整理 | 华卫 "世界上不会再出现第二个我这样的 CEO 了。"近日，英伟达联合创始人兼首席执行官黄仁勋（Jensen Huang）在一场私人访 谈中这样说道。 据称，这场深度对话已经酝酿了三十年，将黄仁勋鲜为人知的一面展现在大众眼前。主持人 Jodi Shelton 与黄仁勋的职业交集 始于三十余年前，彼时，图形处理器（GPU）尚未掀起席卷全球的 AI 革命。从加速计算的源头到生成式 AI 的前景，这场对话 堪比一堂远见大师课。 在访谈中，黄仁勋表示，从某种意义上说，英伟达其实有 61 位 "CEO"。过去这些年，包括他在内，很多人都犯过严重的错 误，但在英伟达，从来没有人因为犯错而被解雇。"我们打造了一个足够安全的环境。"他还透露，CEO 这个职位，远比人们想 象的要脆弱得多。"实际上，我们可能是公司里最脆弱的一群人。不过对我来说，承认这种脆弱，并不是什么难事。" 有意思的是，他提到，在很多方面，自己都算是一个 "不情愿的 CEO"。"公开演讲简直让我怕得要死。比起待在公司外面抛头 露面，我更喜欢扎根在公司内部；比起发表演讲，我更喜欢安静做事；我甚至一点都不喜欢做主题演讲，但为了公司，我必须 去做这些事。 ...

英伟达表示，GTC是顶尖的全球AI大会，开发人员、研究人员与企业领导者在此齐聚一堂，探索下一 波AI创新。GTC 2026将展现形塑各行各业的突破性技术，范围涵盖物理AI、AI工厂、代理AI与推论。 业界预料，黄仁勋主题演将专注于AI基础建设，尤其是下一代平台Vera Rubin。此外，CUDA技术的演 进以及机器人领域最新发展，预计也将是专讲重点。 英伟达于GTC 2025揭露Vera Rubin平台，并预告Vera Rubin NVL144平台可达成3.6Exaflops的FP4推理与 1.2 Exaflops的FP8训练算力，相较GB300 NVL72提升约3.3倍。黄仁勋并于今年下旬举行的GTC DC首次 开发Vera Rubin超级芯片（Superchip），当时并透露Vera Rubin平台将于明年此时或稍早一点投产。 除了Vera Rubin平台之外，业界认为，黄仁勋很可能也会对英伟达再下一代的Feynman平台提出展望。 另外，黄仁勋在主题演讲的背板，有望秀出新一波供应链伙伴及客户的LOGO，引爆另一波高潮。 英伟达指出，GTC 2026将于美国时间3月16日至19日重返加州举行，15日将先举 ...

Core Insights - The "Six Little Dragons of Hangzhou" are recognized for their contributions to cutting-edge fields such as brain-computer interfaces, robotics, spatial intelligence, game technology, and open-source AI, marking a shift in China's tech narrative from following to leading [1][5][6] Group 1: Industry Transformation - The past decade has seen significant advancements in the brain-computer interface sector, transitioning from experimental stages to real-world applications, driven by policy support [5] - The rapid development of the robotics industry is attributed to China's strong manufacturing capabilities and core component integration technologies, enabling the creation of cost-effective and high-performance robots [7] - The gaming industry has evolved, with local teams producing high-quality content that resonates with Chinese users, as evidenced by the success of "Black Myth: Wukong" [6] Group 2: Technological Challenges and Innovations - The lack of unified data standards in embodied intelligence poses challenges for the robotics sector, with varying data collection methods across manufacturers [9] - The complexity of human brain signal interpretation in brain-computer interfaces presents significant hurdles, with AI being utilized to address these challenges [9][10] - Companies are facing dual challenges of computational power and scene adaptation in robotics, necessitating innovative approaches to reduce data and computational requirements [12] Group 3: Strategic Shifts - Companies are shifting their business models from serving human clients to focusing on machine clients, anticipating a future where the number of machines may exceed that of humans [10][11] - The introduction of Spatial AI and digital twin products aims to enhance collaboration with industrial robots, reflecting a strategic pivot towards advanced technology solutions [11] - The emphasis on open-source models and collaborative development is seen as a way to democratize access to advanced AI technologies, mitigating risks of technological monopolies [12]

Core Viewpoint - NVIDIA is positioned as a driving force behind the global AI ecosystem, showcasing its significant contributions to various industries and its collaboration with leading Chinese companies [3][4]. Group 1: Company Overview - NVIDIA was founded in 1993 with a vision to revolutionize PC gaming through 3D graphics technology, becoming a key player in the gaming industry [1]. - The company developed the first programmable graphics processing unit (GPU) in 1999, paving the way for accelerated computing [2]. - The introduction of CUDA technology in 2006 transformed GPUs into general-purpose computing engines, laying the groundwork for the AI era [2]. Group 2: AI Development and Impact - The success of AlexNet on NVIDIA GPUs ten years ago triggered an explosive growth in artificial intelligence [2]. - NVIDIA has expanded AI computing applications significantly, achieving a performance increase of 100,000 times, which is 1,000 times faster than Moore's Law [2]. - AI is transforming every industry, including scientific research, healthcare, energy development, transportation, and logistics [4]. Group 3: Collaboration with Chinese Companies - AI powers major Chinese platforms such as Tencent WeChat, Alibaba Taobao, and ByteDance Douyin, enhancing their capabilities [5]. - Over 1.5 million developers in China are utilizing NVIDIA's platform to bring their innovations to life [6]. - Chinese-developed open-source AI models like DeepSeek and Baidu Ernie Bot are contributing to the rapid advancement of global AI [6]. Group 4: Future of AI and Robotics - AI is reshaping supply chains and changing production and logistics methods, with hundreds of projects using NVIDIA Omniverse for digital twin simulations [7]. - The next wave of AI will involve robotic systems capable of reasoning and executing tasks, leading to AI-driven factories and human-robot collaboration [7].