来源：滚动播报 美股科技"七姐妹"盘前多数上涨，Meta涨1%，英伟达涨0.7%，亚马逊涨0.3%，特斯拉涨0.2%，谷歌A 涨0.1%，微软、苹果持平。 ...

Core Insights - Samsung Electronics is establishing an AI megafactory in collaboration with Nvidia to enhance AI integration in semiconductor manufacturing [1] - The facility will utilize over 50,000 Nvidia GPUs for real-time production environment analysis and optimization [1] - The AI factory will be expanded across Samsung's global manufacturing network, incorporating Nvidia's accelerated computing infrastructure [2] AI Integration and Technology - Samsung plans to implement digital twin technology using Nvidia Omniverse libraries for simulating operations and predictive maintenance [2] - The partnership includes developing GPU-accelerated electronic design automation (EDA) tools for next-generation design needs [3] - Samsung's AI models, based on Nvidia technology, are deployed in over 400 million devices and integrated into manufacturing systems for various applications [3] Robotics and Automation - Samsung is utilizing Nvidia platforms for robotics, enhancing task execution and safety controls through virtual simulation data [4] - The company reported a twentyfold increase in computational lithography performance, improving chip manufacturing processes [4] AI-RAN Communication Technology - Samsung, Nvidia, and South Korean telecom operators are advancing AI-RAN communication technology to embed AI computation within mobile networks [5] - This technology supports inference tasks for robots, drones, and industrial equipment near the network edge [5] Historical Context - The partnership between Samsung and Nvidia spans over 25 years, initially starting with Samsung DRAM in Nvidia graphics cards [6] - Current collaborations include work on advanced memory technologies such as HBM4 [6]

Core Insights - November is anticipated to be a pivotal month for AI investments, with several major companies reporting earnings that will provide insights into the industry's future, particularly for 2026 [1] - Nvidia is highlighted as a leading player in the AI sector, expected to benefit from positive catalysts in November, making it a potentially attractive investment opportunity [2] Company Overview - Nvidia specializes in manufacturing graphics processing units (GPUs) that excel in high-performance computing applications, with significant applications in artificial intelligence [4] - Despite concerns about competition from companies like Advanced Micro Devices (AMD), Nvidia is expected to report strong growth in its upcoming fiscal Q3 results on November 19, 2023 [5] Market Dynamics - Nvidia's CEO estimates that global data center capital expenditures will reach approximately $600 billion in 2025, with projections of expanding to $3 trillion to $4 trillion by 2030, indicating substantial market potential [6] - The company faces challenges due to the lack of an export license for its H20 chips, which were designed to comply with U.S. export restrictions, impacting its client base [7] Competitive Position - Nvidia remains the primary supplier of computing units in the AI arms race, maintaining a strong position despite potential market share losses [8] - The stock is considered relatively inexpensive compared to other major tech peers, suggesting potential for growth [8]

电子行业动态 Scale up 助推交换芯片增长 2025 年 11 月 03 日 ➢ Scale up 互连技术成为超节点方案的升级方向。Scale-out 是传统 AI 数据 中心的主流架构，随着大模型规模的快速提升，Scale-out 架构出现瓶颈：1）带 宽与延迟瓶颈；2）能效较低；3）系统复杂度高。因此，行业逐步转向 Scale-up 架构，即在单节点内或紧密耦合节点增加 GPU/CPU/存储等资源的数量，并通过 PCIe、NVLink 等高速互连技术实现高带宽、低时延、高能效。超节点运用 Scale up 技术来升级算力系统，即通过高速互连技术将大量计算单元紧密集成，构建 一个高带宽域。 ➢ 头部厂商方案推动 Scale up 规模增长。从英伟达互连技术路线图可以看出， 节点内卡间互连升级主要通过 NVLink 升级来实现，而节点间卡间互连升级可通 过多种方式，需要考虑不同方式的带宽、成本、功耗等差异来选择。AMD、博通 等厂商推出 UALink、SUE 等方案来应对英伟达的竞争。八大科技巨头联合推出 了新的开放标准 UALink，旨在打破当前英伟达在 AI 数据中心的主导地位。相比 NVLink ...

