知情人士透露，受人工智能（AI）热潮造成全球存储芯片短缺影响，英伟达（NVIDIA）今年将不会为 游戏玩家推出新的绘图处理器（GPU）芯片，为30年来首见。 英伟达发言人表示，"GeForce RTX GPU需求强劲，存储供应受限"，英伟达会继续出货所有GeForce产 品，正与供应商密切合作尽可能取得存储，未评论新款产品的延后规划。 美国科技媒体The Information报道，英伟达通常每两年应对新款芯片重大设计改版，推出新款游戏 GPU，今年原定推出代码"Kicker"的产品，是2025年GeForce RTX50系列的升级版，并已完成新设计。 但英伟达管理阶层去年12月改变计划，通知员工与供应商将延后推出Kicker，未提供新的时程表。知情 人士透露，英伟达主管说原因包括存储短缺导致已推升价格，以及优先把存储芯片供应给AI芯片。 这次延后推出，连带也将使英伟达下一代游戏GPU的上市时间往后延。知情人士表示，这款新品可能命 名为RTX60系列，原本预定2027年底开始量产。RTX50系列采用最新的Blackwell芯片架构，RTX60系列 则采用即将推出的Rubin芯片架构。 英伟达不推游戏显卡的消息 ...

报道称，该公司正将面临行业性短缺的内存资源优先分配给其人工智能加速器。一位消息人士补充说， 由于内存短缺，英伟达已削减现有游戏GPU产品线的产量。 在当前的资本版图中，英伟达的200亿美元注资并非孤军奋战，这也反映了顶级科技巨头对AI话语权的 激烈争夺。 英伟达发言人在回应声明中承认了内存供应问题。"GeForce RTX GPU的需求强劲，而内存供应受到限 制，"该发言人通过邮件表示，"我们正在持续供应所有GeForce系列产品，并正与供应商紧密合作以最 大化内存供应量。" 据两位知情人士透露，由于持续的内存供应紧缺，英伟达(NVDA.US)在2026年可能不会发布新一代游 戏图形处理器(GPU)。 此外，近期英伟达公司正接近达成一项协议，拟向OpenAI投资200亿美元，作为后者最新一轮融资的一 部分，若交易完成，这将成为该芯片制造商对这家ChatGPT开发商的最大单笔投资。 若由黄仁勋领导的英伟达今年不发布新款游戏GPU，这将是该公司三十年来首次中断年度产品更新节 奏。 ...

Group 1: Core Insights - The 2024 CS Major in Shanghai marks a significant event for the globalization of Chinese culture and esports, with 56 global teams competing in front of 70,000 spectators [1] - Perfect World (002624) is leveraging esports as a key driver for brand enhancement and is expected to achieve a net profit of 480 to 520 million yuan in its gaming business by mid-2025, successfully turning around its losses [1] - The company is focusing on building a "content-experience-ecosystem" closed-loop system to enhance the international competitiveness of Chinese esports and ensure sustainable industry development [1] Group 2: Strategic Partnerships and Ecosystem Development - Perfect World has formed the Perfect Esports Partner Alliance with NVIDIA, Intel, and other partners to expand the esports ecosystem, shifting from single-device support to a comprehensive technology integration approach [2] - The alliance aims to create a full-scenario system covering various levels of esports events, ensuring stable operations and enhanced experiences for players and audiences [2] - The integration of technology, including AI and traditional Chinese cultural elements, is expected to provide a unique aesthetic for esports events [2][3] Group 3: Content Quality and User Experience - Perfect World has established a three-tier esports event system to enhance content quality and user experience, ranging from grassroots events (PNL) to professional competitions (PWC) and top-tier international events (CAC, Major) [3][4] - The company emphasizes the importance of immersive design in esports, drawing inspiration from traditional sports to enhance the spectator experience [4] - The dual strategy of driving product sales and promoting Chinese culture globally through esports is seen as a way to create a commercial closed loop [4] Group 4: Globalization of Chinese Esports - The Chinese esports industry generated 12.761 billion yuan in actual sales revenue in the first half of 2025, with a user base of nearly 493 million, indicating room for international influence expansion [5] - Perfect World aims to enhance the international visibility of its events and is actively collaborating with partners to build a comprehensive esports ecosystem [5] - The company is positioning itself as a technology integrator, cultural promoter, and ecosystem builder, focusing on creating a competitive and vibrant esports industry [5][6]

Core Insights - The 2024 CS Major in Shanghai marks a significant milestone for the integration of Chinese culture and global esports, showcasing the industry's growth and potential [1] - Perfect World anticipates a net profit of 480 million to 520 million yuan in the first half of 2025, indicating a successful turnaround in its gaming business, with esports being a key growth driver [1][2] - The company is focusing on building a "content-experience-ecosystem" closed-loop system to enhance the international competitiveness of Chinese esports [1][3] Esports Ecosystem Development - Perfect World has established the Perfect Esports Partner Alliance with major tech companies to expand the esports ecosystem, moving from hardware support to a comprehensive technical integration approach [2] - The alliance aims to create a full-scenario system covering various levels of esports events, ensuring stable operations and enhanced user experiences through technology integration [2][3] - The esports business continues to show a year-on-year growth trend, contributing to stable performance and cost optimization through technological integration [2][3] Content and User Experience - Perfect World has developed a three-tier esports event system to enhance content quality and user experience, ranging from grassroots events to top-tier international competitions [3] - The company emphasizes the importance of immersive design in esports, drawing inspiration from traditional sports to enhance audience engagement [3][4] - The dual strategy of driving product sales and international outreach through esports events has created a commercial closed loop, promoting Chinese culture globally [3][4] Globalization of Chinese Esports - The Chinese esports industry generated 12.761 billion yuan in actual sales revenue in the first half of 2025, with a user base of nearly 493 million, indicating significant growth potential [4] - Perfect World aims to enhance the international influence of its events and expand overseas collaborations to improve the global presence of Chinese esports [4][5] - The company is committed to building a multi-level international outreach strategy, leveraging partnerships to host significant esports events [4][5] Future Directions - Perfect World plans to deepen immersive experiences in esports by integrating VR, AR, and MR technologies to enhance audience interaction [4][5] - The company envisions itself as a technology integrator, cultural promoter, and ecosystem builder, focusing on creating a vibrant esports ecosystem from grassroots to international levels [5] - The upcoming CAC 2025 event is positioned as a crucial step in the ongoing development of the esports ecosystem [5]