今日，英伟达与新思科技宣布，双方将扩大战略合作伙伴关系，共同推动跨行业的设计与工程创新。 从半导体到汽车、工业等领域，研发团队正面临工作流程复杂度提升、开发成本攀升以及上市周期压力 等重大挑战。按计划，此次扩展合作将融合英伟达在AI与加速计算方面的优势，以及新思科技在工程 解决方案领域的领先地位，为研发团队提供更高精度、更快速度、更低成本的设计、仿真与验证能力。 两家公司在此前一份声明中还明确，英伟达以每股414.79美元的价格，共投资20亿美元认购新思科技普 通股，这些股份占后者已发行股票的2.6%。 英伟达创始人兼首席执行官黄仁勋表示，CUDA GPU加速计算正在重塑芯片设计方式，实现从原子到 晶体管、从芯片到完整系统的前所未有的仿真速度与规模，在计算机中创建功能完备的数字孪生。"我 们与新思科技的合作，将充分发挥英伟达加速计算与AI的力量，重新定义工程与设计，赋能开发者创 造塑造未来的创新产品。"他认为。 "开发下一代智能系统的复杂性与成本，要求工程解决方案深度融合电子与物理，并通过AI能力与计算 加速。没有任何两家公司比新思科技与英伟达更具优势，能够提供AI驱动的整体系统设计解决方案。 我们将共同重塑 ...

交易公告显示，新思科技"将使用英伟达的开发者工具套件和代码库，在芯片设计、物理验证和其他EDA流程的应用上展 开合作"。 英伟达又宣布重磅合作，这次是不同于类似投资OpenAI的那种令华尔街担忧的"AI闭环"交易。 美东时间12月1日周一美股盘前，英伟达与电子设计自动化（EDA）领域龙头企业新思科技（Synopsys）宣布达成战略合 作，英伟达将斥资20亿美元入股新思科技。双方将通过多年合作，把英伟达的人工智能（AI）计算技术深度整合到工业 设计与工程领域，重塑从芯片到系统的整个设计流程。 合作公布后，周一新思科技（SNPS）股价大涨，美股盘初一度涨超6.9%，午盘涨幅收窄至5%以内，势将连续三个交易日 收涨，刷新11月3日以来收盘高位，将今年以来的累计跌幅收窄到10%左右。英伟达股价盘初曾跌近1.9%，但随后迅速转 涨并保持涨势，午盘刷新日高时日内涨近1.9%。 上述合作相关的投资将使英伟达成为新思科技的第七大股东，持股比例为2.6%。在近期AI领域频现内部循环性交易引发 市场担忧之际，英伟达CEO黄仁勋明确表示，与新思科技的合作并非排他性协议，也不涉及采购英伟达芯片的条款。换言 之，即使英伟达入股，性质也 ...

Core Viewpoint - The article discusses the evolving dynamics between hardware and software companies in the AI era, highlighting the competition between Nvidia and Google as a key indicator of future trends in the industry [4][8][20]. Group 1: Historical Context - The article outlines the historical shifts in the tech industry, noting how different eras have favored certain companies: Google and Facebook in the internet age, Microsoft and Amazon in the cloud computing era, and Apple in the mobile internet era [4][5][6]. Group 2: Nvidia's Position - Nvidia has achieved a dominant position in the GPU market, with over 95% market share in training GPUs and a gross margin exceeding 75% [10]. - The company has transformed from merely selling chips to offering a comprehensive AI software suite, enhancing its platform control [10]. - Nvidia's order backlog extends to 2026, indicating strong demand from major cloud providers like Microsoft and Amazon [10]. Group 3: Google's Capabilities - Google possesses a robust AI stack, including the foundational Transformer architecture and advanced models like LaMDA and Gemini [13]. - The company has developed its own chips (TPUs) that compete with Nvidia's offerings in training efficiency [13]. - Google's extensive data ecosystem, generated from services like Search and YouTube, provides a unique advantage that is difficult for competitors to replicate [13][15]. Group 4: Market Dynamics - The article suggests that the AI landscape is shifting from a focus on infrastructure (who has more GPUs) to creating real value through AI applications [17]. - Key indicators of this shift include the increasing homogeneity of models and the rising importance of inference costs [17]. - Google’s integrated approach allows it to leverage its existing user base and data, positioning it favorably in this new phase [19]. Group 5: Competitive Landscape - The boundaries between hardware and software companies are blurring, with Nvidia venturing into software and Google developing its own chips [22]. - The article emphasizes that the true competitive advantage lies in creating a cohesive ecosystem that integrates hardware and software [23]. - Investors are encouraged to consider the potential for continued infrastructure investment favoring Nvidia or the value realization phase favoring Google [25].

AI芯片霸主英伟达，再次用一份炸裂的财报点燃了市场。 2026财年第三季度，其营收冲上570亿美元，同比激增62%；经调整净利润达319亿美元，同比增长65%——两大核心指标均大幅超越华尔街预期，在"AI泡沫论"四 起的舆论场中，给出了最有力的回击。 | GAAP | | | | | | | --- | --- | --- | --- | --- | --- | | (除每股收益以外,其余 | 2026 财年 | 2026 财年 | 2025 财年 | 环比 | 同比 | | 数据单位均为百万美元 | 第三季度 | 第二季度 | 第三季度 | | | | 收入 | $57.006 | $46.743 | $35,082 | 22% | 62% | | 毛利率 | 73.4% | 72.4% | 74.6% | 1.0 | (1.2) | | | | | | 个百分点 | 个百分点 | | 运营费用 | $5.839 | $5.413 | $4.287 | 8% | 36% | | 营业收入 | $36,010 | $28.440 | $21.869 | 27% | 65% | | 净收益 | $31.910 ...