英伟达在覆盖了自动驾驶、机器人、边缘AI等垂直领域大赛道和赛道中的主要客户后， 下一步重 点是高效满足客户需求，需要回答好两个关键问题：一是厘清客户需求是什么？ 英伟达重点响应 两类需求，一类是各行各业客户的智能计算需求，第二类是不同类型客户的痛点需求。 二是如何 组织产品，既高效满足客户需求，又避免重复开发、降低成本？ 英伟达构建了"通用"和"行业"两 类计算平台，行业计算平台在通用平台基础上构建，既满足基础智能计算需求，又满足与行业结合 的特定计算需求，行业计算平台通过分层设计、层内模块化设计等方式，实现高效服务客户、降低 开发成本的目的。 一、构建"通用+行业"计算平台响应智能计算需求 英伟达在响应这些需求之前，将需求拆解为"标准化"和"差异化"两类。差异化体现为行业差异、行 业内应用场景的差异，标准化体现在实现前述应用场景需要相同或相似的基础智能计算。例如，头 部科技企业、医药企业、车企、机器人企业等客户的智能计算不同，头部科技企业的场景是推荐系 统、生成式AI、数字产品创作等，医药企业的应用场景是药物研发、医学影像分析等，机器人企业 的应用场景是机器人感知、决策、执行、集群协作等。 如果您希望可以时 ...

Core Insights - Alstom has reported a significant increase in orders and sales for the third quarter of fiscal year 2025/26, with orders more than doubling to €9.6 billion and sales increasing by 2.6% to €4.8 billion compared to the same period last year [2][4][5] Orders - In Q3 2025/26, Alstom recorded €9,580 million in orders, a 124.9% increase from €4,260 million in Q3 2024/25 [4][5] - The total order intake for the first nine months reached €20.0 billion, up 31.8% from €15.2 billion in the same period last year [4][5] - Rolling Stock accounted for 63% of total order intake in Q3, indicating strong demand for both established and developing platforms [6][7] Sales - Sales for the first nine months of fiscal year 2025/26 amounted to €13,851 million, reflecting a 3.0% increase on a reported basis and a 7.2% increase on an organic basis [14][37] - Rolling Stock sales reached €7,204 million, up 3% on a reported basis and 6% on an organic basis, driven by strong execution in key markets [15][37] - Services reported sales of €3,414 million, up 5% on a reported basis and 9% on an organic basis, benefiting from ramping projects in the UK, US, and Germany [16][37] Operational Milestones - Alstom's MF19 new-generation metro entered service in Paris, marking a significant milestone in urban transport modernization [19] - In India, Alstom's metro trains began commercial service in Bhopal, showcasing rapid project execution [20] - Alstom's Citadis light rail vehicles commenced passenger service in Toronto, enhancing public transport accessibility and efficiency [21] Financial Outlook - The company expects to deliver at least €1.5 billion in free cash flow over the three years from FY 2024/25 to FY 2026/27, despite challenges in Contract Working Capital [25] - The medium-term ambitions remain confirmed, with expectations for organic sales growth above 5% and aEBIT margin around 7% [26]

Core Insights - Nvidia's robotics technology stack has attracted over 2 million developers since its launch, showcasing significant community engagement and ecosystem growth [1] - The new Nvidia Jetson Thor platform is designed specifically for physical AI and humanoid robots, enhancing compatibility with mainstream AI frameworks and generative AI models [1] - The Jetson series has evolved from a single computing module to a multi-dimensional system covering simulation, perception, and decision-making, reinforcing Nvidia's market position in industrial automation and service robotics [1] Summary by Categories Developer Engagement - Over 2 million developers are utilizing Nvidia's robotics technology stack, indicating a robust developer community [1] - The ecosystem has expanded since the launch of the Nvidia Jetson platform in 2014, involving over 150 hardware, software, and sensor partners [1] Product Development - The Nvidia Jetson Thor platform is highlighted as a new generation solution for physical AI and humanoid robots [1] - The platform integrates with Nvidia's full-stack software from cloud to edge, enhancing its functionality [1] Market Position - The release of the Thor platform is expected to further strengthen Nvidia's market position in sectors such as industrial automation and service robotics [1] - The Jetson series has transitioned to a comprehensive solution that supports the entire process from development to deployment [1]

Wilder World Ecosystem - Wilder World 生态系统正在发展，推出 Metropolis 协议 [1] - Metropolis 协议为 Wilder World 的链上经济提供动力，该经济基于 Z Chain，并具有 Agglayer 原生互操作性 [1] Token Economy - Metropolis 协议是 WILD 代币经济的引擎 [1]