曾有传闻称，RTX 50 Super系列或将取消，原因之一正是显存成本失控。更有消息称，NVIDIA可能调 整策略，不再统一捆绑GPU与显存芯片，转而由各显卡制造商自行采购显存组件。这一变动若属实，意 味着供应链管理将更加复杂。 与此同时，NVIDIA正计划恢复RTX 3060型号的生产，此举或暗示未来中低端市场将依赖RTX 30或RTX 40系列填补空缺，高端市场则逐步过渡至RTX 50 Super系列。目前RTX 50系列部分型号已出现供货紧张 情况，推测其或将逐步退出主流市场，为新一代产品让路。 NVIDIA的RTX 50系列显卡自发布以来已逾一年，按产品周期来看，本应迎来中期迭代更新。此前业界 普遍预期将在去年推出RTX 50 Super系列，该系列原本计划将显存容量由2GB提升至3GB，增幅达 50%。然而，由于关键元器件内存芯片价格大幅上涨，尤其是GDDR7显存颗粒不仅成本显著上升，供 货也出现波动，导致新品发布计划一度受阻。 不过，若RTX 50 Super系列最终未能面世，则对整个产品线而言将是一次明显断档。这不仅会使 NVIDIA在消费级显卡市场连续两年无全新架构产品推出，也会使合作伙伴在市 ...

报道称，面向 AIB（板卡厂）品牌的 AMD GPU 可能会在 2026 年 1 月就迎来首轮涨价，并在接下 来几个月内多次上调；而英伟达面向 AIC（加装卡）品牌的 GPU 则预计从 2 月开始涨价。在 12 月 期间，部分品牌已经进行了小幅提价，但也有品牌按兵不动。至于 1 月是否执行涨价，将由各家 AIC 厂商自行决定。 目 前 RDNA 4 产 品 线 的 GPU 型 号 数 量 有 限 ， 而 大 多 数 上 一 代 产 品 已 经 进 入 EOL （ 生 命 周 期 终 止）。AMD 计划在 2026 年 1 月提高价格，英伟达则预计在 次月跟进。这意味着 RX 9000 系列和 RTX 50 系列显卡在未来两个月内都将变得更加昂贵，而且涨价并不会就此停止。Board Channels 还表示，未来几个月里，两家公司可能会几乎每个月都上调一次 GPU 价格。 目前尚不清楚具体涨幅，但 GPU 核心 + 显存（VRAM）本身的成本，在交付给 AIB 厂商时就已占 到整卡成本的近 80%。与此同时，我们已经看到 DDR5 以及其他主流 DRAM 模块价格快速上涨， 内存成本几乎出现了 两到三倍、甚至三 ...

Core Insights - The article highlights the impressive performance of Google's Gemini 3, which has received positive evaluations across various benchmarks, outperforming competitors like Claude Sonnet 4.5 and GPT-5.1 in multiple dimensions [1][3] Benchmark Performance - Gemini 3 Pro achieved significant scores in various benchmarks, such as: - 91.9% in scientific knowledge without tools [1] - 95.0% in mathematics without tools [1] - 100% in mathematics with code execution [1] - 87.6% in knowledge acquisition from videos [1] - 72.7% in screen understanding [1] - The model's performance in complex reasoning tasks showcases its superiority in high-difficulty scenarios, indicating a breakthrough in AI capabilities [4][3] Technological Advancements - The advancements in Gemini 3 are attributed to improvements in pre-training and post-training methodologies [3] - The model was trained using Google's own TPU, which is a strategic advantage over NVIDIA's GPUs, potentially impacting NVIDIA's market position negatively [7][8] Cost Efficiency - Training costs using TPU V7 are reported to be only half of that of NVIDIA's B200, highlighting a significant cost advantage for Google [8][12] - The article emphasizes that the performance improvements are based on substantial computational power, suggesting that scaling laws still have room for growth [15] NVIDIA's Market Outlook - NVIDIA has consistently exceeded market expectations, with forecasts for Q3 revenue ranging from $555.56 billion to $567 billion, driven by sustained AI demand [17][19] - The company is expected to maintain high gross margins, with estimates around 73.5% to 74% for Q3, despite rising component costs [22][24] Competitive Landscape - NVIDIA faces competition from AMD's MI300 and in-house chip developments by major cloud providers like Google and Amazon, which could impact its market share [26] - The article notes that while NVIDIA's software ecosystem remains a stronghold, the emergence of alternative solutions may challenge its pricing power [26] AI Capital Expenditure Trends - Global AI capital expenditure is projected to reach $204.6 billion by 2026, with a significant increase in enterprise adoption of generative AI expected [27][28] - The demand for AI infrastructure is anticipated to support NVIDIA's growth, even if some startups reduce their GPU purchases [28]

Group 1 - Huang Renxun, founder and CEO of Nvidia, delivered a keynote speech at Computex 2025, focusing on the latest breakthroughs in AI and accelerated computing technology [1] - Computex 2025 is themed "AI Next," featuring three main topics: "Smart Computing & Robotics," "Next-Generation Technology," and "Future Mobility," with nearly 1,400 exhibitors and an exhibition area of 80,000 square meters [1] - Nvidia is expected to unveil a new CPU for the first time and provide updates on the RTX 50 series during the event [1] Group 2 - The next-generation supercomputer features core technology achieving a full interconnect bandwidth of 14.4TB per second, utilizing NVLink Spine and custom blind-mate backplanes to reach an impressive 130TB bandwidth [5] - The system integrates 72 Blackwell processors or 144 GPU chips, connected to form a vast GPU system with a total of 1.3 trillion transistors [5] - Nvidia is constructing a giant AI supercomputer for Taiwan's AI infrastructure and ecosystem, with the Grace Blackwell system now fully in production [5] Group 3 - The company plans to upgrade to the Grace Blackwell GB300 version this quarter, which features enhanced Blackwell chips with 1.5 times improved inference performance and doubled network connectivity [6] - Nvidia's AI computing power has increased approximately 1 million times every decade, facilitated by a new manufacturing process called COOS-L developed in collaboration with TSMC [9] - The CUDA library is designed to integrate AI into 5G and even 6G networks, enabling advanced computing capabilities [11] Group 4 - Huang Renxun emphasized that physical AI is foundational for the robotics revolution, requiring significant computing power for training, leading to the introduction of Grace Blackwell, a thinking machine [13] - The CUDA-X library accelerates computing beyond GPUs, with applications in weather analysis and deep learning [15] - A new MSI laptop featuring the RTX 5060 GPU is set to launch in May, with Huang confirming its release [17]