[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio17aaf6fb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio17aaf6fb","不止于合作：英伟达与 PLTR 正在定义“主权智能供应链”的新标准","\u002Fdoc\u002Fdcio17aaf6fb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>黄仁勋说\u003C\u002Fspan> Palantir \u003Cspan>是“全球最重要的企业技术栈”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这句话本身就已经超出了普通合作的范畴。而当\u003C\u002Fspan> Nvidia \u003Cspan>把自己的供应链——全球最复杂的供应链之一——交给这套技术栈时，事情的性质变了：这不只是一次合作，而是在定义一套新标准。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>合作的事实层\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Nvidia \u003Cspan>与\u003C\u002Fspan> Palantir \u003Cspan>宣布，将\u003C\u002Fspan> Nvidia \u003Cspan>的\u003C\u002Fspan> Nemotron \u003Cspan>开源模型整合进\u003C\u002Fspan> Palantir \u003Cspan>的\u003C\u002Fspan> Foundry \u003Cspan>和\u003C\u002Fspan> AIP \u003Cspan>平台，以\u003C\u002Fspan> Palantir Ontology \u003Cspan>为底层基础，构建面向供应链的主权\u003C\u002Fspan> AI\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第一个客户不是别人，正是\u003C\u002Fspan> Nvidia \u003Cspan>自己。从物料分配决策开始，这套系统正在\u003C\u002Fspan> Nvidia \u003Cspan>的全球供应网络中运行。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Nvidia \u003Cspan>的供应链有多复杂？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>每个\u003C\u002Fspan> Vera Rubin \u003Cspan>机架约\u003C\u002Fspan> 130 \u003Cspan>万个零部件，横跨数千家供应商。\u003C\u002Fspan>Alex Karp \u003Cspan>说，它“比许多国家的供应链都复杂”。黄仁勋的表述更直接：“供应链是实体经济的操作系统。\u003C\u002Fspan>Nvidia \u003Cspan>和\u003C\u002Fspan> Palantir \u003Cspan>正在将这个庞大的运营图谱转化为主权智能——从晶圆到\u003C\u002Fspan> token\u003Cspan>。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>为什么是“不止于合作”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>普通合作是各取所需，而这次是在共同制定标准。三个信号：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第一，\u003C\u002Fspan>Nvidia \u003Cspan>是第一个客户，不是最后一个。这套系统先在\u003C\u002Fspan> Nvidia \u003Cspan>自己的供应链中验证，然后计划复制到制造业、农业、制药、零售、科技和政府。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Fast Company \u003Cspan>的标题说得很直白：“\u003C\u002Fspan>Nvidia \u003Cspan>成为主权\u003C\u002Fspan> AI \u003Cspan>平台的试验场，而这个平台他们打算卖给所有人。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第二，它打通的是“从晶圆到\u003C\u002Fspan> token\u003Cspan>”的端到端智能。不是单点工具，而是覆盖整个运营图谱的决策系统。这意味着供应链管理从“人看报表”转向“机器速度决策”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第三，“主权”被重新定义。在\u003C\u002Fspan> Palantir \u003Cspan>的框架里，主权意味着客户保留对专有数据的控制权和所有权，系统可部署在云端、本地或托管设施。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>但\u003C\u002Fspan> TNW \u003Cspan>的评论指出了另一面：客户控制的是内容，不控制\u003C\u002Fspan> Ontology\u003Cspan>、模型、优化软件、加速器，以及供应这四样的两家美国公司。“内容的主权，机器的依赖。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如果这套模式跑通，“主权智能供应链”的标准就成型了：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>以\u003C\u002Fspan> Ontology \u003Cspan>为操作系统，以主权\u003C\u002Fspan> AI \u003Cspan>为决策引擎，以关键供应链为验证场，然后向所有复杂实体系统输出。\u003C\u002Fspan>Nvidia \u003Cspan>和\u003C\u002Fspan> Palantir \u003Cspan>正在做的，是把“供应链”从一个成本中心，变成一个国家或企业的主权能力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网认为，这不止于合作。它是在为“主权智能供应链”立标准。标准一旦成为默认，依赖便随之形成。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>你怎么看？这是主权\u003C\u002Fspan> AI \u003Cspan>的真正落地，还是“主权”叙事的又一次包装？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$NVDA $PLTR 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