Computex2025追踪：英伟达NVLinkFusion推动开放式异构计算

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved Core Insights - NVIDIA's NVLink Fusion technology is set to reshape the AI hardware ecosystem by allowing third-party chips to work with NVIDIA GPUs, achieving a bandwidth of 130TB/s, which is ten times that of traditional PCIe [2][11] - The GB300 supercomputer, based on the Blackwell Ultra architecture, integrates 72 GPUs and 36 Grace CPUs, achieving 40 PetaFLOPS per rack and a 5x improvement in energy efficiency compared to previous models [3][12] - NVIDIA's robotics platform, Isaac Groot N1.5, integrates simulation, training, and deployment, significantly reducing training time and costs while aiming to enable a single robot to perform 90% of industrial tasks by 2030 [4][13] - The RTX Pro enterprise server and DGX Spark workstation are designed to enhance AI development capabilities, supporting high-bandwidth applications and local execution of trillion-parameter models [5][14] - NVIDIA is strengthening its supply chain in Taiwan, which accounts for over 60% of global AI server production, and is establishing a local AI supercomputing center in collaboration with TSMC and Foxconn [6][15] Summary by Sections NVLink Fusion - NVIDIA has opened its NVLink technology to third-party chips, enhancing collaboration and ecosystem development while potentially sacrificing some performance [2][11] GB300 Supercomputer - The GB300 supercomputer features advanced specifications, including 288GB of HBM3e memory and a full liquid-cooling design, with mass production planned for Q3 2025 [3][12] Robotics and Physical AI - The Isaac Groot N1.5 platform aims to revolutionize robotics by integrating various processes and significantly reducing training costs and time [4][13] Enterprise AI Solutions - The RTX Pro server and DGX Spark workstation are tailored for enterprise needs, enhancing AI capabilities and supporting high-performance applications [5][14] Taiwan Supply Chain Strategy - NVIDIA's collaboration with local partners aims to solidify Taiwan's role in the global semiconductor supply chain and enhance local AI infrastructure [6][15]