智通财经APP获悉，据The Information报道，英伟达(NVDA.US)已要求三星电子(SSNLF.US)和艾马克技 术(AMKR.US)等零部件供应商暂停生产专为中国市场设计的H20人工智能(AI)芯片。 针对The Information的报道，英伟达发言人回应称："我们持续根据市场状况管理供应链。"这家将于下 周公布财报的公司多次否认其产品存在后门或定位追踪功能。"正如两国政府所认知的，H20并非军用 或政府基础设施产品。中国不会在政府运作中依赖美国芯片，就像美国政府不会依赖中国芯片一样。但 允许美国芯片用于有益的商业用途对各方都有利。" 该媒体援引未具名消息人士称，英伟达本周下达该指令前，中国政府已敦促国内企业避免使用这款芯 片。马来亚银行证券机构股票销售交易主管Kok Hoong Wong表示，亚洲早盘时段英伟达股价在Blue Ocean替代交易系统一度下跌约1.9%。 若生产暂停属实，将引发市场对H20芯片基本需求的质疑。这款性能低于英伟达尖端AI加速器的产品， 本应与华为、寒武纪(688256.SH)等企业的国产芯片竞争。周五盘中，寒武纪股价一度飙升逾14%，其 他中国芯片股也集体走高 ...

英伟达CEO黄仁勋：台积电是人类历史上最伟大的公司之一，是一项非常值得投资的业务。我只会在台湾停留几个小时，这次访问台积电，将洽谈Rubin芯片的生产事宜。🗒️根据英伟达的路线图，将会在2026年推Rubin，2027年推Rubin Ultra。 https://t.co/A7y9WsDNd7 ...

Group 1 - The US stock market experienced a mixed session with large tech stocks like Nvidia softening while small-cap stocks rallied, leading to slight new highs for the S&P and Nasdaq indices [1][3] - The S&P 500 index rose by 0.32% to 6466.58 points, and the Nasdaq composite increased by 0.14% to 21713.14 points, while the Dow Jones Industrial Average climbed 1.04% to 44922.27 points, nearing its historical high [1] - The Russell 2000 index surged by 1.98%, benefiting from lower interest rates which reduce funding costs and potentially boost consumer spending [3] Group 2 - Market expectations are fully pricing in a 25 basis point rate cut by the Federal Reserve in September, with discussions of a possible 50 basis point cut [3][4] - UBS's Chief Investment Officer anticipates a total of 100 basis points in rate cuts from September to January, with each meeting likely to see a 25 basis point reduction [4] - BlackRock's Chief Investment Officer also supports the notion of aggressive easing by the Fed, suggesting a 50 basis point cut in September [4] Group 3 - Major tech stocks had mixed performances, with Apple rising by 1.6% and Nvidia falling by 0.86%, while AMD's impact on Nvidia's next-generation chip design was noted [5] - CoreWeave, a data center stock closely related to Nvidia, saw a significant drop of 20.83% after reporting worse-than-expected losses [5] Group 4 - Chinese stocks listed in the US saw a strong rally, with the Nasdaq Golden Dragon China Index rising by 2.08%, and notable gains in Tencent (7.4%), Alibaba (3.63%), and other major Chinese companies [6]

Core Viewpoint - AMD's CEO Lisa Su emphasizes that the cost increase of American-made chips is justified by the value of supply chain resilience, leading to a significant market response and a 4% stock price increase [1][3]. Group 1: Cost and Supply Chain Dynamics - The market's reaction to Su's comments reflects a revaluation of "nearshore manufacturing" as a new valuation anchor for tech stocks, with AMD securing scarce production capacity ahead of potential tariff increases [3]. - AMD's strategy includes a 10% allocation of high-end production capacity to the U.S., which is seen as a strategic move to create a natural moat against global trade tensions [3][4]. Group 2: Competitive Positioning and Technology - AMD is gaining a competitive edge in the 2nm technology space with the delivery of the first N2 process Zen 6 chip, indicating that U.S. manufacturing capabilities are improving [3]. - The company is also focusing on local partnerships in China, forming an AI application alliance with over 100 partners, which is expected to grow to 170 by year-end [4][5]. Group 3: Strategic Commitments and Market Resilience - AMD has made four key commitments to the Chinese market, including a dedicated R&D team and partnerships with over 100 cloud instances and universities, which serve as a counterbalance to potential U.S. tariffs [5]. - The company's historical ability to turn challenges into opportunities is highlighted by its significant stock price recovery and revenue growth despite facing export losses [5][6]. Group 4: Future Technology Developments - AMD is preparing for future advancements with the MI350 chip, which boasts a 35x increase in inference performance while being 30% cheaper than NVIDIA's comparable products [6]. - The company is also developing the Helios super rack for large-scale model training, positioning itself as a key player in the upcoming AI PC market [6]. Group 5: Market Strategy and Investment Outlook - The semiconductor industry is entering a complex phase where short-term cost concerns, mid-term production capacity, and long-term ecosystem development are critical [6]. - AMD's approach to defining value in the context of a 5%-20% cost premium is seen as a strategic move that could reshape pricing power in the semiconductor supply chain [6].

