据新加坡《联合早报》网站1月24日报道，美国英伟达创始人黄仁勋再度前往中国，首站到访英伟达位 于上海的新办公室。 这是黄仁勋2026年首度赴华。据媒体引述多位知情人士报道，黄仁勋前往英伟达的上海新办公室，与员 工见面并回答了诸多员工关注的问题，同时回顾公司2025年主要事件。 消息人士称，黄仁勋此次赴华行程与2025年初基本一致，主要参加上海、北京和深圳分公司的新年晚会 以及供应商答谢会。 来源 | 参考消息 审核 | 周扬 编辑 | 徐璐明 校对 | 向歆悦 据报道，中国大陆作为英伟达最重要的市场之一，黄仁勋每年春节都会例行拜访。 彭博社曾引述要求不具名的知情人士报道，黄仁勋将在农历新年假期前到中国参加公司活动，预计他也 将前往北京。 ...

Ah, the stock market. A bastion of rational thought, economic foresight, and predictable patterns. Or, at least, it was, until the advent of the Trump era, where policy pronouncements have become less about careful deliberation and more about rapid-fire declarations, often delivered via social media. The past week, ending January 24, 2026, has offered a masterclass in this unique brand of market management, showcasing the dizzying highs and stomach-dropping lows that investors have come to expect from the f ...

Core Insights - Nvidia CEO Jensen Huang is currently in Shanghai amid increasing competition from local Chinese chip manufacturers and scrutiny from Chinese regulatory authorities [1] Company Overview - Nvidia, a leading U.S. chip manufacturer, is facing significant challenges in the Chinese market due to local rivals [1] - The visit by the CEO indicates the company's strategic focus on maintaining its presence and competitiveness in China [1] Industry Context - The chip industry is experiencing heightened competition, particularly in China, where local companies are rapidly advancing [1] - Regulatory scrutiny from Chinese authorities poses additional challenges for foreign companies operating in the region [1]

专用芯片正在崛起。 作者丨漫地 编辑丨 关雎 三位 从哈佛辍学的 00 后，最近刚为自己的人工智能芯片初创公司 Etched.ai 融了 5 亿美元。 这是人工智能硬件领域规模最大的融资之一，此轮融资使 Etched.ai 的估值接近 50 亿美元，总融资额也接近 10 亿美元。 Etched.ai 的创始人 Gavin Uberti ，今年才 24 岁。 他和另两位创始人 Chris Zhu 、 Robert Wachen 一同 从哈佛辍学后，致力于领导公司打造下一代 人工智能芯片，与芯片巨头英伟达不同的是，他 们 闯出了一条细分赛道 —— 做专用于当 前 AI 主流模型 Transformer 架构 的 ASIC 芯片，从而超越通 用 GPU 芯片。 ASIC 是为了某种特定的用途而定制设计的芯片，而不是像 CPU （中央处理器）或 GPU （图形处理器）那样可以运行各种不同类型的程序。 算力市场的逻辑正在生变。 Etched.ai 何以能挑战英伟达？ 从哈佛辍学的创业者 Etched.ai 的成立，要从一位哈佛大学的辍学生 Gavin Uberti 说起。 在创立 Etched.ai 之前， Gavin ...

▲ 戳蓝 色字关注我们！ "技术的爆发从来不是线性演进，而是在临界点处瞬间重构世界。"——凯文·凯利 去年这个时候,我把ARK的Big Ideas 2025打印出来,一边阅读一边用荧光笔划重点,结果真的提前上车了几波小风口，可惜去年没有做文章分 享。 就在昨天,今年木头姐的Big Ideas 2026刚刚发布,我熬夜啃完128页报告后,忍不住用一篇文章的篇幅来分享我的读书笔记——因为这次她直接 把话说明白了:到2030年,全球GDP增速可能从现在的3%飙到7.3%,而这波增长里面藏着的13个赛道,马斯克已经在ALL IN了。 今天这篇文章信息密度极高,建议先收藏防止刷走找不到。我会把这份报告拆成5个部分来讲: 每个部分最后我都会告诉你,普通人能抓住什么机会。废话不多说,直接开干。 一、AI基础设施：三年翻三倍的投资狂潮，英伟达霸权松动 先说个震撼的数字:2025年,全球数据中心的投资是5000亿美元,年增长率从过去的5%直接跳到29%。木头姐预测,到2030年这个数字会冲到 1.4万亿美元——三年翻三倍。 你可能觉得这只是芯片厂在烧钱,但木头姐在报告里画了张图,把铁路时代、电气化时代、互联网时代的投资曲线都拿 ...

