Core Insights - The CEO of Nvidia, Jensen Huang, envisions AI becoming an essential part of daily life, akin to the internet and electricity, emphasizing the need for ubiquitous AI infrastructure in the future [3][4] - Nvidia is positioning itself not just as a tech company but as a crucial infrastructure provider for AI, with the AI chip market valued at $300 billion and data center opportunities approaching a trillion dollars [3][4] Group 1: AI Infrastructure and Future Vision - Huang expressed that AI will be integrated into every sector and region, highlighting the necessity of AI in factories and companies [3] - The value of the chip industry is currently at $300 billion, with data center opportunities projected to grow into a nearly $1 trillion market driven by AI [3][4] Group 2: DeepSeek and Technological Advancements - Huang praised DeepSeek-R1 for its groundbreaking performance, stating it has quadrupled computational capabilities compared to leading competitors [4] - Nvidia is collaborating with Google’s DeepMind and Disney Research to develop an advanced physics engine called Newton, which will be open-sourced in July [4] Group 3: New Product Launches - Nvidia introduced several new AI hardware and software products, including the upcoming GB300 system and desktop DGX Spark AI workstations [6] - The GB Superchip has entered full production, with deliveries starting in February, and the GB300 hardware system is set to launch in Q3 of this year [6][9] Group 4: NVLink Fusion Technology - NVLink Fusion, a new interconnect technology, will now be available to other chip manufacturers, enhancing flexibility for data center operators [7][8] - This technology allows customers to customize their AI infrastructure while keeping Nvidia at the center of their operations [8] Group 5: Automotive Industry Focus - Nvidia is advancing its efforts in the automotive sector, utilizing the Isaac Groot platform for robotic systems, which is powered by the Jetson Thor processor [10] - The company is applying its AI models to autonomous vehicles, partnering with Mercedes to deploy a fleet using Nvidia's end-to-end autonomous driving technology this year [10]
英伟达重磅发布!黄仁勋发声,盛赞DeepSeek!