更厉害的是，英伟达已经从卖芯片转向构建整个AI基础设施生态。它投资了OpenAI、xAI这些大模型公司，给它们提供GPU和技术支持，等这些公司发展 起来，又会反过来买更多的英伟达芯片，形成一个闭环。最近它还和诺和诺德合作，用AI加速药物研发，在医疗领域也开始布局了。 不过咱们也得冷静点，英伟达现在的远期市盈率是32倍，虽然低于五年平均水平，但股价已经涨了这么多，是不是有点透支未来了？而且美国政府的出 口管制一直是个隐患，之前限制向中国出口H20芯片，直接导致英伟达一季度减值45亿美元。竞争对手也在虎视眈眈，AMD的MI300X和华为的昇腾910B 都在逼近。 但从长期来看，AI的需求可能是无限的。黄仁勋说过，AI和机器人技术是数万亿美元的市场，英伟达每年都会推出新一代芯片，Blackwell之后还有Rubin 架构，性能提升幅度可能达到900倍。只要技术迭代能跟上，英伟达的龙头地位短期内还很难撼动。 各位朋友，大家好，我是帮主郑重。今天美股市场有件大事，英伟达市值突破3.9万亿美元了，这相当于英国所有上市公司的总市值，比加拿大和墨西哥 股市加起来还多。我知道很多朋友可能对这个数字没概念，这么说吧，英伟达现在的 ...

Core Viewpoint - The article discusses the recent regulations issued by the U.S. Department of Commerce, which impose restrictions on the use of Huawei's Ascend AI chips globally, highlighting the implications for companies using these advanced computing chips [1][3]. Summary by Sections U.S. Regulations on Huawei Chips - The U.S. Department of Commerce has stated that using Huawei's Ascend chips anywhere in the world violates U.S. export control regulations [3]. - Specific models mentioned include the Huawei Ascend 910B, 910C, and 910D, which may lead to penalties for companies that utilize them [3]. Classification of High-Performance Chips - The regulations categorize advanced high-performance chips into three classes based on their total processing performance (TPP) and performance density: 1. Chips with TPP greater than or equal to 4800 TOPS, or TPP greater than or equal to 1600 TOPS with a performance density of 5.92 or higher [4]. 2. Chips with TPP between 2400 TOPS and 4800 TOPS, and performance density between 1.6 and 5.92, or TPP above 1600 TOPS with performance density between 3.2 and 5.92 [4]. 3. High Bandwidth Memory (HBM) components with memory bandwidth density greater than 2 GB/s per square millimeter [5]. Consequences of Non-Compliance - The regulations indicate that violations could result in severe penalties, including up to 20 years of imprisonment [6]. - Experts have commented that these guidelines are quite stringent, effectively forcing companies to choose between Huawei's H chips and NVIDIA's N chips [6].

特朗普拒不妥协？美债危机倒逼中美谈判，英伟达CEO暗藏玄机 但特朗普偏要硬撑。他一边喊话要谈判，一边挥舞芯片制裁大棒，甚至点名英伟达：连"阉割版"芯片都不许卖给中国！这操作看得人直摇头：一边求着中国 接盘美债，一边又掐中国脖子，哪来的底气？ 第一部分：谈判大门敞开，特朗普为何装聋作哑？ 最近国际舆论场炸开了锅——美国突然主动向中国递出谈判"橄榄枝"，但中方回应却意味深长。商务部一句"正在评估"，既没把话说死，也没直接拒绝，反 而给特朗普政府留了个"台阶"：想谈？先拿出诚意！ 第二部分：芯片战升级，特朗普的算盘能响吗？ 特朗普的芯片政策，本质是"新瓶装旧酒"。拜登时期搞的芯片出口限制，他非但不松手，反而要加码。这次直接瞄准英伟达，要求连性能缩水的"特供版"芯 片都不准出口。表面看是"杀鸡儆猴"，逼其他国家站队；实际上，这和加征关税一个套路——人为制造筹码，逼中国让步。 可问题是，这招真的管用吗？先看数据：2024年中国芯片自给率已突破30%，预计2025年将达45%。更关键的是，华为昇腾910B、寒武纪MLU370等国产芯 片性能直追英伟达A100。黄仁勋在闭门会上那句"限制出口只会加速中国自研"，可不是客套话 ...

Core Insights - The next-generation AI model DeepSeek-R2 is set to be released, featuring advanced parameters and architecture [1][5] - DeepSeek-R2 will utilize a hybrid expert model (MoE) with an intelligent gating network, significantly enhancing performance for high-load inference tasks [5] - The total parameter count for DeepSeek-R2 is expected to reach 1.2 trillion, doubling the 671 billion parameters of DeepSeek-R1, making it comparable to GPT-4 Turbo and Google's Gemini 2.0 Pro [5] Cost Efficiency - DeepSeek-R2's unit inference cost is projected to decrease by 97.4% compared to GPT-4, costing approximately $0.07 per million tokens, while GPT-4 costs $0.27 per million tokens [8] - The model's cost efficiency is attributed to the use of Huawei's Ascend 910B chip cluster, which achieves a computational performance of 512 PetaFLOPS with an 82% resource utilization rate [7][8] Hardware and Infrastructure - DeepSeek-R2's training framework is based on Huawei's Ascend 910B chip cluster, which has been validated to deliver 91% of the performance of NVIDIA's previous A100 training cluster [7] - The introduction of Huawei's Ascend 910C chip, which is entering mass production, may provide a domestic alternative to NVIDIA's high-end AI chips, enhancing hardware autonomy in China's AI sector [10]