GTC大会 英伟达新高

Core Insights - Nvidia is actively collaborating with various companies to enhance its AI and computing capabilities, particularly in the telecommunications and automotive sectors [1][2][3] Group 1: Strategic Collaborations - Nvidia is partnering with Nokia to launch a new Aerial RAN computer, supporting 6G telecommunications and AI services, which promises more stable and efficient connections [1] - Nvidia and Oracle are set to create the largest AI supercomputer for the U.S. Department of Energy, utilizing a total of 110,000 Blackwell GPUs to accelerate scientific discoveries [2] - Nvidia is working with Uber to prepare for autonomous taxis, planning to deploy a fleet of 100,000 self-driving taxis starting in 2027 [2] Group 2: Industrial AI Developments - Nvidia is expanding its Omniverse platform to include technologies for designing and simulating digital twins of factories, which is crucial for the industrial AI era [3] Group 3: Competitive Landscape - The competition for government projects is intensifying, with AMD recently announcing a collaboration with the U.S. Department of Energy, while Nvidia is also making significant moves by deploying 110,000 Blackwell chips [4] - Nvidia is entering the autonomous taxi sector to gather real-world data, which is essential for refining its models despite having the strongest synthetic data capabilities [5]