Nvidia(US:NVDA) Di Yi Cai Jing·2025-05-19 06:12Group 1 - Huang Renxun predicts that all future supercomputers will have a quantum acceleration component, integrating GPU, QPU (Quantum Processing Unit), and CPU [1][4] - NVIDIA emphasizes its role as an AI infrastructure provider, revealing a five-year plan that impacts financing, power, and land planning for industry players [3] - The company is developing a giant AI supercomputer in Taiwan, collaborating with partners like TSMC and Foxconn to build the first AI infrastructure and ecosystem [4] Group 2 - The DGX Spark personal AI computer has been fully produced and is expected to launch soon, with the DGX Station also introduced, capable of running AI models with significant parameters [5] - Huang Renxun discusses the evolution of AI capabilities, highlighting the importance of reasoning and understanding in AI, which will be foundational for future robotics [5] - NVIDIA is actively seeking business opportunities globally, including a chip supply agreement with Saudi Arabia's Public Investment Fund for 18,000 AI chips [6]