Core Insights - NVIDIA's CEO Jensen Huang presented a grand vision for the future of artificial intelligence (AI) at Computex 2025, showcasing new products and technology plans aimed at reshaping the tech ecosystem from cloud to edge and virtual to reality [1] - Huang emphasized that NVIDIA is transitioning from being a tech company to a crucial AI infrastructure company, defining its operations as an "AI factory" that produces valuable outputs known as tokens [2][3] - The chip industry is valued at $300 billion, while the data center opportunity is evolving into a nearly $1 trillion market, driven by the concept of "AI factories" and infrastructure [5] Product Launches - NVIDIA introduced the RTX 5060 GPU and a new MSI laptop equipped with it, set to launch in May [5] - The company announced the Grace Blackwell GB300 system, designed for AI inference performance, featuring 72 NVIDIA Blackwell Ultra GPUs and 36 ARM-based Grace CPUs, with significant performance improvements [7][8] - The new RTX Pro AI platform was launched for enterprises, offering 30 PFLOPS AI computing power and supporting complex AI model training and inference tasks [9] Strategic Developments - NVIDIA is establishing a new headquarters in Taipei, Taiwan, symbolizing its commitment to building a global AI ecosystem [12] - Huang highlighted the importance of robotics in the future of AI, stating that all mobile devices will become robots, leading to an industrial revolution [12][14] - The company is investing in a robot simulation training platform, Isaac GR00T, and has partnered with various companies to advance its integrated hardware and software strategy [14]

不只是产品，更是技术力 又是皮衣，又是一摇一摆的机器狗，又是经典的「the more you buy， the more you get」。 黄仁勋在今年 Computex 展的开幕演讲，来得正是时候。5060 的前瞻不甚乐观，英伟达需要拿出更强而有力的计划与安排。 这一次，黄仁勋强调英伟达正在从「GPU 供应商」向「全球 AI 基础设施提供商」转型的战略布局，要打造「开箱即用」的 AI 工厂。 这次黄仁勋带来了不少能代表英伟达最新实力的产品，包括 GeForce RTX 5060 GPU、Grace Blackwell GB300 超级计算平台、DGX Spark 桌面 AI 超级计 算机，以及一系列面向企业用户的平台及服务。 比较让消费者尤其是开发人员、游戏爱好者关心的，当属 GeForce RTX 5060 GPU。在发布之前，国外陆陆续续有一些媒体及博主发布测评体验，无论是 价格、显存、性能，都引起了讨论。 RTX 5060 拥有 3,840 个 CUDA 核心，相比 RTX 5060 Ti 的核心数量减少了 17%，8GB 显存引发了一定争议。 RTX 5060 继承了 50 系 GPU 的创新设计 ...

黄仁勋最新演讲！ 5月19日，英伟达CEO黄仁勋在台北国际电脑展发布了一系列英伟达公司在软硬件方面的更新，并介绍了 他在未来全球AI（人工智能）领域的宏大畅想。 AI无处不在 英伟达芯片将是基础设施 黄仁勋在演讲开始就谈起了他对AI未来的伟大期许：未来AI将会像互联网和电力一样，成为我们生活中不 可或缺的必要组成部分。 "我知道，现在当我们讨论AI基建时，你可能会感觉到好像没什么必要。但我向你保证，十年后你会意识 到，我们需要无处不在的人工智能！"黄仁勋在演讲中谈道："我们会将AI集成到所有地方：每个地区、每 个行业、每个工厂、每个公司，全都需要AI！" 他畅想AI前景时表示："我们正处于繁荣未来的边缘，芯片产业的价值已达3000亿美元，而数据中心的机 遇正在转变为近万亿美元的市场，这一切受到人工智能工厂和基础设施的推动。" 他同时解释了英伟达在这场AI基建中所扮演的角色："到那时，AI就像是互联网和电力一样，它将需要工 厂！而这正是我们现在正在制造的……英伟达不再仅仅是一家科技公司，它是一家重要的基础设施公 司。" 高度评价DeepSeek 在演讲中，黄仁勋再次对DeepSeek表示赞赏。他表示，DeepS ...

