今天到了拉斯维加斯，第一餐去了滋味成都吃川菜，大众点评网4.6分，红油地道，麻辣够劲，正宗得 不得了。在异国他乡的辛辣里，能闻到某种相似的、属于大干快上的燥热气息。 今年的CES（国际消费电子展）规模已扩张至令人咋舌：30万平方米的展区，参展商突破4500家，邮箱 里超过100张各类公司的邀请函。 我第一次参加CES是在2018年，那时CES的底色是传统的"家电手机博览会"——创维、TCL和海信在比 拼谁的电视屏幕更薄，华为和小米在角逐手机的像素，八年过去，CES早已物非人非。 从边缘到中央：冰面的破碎 今年的CES，AMD CEO苏姿丰将在1月5日晚，发表首场重磅主题演讲，发布新版Ryzen芯片阵容，聚 焦"从云到端的全栈 AI 计算"。 英伟达CEO黄仁勋，虽未担任CES官方主题演讲嘉宾，但仍是绝对的主角之一。 他将在苏姿丰登台同日，举办"NVIDIA Live"活动，抢先披露英伟达在AI领域的最新进展。 中国厂商也很热闹，吉利和长城带着最新的自动驾驶平台，强力杀入拉斯维加斯会议中心的核心区。 追觅、石头科技带来了具身智能和全屋智控的巨头，它们让机器人从"工具"变成了"管家"。 CES喧嚣的背后，是科技公 ...

Core Viewpoint - The article discusses the organizational structure and strategic personnel changes at NVIDIA under CEO Jensen Huang, highlighting the importance of hardware and AI in the company's future growth while emphasizing the need for effective communication and management in a rapidly expanding company [2][6][65]. Group 1: Organizational Structure - Jensen Huang has 36 direct reports, divided into seven functional areas: strategy, hardware, software, AI, public relations, networking, and an executive assistant [5][66]. - The hardware segment remains a cornerstone of NVIDIA, with one-third of Huang's direct reports focused on hardware-related businesses, including GPUs and systems [9][10]. - Huang's management style favors a flat organizational structure, allowing for quick decision-making and information flow, which is crucial in the fast-paced tech industry [70][72]. Group 2: Key Personnel - Key figures under Huang include Jonah Alben, Dwight Diercks, and Bill Dally, who have been with the company for decades and play significant roles in GPU architecture, software development, and research [24][31][40]. - New addition Wu Xinzhu, responsible for automotive business strategy, brings extensive experience from Qualcomm and XPeng Motors, indicating NVIDIA's push into the automotive sector [52][56]. - The article notes that Huang's ability to identify and recruit talent is critical for NVIDIA's ongoing success, particularly in emerging markets [61][63]. Group 3: Strategic Focus - AI and advanced technologies are becoming a second pillar of Huang's business strategy, with a focus on unexplored markets [10][11]. - The automotive business is projected to see significant revenue growth, with NVIDIA's automotive revenue expected to nearly double from $281 million to $567 million in the fiscal years 2024 to 2025 [62]. - Huang's emphasis on a systematic external communication mechanism is essential for managing complex relationships with various stakeholders, including investors and government entities [16][18]. Group 4: Company Growth and Challenges - NVIDIA's net profit surged to approximately $29.5 billion in fiscal year 2024, a nearly 600% increase year-over-year, indicating robust business growth [81]. - The company's workforce grew from 29,600 to 36,000 employees within a year, marking a 21.62% increase, which presents challenges in maintaining a flat organizational structure [82]. - The rapid expansion has led to increased information noise and collaboration costs, prompting a potential shift towards a more vertical management structure [88][92].

全球最大车企丰田，刚刚官宣了和全球自动驾驶"先驱"Waymo的合作意向。 算起来这已经是丰田在L4赛道一周之内的第二次出手了。 就在丰田和Waymo达成意向的100多个小时前，它和「中国Waymo」——小马智行合作的最新一代Robotaxi量产车亮相，量产在即。 种种迹象表明，Robotaxi的iPhone时刻正在来临。 丰田官宣"牵手"Waymo 丰田和Waymo的这次官宣挺有意思。 一般都是确定合作的范围、形式，协议签署后才正式官宣。但这次双方显得好像比较仓促。 双方都明确定义为"潜在合作"，目前状态是"达成初步协议"。 可以看出Waymo对这次合作的定性表述更模糊，明显对未来的期待更多： 双方将合作开发新的自动驾驶平台，但未来合作范围将通过持续的讨论不断演变。 上周谷歌母公司Alphabet在第一季度财报会议上说的话，揭示了丰田和Waymo合作状态的背景。 官方认为"Waymo尚未完全确定其长期商业模式"，而未来不排除"将Waymo自动驾驶技术引入私家车"。 Waymo朝商业化落地的目标的努力，今年开始频繁起来。比如之前Waymo负责Robotaxi的各个层面，包括技术、应用程序、维护和叫车运营等等。 ...