【环球网科技综合报道】10月14日消息，英伟达方面透露，公司创始人兼CEO黄仁勋日前亲赴SpaceX 工厂，将最新发布的AI超级计算机DGX Spark 亲手交付给SpaceX创始人埃隆・马斯克。 据海外科技媒体notbookcheck等媒体报道，DGX Spark的推出，标志着英伟达重新回归其最初使命—— 实现AI计算能力的普惠化。黄仁勋此前曾说道："2016年，我们打造了DGX-1，为AI研究人员提供超级 计算机。当时我也亲手将第一台系统交付给在OpenAI工作的马斯克，ChatGPT的种子由此埋下。如今， DGX Spark将延续这一使命，把强大的AI计算能力交到每一位开发者手中，推动下一轮技术突破。" 据了解，DGX Spark能够让开发人员在本地对高达2000亿参数的模型执行推理任务，并对700亿参数级 别的模型进行微调，从而摆脱对云端或数据中心服务的完全依赖。据英伟达官方博客介绍，该系统已预 装完整的NVIDIA AI软件堆栈，涵盖CUDA库与NIM微服务，可立即投入图像生成、视觉搜索、语言模 型调优等多种AI工作流程。 目前，Anaconda、谷歌、Hugging Face、Meta、微软、Je ...

RT Ælectric Cyberfarmer (@rhensing)Seeing the @SpaceX employees laughing and cheering and chanting U-S-A is what it's all about for me.I fucking love these kids, their company and their leadership. 🇺🇸💪 ...

Core Insights - NVIDIA has begun global shipments of its new DGX Spark AI supercomputer, with CEO Jensen Huang personally delivering the first units to SpaceX's chief engineer Elon Musk [1] - The DGX Spark boasts a computing power that is 100 times more efficient per watt compared to the previous DGX-1 model, which was the first dedicated AI computer [1] Group 1 - NVIDIA's DGX Spark is officially launched and shipped globally starting Wednesday [1] - CEO Jensen Huang's delivery to Elon Musk highlights the historical connection between the two, as Musk was an early user of the DGX-1 supercomputer in 2016 [1] - The DGX Spark represents a significant advancement in AI computing technology, emphasizing efficiency improvements over its predecessor [1]

RT NASA Acting Administrator Sean Duffy (@SecDuffyNASA)Another major step toward landing Americans on the Moon’s south pole.The progress @SpaceX demonstrated with today's Starship test is critical for our Artemis missions.While we prepare for Artemis II, every flight strengthens our progress on Artemis III, and beating China back to the Moon! 🚀 🇺🇸 ...

I guess I must tilt my head like that a lot 😂Owen Sparks (@OwenSparks_):Hand delivery to @elonmusk from Jensen Huang, just like old times.OpenAI 2016, SpaceX 2025 https://t.co/5HkwuYrQGK ...

在情绪化威胁重启关税大棒之后，特朗普又很快TACO。当地时间10月12日，特朗普又释放出愿与中国达成协议、平息紧张局势的信号。 在贸易战常态化后，近几个月来，美国多次对中国发起敌意行动，中国也针锋相对地给出反制裁。其实，美国频频恶意出招并不意外，一些行动甚至放风 策划了很久。尤其是在中美高层会谈前大搞制裁、虚空造牌，已经是美国的习惯性动作。意外的是，近期中国反制裁力度之大，出乎美方预料。但具体看 中国的反制动作，只是"以彼之道、还施彼身"，是精确的对等反制。 如果认识到"中强美弱"的实力格局，这些进展就是自然的。美国政府的问题是，即使和中国全面斗争交手好几年了，仍然不理解、不承认中国的实力地 位，妄图居高临下对中国搞讹诈——那我们就只有强硬反击，通过较量让它碰得头破血流，"从实力的地位出发"，让美国人习惯中国。 一、针锋相对的战略反攻 笔者认为，在众多美国针对中国的敌对政策中，港口对中国船只收费是最无赖的。美国作风恶劣不说，主要是不知道自己几斤几两，完全没有摆正自身实 力地位。 对中国运营、建造的船只歧视性收费、逐年涨价之外，还有一个恶毒的条款：船舶运营方（operator）自行判定是否落入收费范围，并承担缴 ...

