人工智能大消息！ 5月19日，英伟达CEO黄仁勋在Computex2025开幕演讲中宣布，英伟达将联合台积电、富士康在中国台湾建立 AI超级计算机。同时，鸿海旗下工业富联董事长郑弘孟表示，鸿海会以英伟达GB200和GB300人工智能芯片平 台为核心，在全球打造更多的运算中心。 黄仁勋还表示，在物理世界中制造机器人"不切实际"，必须在遵循物理定律的虚拟世界中训练它们。英伟达与 DeepMind和Disney Research研究合作开发了全球最先进的物理引擎Newton，计划于七月开源。英伟达正在将 其AI模型应用于自动驾驶汽车，与梅赛德斯在全球范围内推出一支车队，使用英伟达的端到端自动驾驶技 术，今年即可实现。 美银发布研报，赋予AI芯片全新意义，认为其犹如一种"新货币"。这一称号的信号意义非常强烈。 英伟达大动作 黄仁勋今日宣布推出NVLink Fusion，透过其让客户的客制化CPU 与自家GPU相连，大抢ASIC商机，合作伙伴 包括世芯- KY、联发科、迈威尔与高通等。NVLink Fusion晶片设计服务伙伴上述四家外，还有Astera Labs、 FUJITSU、Synopsys和Cadence。 ...

Group 1 - Huang Renxun, founder and CEO of Nvidia, delivered a keynote speech at Computex 2025, focusing on the latest breakthroughs in AI and accelerated computing technology [1] - Computex 2025 is themed "AI Next," featuring three main topics: "Smart Computing & Robotics," "Next-Generation Technology," and "Future Mobility," with nearly 1,400 exhibitors and an exhibition area of 80,000 square meters [1] - Nvidia is expected to unveil a new CPU for the first time and provide updates on the RTX 50 series during the event [1] Group 2 - The next-generation supercomputer features core technology achieving a full interconnect bandwidth of 14.4TB per second, utilizing NVLink Spine and custom blind-mate backplanes to reach an impressive 130TB bandwidth [5] - The system integrates 72 Blackwell processors or 144 GPU chips, connected to form a vast GPU system with a total of 1.3 trillion transistors [5] - Nvidia is constructing a giant AI supercomputer for Taiwan's AI infrastructure and ecosystem, with the Grace Blackwell system now fully in production [5] Group 3 - The company plans to upgrade to the Grace Blackwell GB300 version this quarter, which features enhanced Blackwell chips with 1.5 times improved inference performance and doubled network connectivity [6] - Nvidia's AI computing power has increased approximately 1 million times every decade, facilitated by a new manufacturing process called COOS-L developed in collaboration with TSMC [9] - The CUDA library is designed to integrate AI into 5G and even 6G networks, enabling advanced computing capabilities [11] Group 4 - Huang Renxun emphasized that physical AI is foundational for the robotics revolution, requiring significant computing power for training, leading to the introduction of Grace Blackwell, a thinking machine [13] - The CUDA-X library accelerates computing beyond GPUs, with applications in weather analysis and deep learning [15] - A new MSI laptop featuring the RTX 5060 GPU is set to launch in May, with Huang confirming its release [17]