记者丨 倪雨晴 同样值得注意的是，在强调算力与基础设施之外，黄仁勋也开始频繁谈及应用层的重要性。最 近有消息称，英伟达正在准备推出开源AI智能体（Agent）平台NemoClaw，主要面向企业软 件生态。目前，英伟达并未对NemoClaw进行回应，下周英伟达年度大会GTC上，黄仁勋将揭 晓最新芯片和AI的一切。 编辑丨包芳鸣 视频丨杨浩凯 过去两年，生成式AI浪潮席卷全球，算力需求激增，GPU成为整个产业链最炙手可热的资源。 作为这一轮AI基础设施革命的核心推动者，英伟达创始人兼CEO黄仁勋和他所领导的英伟达， 几乎站在了AI产业最关键的位置。 然而，当算力供应持续扩张，一个新的问题也逐渐浮现：当"铲子"越来越多，真正的"金矿"在 哪里？ 近日，黄仁勋罕见发文，提出了"AI五层蛋糕"的比喻，将AI体系拆分为能源、芯片、基础设 施、模型和应用五个层级。 （图源：英伟达） 这一看似简单的比喻，实际上反映出他对AI产业结构的重新思考。AI不只是模型竞争，更是 一场覆盖整个技术栈的系统工程。 可以看到，OpenClaw（外号"龙虾"）爆火后，英伟达也欲加入"龙虾派对"，剑指AI Agent。 当AI供给能力持续提升， ...

Core Viewpoint - The Vanguard Information Technology ETF (VGT) is positioned as a long-term investment opportunity, providing low-cost, diversified exposure to key technology companies that are integral to the global economy [2]. Group 1: Fund Structure and Performance - VGT has been operational since January 26, 2004, enduring various economic cycles and crises, and currently holds over 400 companies in sectors like semiconductors, enterprise software, cloud infrastructure, and cybersecurity [3]. - The top three holdings in VGT are NVIDIA (18.05%), Apple (14.33%), and Microsoft (10.94%), which are recognized as some of the most profitable technology franchises [3]. - The fund has $126.5 billion in assets under management and charges a low annual fee of 9 basis points, with a portfolio turnover rate of just 0.08, indicating a long-term investment strategy [3]. Group 2: Economic Impact and Growth - The U.S. Information sector's contribution to GDP increased from $1,350.8 billion in Q1 2022 to $1,718.8 billion in Q3 2025, with its share of total GDP rising from 5.3% to 5.5%, highlighting technology's growing importance in the economy [4]. - Corporate profits in the information sector nearly doubled from $164.8 billion in Q1 2022 to $304.0 billion in Q3 2025, which is a key driver of price appreciation for VGT [4][5]. Group 3: Investment Returns - Over the past ten years, VGT has delivered a return of 666.42%, increasing from $96.15 to $736.89, significantly outperforming the SPDR S&P 500 ETF (SPY) which returned 235.61% and Invesco QQQ Trust (QQQ) which returned 474.25% [5]. - The five-year return for VGT stands at 112.06%, compared to SPY's 72.92%, indicating consistent outperformance across different time frames [4].

I'd Own VGT for the Next 30 Years, And Never Look Back - 24/7 Wall St.S&P 5006,784.20 -0.12%Dow Jones47,660.30 -0.12%Nasdaq 10024,973.50 -0.06%Russell 20002,540.61 -0.34%FTSE 10010,340.40 -0.44%Nikkei 22554,615.40 -0.41%Investing# I'd Own VGT for the Next 30 Years, And Never Look Back### Quick ReadVanguard Information Technology ETF (VGT) returned 666.42% over ten years, rising from $96.15 to $736.89. Top holdings: Nvidia (NVDA) at 18.05%, Apple (AAPL) at 14.33%, and Microsoft (MSFT) at 10.94%. SPDR S&P 500 ...

Core Insights - NVIDIA and Nebius Group have announced a strategic partnership to develop and deploy next-generation cloud computing services aimed at the artificial intelligence market [1][3] - NVIDIA will invest $2 billion (approximately 137.53 billion RMB) in Nebius, demonstrating confidence in Nebius's capabilities in full-stack AI technology [3] - The collaboration aims to address the growing global demand for high-performance computing power, covering the entire chain from AI factory architecture to production-level software [3] Group 1: Partnership Details - The partnership is based on Nebius's existing deployment of NVIDIA infrastructure across multiple gigawatt-level AI factories in the U.S. [3] - NVIDIA will assist Nebius in achieving its goal of over 5 gigawatts of computing power deployment by the end of 2030 [3] - The collaboration will focus on several areas, including AI factory design, inference services, AI infrastructure deployment, and computing cluster management [4] Group 2: Leadership Statements - NVIDIA's CEO Jensen Huang stated that AI is at a critical turning point, creating massive demand for computing power and accelerating infrastructure development [3] - Nebius's CEO Arkady Volozh emphasized that Nebius was designed specifically for AI from its inception, aiming to create a leading cloud platform for all AI developers [3]

格隆汇3月11日｜NEBIUS美股盘前大涨9%。消息面上，英伟达将向NEBIUS投资20亿美元，支持其在 2030年底前部署5吉瓦以上的算力容量。 ...

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty ImagesShares of Nebius Group popped 10% on Wednesday after Nvidia announced it will invest $2 billion in the artificial intelligence cloud company. ...

英伟达拟投资20亿美元，NEBIUS美股盘前大涨9%。 本文源自：金融界AI电报 ...

Nvidia will invest $2 billion in Nebius as part of a strategic partnership to develop and build AI data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. https://t.co/3QmGOYI4of ...

March 11 (Reuters) - Nvidia said on Wednesday it will invest $2 billion in artificial intelligence cloud company Nebius, adding to ‌the leading chipmaker's growing list of investments in AI firms ‌and data center infrastructure. U.S.-listed shares of Amsterdam-based Nebius jumped over 10% in premarket ​trading. The world's most valuable firm is investing heavily in the AI ecosystem and expanding data center infrastructure, including significant investments in companies that are often its customers, rai ...

Core Insights - Tech companies are investing billions into AI infrastructure in the Middle East, attracted by low energy costs, available land, and government support, but the ongoing Iran war raises concerns about the future of these investments [1][9] Investment Landscape - Data centers in the region have already faced attacks, impacting services and raising questions about future investments if the conflict continues [2][12] - Major companies like Oracle, Nvidia, and Cisco are involved in significant projects such as OpenAI's AI campus in the UAE, which will cover 10 square miles and have a capacity of 5 gigawatts [7] Geopolitical Risks - The geopolitical situation may lead companies to reconsider where to build future capacity, potentially shifting projects to regions like Northern Europe, India, or Southeast Asia, where conditions are perceived as more stable [3] - Security concerns have intensified, with data centers now viewed as potential targets in conflicts, prompting companies to enhance security measures or consider relocating [8][10] Government Support - Middle Eastern governments are actively working to attract international investment, viewing AI infrastructure as critical for future growth, with significant financial commitments to support this transition [10][9] Future Considerations - Companies may slow down new investments or pause partnerships in response to the conflict, weighing the costs of hardening existing facilities against potential relocations [12][11] - The ongoing situation will lead to cost-benefit analyses regarding the duration of the conflict and the feasibility of alternative sites for data center development [16][15]