DOS、早期 Windows,还有 Usenet 等东西。</p>\n\n<p>但直到大约 Windows 95,甚至到像 Mosaic 这样的第一代浏览器出现,这些东西才真正被整合成一种无缝体验。那时你不会再关心“这是本地还是云端”,你只想让所有可以获得的运算能力顺畅地服务于你正在做的事情。</p>\n\n<p>刚才 Danilo 的示范就是这种感觉。那一刻真的很震撼。我觉得几年后大家回头看,会说:“原来那就是我们第一次真正看到这种工作方式。”</p>\n\n<p>他先去 ComfyUI,下载多个模型,生成一批资产;然后把资产拿到 Blender 里进一步加工;再回到 ComfyUI;之后去 Photoshop,用可能是本地模型的能力继续优化;再回到 ComfyUI;最后又把整个东西带到云端,透过 Astra 和 Unreal 完成最后一步。</p>\n\n<p>他只是自然地使用桌面上的应用程式、本地模型和云端模型,所有东西就这么协同工作。这就是今天真正想表达的东西。</p>\n\n<p>所以我看到的趋势非常清楚。未来不会再有一个时刻,你还要刻意判断「这个跑步本地、那个跑云端」。你会预设混合智慧无所不在,成为普遍存在的能力。 这正是让我最兴奋的地方。</p>\n\n<p>黄仁勋: 刚才那个应用程式里,Blender 被加速了,ComfyUI 被加速了,Astra 在云端运行,而 Agent 在本地。整个计算可以触及的范围非常惊人。</p>\n\n<p>纳德拉: 对,它真的把整个人类运算史上几乎所有科技公司的能力,都汇聚到了同一个应用程式工作流程里。</p>\n\n<p>黄仁勋: 没错。回到你一直在讲的加速运算,这也是 Danilo 为什么会兴奋:过去需要好几天的事情,现在只需要几个小时。真正被加速的不只是某个任务,而是他的创作野心,我觉得很酷。</p>\n\n<p>主持人: 现在模型已经很擅长工具调用,但很多工具本身就在本地,文件也在本地。这里还有一个很现实的问题:我希望自己的资料保持安全、可控,也希望工具呼叫发生在资料附近。</p>\n\n<p>纳德拉: 对。程式设计 Agent 刚开始流行的时候,有一件事让我很兴奋:大家突然又重新爱上了控制台,也重新爱上了档案系统。这再次证明档案系统是多么强大的抽象。</p>\n\n<p>我觉得 Agent 会成为档案系统最大的使用者群之一。档案系统必须安全,因为它是一个异质内容的集合空间。 刚才那个报税范例就非常典型:它把下载目录、云端档案、邮件等各种来源里的内容,最后整理进一个档案系统容器,然后呼叫本地模型和云端模型继续处理。</p>\n\n<p>这就是新的计算机。过去是我在使用电脑,未来是我和我的 Agent 一起使用电脑,因此 Agent 也需要这些底层原语。</p>\n\n<p>像 OneDrive,我已经很久不会把它想成「云端东西」或「客户端东西」了,它就是到处都在。所以,我觉得我们现在开始进入这样的阶段:我希望供 Agent 使用的底层能力可以 24×7 存在。当我坐在 PC 前时,它应该像是在这台 PC 上工作;当我移动到其他地方,它也应该跟着我移动。</p>\n\n<p>黄仁勋: 还有一个很惊人的地方,这些 Agent 最后会比我们更会使用工具。原因很简单,我们通常只知道某个应用 10% 到 15% 的功能,但 Agent 可以知道每项功能。</p>\n\n<p>所以,现在这些不可思议的工具都在你的 PC 上,又运行在 Surface Laptop Ultra 这样强大的电脑里,Agent 可以直接存取所有能力。谁知道未来能做到什么?刚才它已经同时使用了 Blender、Unreal、ComfyUI,真的很不可思议。</p>\n\n<p><em>四、第一次真正「重做」个人电脑:RTX Spark、超级晶片与 1 PFLOP 算力</em></p>\n\n<p>主持人: Jensen,我想接下来问硬体。我们通常会看到你谈论那些规模庞大的 Vera Rubin、Blackwell、NVL72,也就是驱动资料中心的「智慧 Token 工厂」。但今天聊的是另一种东西:RTX Spark、工作站等。