黄仁勋CES回应全场！内存卡了GPU脖子，游戏玩家可能只能用旧显卡了

Core Viewpoint - Huang Renxun emphasizes that robots are the "AI immigrants" capable of taking on jobs that humans are unwilling to do, highlighting the need for AI to support economic growth and job creation [10][11]. Group 1: AI and Robotics - Huang predicts that a significant number of jobs will not be replaced by AI in the near future, but blue-collar jobs in manufacturing may disappear [12]. - He expects to see robots with human-level mobility and dexterity by the end of this year [12]. - The development of robots requires not only visual perception but also tactile capabilities, which poses significant technical challenges [13]. Group 2: Autonomous Driving - Huang introduced the world's first open-source, large-scale autonomous driving visual-language-action (VLA) reasoning model, Alpamayo 1, and highlighted its differences from Tesla's Full Self-Driving (FSD) technology [15][16]. - NVIDIA positions itself as a technology platform provider for companies developing autonomous vehicles, rather than a manufacturer of autonomous cars [16][20]. - The company has a high industry penetration rate, with over 1 billion vehicles on the road, and anticipates that millions will have strong autonomous driving capabilities in the next decade [20]. Group 3: AI Infrastructure and Memory Supply - Huang describes AI infrastructure as "AI factories," emphasizing the need for unprecedented infrastructure to convert power, chips, and data into intelligent outputs [35]. - He addresses the tight supply of high-bandwidth memory (HBM) and proposes a new storage memory platform concept, asserting that NVIDIA is a key demand engine across various memory types [36]. - NVIDIA is the first and nearly the only major user of HBM4, collaborating closely with memory suppliers to ensure synchronized production and platform release [36]. Group 4: Gaming and Graphics Technology - NVIDIA upgraded its super-resolution model with the new DLSS 4.5 version, enhancing multi-frame generation capabilities [31]. - Huang speculates that future rendering methods will likely involve executing more AI computations on fewer but higher-quality pixels, leading to significant advancements in gaming realism [32]. - He believes that future video games will be filled with AI-driven characters, greatly enhancing the immersive experience [32][33]. Group 5: Market Dynamics and Product Strategy - NVIDIA is considering restarting the production of older graphics cards due to rising memory costs and supply constraints, indicating that this option is not off the table [25][26]. - The company is exploring the possibility of integrating the latest AI technologies into previous generations of GPU products, although this would require substantial R&D resources [26][27].