双方基于NVIDIA TensorRT Edge-LLM，以端到端的高效解决方案，推动车载AI技术规模化商业落地。 TensorRT Edge-LLM是一款全新的开源C++框架，专为LLM和VLM推理而设计，旨在满足日益增长的高 性能边缘端推理需求。 "SenseAuto的成果展示了NVIDIA的边缘AI和LLM软件栈如何能够在大规模的真实汽车应用场景中落 地。"NVIDIA汽车业务副总裁Rishi Dhall表示。"通过利用NVIDIA DRIVE平台以及TensorRT和面向边缘 的LLM能力，SenseAuto正在推动智能座舱和自动驾驶体验的发展，使多模态AI更接近可量产部署。此 次合作彰显了我们汽车生态的实力，即将前沿AI转化为实用的车载创新。" 自动驾驶领域，绝影通过集成视觉语言模型(VLM)支持和优化推理能力的TensorRT Edge-LLM，显著提 升了系统对复杂交通场景的认知与决策能力。通过部署简化的工具链，模型可快速适配NVIDIA DRIVE AGX Orin和Thor等主流车载计算平台。 CES2026期间，绝影与英伟达以Drive AGX高算力平台为基石，在算子开发、模型量化等核心技 ...

Core Viewpoint - Nvidia's Q1 financial report indicates strong revenue growth driven by data center and gaming segments, despite challenges from inventory write-downs related to the H20 chip [1][22][25] Data Center Business - In Q1, Nvidia's data center revenue reached $39.11 billion, a year-over-year increase of 73.3%, primarily driven by the Blackwell product line [2][4] - The data center segment's revenue is projected to grow significantly, with estimates of $100.69 billion for FY2024 and $152.5 billion for FY2025, reflecting a compound annual growth rate of approximately 208% from FY2022 [4][9] - The product mix is shifting, with the H100/H200 series expected to dominate revenue contributions in the coming years, while the A100's share declines [6][9] Gaming Business - The gaming segment experienced fluctuations, with revenue of $3.375 billion in FY2022, surging to $11.186 billion in FY2023, and slightly declining to $9.781 billion in FY2024 [12][15] - GeForce products remain the core of the gaming business, contributing 80%-85% of revenue, with expectations of $9.536 billion in FY2025 [13][15] - Future forecasts indicate potential revenue of $14.043 billion in FY2026, but with risks from competition and market saturation [15][16] Automotive Business - Nvidia's automotive revenue has grown from $566 million in FY2022 to an expected $2.42 billion in FY2025, driven by demand for autonomous driving and AI applications [18][20] - The DRIVE platform is central to this growth, with significant orders from over 25 automakers, and projections of $3.845 billion in FY2026 [19][20] China Market Impact - Recent U.S. export restrictions on the H20 chip have significantly impacted Nvidia's business in China, leading to a $4.5 billion inventory write-down [22][24] - Despite these challenges, global demand for AI chips remains strong, with Nvidia's infrastructure still in high demand [22][23] Financial Guidance - For Q2 FY2026, Nvidia expects revenue to reach $45 billion, with a GAAP gross margin of 71.8%, despite the anticipated impact of the H20 chip ban [25]