你怎么看 Token 从资料中心生产,逐渐也可以在使用者身边生产这件事?</p>\n\n<p>黄仁勋: 这个计划投入的工程力量非常惊人,累计超过 4000 工程师年(engineering years)。这是一个非常庞大的项目。</p>\n\n<p>我们实际上第一次真正把个人电脑完整重做了一遍。 过去分散在游戏 PC、笔记型电脑、工作站,以及云端超级电脑里的各种能力,现在我们统一了架构,让它们运作在一颗超级晶片上。</p>\n\n<p>这颗超级晶片为什么是长方形?因为它实际上是两颗巨型晶片融合在一起。它是一只「猛兽」。算力达 1 PFLOP。</p>\n\n<p>给大家一个参考:引爆 AI 革命的 DGX-1 算力也是 1 PFLOP。那台机器价值 2.5 亿美元,重达 500 磅(实际上,初代 DGX-1 在 2016 年的官方售价为 12.9 万美元,官方系统重量约 134 磅),而现在,这样的算力已经被放进了你的笔记型电脑里。</p>\n\n<p>更重要的是,这也是全球唯一一种可以同时原生运行这些东西的电脑架构:DirectX 及其全部应用、OpenGL 的各个版本,因为我们需要所有这些工具和设计软体、创意软体;Unreal 也必须运行得非常好;同时 DirectX 要足够优秀;还要让每一个 CUDA 应用都能以很高效运行。</p>\n\n<p>4 年前我和纳德拉讨论的是:接下来会出现整整一代新的软体开发者,而这些开发者将会成为 AI 软体开发者。 他们要幺是在开发 AI 应用和 AI 模型,要幺是在利用 AI 来开发软体。因此,电脑本身必须重新设计,从底层就非常擅长 CUDA。</p>\n\n<p>这也是为什么它是全球第一台可以在装置端原生运行全部这些能力的电脑。我们第一次真正做到了。 这件事需要我们双方数千名工程师,也需要整个产业一起参与。看看我们身后的生态:每个主要笔记本制造商、桌上型设备厂商、工作站厂商都加入了。</p>\n\n<p>这可能是第一次,一种新的硬体和新的电脑架构一出现,整个产业从上到下、从左到右、跨越各个地区全部共同参与,这是一场完整的重构。</p>\n\n<p>我们很清楚自己正在做的事情有多重要。现在已经测试了超过 1200 款应用,而且是全球负载最高、最复杂的一批。 我们做了完整的功能测试、效能测试、相容性测试,也完成了大量优化,接下来还会继续做下去。围绕着这套系统,我们还会不断加入更多软体、中介软体、演算法,这件事不会停止。</p>\n\n<p>所以当你最后看到 Pavan 拿着这样一台漂亮的笔记本站在台上时,背后其实是微软、辉达,以及全球大量合作伙伴无数工程师共同完成的工作。这一切,都是因为我们相信:个人电脑过去是人的工具,而未来它不仅是人的工具,也会成为我们的个人助理,并由这个助理去使用工具。</p>\n\n<p><em>五、Agent 代表使用者行动后,谁来负责:信任、代理权限与保险定价</em></p>\n\n<p>主持人: 最后一个问题,想问两位。如果这几天看过 X,会发现大家正在激烈讨论「个人 Agent」。今天我们更多谈的是生产力 Agent 和企业 Agent,但无论是 Muse 还是 Instinct,现在都出现了一个问题:当 Agent 代表我出去购买东西时,究竟是我在购买,还是 Agent 在购买?出了问题谁负责?</p>\n\n<p>对于服务提供者来说,如果未来用户本身不再直接访问我的网站,而是由 Agent 代表用户访问,我该怎么应对?整个产业正在尝试制定标准,也在摸索新的行为方式。如果稍微看看未来,你们觉得这会走向哪里?会形成标准吗?产业会围绕着某种新的行为规范逐渐收敛吗?</p>\n\n<p>纳德拉: 我觉得还是要回到我们前面谈的「信任」。信任首先来自一些基础问题:这些 Agent 有没有被隔离?有没有自己的身分? Agent 的执行轨迹是否能够与使用者身分分离?</p>\n\n<p>Pavan 团队一直在强调的一点,就是即使 Agent 是代表使用者工作,也必须让 Agent ID 和使用者本身的身分分开。 日常使用需要这样,到了你刚才说的场景里更需要这样,因为接下来你必须决定:我究竟把多大的代理权限(delegation authority)交给 Agent,让它代表我做什么?