黄仁勋重申，大多数ASIC都得死

Core Viewpoint - NVIDIA's CEO Jensen Huang asserts that NVIDIA's growth will continue to outpace that of Application-Specific Integrated Circuits (ASICs), citing a high failure rate among ASIC projects and emphasizing NVIDIA's technological advancements and cost optimization [2][3]. Group 1: NVIDIA's Market Position - Huang believes that while many companies are developing ASICs, about 90% will fail, similar to the high failure rate of startups [2]. - NVIDIA is not overly concerned about the competition from ASICs, as they recognize that without NVIDIA, the computing field cannot thrive [3]. - Huang emphasizes that the development of ASICs is not the main challenge; rather, the deployment requires significant investment and expertise, which NVIDIA possesses [4]. Group 2: NVLink Fusion Announcement - NVIDIA introduced NVLink Fusion, a technology aimed at integrating third-party CPUs and accelerators with NVIDIA's ecosystem, allowing for semi-custom designs [5][7]. - NVLink Fusion enables non-NVIDIA CPUs to connect to NVIDIA GPUs via a short-distance chip-to-chip connection, enhancing flexibility for system vendors [9][11]. - The technology is seen as a step towards allowing third-party chip manufacturers to integrate their designs with NVIDIA's high-performance NVLink network [15]. Group 3: Industry Collaboration - Companies like Alchip, AsteraLabs, Marvell, and MediaTek are confirmed to be developing accelerators that will support NVLink Fusion, indicating a growing ecosystem around NVIDIA's technology [15]. - Fujitsu and Qualcomm are also working on new CPUs that will pair with NVIDIA GPUs, aiming to enhance efficiency through NVLink Fusion [15]. - Cadence and Synopsys are participating as technical partners in the NVLink Fusion initiative, providing IP blocks and design services to companies looking to build compatible hardware [16].