黄仁勋，最新预测

Core Viewpoint - Nvidia's CEO Jensen Huang emphasized the company's pivotal role in AI infrastructure and its long-term vision for the industry during his keynote at COMPUTEX 2025, highlighting the evolution of AI technology and Nvidia's strategic initiatives in Taiwan and globally [3][4][6]. Group 1: Nvidia's AI Infrastructure and Business Developments - Nvidia has been in Taiwan for 30 years and is now focusing on building AI infrastructure, similar to how Siemens built electrical infrastructure during the industrial revolution [4][6]. - The company is fully producing the Grace Blackwell machine, with the GB300 chip set to enhance inference performance by 1.5 times and increase HBM memory capacity by 1.5 times [5]. - Nvidia is developing a quantum computing platform, predicting that future supercomputers will integrate GPU, QPU (quantum processing unit), and CPU technologies [5][6]. Group 2: New AI Products and Innovations - The DGX Spark, a personal AI computer, has entered full production and is expected to launch soon, while the DGX Station can operate on standard wall power and run AI models with 1 trillion parameters [6][7]. - Huang discussed the concept of agent-based AI, which possesses reasoning capabilities and can solve previously unseen problems, marking a significant advancement in AI technology [6]. Group 3: Strategic Partnerships and Global Expansion - Nvidia is collaborating with major Taiwanese companies like TSMC and Foxconn to build a giant AI supercomputer in Taiwan, enhancing the local AI ecosystem [5][6]. - The company has also established a partnership with Saudi Arabia's Public Investment Fund (PIF) to supply 18,000 AI chips for a newly formed AI company, Humain [7].