新汽车生态合作，报名中国版CES！ 撰文 | 张 霖郁 编辑 | 黄 大路 设计 | 甄 尤美 当地时间2025年12月1日，英伟达通过其官网宣布开源自动驾驶模型 Alpamayo-R1。 目前，该模型对应的数据集也已上传至开源社区，总大小约100TB，这是英伟达首次将VLA模型进行开源。 在数据许可的部分，英伟达明确了数据集可以用于商业和非商业用途。 Alpamayo-R1是全球首个针对自动驾驶场景设计的开源视觉-语言-动作（VLA）大模型。与以往仅模仿驾驶动作的端到端模型不同，Alpamayo- R1通过"链式推理"让车辆在做出决策时"自言自语"，整个过程是先将传感器数据如摄像头、雷达等转化为自然语言描述，然后逐步进行场景分 析和路径推理。 英伟达研究团队介绍，这一模型可以像人类老司机一样分步思考：先识别路口处的动态参与者，比如行人、车辆、自行车等，推断其潜在意 图，结合交通规则和历史轨迹预测未来状态，再评估本车各种可行动作的安全边际，最终输出最优控制指令。 这一过程大大提高了系统在长尾复杂场景中的鲁棒性，例如车辆在繁忙十字路口遇到杂乱施工路障、无保护左转或雨夜道路损毁等情况时，能 够通过逻辑推理预判风险 ...

The ground just shifted around Nvidia… why Luke Lango says there are now two camps within AI… what does all this mean for Nvidia?… getting on the right side of this split with the American Dream 2.0VIEW IN BROWSERLast week, Google fractured the AI landscape.Yesterday, Amazon deepened the split.For the last three years, “AI” has moved as a single block. If you owned the major players, you captured the trend. The rising tide lifted everything.This is changing – and it has major implications for your portfolio ...

此前，部分立法者考虑将《保障美国企业获取与创新的国家人工智能法案》（GAIN AI Act）纳入年度 《国防授权法案》（NDAA）。该提案要求包括英伟达、超微半导体(AMD.US)在内的芯片制造商必须 优先保证美国企业获得AI芯片，之后才能向其他国家出口。然而，据知情人士透露，GAIN AI 法案预 计不会被纳入今年的国防授权法案。对此，黄仁勋表示，这是"明智的举动"，并进一步指出，GAIN AI 法案对美国的负面影响甚至超过此前同样备受争议的《AI扩散法案》（AI Diffusion Act）。 在谈及人工智能监管框架时，黄仁勋也对美国各州自行制定AI监管法律的趋势提出批评。他表示，美 国不能允许出现州与州之间高度碎片化的监管体系，否则会让美国AI行业陷入停滞，并可能导致国家 安全风险。科技公司一直反对"各州各自为政"式的监管方式，并因此支持成立名为"Leading the Future"的超级政治行动委员会，倡导制定全国统一标准。黄仁勋强调，美国需要推动联邦层面的AI监 管体系，"联邦监管才是最明智的选择"。 特朗普上月曾敦促国会在今年的NDAA中加入条款，以一项统一的联邦标准覆盖州级监管，但该条款最 终 ...

Andy Jassy says Amazon’s Nvidia competitor chip is already a multi-billion-dollar business https://t.co/iJXlLTPjHP ...

Can any company, big or small, really topple Nvidia’s AI chip dominance? Maybe not. But there are hundreds of billions of dollars of revenue for those that can even peel off a chunk of it for themselves, Amazon CEO Andy Jassy said this week.As expected, the company announced during the AWS Re:Invent conference the next generation of its Nvidia-competitor AI chip, Trainium3, which is four times faster yet uses less power than the current Trainium2. Jassy revealed a few tidbits about the current Trainium in a ...

周三美股成交额第1名特斯拉收高4.08%，成交384.24亿美元。消息面上，在发布加速人工智能发展计划 五个月后，特朗普政府开始将目光转向机器人。知情人士透露，商务部长卢特尼克一直在与机器人行业 的首席执行官们会面，并"全力以赴"地加速该行业的发展。特朗普政府正在考虑明年发布一项关于机器 人技术的行政令，交通部也正准备宣布成立一个机器人工作组，可能在年底前公布。 第2名英伟达收跌1.03%，成交291.82亿美元。英伟达CEO黄仁勋周三与特朗普会晤。二人谈及出口管 制，黄表示支持出口管制。黄仁勋说："我们应该确保美国公司拥有最好的、最前沿的和最多的芯片。" 特朗普夸奖黄仁勋，称他"做得非常出色。" 第3名微软收跌2.5%，成交160.64亿美元。据报道，微软已下调对企业客户在其云部门人工智能模型和 智能体市场平台上的支出预期。 据The Information援引Azure云部门两名销售人员的消息称，由于许多销售人员未能完成截至6月财年的 销售目标，微软多个部门已下调特定AI产品的销售增长指标。报道指出，此番不同寻常的调整反映出 微软正设法应对企业对支付更高AI成本的抵触情绪。 微软发言人在电邮声明中表示，" ...

Nvidia CEO Jensen Huang said he met with President Donald Trump on Wednesday and that the two men discussed chip export restrictions, as lawmakers consider a proposal to limit exports of advanced artificial intelligence chips to nations like China. "I've said it repeatedly that we support export controls, and that we should ensure that American companies have the best and the most and first," Huang told reporters on Capitol Hill. Lawmakers were considering including the Guaranteeing Access and Innovation fo ...

Nvidia CEO Jensen talked about the first time ever that Elon Musk asked for DJX1 GPU:"When I announced this thing, nobody in the world wanted it. I had no purchase orders. Not, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon." 🤝 https://t.co/yQLun1q4og ...

Nvidia CEO Jensen Huang said he’s unsure whether China would accept the company’s H200 AI chips should the US relax restrictions on sales of the processors, following a meeting with President Trump https://t.co/NZLNQJx8vO ...

as well. And Dan, thank you for joining us. We're going to talk about Microsoft and Steve Kovak in just a minute based on this was going to be, by the way, the Microsoft stuff, our top of the show, as we call it, our lead in industry parliament.But when you got Jensen Wong making off-the- cuff comments to Emily Wilkins on Capitol Hill, we got to lead with that. Anything that you may have heard from Wong or anything recently that you have heard from him and Nvidia that changes your thesis on the AI game. No, ...