图片来源：NVIDIA NVIDIA 的芯片产品组合涵盖了中央处理器（CPU）、图形处理器（GPU）以及网络设备（用于纵 向扩展和横向扩展）。 NVIDIA 发布了其最新的 " Blackwell超级AI工厂" 平台 GB300 NVL72，与 GB200 NVL72 相比，其 AI性能提升了 1.5 倍。 NVIDIA 分享了其芯片路线图，这样一来，行业内企业在现在采购 Blackwell系统时，便可以谨慎 规划其资本性支出投资，以便在未来几年内有可能从 "Hopper" 系列升级到 "Rubin" 系列或 "Feynman" 系列。 "Rubin" 和 "Rubin Ultra" 两款产品分别采用双掩模版尺寸和四掩模版尺寸的图形处理器（GPU）， 在使用 FP4 精度运算时，性能分别可达 50 petaFLOPS（千万亿次浮点运算）和 100 petaFLOPS，分 别搭载 288GB 的第四代高带宽存储器（HBM4）和 1TB 的 HBM4e 存储器，将分别于 2026 年下半 年和 2027 年推出。 全新的 "Vera" 中央处理器（CPU）拥有 88 个基于Arm公司设计打造的定制核心，具备更大的 ...

Core Viewpoint - The article discusses NVIDIA's advancements in AI technology, emphasizing the importance of tokens in the AI economy and the need for extensive computational resources to support complex AI models [1][2]. Group 1: Chip Developments - NVIDIA has introduced the "Blackwell Super AI Factory" platform GB300 NVL72, which offers 1.5 times the AI performance compared to the previous GB200 NVL72 [6]. - The new "Vera" CPU features 88 custom cores based on Arm architecture, delivering double the performance of the "Grace" CPU while consuming only 50W [6]. - The "Rubin" and "Rubin Ultra" GPUs will achieve performance levels of 50 petaFLOPS and 100 petaFLOPS, respectively, with releases scheduled for the second half of 2026 and 2027 [6]. Group 2: System Innovations - The DGX SuperPOD infrastructure, powered by 36 "Grace" CPUs and 72 "Blackwell" GPUs, boasts AI performance 70 times higher than the "Hopper" system [10]. - The system utilizes the fifth-generation NVLink technology and can scale to thousands of NVIDIA GB super chips, enhancing its computational capabilities [10]. Group 3: Software Solutions - NVIDIA's software stack, including Dynamo, is crucial for managing AI workloads efficiently and enhancing programmability [12][19]. - The Dynamo framework supports multi-GPU scheduling and optimizes inference processes, potentially increasing token generation capabilities by over 30 times for specific models [19]. Group 4: AI Applications and Platforms - NVIDIA's "Halos" platform integrates safety systems for autonomous vehicles, appealing to major automotive manufacturers and suppliers [20]. - The Aerial platform aims to develop a native AI-driven 6G technology stack, collaborating with industry players to enhance wireless access networks [21]. Group 5: Market Position and Future Outlook - NVIDIA's CUDA-X has become the default programming language for AI applications, with over one million developers utilizing it [23]. - The company's advancements in synthetic data generation and customizable humanoid robot models are expected to drive new industry growth and applications [25].

Core Viewpoint - SK Hynix has emerged as a leading supplier of high-bandwidth memory (HBM) for NVIDIA, driven by the booming demand for artificial intelligence (AI) semiconductors, resulting in record financial performance in the past year [1][2]. Financial Performance - SK Hynix achieved a record sales revenue of 66.193 trillion KRW and an operating profit of 23.467 trillion KRW, marking a significant rebound in the semiconductor industry [1]. - The company's total debt decreased by approximately 23% to 22.6837 trillion KRW, with nearly 7 trillion KRW repaid in the past year [2]. Market Dynamics - The company's sales in the U.S. surged 2.6 times, accounting for over 63% of total sales, primarily due to demand from major tech companies like NVIDIA [1][2]. - The successful mass production of the fifth-generation HBM3E product has helped maintain SK Hynix's leading position in the HBM market [1]. Investment and R&D - SK Hynix's R&D expenses reached a historic high of 4.9544 trillion KRW, increasing by 800 billion KRW from the previous year [3]. - Capital expenditures (CAPEX) nearly tripled to 17.956 trillion KRW, reflecting investments in HBM demand response and infrastructure [3]. Strategic Initiatives - The company announced the launch of its sixth-generation HBM4 prototype, aimed at addressing significant technological demands from market leaders like NVIDIA [2]. - SK Hynix's president is participating in the China Development Forum, engaging with global tech leaders to explore investment opportunities [3].

