黄仁勋亲赴台积电运动会致谢，透露新一代Rubin已进入产线

Core Insights - NVIDIA's business is experiencing strong growth, with a month-over-month improvement in performance [1][2] - The company emphasizes the critical role of AI technology in shaping industries and nations, highlighting its importance in the current era [1] - Taiwan's position in global semiconductor manufacturing remains extremely important, according to NVIDIA's CEO [1][2] Group 1: Business Performance - NVIDIA's operations are characterized as "strong business, improving month by month" [2] - The demand for Blackwell is robust, with NVIDIA expanding its product offerings beyond GPUs to include CPUs, networking chips, and switches [1] - The next generation of products, Rubin, has begun production, with strong support from TSMC [1] Group 2: Supply Chain and Partnerships - NVIDIA acknowledges the supply chain challenges during rapid growth but appreciates the capacity expansions from major memory suppliers like SK Hynix, Samsung, and Micron [2] - TSMC is recognized for its excellent performance in wafer supply, contributing positively to NVIDIA's supply chain [2] - NVIDIA has access to advanced chip samples from various suppliers, indicating a strong position in the market [2] Group 3: Technological Impact and Policy - The CEO collaborates with governments worldwide to help leaders understand technological evolution for better policy-making [2] - There is a call for all sectors to embrace AI and leverage the technological shift occurring in the current generation [2]