黄仁勋揭露当33年CEO的两大秘诀

Core Viewpoint - Nvidia's founder Jensen Huang emphasizes that the current shortage of HBM4 memory is not a cyclical issue but a structural change, positioning Nvidia as a global buyer rather than a passive participant in the shortage [2]. Group 1: HBM4 Memory and Market Position - Huang asserts that Nvidia is the first user of HBM4 and has secured production capacity from all HBM manufacturers, indicating a strong demand for high-bandwidth memory that is essential for GPU workloads [2]. - The demand for HBM4 is described as irreplaceable, diverging from traditional IT market needs [2]. Group 2: Autonomous Driving Platform - Nvidia's new autonomous driving platform, "Alpamayo," is designed to provide a training system for various car manufacturers, differentiating it from Tesla's Full Self-Driving (FSD) system [3]. - Huang praises Tesla's FSD as a world-class solution but highlights that Nvidia's platform includes both hardware (Thor chip) and crucial simulation training software (Omniverse) [3]. Group 3: AI Market Outlook - Huang expresses optimism about AI demand, stating that it is not merely about expanding data centers but about the rise of AI factories as foundational infrastructure [3]. - The shift from chips to tangible AI markets is noted as a significant trend in the industry [3].