计算机行业：NVIDIA CES 2025主题演讲跟踪点评：Blackwell芯片全面投产，AI Agent空间广阔

Group 1 - Industry investment rating: Buy [2] - Core viewpoint: NVIDIA's CES 2025 keynote highlighted the launch of the RTX 50 series graphics cards, Cosmos series world models, and AI Agent key tool components [9][10] - Blackwell chip has been fully produced, with superior performance and deployment by major cloud service providers, supporting up to 200 configurations and offering 360 PFLOPS (FP16) computing power per cabinet [10][11] Group 2 - The Cosmos model is designed for content generation in applications such as autonomous driving and robotics, reflecting the trend of AI large models integrating with specific application scenarios [14][19] - NVIDIA provides three key tools—NIM, NeMo, and AI Blueprints—to assist developers in building and deploying AI Agents, significantly lowering the barriers to AI Agent construction [16][18] - The next-generation automotive processor Thor has been fully produced, with partnerships established with leading companies like Toyota and Continental for automated driving solutions [17][19] Group 3 - Recommended companies in AI application: Fourth Paradigm, Wanjun Technology, Kingsoft Office, and others [19] - Recommended companies in AI computing power: Cambricon, Unisoc, Inspur Information, and others [19]