英伟达打响“股价保卫战” 黄仁勋回答了十个关键问题

Core Insights - Nvidia's CEO Jensen Huang emphasized the rapid growth of AI chip demand and the global data center market, predicting it will reach $1 trillion sooner than expected [2][8] - The introduction of the Blackwell Ultra GPU and the Nvidia Dynamo software aims to enhance AI inference efficiency and reduce costs [2][14] - Nvidia's advancements in autonomous driving technology, including the launch of the NVIDIA Halos safety system, highlight its commitment to improving vehicle safety and intelligence [11][12] Group 1: AI and Computing Evolution - Generative AI has fundamentally changed computing paradigms, shifting from retrieval-based to generation-based computing [4] - The development of reasoning AI allows machines to perform step-by-step reasoning, enhancing their problem-solving capabilities [6] - The industry is rapidly adapting to these changes, making AI increasingly useful and intelligent [6] Group 2: Data Center and Infrastructure Growth - Nvidia has sold 3.6 million Blackwell GPUs to major cloud platforms, with predictions of global data center capital expenditure reaching trillions by 2030 [8] - The transition from general computing to accelerated computing and machine learning is driving this growth [8][9] - Nvidia envisions a future where every industry will have AI factories dedicated to generating tokens for various applications [8][9] Group 3: Autonomous Driving Developments - Nvidia has partnered with General Motors to innovate in manufacturing AI, enterprise AI, and in-vehicle AI, enhancing the development of autonomous vehicles [11] - The use of Omniverse and Cosmos technologies accelerates AI development for autonomous driving, improving safety and decision-making [12][13] - The Halos safety system incorporates extensive safety evaluations and over 1,000 patents to ensure robust vehicle safety [11] Group 4: Future AI Roadmap - The Blackwell Ultra will be launched in the second half of the year, with major cloud service providers set to adopt it [16] - Future systems like Vera Rubin and Rubin Ultra are expected to significantly enhance AI computing capabilities, with launches planned for 2026 and 2027 respectively [16]