黄仁勋，重磅发声！

Core Insights - Huang Renxun stated that the "ChatGPT moment of physical AI" is approaching, highlighting a significant transformation in the computing industry driven by AI advancements [1][2]. Group 1: Industry Transformation - The computing industry is undergoing a historic transformation every 10-15 years, characterized by a "dual platform shift" where applications are built on AI, and the core computation is shifting from CPU to GPU [2]. - Approximately $10 trillion of global computing infrastructure is transitioning towards AI, with billions of dollars in venture capital flowing into the AI sector [2]. Group 2: Technological Breakthroughs - The Vera Rubin AI supercomputer was launched to address the exponential growth in AI model size and inference token requirements, featuring a design that integrates six custom chips and significantly enhances performance [3]. - The open model ecosystem is rapidly expanding, with models like DeepSeek R1 gaining traction and NVIDIA providing open-source tools to empower global enterprises and research institutions [3]. - Agentic systems, capable of reasoning and planning, are expected to be fully adopted by 2025, transforming software programming methodologies [3]. - The Cosmos foundational model, which can understand physical laws and generate realistic simulation data, is positioned as a key support for robotics and autonomous driving [3]. - The Alpamayo autonomous driving AI has achieved "thinking driving," utilizing end-to-end training to make autonomous decisions and explain actions clearly [3]. Group 3: Industry Collaboration - NVIDIA announced strategic partnerships with Siemens, Palantir, and others to integrate AI into various industrial processes, addressing labor shortages and enhancing automation [4]. - The AI ecosystem now encompasses a wide range of robotics applications, from consumer to industrial robots, all built on NVIDIA's Jetson platform [4]. Group 4: Open Access and Participation - NVIDIA aims to create a full-stack AI platform that allows every enterprise and individual to participate in the AI revolution, providing comprehensive tools for data processing, model training, and deployment [5]. - The introduction of a "blueprint" framework enables developers to easily create customized AI assistants, balancing privacy and functionality [5]. - The future is projected to see widespread adoption of autonomous vehicles, physical AI robots, and AI-driven smart industries, with NVIDIA committed to driving this technological revolution [5].