" 全球 50% 的人工智能研究人员是中国人，你无法阻止他们在人工智能领域取得进展。 " 英伟达 CEO 黄仁勋上月出席台北国际电脑展时说道。 这已经不是黄仁勋第一次强调中国人在 AI 行业国际舞台上的重要性。这句话背后，是全球特别是中美两国之间围绕 AI 人才的激烈争夺。 华人 AI 精英接管硅谷 如黄仁勋所言，如今，美国每个 AI 顶级实验室都活跃着中国面孔。美国的顶级 AI 研究机构中，来自中国的人才占到 38% ，略高于美国本土的 37% 。智库 MacroPolo 的报告显示，美国的顶尖 AI 研究员近 40% 毕业于中国大学。 华人在美国的顶级大模型团队中担任不可或缺的角色。 去年 OpenAI 推出首个原生多模态模型 GPT-4o ，关键团队 17 位成员中有 6 位华人，分别来自清华、北大、上交、中科大等院校。 埃隆 · 马斯克的人工智能公司 xAI 创始团队 12 人中，也有五位华人。 Grok 3 推理模型发布会上，马斯克将 C 位留给了 Jimmy Ba 和吴怀宇， 足见对华人科学家的重视。 谷歌发布的 Gemini 技术报告， 837 位作者中，华人学者占 141 位，包括谷歌首席科学 ...

Core Viewpoint - The article highlights the new phase of Chinese enterprises going global, focusing on technology empowerment and ecosystem building, in the context of global industrial chain restructuring and China's "dual circulation" strategy [1] Group 1: Event Overview - The "Beijing Technology Innovation Enterprises Going Global Exchange Conference" was held on May 30, 2025, in Beijing, organized by NICTC and the BRICS Technology Transfer Center, aimed at helping Chinese tech companies expand into international markets [1] - The event focused on cutting-edge fields such as biomedicine and artificial intelligence, featuring representatives from countries like the UAE, Mexico, Russia, and South Africa, and included policy interpretation, case sharing, resource matching, and corporate roadshows [3] Group 2: Market Potential and Trends - The BRICS countries, after expansion, now represent nearly 50% of the global population and over 30% of global GDP, with expectations to exceed 40% this year, providing significant market opportunities for new technologies [7] - The emphasis on cooperation among BRICS nations is seen as crucial for leveraging the Fourth Industrial Revolution, particularly in biomedicine and artificial intelligence, which are identified as key technological directions for future development [6][10] Group 3: Successful Experiences and Mechanisms - NICTC has been actively promoting cooperation in innovation and entrepreneurship among BRICS countries, achieving notable results through joint research projects and a multi-faceted approach to technology transfer [8][9] - The establishment of a cross-national technology achievement database has gathered over 4,000 technology results from China and BRICS countries, enhancing the efficiency of technology transfer through localized managers [9] Group 4: Case Studies and Innovations - A successful technology transfer case involved a collaboration between a Beijing enterprise and Russia for HPV vaccine technology, which generated annual orders of $100 million and exemplified effective cooperation in the biomedicine sector [12] - Chinese enterprises in biomedicine and artificial intelligence are recognized for their significant advancements, with domestic innovations in areas like tumor treatment and AI technologies attracting interest from BRICS nations [10][11] Group 5: Future Directions - NICTC aims to provide comprehensive solutions for biomedicine and AI companies facing resource and funding challenges, integrating BRICS resources to create a full-chain ecosystem for technology transfer and cross-border financing [13]

Group 1 - The core viewpoint emphasizes the importance of entrepreneurship in alleviating employment pressure and driving economic transformation, particularly for university graduates [1] - The government has introduced various targeted and innovative measures to support university students in their employment and entrepreneurship endeavors, including the establishment of service platforms and financial support [1] - Local initiatives, such as Hunan's entrepreneurship incubation bases and Shanghai's youth innovation forums, are being implemented to provide favorable conditions for university students' entrepreneurial growth [1] Group 2 - University students are encouraged to build a solid foundation in business knowledge, including understanding market trends and financial management, to prepare for entrepreneurship [2] - Practical experience is highlighted as essential for students to identify market needs and develop their entrepreneurial skills through various projects [2] - The article calls for more talent to engage in entrepreneurship, emphasizing the importance of innovation and creativity in achieving personal and societal progress [2]

