英伟达，重大宣布！

Core Insights - NVIDIA has announced the launch of the Spectrum-XGS Ethernet technology, aimed at connecting distributed data centers into a massive AI super factory with a computing capacity in the hundreds of billions [2][4][5] - The company is also teasing a new product for robotics, referred to as a "new brain," set to be unveiled on August 25, 2025, indicating a strategic focus on advancing robotics technology [2][7][8] Summary by Sections Spectrum-XGS Ethernet Technology - NVIDIA Spectrum-XGS Ethernet is introduced as part of the NVIDIA Spectrum-X Ethernet platform, designed to overcome limitations of existing Ethernet infrastructure, which suffers from high latency and unpredictable performance [4] - The technology enables "scale-across" capabilities, allowing for the integration of multiple distributed data centers into a single AI super factory with a power capacity of one billion watts [4][5] - Key features include adaptive congestion control, improved latency management, and an end-to-end telemetry system to ensure predictable performance across geographically dispersed clusters [4] Robotics Development - NVIDIA is preparing to launch a new robotics product, which is being marketed as a "new brain" for robots, with a promotional campaign highlighting its capabilities [7][8] - The company has been actively expanding its strategy in the robotics sector, with CEO Jensen Huang emphasizing the transition to "Physical AI," which involves robots that can understand and interact with the physical world [8] - Huang predicts significant advancements in robotics technology over the next two to three years, with humanoid robots expected to become as common as cars [8]