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 rapid technological advancements and cost optimization [1][2][3]. Group 1: NVIDIA's Market Position - NVIDIA is not concerned about being marginalized in the AI market, recognizing its essential role in the computing field [2]. - Huang believes that most ASIC projects will be canceled if they do not outperform existing chips, indicating a competitive landscape where NVIDIA's technology remains superior [2][3]. Group 2: NVLink Technology - NVIDIA has introduced NVLink Fusion, a new technology aimed at integrating third-party CPUs and accelerators with NVIDIA's ecosystem, enhancing flexibility for system suppliers [5][7]. - NVLink has evolved since its introduction in 2016, significantly increasing bandwidth and enabling faster interconnects between GPUs [6][9]. Group 3: Future Developments - The NVLink Fusion initiative allows for semi-custom designs, enabling third-party chips to connect with NVIDIA GPUs, although it remains proprietary [10][14]. - Companies like Fujitsu and Qualcomm are developing CPUs that will support NVLink Fusion, aiming to improve efficiency and performance [16]. Group 4: Industry Collaboration - Cadence and Synopsys are participating as technical partners in the NVLink Fusion program, providing IP blocks and design services to companies looking to build compatible hardware [17].