艾夫斯在报告中写道："我们始终坚信，随着这场由'推动全球人工智能发展芯片'的英伟达所引领的第 四次工业革命的推进，英伟达在未来几年内有望实现4万亿美元市值，最终迈向5万亿美元市值。" 智通财经APP获悉，今早，英伟达(NVDA.US)发布第一季度财报业绩，股价飙涨近6%。即便是考虑到 近期美国对中国实施的出口管制，华尔街机构仍不吝溢美之词，纷纷盛赞英伟达远超预期的业绩与展 望，认为其表现堪称非凡。当下的世界仿佛属于英伟达，人们都生活在它的时代浪潮之中。 截至发稿，英伟达在盘前交易中上涨5.56%，有望重新夺回市值最高公司的桂冠。美国超微公司 (AMD.US)、迈威尔科技(MRVL.US)和博通(AVGO.US)等其他半导体企业的股价也纷纷跟涨。 Wedbush Securities分析师丹·艾夫斯(Dan Ives)形容该季度业绩"稳健"，即便将中国市场因素纳入考量， 有关需求的评论依然"非常积极"。 美国银行分析师维维克·阿雅(Vivek Arya)也上调了目标价(从160美元升至180美元)，并表示，鉴于人工 智能需求如今纳入了来自主权国家的庞大需求，他认为英伟达具备每股10美元的长期盈利潜力。 杰富瑞分 ...

张亚勤/文 如果将人类文明的发展历程视作一部卷帙浩繁的厚重著作，那么全世界进入高速发展的现代化阶段只占据了其中 极少的一部分。就像是基因突变，人类的物质积累从匮乏到富足，对世界的认知从浅薄到深刻，跨越空间、接收 信息的效率从极低到极高……一切的变化仅用了短短200多年。我们是怎么做到的？我想，归根结底，是由于人类 历经数千年积淀，真正推开了科学的无尽前沿之门。 18世纪末蒸汽革命的背后，有着物理、数学、工程学以及全球地理大发现的推动；20世纪初电气与能源革命的背 后，有着电磁学、化学、天文学的硕果被成功转化至产业生态的诱因；20世纪末信息革命的背后，有着量子物 理、信息论、控制论等多元学科的最新成果经由芯片、网络等载体涌入现实世界的背景。 以上三次历史事件，被称作现代化进程中的三次工业革命，或者说产业革命。通过总结现象背后的规律与共性， 我们会发现每一次工业革命的爆发都大致符合一个发展范式：科学的无尽前沿之门被推开，大量先进的研究成果 和技术创意加速向产业界流动，并得以转化。这些转化而来的成果往往以一项或多项关键性通用技术为基石，最 终承托起社会经济的指数级增长。今后，人工智能将成为那枚再度开启科学无尽前沿之 ...

白银时代是被英国人用工业革命和自由贸易终结的，其标志性的历史事件，也是由英国人主导的，一是 让用了两百多年的东印度公司破产，完成了它作为历史火车头在白银时代的历史使命，二是通过第二次 鸦片战争，加烧了一把英法联军的大火，烧掉圆明园，烧毁了白银时代最重要的一个东方成果。 对华贸易，由此开启了一个新时代，从公司垄断的国家主导的重商主义时代转向"散商"自发的自由贸易 时代。 有一本书，聚焦了这个时代的来龙去脉，其书名为《史密斯先生到中国》，作者韩洁西是美国人，她通 过"三个苏格兰人"在印度和中国的商贸活动来看"不列颠全球帝国的崛起"。 从三个不同地区，她找到了三位同名"乔治·史密斯"的苏格兰散商，揭示他们在印度和中国广州的商业 活动。 他们的活动时间是在乾隆时期，正是这些人的贸易需求，推动了马戛尔尼使团访华，作为全球化贸易体 系中一只大不列颠的小虫，他们正在打造属于自己的自由贸易的虫洞。 以此为切入点，本书作者将其切入到全球史中，使之成为顺着西风带绕过好望角进入印度洋的"史密斯 先生"。 （原标题：突破垄断——广州体制的走私"虫洞"） 以"散商"切入全球史 英国政府利用东印度公司从事鸦片贸易，挑动鸦片战争，通过战争 ...

"英伟达不再只是技术公司，我们现在是一家 AI基础设施公司 。" 来源 | 华尔街见闻 2025年5月19日， 英伟达 (NVDA.US)创始人兼CEO黄仁勋在Computex 2025大会上，发表了一 场长达两小时的重磅主题演讲。 从AI基础设施、芯片平台、企业AI，到机器人与数字孪生……老黄描绘了一个正在崛起的 AI工 厂（AI Factory）新时代 。 过去，数据中心服务于传统应用；而今天的AI数据中心， 不再只是"数据中心" ，而是 AI工厂 （AI Factory） ：一个以电力为输入、以"Token"为产出的新型智能工厂。 他强调，这是一场继电力、互联网之后的 第三次基础设施革命 —— 智能基础设施 。 重 磅 芯 片 发 布 ： G r a c e B l a c k w e l l G B 2 0 0 与 N V L i n k 架 构 黄仁勋展示了NVLink Spine——这是一个重达70磅、拥有 两英里电缆、130 TB/s 带宽 的核心互 联模块。他表示："这个系统的数据吞吐量比整个互联网都大！" GB200 Grace Blackwell 超级芯片采用了双芯封装，并连接了72颗GP ...