英伟达CEO黄仁勋宣布与韩国企业展开合作（10月31日、韩国庆州） 美国英伟达10月31日宣布，将向三星电子、SK集团等韩国企业和政府增加供应人工智能 （AI）半导体。今后数年内累计供货量将增至目前的5倍，达到约30万个。英伟达将与在尖端 半导体领域具有优势的韩国企业合作，加快构建AI基础设施。 三星10月31日表示，作为HBM最尖端产品的HBM4已准备好向英伟达批量生产并出货。三星 将追赶在HBM4供货方面领先的SK，扩大与英伟达的交易。 英伟达将向韩国供应超过26万个最尖端AI半导体"Blackwell"，向三星电子、SK集团等韩国 企业和政府增加供应。英伟达一直向中国出口降低性能的AI半导体。不过，中国企业也在推进 半导体技术开发…… "很荣幸能参与到韩国成为AI最前沿的努力之中"。英伟达的首席执行官（CEO）黄仁勋10月 31日在韩国庆州举行的亚太经合组织（APEC）工商领导人峰会上发表了演讲。 黄仁勋时隔14年再次访问韩国，10月30日晚间与三星会长李在镕、现代汽车集团会长郑义宣 共进晚餐，31日在演讲之前还会见了韩国总统李在明。 英伟达将向韩国供应超过26万个最尖端AI半导体"Blackwell" ...

President Donald Trump has identified several key sectors that he says are directly benefiting from his administration’s economic policies, which are centered on tariffs and a push for domestic manufacturing.In an interview with CBS‘s Norah O’Donnell, the president said the “stock market just hit… an all-time high.” Here are five sectors and companies he suggested are poised for growth under his agenda.U.S. Semiconductor IndustryA primary focus of the interview was “chips.” Trump claimed his tariffs are for ...

Alphabet has been investing heavily in AI.Alphabet (GOOG 0.03%) (GOOGL 0.07%) announced plenty of fantastic news for its own shareholders when it released earnings last week. The tech giant reported its first $100 billion dollar quarter -- to put this into context, just five years ago, quarterly revenue stood at about $50 billion -- and generated double-digit growth from its Google Services unit as well as Google Cloud.The company also topped analysts' estimates for both revenue and profit in the quarter. B ...

Core Insights - The article discusses the organizational structure and strategic personnel changes at NVIDIA under CEO Jensen Huang, highlighting the importance of hardware and AI in the company's future growth [2][5][9]. Group 1: Organizational Structure - Jensen Huang has 36 direct reports, which is a significant number for a CEO of a $4 trillion company, indicating a flat management structure [22]. - Huang's preference for a flat organizational structure allows for faster decision-making and information flow, which is crucial in the fast-paced tech industry [24][26]. - Despite the flat structure, the number of direct reports has decreased significantly, suggesting a potential shift towards a more vertical management approach as the company scales [25][27]. Group 2: Key Personnel - Huang's direct reports include nine individuals focused on hardware, emphasizing that hardware remains the foundation of NVIDIA's business [9][10]. - The article highlights three long-term executives: Jonah Alben, Dwight Diercks, and Bill Dally, who have been instrumental in NVIDIA's success over the years [12][14][16]. - New addition Wu Xinzhou, responsible for automotive business strategy, has significantly contributed to the growth of NVIDIA's automotive revenue, which nearly doubled from $281 million to $567 million in fiscal years 2024 to 2025 [20][19]. Group 3: Strategic Focus - NVIDIA is expanding its reach into new markets, particularly in AI and autonomous driving, which Huang views as the "second pillar" of the company's business [9][10]. - The company is focusing on building a systematic external communication mechanism to manage relationships with various stakeholders, including Wall Street, developers, and government entities [10][11]. - Huang's management style emphasizes high-pressure culture and a relentless focus on performance, which has shaped NVIDIA's work environment [28][30].

截至13点57分，科创人工智能ETF（589010）午后震荡整理，最新价1.416元，较昨收下跌1.39%。早盘 开高后快速回落，午后在分时均线附近企稳，呈现弱势盘整格局。持仓股中上涨11只、下跌19只，结构 分化明显；星环科技、海天瑞声、奥比中光等个股涨幅居前，涨幅超3%；石头科技、恒玄科技、凌云 光等跌幅较大。ETF近五日累计净流入约3.35亿元，显示资金对AI方向仍具配置兴趣。 科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 消息方面，现代汽车集团宣布使用英伟达Blackwell人工智能工厂，为其人工智能驱动的移动出行解决 方案车队提供技术支持。 （文章来源：每日经济新闻） 银河证券表示，面对海量算力需求，云计算基础设施、高性能GPU服务器、边缘计算设备以及专用的 ASIC成为优先受益方向，算力需求扩张转化为对硬件基础设施的持续投入。 ...

格隆汇11月3日丨钧崴电子(301458.SZ)在投资者互动平台表示，公司在台湾的业务由香港子公司下设的 台湾分公司开展，主要为当地客户提供服务。英伟达是公司长期重要战略合作伙伴。 ...