Group 1 - The China Securities Association plans to strengthen management regulations for brokerage firms' alternative investment subsidiaries and private equity fund subsidiaries, requiring them to report significant losses exceeding 50% of the actual capital contribution [1] - Xinhua Insurance has been approved to participate in the third batch of long-term investment reform trials for insurance funds, aiming to expedite the entry of long-term capital into the market [1] Group 2 - The yield on the 30-year U.S. Treasury bond has risen to 5.02%, the highest level since November 2023, while the 10-year bond yield increased by 10 basis points to 4.54% [2] - TrendForce predicts that the global market value of data center interconnection applications will grow by 14.3% annually by 2025, driven by the AI wave [2] Group 3 - ByteDance's AI headset, Ola Friend, has been upgraded to support direct voice activation of an independent English learning AI, Owen, enhancing real-time conversation capabilities [3] - QQ Browser has been upgraded to an AI browser with the introduction of QBot, which will assist users in efficiently obtaining and processing information [3] Group 4 - Nvidia plans to launch the next-generation GB300 AI system in the third quarter of 2025 [4] - Huawei, UBTECH, Zhiyuan Robotics, and Zhongjian Technology are collaborating on a humanoid robot for health care, focusing on computing power and data collection [4] Group 5 - Ping An Life has increased its stake in Agricultural Bank of China H-shares to 10%, triggering a mandatory disclosure under Hong Kong market rules [5] - Yuanchen Technology has filed a lawsuit against Shanxi Jianlong Industrial for contract disputes, with the amount in question being approximately 10.8 million yuan [5] Group 6 - Zhaoxun Media plans to repurchase shares worth between 100 million and 200 million yuan, with a maximum repurchase price of 14.80 yuan per share [6] - Wan Feng Co., Ltd. announced that a specific shareholder intends to reduce its stake by up to 1.75% through block trading [7] Group 7 - Jindi Co., Ltd.'s subsidiary has received a letter of intent for designated supply of new energy electric drive components, with a total project value of approximately 640 million yuan over its lifecycle [9] Group 8 - The market experienced fluctuations with the micro-cap index rising over 2% to a new high, while the overall trading volume decreased by 30.7 billion yuan compared to the previous trading day [10]

周一上午11:00，英伟达创始人兼CEO黄仁勋出席台北国际电脑展（Computex 2025）开幕式并发表首场主题演讲，分享AI与加速运算技术的最新 突破和进展。 本届COMPUTEX 2025以"AI Next"为主轴，聚焦"智慧运算＆机器人""次世代科技"以及"未来移动"三大主题。展会邀请了近1400家厂商、使用了 约4800个摊位，展示面积高达8万平方公尺。 外界猜测，英伟达有望在会上推出一款全新的CPU （为该公司有史以来的第一次），并发布有关RTX 50系列的更多新闻等等。、 【12:00】 黄仁勋表示，此前在CES上谈到的Project DIGITS的个人AI计算机DGX Spark已全面投产，即将在未来几周上市。它面向那些想要拥有自己的超级 计算机的人，各公司将自行定价。黄仁勋表示："每个人都可以在圣诞节拥有一台。" 【11:51】 黄仁勋表示，下一代超算采用了核心技术，实现了每秒14.4TB的全连接带宽，利用NVLink Spine、定制的盲插背板以及5000条铜线，达到惊人的 每秒130TB带宽。 该系统整合了72个Blackwell处理器或144个GPU芯片，相互连接形成一个广泛的GPU系 ...

据英伟达中国官网最新消息，RTX 5060桌面显卡将于北京时间5月20日00:00正式开卖，国内售价为2499 元人民币。此外，搭载该GPU的笔记本也将在5月上市，起步价为1099美元。 ...