Core Viewpoint - The ongoing trade negotiations between China and the U.S. reveal a complex interplay of tariffs and resource control, particularly concerning rare metals, which are critical for modern industries and military applications [1][3][5]. Group 1: Tariff and Trade Dynamics - The U.S. has canceled 91% of tariffs on Chinese imports, but retains a 10% "base tariff" on key sectors like semiconductors, indicating a strategic approach to maintain leverage in technology [3]. - China's rare earth exports have significantly decreased, with a 37% year-on-year drop in the first four months of 2025, and exports of tungsten to the U.S. have reached zero [3][5]. - The trade negotiations are not merely about tariffs but represent a broader "resource war," where control over rare metals is seen as crucial for technological and military supremacy [3][5]. Group 2: Strategic Importance of Rare Metals - Rare metals such as tungsten, tellurium, and indium are essential for various high-tech applications, including military hardware and renewable energy technologies [5][9]. - China holds a dominant position in the global supply of these metals, with 72% of tungsten, 83% of rare earths, and 95% of indium reserves, giving it significant leverage in negotiations [5][9]. - The strategic value of these metals is underscored by their critical roles in advanced military systems, such as the guidance systems of intercontinental missiles and components of fighter jets [5][9]. Group 3: Future Resource Strategies - China is implementing a comprehensive strategy to secure its resource supply chain, including establishing strategic reserves and controlling the entire production process from mining to processing [9]. - The country is actively investing in overseas mining operations to ensure a steady supply of critical materials, which could further enhance its bargaining power in future negotiations [9]. - The ongoing developments suggest that while tariffs may be paused, the underlying competition for resource control will continue to intensify, impacting global supply chains and geopolitical dynamics [1][9].

Core Insights - NVIDIA's CEO Jensen Huang presented a vision of the emerging AI Factory era, emphasizing the transformation of data centers into AI factories that produce "Tokens" from energy inputs, marking a third infrastructure revolution following electricity and the internet [1][4]. Group 1: AI Infrastructure and Chip Innovations - The introduction of the Grace Blackwell GB200 chip and NVLink Spine architecture, which boasts a data throughput greater than the entire internet, highlights NVIDIA's advancements in AI infrastructure [2][4]. - The upcoming GB300 chip is set to enhance inference performance by 1.5 times, increase HBM memory by 1.5 times, and double network bandwidth while maintaining physical compatibility with previous generations [4]. - NVLink Fusion allows seamless integration of various CPUs and AI accelerators with NVIDIA GPUs, significantly improving communication speed and scalability, offering up to 14 times the bandwidth compared to standard PCIe interfaces [6]. Group 2: Personal Supercomputing and Enterprise AI - The DGX Spark personal AI supercomputer is now in production, aimed at AI researchers wanting their own supercomputing capabilities, with a promise of accessibility for consumers [7]. - The RTX Pro enterprise AI server supports traditional IT workloads and introduces Agentic AI, which will become part of the workforce, necessitating new HR roles to manage these AI employees [9]. Group 3: AI Storage and Robotics - NVIDIA is developing a new AI storage architecture that incorporates GPUs for semantic understanding of unstructured data, collaborating with major companies for enterprise-level deployment [10]. - Huang predicts that robotics will evolve into a trillion-dollar industry, with NVIDIA's Isaac platform driving advancements in autonomous vehicles and human-robot systems [11][13]. Group 4: Advanced AI Technologies - The launch of the Newton physics engine, developed in collaboration with DeepMind and Disney Research, is set to enhance robotic capabilities through GPU acceleration and real-time operations, with plans for open-sourcing in July [14].

Core Viewpoint - Nvidia CEO Jensen Huang stated that most robotic systems developed so far lack the necessary production scale to create sustainable momentum for innovation and progress. He predicts that all mobile devices will become robots in the future, leading to a revolution in the industrial sector as these robots are introduced into factories [1]. Summary by Relevant Categories Industry Insights - The introduction of robots into factories is expected to revolutionize the industrial sector, indicating a significant shift in manufacturing processes and operational efficiency [1]. Company Perspective - Nvidia is positioning itself at the forefront of this technological evolution, emphasizing the need for scalable robotic systems to drive innovation and progress in the industry [1].