Core Insights - Noul Co., Ltd. has joined the NVIDIA Healthcare & Life Sciences ecosystem to enhance global diagnostic accessibility and seeks partnerships in global healthcare opportunities [1][2] - The company showcased its AI-powered diagnostic platform, miLab™ CER, at NVIDIA GTC 2025, focusing on cervical cancer screening [1][4] Company Overview - Noul Co., Ltd. is a medical AI company founded in December 2015, aiming to address global health challenges through innovative solutions [7] - The company has developed miLab™, the world's first AI-powered diagnostic lab platform for point-of-care settings, which automates the entire microscopy workflow [8][9] Product Features - miLab™ is a fully automated diagnostic solution that provides lab-grade accuracy and delivers results in under 15 minutes, utilizing deep learning and AI for analysis [4][8] - The platform is powered by NVIDIA Jetson, enhancing AI inference performance and supporting scalable diagnostics across various diseases [4] Recognition and Impact - Noul's cervical cancer solution, miLab™ CER, was recognized by WHO-UNITAID in 2024 as one of the Top 3 global diagnostic products [5][9] - The company aims to positively influence the lives of over 1 billion people worldwide, particularly in blood and cancer diagnostics [11] Market Presence - miLab is currently utilized in 18 countries by pharmaceutical companies, hospitals, diagnostic labs, and government health institutions, indicating a strong global presence [10]

Core Insights - Delta has unveiled next-generation power and liquid cooling solutions aimed at enhancing performance and energy efficiency in AI and HPC data centers at NVIDIA GTC 2025 [1][2] - The company emphasizes collaboration with customers to develop smart, energy-efficient solutions that support the growth of the AI industry while promoting sustainability [2] Smart Manufacturing Solutions - Delta's AI-based Smart Manufacturing Demo Line showcases five interactive smart production scenarios for PC board assembly, integrating various technologies including collaborative robots and digital twin systems [3] - The IIoT-based Line Manager allows for remote control and autonomous operations, enabling quick changeovers between different manufacturing processes and optimizing production parameters [4] Power Solutions for AI and HPC Data Centers - The new Power Capacitance Shelf features built-in lithium-ion capacitors, high power density, and a hold-up time of 5 seconds at a 15kW load, designed to stabilize power supply for AI servers [5] - Delta's HVDC server power solutions include a 72kW AC-DC Server Power Shelf with 98% efficiency and a 90kW DC-DC Server Power Shelf with 98.5% efficiency, addressing space limitations in traditional AI data centers [6] Cooling Solutions - Delta has introduced a 1.5MW liquid-to-liquid Coolant Distribution Unit (CDU) for high-density racks, capable of managing thermal challenges exceeding 100kW capacity [9] - The company also showcases advanced air cooling options, including a 3D Vapor Chamber with a 1000W cooling capacity and improved server fans with a 20% performance increase [9] Passive Components - New High Density Power Chokes support GPU operations under high current and temperature conditions, while Core Shell Liquid Cooling Busbars offer power dissipation up to 400kW with low inductance [10] Company Overview - Delta Electronics has a strong presence in the Americas, focusing on innovation in power management and energy solutions across various sectors, including IT and renewable energy [12][13] - The company is committed to sustainability and energy efficiency, continuously developing solutions to meet the growing demand for AI and cloud computing [13][14]

