"英伟达不再只是技术公司，我们现在是一家 AI基础设施公司 。" 来源 | 华尔街见闻 2025年5月19日， 英伟达 (NVDA.US)创始人兼CEO黄仁勋在Computex 2025大会上，发表了一 场长达两小时的重磅主题演讲。 从AI基础设施、芯片平台、企业AI，到机器人与数字孪生……老黄描绘了一个正在崛起的 AI工 厂（AI Factory）新时代 。 过去，数据中心服务于传统应用；而今天的AI数据中心， 不再只是"数据中心" ，而是 AI工厂 （AI Factory） ：一个以电力为输入、以"Token"为产出的新型智能工厂。 他强调，这是一场继电力、互联网之后的 第三次基础设施革命 —— 智能基础设施 。 重 磅 芯 片 发 布 ： G r a c e B l a c k w e l l G B 2 0 0 与 N V L i n k 架 构 黄仁勋展示了NVLink Spine——这是一个重达70磅、拥有 两英里电缆、130 TB/s 带宽 的核心互 联模块。他表示："这个系统的数据吞吐量比整个互联网都大！" GB200 Grace Blackwell 超级芯片采用了双芯封装，并连接了72颗GP ...

Core Insights - NVIDIA's CEO Jensen Huang presented a vision of the emerging AI Factory era, emphasizing the transformation of data centers into AI factories that produce "Tokens" from energy inputs, marking a third infrastructure revolution following electricity and the internet [1][4]. Group 1: AI Infrastructure and Chip Innovations - The introduction of the Grace Blackwell GB200 chip and NVLink Spine architecture, which boasts a data throughput greater than the entire internet, highlights NVIDIA's advancements in AI infrastructure [2][4]. - The upcoming GB300 chip is set to enhance inference performance by 1.5 times, increase HBM memory by 1.5 times, and double network bandwidth while maintaining physical compatibility with previous generations [4]. - NVLink Fusion allows seamless integration of various CPUs and AI accelerators with NVIDIA GPUs, significantly improving communication speed and scalability, offering up to 14 times the bandwidth compared to standard PCIe interfaces [6]. Group 2: Personal Supercomputing and Enterprise AI - The DGX Spark personal AI supercomputer is now in production, aimed at AI researchers wanting their own supercomputing capabilities, with a promise of accessibility for consumers [7]. - The RTX Pro enterprise AI server supports traditional IT workloads and introduces Agentic AI, which will become part of the workforce, necessitating new HR roles to manage these AI employees [9]. Group 3: AI Storage and Robotics - NVIDIA is developing a new AI storage architecture that incorporates GPUs for semantic understanding of unstructured data, collaborating with major companies for enterprise-level deployment [10]. - Huang predicts that robotics will evolve into a trillion-dollar industry, with NVIDIA's Isaac platform driving advancements in autonomous vehicles and human-robot systems [11][13]. Group 4: Advanced AI Technologies - The launch of the Newton physics engine, developed in collaboration with DeepMind and Disney Research, is set to enhance robotic capabilities through GPU acceleration and real-time operations, with plans for open-sourcing in July [14].