Core Viewpoint - NVIDIA is transitioning from a hardware supplier to a comprehensive provider of autonomous driving solutions, focusing on a full-stack approach that includes cloud training, simulation, and in-vehicle inference capabilities [4][7]. Group 1: Three Pillars of Full-Stack Solutions - NVIDIA's automotive strategy is built on three main components: DGX for AI model training, OVX for simulation, and AGX for in-vehicle inference [8][20]. - DGX serves as an AI model training factory, utilizing a supercomputing cluster of thousands of GPUs to process vast amounts of driving data [11][12]. - OVX creates a virtual world that mirrors real-world conditions, allowing for extensive testing of autonomous driving algorithms without the risks and costs associated with real-world testing [13][14][16]. - AGX represents NVIDIA's well-known in-vehicle computing chips, which have evolved to provide significantly higher processing power, becoming standard in various flagship models [18][20]. Group 2: Business Model Evolution - NVIDIA's revenue model has shifted from solely selling hardware to offering engineering services, which include deep involvement in automakers' production projects [21][23]. - The company charges a one-time engineering service fee, akin to a "coaching fee," to assist automakers in optimizing their algorithms on NVIDIA's platform [24][25]. - This service model fosters a win-win situation, enhancing automakers' capabilities while providing NVIDIA with valuable feedback for continuous product improvement [25]. Group 3: Open Source Strategy - In early 2025, NVIDIA announced the open-sourcing of its Alpamayo series, which includes a large-scale reasoning model and a comprehensive simulation framework [28][29][30]. - This strategic move aims to lower industry barriers, expand the ecosystem, and establish NVIDIA as a leader in defining the next generation of autonomous driving technology [34][35]. - The open-source approach also serves to mitigate geopolitical risks by transforming core technologies into global public assets [34]. Group 4: Demand from the Chinese Market - NVIDIA's accelerated pace in the automotive sector is largely driven by demand from the Chinese market, which is ahead of overseas automakers by two to three years in smart vehicle development [38][40]. - The rapid iteration and high expectations for functionality from Chinese automakers have prompted NVIDIA to develop specialized tools like TensorRT-LLM for Auto in record time [38][40]. Group 5: Competitive Landscape - NVIDIA maintains confidence against competitors by emphasizing that the ultimate competition in smart driving lies in systemic engineering capabilities and a continuously evolving ecosystem [41][42]. - The company has built a comprehensive stack that includes chips, safety certifications, operating systems, middleware, and development tools, creating a high barrier to entry for competitors [42][44].

公众号记得加星标⭐️，第一时间看推送不会错过。 HBF采用多层3D NAND芯片堆叠技术，与HBM互补，用于GPU。 人工智能工作负载的爆炸式增长给内存系统带来了前所未有的压力，迫使企业重新思考如何向加速器 提供数据。 高带宽内存 (HBM) 已用作 GPU 的快速缓存，使AI 工具能够高效地读取和处理键值 (KV) 数据。 然而，HBM 价格昂贵、速度快、容量有限，而高带宽闪存 (HBF) 则以较慢的速度提供更大的容量。 HBF 如何与 HBM 互补 HBF 的设计允许GPU访问更广泛的数据集，同时限制写入次数（每个模块大约 100,000 次），这就 需要软件优先处理读取操作而不是写入操作。 HBF 将与 HBM 集成到 AI 加速器附近，形成分层内存架构。 韩国科学技术院 (KAIST) 的金钟浩教授将 HBM 比作家里的书架，方便快速学习；而 HBF 则像一 个图书馆，内容更丰富，但访问速度较慢。 该概念设想未来的迭代产品（如 HBM7）可以作为"内存工厂"运行，数据可以直接从 HBF 进行处 理，而无需通过传统的存储网络。 HBF 将多个 3D NAND 芯片垂直堆叠，类似于 HBM 将 DRAM ...

Core Insights - Nvidia Corporation announced the resignation of director Persis Drell to pursue a new professional opportunity [1][7] - Drell leaves with approximately 143,000 Nvidia shares valued at around $26 million, reflecting a 22,000% increase in stock price since her board membership began over 10 years ago [1][4][7] Company Details - The filing clarified that Drell's resignation was amicable and not due to any disagreements regarding the company's operations or policies [2] - Drell has been a board member since 2015 and served on Nvidia's compensation committee [3] - Nvidia's stock price has significantly increased, making it the world's most valuable company [4] Director Background - Persis Drell is a professor of physics, materials science, and engineering at Stanford University and has held various administrative roles, including provost [5][6] - She has been a faculty member at Stanford since 2002 and served as dean of the engineering school from 2014 to 2017 [6]

All three Wall Street benchmarks had rebounded in the past two sessions following Tuesday's sharp selloff triggered by U.S. President Donald Trump's threats to impose tariffs on European allies, an ‌effort to pressure ‌them to accept his claims to Greenland. On Friday, the Dow Jones Industrial Average fell 285.30 points, or 0.58%, to 49,098.71. The S&P 500 edged up 2.26 points, or 0.03%, to 6,915.61, and the Even the Nasdaq's Friday gains were not enough to rescue the benchmarks from having a down week, w ...

18A良率仍是关键 从业务结构看，英特尔2025财年第四财季呈现出"核心增长、基础承压"的分化特征。 增长动力主要来自数据中心与人工智能（DCAI）业务。该板块在第四财季的营收达47.4亿美元，同比 增长9%，超过44.2亿美元的市场预期，环比增幅达到15%。Granite Rapids、Sapphire Rapids等服务器芯 片需求强劲，叠加与英伟达合作定制Xeon+NVLink芯片的协同效应，成为财报最大亮点。 凯投银行在研报中明确指出，超大规模云服务商对数据中心的强劲需求，将持续为DCAI业务提供增长 支撑，并将英特尔评级从"行业标配"上调至"增持"，目标价60美元/股。 造成第四财季营收同比下滑的核心因素是客户端计算组（CCG）业务，该板块全年营收322亿美元，同 比下降3%。一方面，受PC市场整体复苏乏力影响；另一方面，外界认为是英特尔自身产能错配——此 前将产能向新一代Gen6 CPU倾斜，却未能匹配市场对成熟Gen4、Gen5产品的需求，导致部分订单流 失。此外，18A先进制程良率虽每月提升，但尚未达到行业领先水平，新增产能释放缓慢，进一步制约 了整体营收规模。 2026年1月23日，英特尔（ ...