</p>\n\n<p>这个决定本质上还是建立在信任上。随着 Agent 越来越自主,只要它不断证明自己值得信任,你愿意交出去的权限就会逐渐增加。</p>\n\n<p>而在消费者场景里,我觉得最终还会落到一种「保险定价」的问题。某种程度上,市场会为「Agent 代表我做事」这件事定价。 协议当然很重要,我们应该把协议做好,但最终市场还是会评估:Agent 代表用户行动所带来的风险该如何定价。</p>\n\n<p>黄仁勋: 你这个问题再一次说明,MXC 是多么重要的基础。 OpenShell,以及我们一起做的这些工作,本质上都是在解决信任、隔离、可观测性和监控。</p>\n\n<p>如果这些基础做不好,后面的事都无从谈起。我们首先必须把这一层安全做好。那些代表我们行动、替我们做事的 Agent,只能获得最小必要权限;它们必须拥有自己的凭证;必须可以被监控并建立信任。只有做到这些,我们才可能真正让 Agent 放手替我们执行任务。</p>\n\n<p>今天其实是一个非常有力的时刻。还记得 OpenClaw 刚出现的时候,它还是一种从终端机折腾出来、自己搭 Gateway 的东西。现在,它已经成为 Windows 中原生嵌入的一部分,Token 可以在本机加速运作。 为了走到今天,背后投入了大量工程工作,真的非常惊人。</p>\n\n<p><em>六、Windows 的延续:把全部应用、框架与 CUDA 带入未来</em></p>\n\n<p>纳德拉: 最后我还想补一句。 Jensen 刚才顺带提到的愿景,其实就是 Windows 一直以来在做的事情:不要把任何一段程式码、任何一种框架留在过去,而是把它们全部带到未来。</p>\n\n<p>他刚才说,我们会把全部 Windows 应用、所有图形应用、全部 CUDA、全部 OpenGL,再加上新的 Token 工厂一起带过来,真正让我震撼的是这一点。</p>\n\n<p>Windows 已经陪了我 34 年,看起来它会再陪我 34 年。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-13527.html\" title=\"百亿美元帐面收益灌进财报 华尔街对AI浮盈大敲警钟\">百亿美元帐面收益灌进财报 华尔街对AI浮盈大敲警钟</a></li>\n <li><a href=\"/new/mg/article-20.html\" title=\"Cerebras上市第一个交易日飙涨89%AI晶片热潮推估值冲破1,000亿美元\">Cerebras上市第一个交易日飙涨89%AI晶片热潮推估值冲破1,000亿美元</a></li>\n <li><a href=\"/new/mg/article-12678.html\" title=\"高投入模式遇冷?Anthropic冲刺2兆美元IPO 面临旗舰模型销售停滞挑战\">高投入模式遇冷?Anthropic冲刺2兆美元IPO 面临旗舰模型销售停滞挑战</a></li>\n <li><a href=\"/new/mg/article-1708.html\" title=\"HPE上调全年财测逾40%AI与网路需求推动订单翻倍成长\">HPE上调全年财测逾40%AI与网路需求推动订单翻倍成长</a></li>\n <li><a href=\"/new/mg/article-4602.html\" title=\"记忆体为何短缺?美光CEO怪罪客户批「过度杀价」是关键因素\">记忆体为何短缺?美光CEO怪罪客户批「过度杀价」是关键因素</a></li>\n <li><a href=\"/new/mg/article-3799.html\" title=\"苹果晶片大转弯!传跳过M6高阶版 全力冲刺AI导向M7系列\">苹果晶片大转弯!传跳过M6高阶版 全力冲刺AI导向M7系列</a></li>\n </ul>\n</div>",
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