Core Insights - Computex 2025 showcased major advancements in AI technology, with companies like NVIDIA and Intel emphasizing AI inference as a key focus area and highlighting ecosystem integration [1] Group 1: NVIDIA Developments - NVIDIA launched the GB300 NVL72 platform and NVIDIA NVLink Fusion, allowing third-party integration with NVIDIA GPUs, enhancing ecosystem compatibility [2] - NVIDIA's CEO Jensen Huang announced plans to build an AI supercomputer in Taiwan in collaboration with Foxconn and TSMC, aiming to strengthen the AI ecosystem [3] - NVIDIA's GB300 NVL72 AI server, designed for AI inference, will see a 50% performance improvement and is set for mass production in Q3 2025 [5] Group 2: Intel Innovations - Intel introduced the Pro B60 and Pro B50 GPUs, tailored for AI inference and professional workstations, offering a 10%-20% performance boost [6] - Intel's Gaudi 3 AI accelerator is now available for scalable AI inference in existing data center environments, with a launch expected in H2 2025 [6] - Intel also released the AI Assistant Builder on GitHub, a lightweight open software framework for developers to create optimized local AI agents [6] Group 3: Market Context - Huang emphasized the importance of the Chinese market, stating that losing access could result in a 90% loss of global market opportunities for U.S. companies [3] - The potential market in China for AI technology is estimated at $50 billion annually, highlighting the significant opportunity that could be lost [3]

英特尔CEO陈立武（Lip-Bu Tan） 5月20日消息，2025年台北国际电脑展（COMPUTEX）正在举行。 虽然英特尔今年没有在Computex 2025上发表主题演讲，但5月19日，英特尔发布了全新针对专业人士和 开发者设计的全新图形处理器（GPU）和AI加速芯片产品系列。同时，英特尔CEO陈立武（Lip-Bu Tan）也在台北英特尔晚宴中发表演讲。 陈立武在19日晚表示，芯片产业正在改变，除了晶体管外，还需要建立完整的系统，并配合软件、网络 和储存技术，需要大量投资在互联技术上，英特尔也正大力转向光学技术，同时为实现SoC芯片整合与 高速效能，与存储芯片间的合作也至关重要。 陈立武补充称，英特尔有些产品竞争力不足，现正做出改变来补足缺点，尽管有这些挑战，但公司在 PC和客户端市场的市占率仍拥有约68%，数据中心CPU领域市占率也仍有55%，将利用现有基础推动 更好的产品和服务。 针对如何让英特尔重回巅峰，陈立武强调，重点就是"说实话"，他说，他正努力推动这种文化，有时层 级太多，消息传达会失真，所以他有个习惯，是直接深入七、八层底下的工程师，听取真实意见。而 且，陈立武称他已经重新调整工程团队，让 ...