英伟达CEO黄仁勋列举出四大意外： 1、推理AI已经创造更多的计算需求。 2、（美国总统特朗普）取消（前总统拜登任期内出台的）AI扩散制度的决定是极好的。特朗普希望美 国获胜。 3、在企业级AI，Agentic AI正在发挥作用。它甚至比通用AI更好。 4、对于行业AI，诸多地区热衷于本土制造并到处修建工厂。所有的新工厂都在使用AI。 ...

Core Insights - The article discusses the advancements in AI technology as presented by NVIDIA CEO Jensen Huang at COMPUTEX 2025, highlighting the evolution of AI from perception to reasoning and physical AI [1] AI Evolution Path - The evolution of AI is categorized into four stages: 1. Perception AI: Understanding patterns like speech and image recognition 2. Generative AI: Transitioning from understanding to generating content across multiple modalities 3. Reasoning AI: Focusing on complex reasoning capabilities, utilizing techniques like "Chain of Thought" and "Tree of Thought" 4. Physical AI: Understanding physical concepts such as inertia and causality, crucial for the next AI era [1] GB300 and Blackwell Architecture - The GB300 system, based on the new Grace Blackwell architecture, has been in production since early this year, with significant upgrades including a 1.5x increase in inference performance and a 2x increase in network capability [2] - The system features 100% liquid cooling and maintains the same physical footprint as previous models, with a single node performance of approximately 40 petaflops [2] NVLink and CoWoS-L Technology - NVIDIA has developed a new collaborative process with TSMC called CoWoS-L to create larger chips, enhancing performance through NV-Link technology, which offers a data transfer speed of 7.2TB/s [3] - The NV-Link architecture connects multiple GPUs within a single rack, achieving a bandwidth of 130 terabytes/s, necessitating liquid cooling due to high power requirements [3] NVLink Fusion - NVLink Fusion is introduced to allow partners to build semi-custom AI infrastructure solutions, enabling integration of custom ASICs into NVIDIA's ecosystem [4] - This technology facilitates the mixing of NVIDIA components with partner-specific chips, enhancing the flexibility of AI infrastructure [5] DGX Spark and Workstations - DGX Spark has entered full production, designed for AI-native developers, offering 1 petaflops of computing power and 128GB of memory for prototyping and early development [6] - NVIDIA also launched desktop-level DGX supercomputers, capable of running AI models with up to 1 trillion parameters, suitable for home use [6] Enterprise AI Solutions - The RTX Pro Enterprise server integrates x86 architecture and supports various AI agents, showing significant performance improvements over previous models [7]

编辑部 整理自 凹非寺 量子位 | 公众号 QbitAI 当大模型改变人类信息交互方式、算力成本不断降低，一个关键问题浮现在每一位企业决策者面前： 如何让AI真正成为企业的"智慧大脑"，驱动业务决策全面升级？ 大模型来了，万物皆可Chat， 但企业级AI应用的规范复杂得多 ，不是简单的Excel+Chat就能完成。 在第三届AIGC产业峰会上，数势科技联合创始人谭李，指出了当下行业面临的挑战。 而AI Agent的出现为这一难题提供了解决性方案 。 数势科技就是代表之一，他们通过SwiftAgent平台，为企业打造随时在线的" 数据分析与决策平台"，让每一位业务人员都能像与专业分析师 对话一样，轻松获取数据洞见，做出更明智的业务决策。 为了完整体现谭李的思考，在不改变原意的基础上，量子位对演讲内容进行了编辑整理，希望能给你带来更多启发。 中国AIGC产业峰会是由量子位主办的AI领域前沿峰会，20余位产业代表与会讨论。线下参会观众超千人，线上直播观众320万+，累计曝光 2000万+。 话题要点 以下是演讲全文： 供需侧都在迎来新范式 感谢主持人，各位来宾，大家上午好！ 我是数势科技的谭李，今天非常荣幸和大家做 ...