如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体行业观察综合 。 英伟达(Nvidia Corp.)即将在周三(28日)美股盘后公布财报。分析人士直指，毛利率能否恢复，是 投资人关心的重点所在。 MarketWatch报导，美国银行(Bank of America)分析师Vivek Arya表示，投资人都在观察，英伟 达是否有信心能在今(2025)年下半让毛利率回升至74~76%附近。 Arya指出，英伟达对于全球AI发展循环拥有独特杠杆，再加上今年稍晚准备推出符合华盛顿出口 规定、设计全面翻新的中国特供品，该公司仍是美银的产业首选标的。 美银预测，英伟达有望"温和"击败华尔街对2-4月当季财报的预期，而中国特供AI芯片"H20"遭禁 所引发的55亿美元减损，估计会将毛利率压低至58%左右。美国修改对中出口管制规定前，英伟达 原本预测4-6月毛利率有望达71%。 展望5-7月，FactSet调查的分析师预测营收将上看460亿美元。美银则以H20遭禁为由，将5-7月营 收预估值从480亿美元下修至464亿美元。 路透社5月24日引述未具名消息人士报导，英伟达将推出一款特供中国的AI绘图处理器(GP ...

Group 1 - Manus has opened registration for its AI platform, allowing users to execute one task daily for free and receive a one-time bonus of 1000 points [2] - Alibaba has open-sourced its video generation and editing model, Wan2.1-VACE, which supports various video generation and editing capabilities [3] - Weilian Meishi has introduced ByteDance's Feishu as its collaboration platform to enhance organizational efficiency and digital transformation [4] Group 2 - Cambrian's R&D investment increased by 38.33% year-on-year, reaching approximately 235 million yuan in Q1 2024, focusing on optimizing chip architecture and software ecosystem [4] - A report indicates that Chinese respondents show a significantly higher acceptance of AI compared to the global average, with a 93% application rate in workplaces [5][6] - The Ministry of Education has issued guidelines prohibiting elementary students from independently using generative AI tools [6] Group 3 - ByteDance has released its Seed1.5-Embedding model, achieving state-of-the-art performance in Chinese and English on the MTEB benchmark [7] - Alipay has launched a voice call feature that displays the real name of the caller, ensuring user privacy and security [8] - Tencent has expanded its earthquake warning feature to cover the entire country, enhancing user notifications during potential seismic events [9] Group 4 - Baotong Technology has signed a contract with Yushu for the secondary development of industrial robots, with strong demand from downstream customers [10] - Tencent has open-sourced a unified multi-modal reward model, enhancing reasoning capabilities across visual tasks [11] - Volcano Engine has released the Seedance 1 lite video generation model, supporting various video generation formats [12] Group 5 - The AI model "Moon's Dark Side" is optimizing its Kimi product for professional search quality in finance, law, and medicine [13] - ByteDance has unveiled its Seed1.5-VL model, which demonstrates strong multi-modal understanding and reasoning capabilities [13] - Honor has established a new AI division and restructured key positions in its China operations, focusing on AI development [14] Group 6 - Kunlun Wanwei has open-sourced the Matrix-Game model for interactive video generation, aimed at creating detailed virtual worlds [14] - Shanghai Jiao Tong University won the ASC 2025 supercomputing competition, showcasing advancements in various computational tasks [14] - Hongjing Technology has signed a 563 million yuan contract for computing power services [15] Group 7 - Tencent's ToB business achieved revenue of 549 billion yuan, driven by rapid growth in AI-related income [15] - Xiaomi has applied for trademarks related to its MiMo reasoning model, set to be open-sourced in April 2025 [16] - Ant Group's enterprise-level AI products are expanding into international markets, showcasing a full-stack AI product matrix [17] Group 8 - Alibaba's CEO highlighted AI as a historic opportunity for growth, focusing on e-commerce and AI-cloud integration [17] - Alibaba Cloud reported an 18% year-on-year revenue increase, with AI-related income maintaining triple-digit growth [17] - The Ministry of Education has issued guidelines for the use of generative AI in primary and secondary education [6] Group 9 - Vivo has launched a talent recruitment program targeting top talent in AI and chip technology, offering competitive compensation [19] - MiniMax has released a new speech model, outperforming major competitors in international evaluations [20] - Huawei has established a city-wide network in Wuhan, integrating various digital services for urban governance [21] Group 10 - NVIDIA announced plans to export 18,000 AI chips to Saudi Arabia, enhancing the region's AI capabilities [28] - The White House reported that major tech companies have committed to investing $800 billion in advanced technology in the U.S. and Saudi Arabia [28] - Apple is reportedly entering the brain-computer interface field, allowing users to control devices through brain signals [29]

