公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容来自 彭博社 。 英伟达公司首席执行官黄仁勋宣布了一系列新的合作伙伴关系，并消除了对人工智能泡沫的担忧，这 家重量级芯片制造商表示，其人工智能处理器的订单量已达 5000 亿美元，并将为美国能源部建造七 台新的超级计算机，该公司即将成为首家市值达到 5 万亿美元的公司。 Nvidia 股价收盘上涨近 5%，市值增加超过 2300 亿美元，总市值一度触及 4.94 万亿美元，达到 4.89 万亿美元。 黄仁勋周二在华盛顿举行的公司发布会上表示，Blackwell 处理器（Nvidia 的旗舰人工智能加速器） 和较新的 Rubin 型号将推动 2026 年销售额出现前所未有的增长。 此次活动是英伟达首次在美国首都举办的 GTC 大会，凸显了该公司正在整个行业建立的合作伙伴关 系 。 这 家 芯 片 制 造 商 正 与 Uber Technologies Inc. 、 Palantir Technologies Inc. 和 CrowdStrike Holdings Inc. 等公司合作，旨在确保其技术始终处于人工智能热潮的核心地位。此外，英伟达还推 ...

此前，英伟达最先进 GPU 的生产完全在台湾地区制造。 黄仁勋表示，九个月前，唐纳德・特朗普总统曾向他提出明确要求："把制造业带回美国。"他引述 道："特朗普总统对我说的第一件事就是'把制造业带回来'。因为这关乎国家安全，也因为我们希望创 造就业、振兴本土经济。" IT之家 10 月 29 日消息，在本周二于华盛顿举行的英伟达 GTC 大会上，公司首席执行官黄仁勋宣布， 其最新一代 Blackwell 图形处理器（GPU）—— 该公司最快的 AI 芯片 —— 已在亚利桑那州全面投产。 未来，诺基亚将在其基站设备中采用英伟达的新产品 Nvidia ARC，该集成方案结合了 Grace CPU、 Blackwell GPU 以及英伟达的网络组件。黄仁勋指出，借助下一代 6G 网络传输的 AI 能力，有望实现机 器人远程控制和更精准的天气预报。 此次会议选址华盛顿凸显了英伟达的战略意图：确立自身为"美国技术栈"的核心支柱。 黄仁勋长期主张，允许中国 AI 开发者继续使用英伟达等美国技术，比迫使他们自主研发更具战略优 势。这有助于维持美国在 AI 生态中的主导地位。 "英伟达是一家自豪的美国企业，正在建设支撑美国 A ...

Core Insights - Nvidia's CEO Jensen Huang announced that the company's fastest AI chips, Blackwell GPUs, are now in full production in Arizona, marking a shift from previous manufacturing solely in Taiwan [1][2] - The production move aligns with a request from former President Trump to bring manufacturing back to the U.S. for national security and job creation [2] - Nvidia expects $500 billion in GPU sales from the Blackwell generation and next year's Rubin chips combined, with 6 million Blackwell GPUs shipped in the last four quarters [5] Manufacturing and Partnerships - Nvidia's Blackwell-based systems will also be assembled in the U.S., emphasizing the company's role in the U.S. technology landscape [3] - A partnership with Nokia was announced, where Nvidia will invest $1 billion to build telecommunications gear, focusing on 5G and 6G technologies [6][7] - The collaboration aims to reduce reliance on foreign technologies, particularly from China's Huawei, which has faced restrictions in the U.S. [8] Technology and Innovation - Nvidia's new product, Nvidia ARC, will integrate its Grace GPU, Blackwell GPU, and networking components for future base stations [9] - The company is positioning itself as a leader in the U.S. AI infrastructure, with a focus on quantum computing advancements through partnerships with various startups and the Department of Energy [15][16] Market Challenges - Nvidia has faced significant challenges in the Chinese market, with the company currently "100% out of China" and no market share there due to U.S. export restrictions [14] - The U.S. government has imposed licensing requirements on Nvidia's H20 chip, which could have generated approximately $10.5 billion in sales over two quarters [12][13] - Despite receiving licenses for the H20 chip, Nvidia has not introduced a newer chip for the Chinese market based on the current Blackwell generation [14]