格隆汇1月2日 | 入选逻辑：英伟达不仅是AI时代的"卖铲人",更是定义AI计算标准的"总设计师";拥 有"CUDA软件+GPU硬件+Networking网络"的软硬一体化护城河，难以被逾越；受益于全球云巨头资本 开支(CapEx)指数级增长及Blackwell/Rubin新平台的选代。 H 哈隆汇 - DEALER TO NVDA) 核心入选逻辑 历史地位:如同PC时代的英特尔、移动时代的苹果,Al时代属于英伟达 缩放定律(Scaling Laws):预训练、后训练和推理的算力需求持续验证"良性循环" (算力普及->模型更强->应用落地->更多算力) 基建规模:CEO黄仁勋预测,到2030年全球AI基础设施年建设规模将达3-4万亿美元 "军备竞赛" 五大云厂商 总设计师地位:英伟达不仅是Al时代的"卖铲人",更是定义Al计算标准的"总设计师" 生态壁垒:拥有"CUDA软件+GPU硬件+Networking网络"的软硬一体化护城河,难以被逾越 业绩确定性:受益于全球云巨头资本开支(CapEx)指数级增长及Blackwell/Rubin新平台的迭代 2025年五大云厂商 (微软、谷歌、Meta、亚马逊、甲骨文) ...

Core Viewpoint - Huang Renxun, CEO of NVIDIA, emphasizes the importance of China's open-source AI as a catalyst for global progress and innovation in his speech at the third Chain Expo [5][7][22]. Group 1: NVIDIA's Engagement in China - Huang Renxun's visit to China marks his third trip this year, with previous visits in January and April [3]. - NVIDIA has received export approval for the H20 chip to China and plans to launch a fully compatible RTX PRO series chip [2] - Huang highlights the significance of American companies establishing roots in the Chinese market due to its vast and dynamic scale [9][10]. Group 2: AI Development and Innovation - Over 1.5 million Chinese developers are innovating on the NVIDIA platform, with leading models from companies like Alibaba, Tencent, and Baidu emerging from this ecosystem [7]. - Huang states that AI is becoming a fundamental infrastructure, akin to electricity and the internet, revolutionizing supply chains and manufacturing processes [21]. - Hundreds of projects in China are creating digital twins in NVIDIA's Omniverse to optimize factories and warehouses, indicating a shift towards AI-driven operations [21]. Group 3: Future of AI and Industry - Huang predicts that within ten years, factories will be operated by teams of robots directed by software and AI, working alongside humans to create intelligent products [21]. - The next wave of AI will involve systems capable of understanding the physical world and executing tasks, which will significantly alter existing factory models [21]. - Huang emphasizes that AI will transform every industry, company, product, and service, leading to a new industrial revolution and growth opportunities [22].