AI Computing Performance - DGX Spark 的每瓦计算能力比 2016 年的 DGX-1 高出约 100 倍 [1] Product Launch & Delivery - NVIDIA 的 DGX Spark 将于周三开始在全球发货 [1] - NVIDIA 首席执行官 Jensen Huang 向 SpaceX 的首席工程师 Elon Musk 交付了首批 DGX Spark 设备 [1] Company Focus - NVIDIA 庆祝 DGX Spark 全球发货 [1]

Investment Rating - The report maintains a positive outlook on the communication industry, specifically highlighting investment opportunities in the satellite internet sector [2]. Core Insights - The report reviews the development history of SpaceX's Falcon 1 rocket, emphasizing the importance of engine components and testing services in the commercial space industry [4][68]. - The Falcon 1 rocket's development took 46 months, with the testing phase being the most time-consuming, highlighting the critical role of testing in rocket development [6][24]. - The Merlin 1A engine, a key component of the Falcon 1, utilizes copper alloy for its combustion chamber, which is essential for high-temperature and high-pressure conditions [5][33]. - The report identifies key investment opportunities in domestic suppliers of engine components and testing services for commercial rockets [68][69]. Summary by Sections Falcon 1 Rocket Development - The Falcon 1 rocket, SpaceX's first product, demonstrated the feasibility of core technologies such as the Merlin engine and guidance control [19]. - The rocket's structure includes an aluminum alloy frame and carbon fiber composite materials, with a payload capacity of approximately 0.67 tons to low Earth orbit [19]. Engine Components - The Merlin 1A engine's combustion chamber operates at temperatures between 3000-4000°C and pressures exceeding 200 atmospheres [33]. - The engine's turbine pump, which is crucial for fuel and oxidizer delivery, operates at speeds up to 20,000 RPM [49]. Testing and Validation - Extensive testing was conducted during the development of the Falcon 1, with over 4,000 tests of the Merlin engine, contributing to a success rate of 97.76% for SpaceX's launches [8][61]. - The report emphasizes that testing is vital for achieving reusability in rockets, with SpaceX implementing a proactive trial-and-error approach to improve reliability [64]. Investment Strategy - The report suggests focusing on companies that supply engine components and provide testing services to domestic private rocket firms, indicating a favorable investment landscape in these areas [68][69].

3 2 1 We have liftoff. Go Super Heavy. Go Starship.Vehicles catch you down range. Stage separation. Back burn.Start up. [Applause] landing shut down. Three down to two.Starship has landed. As we said, we're not planning on recovering the ship today. Hey, welcome back to Earth Starship. ...

然而，这一超前构想也招致了市场的疑虑。Jonas坦言，一些客户认为他"疯了"，用看怪物般的眼神看 他。但Jonas对此并不意外，他坚信，物理AI对世界的影响将不亚于电力的发明，并将重塑从农业到航 空的几乎所有工业领域。 新战场：从汽车到物理AI Jonas的新角色标志着其职业重心的重大转变。他将"物理AI"定义为"任何能够移动、导航、操控三维空 间的事物"。这 一转变在今年8月正式生效，此前，作为汽车行业分析师的Jonas已开始在其研究和电话会议中，频繁就 物理AI产品规划向汽车公司高管发问。 "讨论没有物理AI的世界，就像讨论没有电力的世界一样，"Jonas表示。 在成功预言了特斯拉和SpaceX的崛起后，华尔街最知名的汽车分析师之一正敦促投资者将目光从地面 转向天空，乃至更遥远的未来。 摩根士丹利明星分析师Adam Jonas正在描绘一幅全新的万亿级美元投资蓝图，其核心是一个他称之 为"地外经济"的宏大概念。他认为，一个由物理AI（Physical AI）驱动，涵盖飞行汽车、人形机器人到 脑机接口的全新经济领域，将是继互联网之后定义下一个时代的重大机遇。 10月13日，据The Information报道 ...