英伟达CEO黄仁勋最近的行程非常满。当地时间1月21日，黄仁勋在瑞士举办的达沃斯论坛上大谈过去 一年AI模型的三大进展。随后，他开启访华行程，先后出现在上海、北京、深圳、中国台湾。当地时 间2月3日，黄仁勋又出现在工业软件公司达索系统于美国休斯顿举办的活动上，这次演讲的主题是工业 AI。 "过去，我们花了1/3的时间在设计和数字化上，也许花了2/3的时间在构建物理形态上。未来很有可能我 们将花100%的时间在数字化上。即使完成了设计、模拟、验证，还必须做软件集成。"黄仁勋称，无论 是设计、描绘、模拟还是操作，未来都将由软件定义，从一双网球鞋到其他所有东西都是如此，汽车是 软件定义的，机器人所在的工厂也是软件定义的。 当天英伟达宣布了与达索系统的合作，双方将利用虚拟孪生技术合作构建工业AI平台，达索的虚拟孪 生技术将与英伟达AI基础设施、开源加速软件库结合，建立经科学验证的行业世界模型，用于生物 学、材料科学、工程和制造等领域，除了在工程和制造领域实现软件定义的生产系统，还能用于推动新 分子和下一代材料发展。 黄仁勋表示，双方技术的融合将使工程师能在比以往大10万倍的规模上开展工作，工作时看到的不再是 预先渲染 ...

据报道，知情人士透露，英伟达公司正接近达成一项协议，将向OpenAI投资200亿美元作为其最新一轮 融资的一部分。这将是英伟达对OpenAI进行的最大单笔投资。知情人士表示，交易尚未最终敲定，条 款仍可能发生变化。 相关报道 黄仁勋全球连轴转，最新演讲称AI将重塑全球工厂 英伟达CEO黄仁勋最近的行程非常满。当地时间1月21日，黄仁勋在瑞士举办的达沃斯论坛上大谈过去 一年AI模型的三大进展。随后，他开启访华行程，先后出现在上海、北京、深圳、中国台湾。当地时 间2月3日，黄仁勋又出现在工业软件公司达索系统于美国休斯顿举办的活动上，这次演讲的主题是工业 AI。 "过去，我们花了1/3的时间在设计和数字化上，也许花了2/3的时间在构建物理形态上。未来很有可能我 们将花100%的时间在数字化上。即使完成了设计、模拟、验证，还必须做软件集成。"黄仁勋称，无论 是设计、描绘、模拟还是操作，未来都将由软件定义，从一双网球鞋到其他所有东西都是如此，汽车是 软件定义的，机器人所在的工厂也是软件定义的。 当天英伟达宣布了与达索系统的合作，双方将利用虚拟孪生技术合作构建工业AI平台，达索的虚拟孪 生技术将与英伟达AI基础设施、开源 ...

Core Insights - Nvidia and Deutsche Telekom announced a joint investment of €1 billion ($1.2 billion) to build a data center in Munich, aimed at enhancing AI infrastructure in Europe, with operations expected to start in Q1 2026 [1] - The project is expected to increase Germany's AI computing capacity by approximately 50%, marking a significant step for Europe's largest economy to develop a local AI ecosystem and compete with the US [1] - The investment highlights the substantial gap between Europe and the US in AI infrastructure, as the project plans to deploy up to 10,000 GPUs, which is a small fraction compared to the scale of US facilities [1][2] Group 1: Project Overview - The data center will host AI models and connect them to industrial data sources, facilitating faster adoption of AI technology in the industrial sector [2] - SAP, as Europe's largest software company, will provide its business technology platform and applications for the data center [2] - The project is part of a broader strategy to leverage Europe's manufacturing strengths rather than competing in consumer technology with the US and China [2] Group 2: Challenges and Comparisons - Germany's ambition in AI faces challenges, as previous attempts to create a national AI champion have struggled, with local startup Aleph Alpha shifting away from building large AI models [2] - The scale of the project is smaller than other announced European data center plans, such as OpenAI's Stargate project in Norway and Brookfield's $10 billion project in Sweden [3] - The EU has announced a €200 billion plan to support AI development in the region, aiming to double the capacity for such systems in the next 5 to 7 years [4] Group 3: Strategic Importance - The facility is described as one of the largest data centers in Europe, with Nvidia's CEO emphasizing the introduction of AI and robotics technology to transform German industry [4] - Deutsche Telekom is actively negotiating with other companies to promote the construction of AI super factories, although progress has been slow [4]

Core Insights - NVIDIA CEO Jensen Huang announced plans to build the world's first industrial AI cloud in Europe [1] - More details about the "industrial AI cloud" will be revealed on Friday [1] - The AI factory located in Germany will be equipped with 10,000 GPUs [1]

Group 1 - Nvidia is set to build the world's first industrial AI cloud in Europe [1] - This initiative aims to enhance AI capabilities and support various industries [1] - The project is expected to drive significant advancements in AI technology and applications [1] Group 2 - The establishment of the AI cloud will position Nvidia as a leader in the European AI market [1] - This move reflects the growing demand for AI solutions across different sectors [1] - The investment is part of Nvidia's broader strategy to expand its global footprint in AI [1]