黄仁勋最新演讲称将大举投资AI基础设施确保美国领先地位，英伟达股价再创新高

Core Insights - The increasing prominence of artificial intelligence (AI) is highlighted by the hosting of two "AI Spring Festivals" annually, with the recent GTC conference in Washington D.C. focusing on AI policy and government roles [1] - CEO Jensen Huang's keynote emphasized the need for the U.S. to maintain its competitive edge in AI, alongside significant announcements regarding partnerships and technological advancements [1][2] Group 1: AI and Industry Developments - NVIDIA announced a $1 billion investment in Nokia to develop a 6G AI platform, aiming to restore U.S. leadership in telecommunications [2] - The introduction of NVQLink, a system architecture designed to connect quantum processors with GPU computing systems, was presented as a pivotal advancement for future computing [2][3] - Huang discussed the importance of AI in reshaping industries and infrastructure, asserting that the U.S. must lead in AI development to ensure a prosperous future [3] Group 2: Strategic Partnerships and Collaborations - The collaboration with the U.S. Department of Energy to build seven new AI supercomputers was announced, marking a significant step in advancing scientific research [2][23] - The partnership with Nokia will integrate NVIDIA's new Arc technology into future base stations, enhancing wireless communication capabilities through AI [16][17] Group 3: Market Position and Financial Performance - NVIDIA's stock price reached a historic high, surpassing $203, with a market capitalization nearing $5 trillion, reflecting strong investor confidence [4] - The company reported a significant decline in market share in China, dropping from 95% to zero due to regulatory challenges, impacting its sales in the region [4] Group 4: Future Outlook and Innovations - Huang emphasized the transformative potential of AI, stating that it will define the future of every industry and country, and highlighted the need for advanced AI infrastructure [3][25] - The concept of an "AI factory" was introduced, indicating a shift towards dedicated systems designed specifically for AI operations, which will enhance productivity and efficiency [37][38]