作 者 | Dhierin Bechai 编译 | 华尔街大事件 英伟达 （ NASDAQ： NVDA ）近期同沙特建立合作伙伴关系，计划将向HUMAIN提供18,000 块GB300 Blackwell芯片。这18,000块芯片是首批芯片，预计将部署500MW的电力。我估计这 些芯片价值10亿至13亿美元。假设这些服务器机架由36块Grace芯片和36块Blackwell芯片组 成，总价值15亿美元，那么18,000块芯片相当于500个服务器机架。如果全面实施，该合作伙伴 关系的价值将达到115亿美元。 在宣布合作的几天前，美国放弃了原定于5月15日生效的《人工智能扩散规则》。该规则将把各 国芯片出口分为三类，从最容易进入的国家到最严格的国家。 虽然美国商务部 宣布 《人工智能扩散规则》不会生效，但出口管制仍然存在。因此，在大中华 市场英伟达可能 面临 55 亿美元的业绩损失。 英伟达正在 针对中国市场改进其 H20 芯片 。它本质上是该芯片的轻量版，就像英伟达在加密货 币挖矿热潮期间推出的 LHR（低算力）GPU 一样。虽然芯片出口管制会完全取消，但中美之间 积极的贸易谈判可能对芯片销售产生净利好。 英伟 ...

Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market [1] - Tencent Holdings reported a capital expenditure of 23 billion RMB in Q1, primarily to support AI-related business development, with a free cash flow of 47.1 billion RMB [3] - Foxconn has lowered its full-year revenue growth forecast due to ongoing uncertainties from the US trade war, although it expects growth in 2025, driven by demand for AI servers [4] Group 2 - US chip stocks, led by Nvidia, saw significant gains, with the Philadelphia Semiconductor Index rising over 3%, driven by positive news regarding advanced chip imports to the UAE [4] - Nvidia and AMD are supplying semiconductor products to Saudi Arabian AI company Humain for a large data center project, with Nvidia selling over 18,000 AI chips [5] - Amazon Web Services announced a plan to invest over 5 billion USD in Saudi Arabia's AI sector, integrating its AI infrastructure and services [9] Group 3 - Tianfeng Securities recommends focusing on "AI + overseas expansion + satellites" as core investment opportunities, highlighting the importance of AI-related products and domestic recovery in the industry [7] - SoftBank has approved the restructuring of OpenAI into a public benefit corporation, with significant investments made in the company, indicating confidence in the AI sector [10][12] - OpenAI's restructuring plan aims to maintain nonprofit control over its operations, with ongoing discussions about its partnership with Microsoft [11][12]

金十数据5月13日讯，英伟达首席执行官黄仁勋周二宣布，英伟达将向沙特企业Humain出售超过1.8万颗 最新的人工智能芯片。根据沙特-美国联合声明，英伟达先进的Blackwell芯片将用于沙特一个500兆瓦的 数据中心。英伟达表示，其首次部署将使用其GB300 Blackwell芯片，这是英伟达目前最先进的人工智 能芯片之一，今年早些时候才正式宣布。 周二的声明强调了英伟达芯片作为特朗普政府讨价还价工具 的重要性，因为世界各国都在争相购买这些芯片用于培训和部署ChatGPT等先进的人工智能软件。 特朗普"讲价工具"：英伟达将向沙特出售1.8万颗最新AI芯片 ...

5月13日，英伟达首席执行官黄仁勋宣布，将向沙特阿拉伯公司Humain出售超过1.8万块最新的人工智能 （AI）芯片。这一消息是在白宫率领的中东之行中宣布的，美国总统特朗普和其他几位首席执行官也 出席了此次访问。英伟达表示，其首批部署将使用其GB300 Blackwell芯片，这是英伟达最先进的AI芯 片之一。 ...