Nvidia(US:NVDA) 3 6 Ke·2025-05-19 11:04Group 1: AI Hardware Innovations - Nvidia's CEO Jensen Huang announced the full production of the personal AI computer DGX Spark, expected to launch in a few weeks, featuring the latest GB10 super chip and advanced tensor cores, with large-scale delivery anticipated before Christmas [1][5] - The new Blackwell RTX Pro 6000 workstation series was showcased, which includes 8 GPUs and supports the latest CX8 network card, achieving a communication speed of 800Gbps and significantly enhancing AI model training and inference capabilities [5][6] - The GB300 NVL72 AI server, equipped with 72 Blackwell Ultra AI GPUs and 36 Arm Neoverse-based Grace CPUs, is set to enter mass production in Q3 2025, offering a 50% performance increase over its predecessor [6][9] Group 2: Strategic Collaborations and Developments - Nvidia plans to establish an AI supercomputer in Taiwan in collaboration with TSMC and Foxconn, which will serve as a core pillar of the AI ecosystem in the region [1][5] - The company is also launching the NVLink Fusion custom service, allowing partners like MediaTek and Marvell to develop custom AI chips using the NVLink ecosystem [16] - Nvidia is set to open a new office in Taiwan named "Nvidia Constellation" to further strengthen its presence in the region [24] Group 3: AI Applications and Future Vision - Nvidia is applying its AI models to autonomous vehicles, partnering with Mercedes to deploy a fleet using Nvidia's end-to-end autonomous driving technology this year [22] - The company is set to open-source the Newton physics engine in July, which will enhance robot training paradigms by allowing simulations that adhere to physical laws [20] - Huang emphasized the vision of making AI ubiquitous, akin to the internet and electricity, suggesting that this will become a consensus in the next decade [25]