黄仁勋新年第一场演讲，提了DeepSeek

Core Insights - The rise of open-source models has become a catalyst for global innovation in the AI industry, with the emergence of models like Deepseek R1 driving significant industry transformation [1] - NVIDIA CEO Jensen Huang predicts that a substantial portion of vehicles will be autonomous or highly automated in the next decade, supported by advancements in AI models and tools [3][4] - The new generation of NVIDIA GPUs, specifically the Rubin GPU, showcases significant performance improvements, with inference power five times that of the previous Blackwell generation [6] Group 1: Open-Source Models - The emergence of multiple open-source models is noted, with performance increasingly approaching that of leading large models [1] - Specific open-source models highlighted include Kimi K2, Qwen, and DeepseekV3.2 from China [1] Group 2: Autonomous Vehicles - Huang emphasizes that the scale of models will grow tenfold annually, with token generation increasing fivefold each year and costs decreasing by tenfold [3] - The Alpamayo series of VLA open-source AI models and tools for autonomous vehicle development were introduced [4] Group 3: GPU Advancements - The Rubin GPU features an inference power of 50 PFLOPS, which is five times that of the Blackwell GPU, and a training power of 35 PFLOPS, which is 3.5 times greater [6] - The HBM4 bandwidth is reported at 22 TB/s, 2.8 times that of Blackwell, with a transistor count of 336 billion, which is 1.6 times higher [6]