Core Insights - Global Mofy AI Limited has been invited to attend NVIDIA GTC 2025, a significant event focusing on AI advancements, particularly in smart cities, gaming, and 3D modeling [1][2] - The participation of Global Mofy’s CEO and senior executives at the conference aims to engage in discussions about breakthrough AI technologies and explore strategic collaborations in the North American market [2][4] Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider specializing in virtual content production and the development of 3D digital assets for the digital content industry [7] - The company utilizes its proprietary "Mofy Lab" technology platform to create high-definition 3D virtual representations of various physical objects, applicable in movies, TV series, AR/VR, animation, advertising, and gaming [7] Conference Participation - At NVIDIA GTC 2025, the Global Mofy team will participate in sessions covering AI-powered virtual content creation, real-time generative models, and the role of AI in film and gaming [2] - A notable session titled "An Introduction to NVIDIA Cosmos World Foundation Models" will provide insights into large-scale generative models, which are seen as critical for future content innovation [3] Strategic Goals - The company aims to strengthen its presence in the North American market and accelerate the adoption of its AI-driven solutions following its recent expansion through a U.S. subsidiary [4][6] - The CEO expressed optimism about the integration of NVIDIA Cosmos World Foundation Models into Global Mofy’s generative AI solutions, indicating a focus on enhancing AI-powered world-building [5]

Core Insights - DeCloak Intelligences is showcasing its 'AI-aided Privacy Agent (AipA) Healthcare System' at NVIDIA's GTC 2025, aimed at enhancing patient safety and privacy in healthcare settings [1][8] - The AipA system utilizes patented AI de-identification technology to process medical images while minimizing the risk of personal data leakage [2][3] Company Overview - DeCloak Intelligences is a subsidiary of Etron Technology, focusing on privacy computing solutions that can be deployed through software or hardware [10] - The company has previously received recognition for its privacy solutions, including the award-winning DeCloakVision surveillance system and DeCloakFace facial recognition technology [6][7] Technology and Implementation - The AipA Healthcare System performs real-time de-identification of images, offering functions such as patient identity verification and detection of critical events like falls or violent incidents [3][5] - The system has been implemented in public areas and demonstration wards of the National Taiwan University Hospital, Hsinchu Branch, ensuring image privacy without disrupting medical operations [4] Future Prospects - DeCloak aims to expand its international presence and engage in smart healthcare innovation, participating in significant events like NVIDIA GTC to showcase its technologies [8]

Core Insights - Compal Electronics will showcase its latest AI-HPC GPU server solutions at NVIDIA GTC 2025, scheduled for March 18, 2025, in San Jose, California [1][2] Group 1: Product Innovations - Compal will unveil several high-performance GPU servers aimed at optimizing AI training and accelerating data center operations, including servers based on the NVIDIA MGX architecture [3] - The company has begun shipping servers equipped with the NVIDIA GH200 Grace Hopper™ Superchip, anticipating larger shipment volumes due to strong market demand [3] Group 2: Partnerships and Collaborations - Compal is collaborating with industry leaders such as AcBel Polytech Inc., Chenbro, Infinitix, Samsung Electronics, and ZutaCore® to present innovative solutions and insights at GTC 2025 [4] Group 3: AI and 5G Integration - Compal launched the AI server SX220-1N, integrating NVIDIA Aerial with 5G base stations to enhance network intelligence and efficiency, ultimately reducing operational costs [5] Group 4: Future Events - In addition to GTC 2025, Compal will also showcase its advanced GPU servers at CloudFest in Europe, providing an alternative platform for audiences to explore its AI and HPC technologies [7] Group 5: Company Background - Founded in 1984, Compal is a leading manufacturer in the notebook and smart device industry, recognized as one of Taiwan's top manufacturers and consistently ranked among the Forbes Global 2000 and Fortune Global 500 companies [8]