美银：Computex大会黄仁勋演讲会议要点：AI for All

Computex keynote, management call takeaways: AI for All 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha NVIDIA Corporation 19 May 2025 Reiterate Rating: BUY | PO: 160.00 USD | Price: 135.40 USD NVLink Fusion most important announcement We listened to NVDA CEO's Computex 2025 keynote, and then had a chance to virtually catch-up with management (CFO) post the event. Takeaways: 1) Expanding portfolio: broad set of AI products across cloud, enterprise, humanoid robots, workstation, gaming, software libraries, quantum, 6G – all ...