今天星舰第十一飞圆满收官，没想到黄仁勋也闪现到了现场。 原来，黄仁勋亲自飞到了德州的星际基地（Starbase），在冲天的星舰旁边，就是为了把一台刚出炉的新「核弹」交到了马斯克手上。 这就是大家从年初等到现在的—— NVIDIA DGX Spark 个人 AI 超级计算机 。 而这一幕，让所有老科技迷瞬间 DNA 动了，梦回 2016 年。 当时，马斯克还是 OpenAI 的联合创始人，没和奥特曼闹掰，老黄亲自把全球第一台 DGX-1 超级计算机送到了他们初创公司的办公室。 黄仁勋当时开玩笑地说： 如果这是唯一一个出货的产品，那这个项目造价就高达 20 亿美元了。 那台「20 亿美金的大家伙」后来开启了整个大模型时代。 第二年 Google 就公布了一种新的神经网络训练架构 Transformer。 这次的新突破再被 Sutskever 抓住，引领 OpenAI 建造出来第一个 GPT 模型，一切都建立于英伟达的超级计算机上。 9 年过去了，马斯克成了全球首富常客，黄仁勋掌管着一度全球市值第一的公司。 而英伟达交付这次交付的 DGX，不再是一个庞然大物，而是一台能放在你桌边的「性能怪兽」。又一次在用最酷的方式 ...

Core Insights - Intel announced a $5 billion investment in Nvidia, aiming to leverage both companies' strengths to develop custom data center and PC-related products [2] - Nvidia's CEO Jensen Huang highlighted the current limitations of x86 architecture products and the goal of integrating NVLink into Intel's data center CPUs to enable both Arm and x86 architecture offerings [2] - Huang acknowledged TSMC's significance in the semiconductor industry, indicating that while Intel has been a partner, TSMC remains a critical player for manufacturing capabilities [2] Group 1 - Intel's investment in Nvidia is approximately 355.31 billion RMB [2] - The collaboration focuses on introducing NVLink into Intel's data center CPUs [2] - Nvidia aims to create rack-level AI supercomputing by integrating x86 CPUs into the NVLink ecosystem [2] Group 2 - Huang emphasized that the x86 ecosystem currently cannot utilize NVL72 level products [2] - Both CEOs recognized TSMC as a world-class foundry and acknowledged their status as major clients [2] - The conversation between the companies indicates a productive partnership despite the manufacturing limitations at Intel [2]