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容编译自wccftech 。 据 The Information 报道，由于担心竞争，微软公司因自主设计芯片存在问题而推迟了研发计划，并 推出了一款中间芯片。亚马逊和谷歌都依赖定制的自主 AI 处理器来减少对 NVIDIA 昂贵芯片的依 赖，微软也专注于自主研发芯片，但其以软件为中心的业务模式意味着该公司几乎没有其他选择。因 此，微软的目标是赶超同行，并开发 NVIDIA 的替代方案，但该报道指出，微软不得不调整计划以 适应设计延迟的影响。 The Information援引两位消息人士的话说，这款新的 AI 芯片很可能被命名为 Maia 280，并将连接 两块 Braga 芯片以获得更高的性能。与亚马逊一样，微软也试图在每瓦性能或能效方面与 NVIDIA 竞争。该公司高管认为，新芯片的性能将比 NVIDIA 的 2027 芯片提升高达 30%。 NVIDIA 目前最新的 AI 芯片是 Blackwell GPU，已于 2025 年开始出货，而该公司的下一代 AI 芯 片名为 Rubin。微软高管的目标是最终实现每年自主生产数十万颗 AI 芯片的目标。大 ...

Group 1 - WeChat is testing a feature for backing up chat records to external storage devices [1] - iFlytek plans to launch an upgraded version of its AI product, Spark X1, in July 2023 [2] - Meituan CEO Wang Xing has sold shares in Li Auto, cashing out HKD 600 million in four days [3] Group 2 - AI startup Anysphere has received venture capital interest, with a valuation exceeding USD 18 billion [4] - Elon Musk's XAI is in talks to raise USD 4.3 billion through equity financing [5] - Tencent has launched an AI programming mode for its Yuanbao platform, allowing users to write code while specifying requirements [6] Group 3 - China has made progress in manned lunar missions, successfully conducting a zero-height escape flight test with the Dream Boat spacecraft [7] - Microsoft is reportedly developing the next generation of Xbox Cloud Gaming servers [8] - CFM reports that DDR4 memory prices are rising, with the spot market showing signs of weakness [9] Group 4 - Baoneng Automobile responded to reports of "dissolution and liquidation," stating that the company is operating normally and has new vehicles set to launch [10] - China has achieved a breakthrough in magnetic levitation technology, accelerating a 1.1-ton test vehicle to 650 km/h over a distance of 1,000 meters [11] - Nomura Securities predicts that Meta will launch its next-generation ASIC chip, MTIA T-V1, as early as Q4, with specifications expected to surpass NVIDIA's "Rubin" [12]

这些海湾国家计划构建庞大的人工智能基础设施，成为英伟达芯片的重要买家。 这类"主权AI"交易构成了英伟达多元化客户战略的关键部分。公司高管表示，已有多个国家政府接触英伟达，希望为类似的主权AI项目采购其芯片。 CEO黄仁勋本周访问海湾地区，展示了公司希望在全球范围内复制的战略模式。 英伟达正大力推进多元化发展战略，寻求摆脱对微软、亚马逊和谷歌等科技巨头的依赖。 通过与沙特、阿联酋等国家建立"主权AI"合作关系，以及扶持CoreWeave等"新云"平台，这家芯片巨头试图在科技巨头之外建立新的收入来源。 全球拓展：英伟达的"主权AI"战略 英伟达本周与沙特阿拉伯的Humain达成了数十亿美元的芯片交易，同时阿联酋宣布与美国政府协调在阿布扎比建设全球最大数据中心之一。 英伟达近期还与思科、戴尔和惠普等供应商建立了联盟，以帮助向企业客户销售产品。这些企业管理自己的IT基础设施，而不是外包给云服务商。 黄仁勋在今年3月表示："比起一年前，我现在更加确信（大型云服务提供商之外的业务机会）。" 在今年的GTC大会上，英伟达推出Rubin芯片时，CoreWeave和思科等合作伙伴比传统的科技巨头更加突出。黄仁勋预测"每个行业 ...

Core Strategy - Nvidia is actively pursuing a diversification strategy to reduce its reliance on major tech giants like Microsoft, Amazon, and Google [1][5] - The company is establishing "sovereign AI" partnerships with countries such as Saudi Arabia and the UAE, aiming to create new revenue streams outside of traditional tech clients [1][2] Sovereign AI Initiatives - Nvidia has secured a multi-billion dollar chip deal with Saudi Arabia's Humain and is collaborating with the UAE to build one of the largest data centers globally [2] - These sovereign AI projects are a crucial part of Nvidia's strategy to diversify its customer base, with multiple governments expressing interest in procuring chips for similar initiatives [2] Support for New Cloud Platforms - Nvidia is supporting emerging cloud platforms like CoreWeave, Nebius, Crusoe, and Lambda, positioning them as competitors to established giants like AWS, Azure, and Google Cloud [3] - These new cloud partners gain priority access to Nvidia's internal resources, including consulting teams for data center optimization [3] Market Outlook - Nvidia's CEO Jensen Huang expressed increased confidence in business opportunities beyond major cloud service providers, predicting that every industry will have its own "AI factory" [4] - This shift represents potential sales opportunities worth hundreds of billions of dollars [4] Competitive Landscape - Despite its diversification efforts, Nvidia's recent regulatory filings indicate continued reliance on a limited number of clients, primarily large tech companies [5] - These tech giants are developing their own AI chips, posing a challenge to Nvidia's market dominance, particularly with Amazon entering the AI training space [5]

点击 上方 硬AI 关注我们 摩根大通将其对台积电CoWoS先进封装技术在未来两年的消费预期分别下调了7%和3%，理由是来自亚马逊自研AI芯片 的需求减少，以及基于宏观经济的不确定性。摩根大通预测，受关税和全球经济放缓的影响，台积电管理层可能将2025 财年的收入增长指引从约25%下调至20%左右。 硬·AI 作者 | 董 静 此外，亚马逊Trainium芯片被外部客户采用的前景有限。摩根大通现在预期，未来两年，下一代Trainium 项目的生命周期单位仅增长5-10%，市场可能会对亚马逊的定制芯片（ASIC）项目持更为谨慎的态度。 尽管如此，摩根大通预测， 2025年台积电CoWoS的整体需求仍预计增长107%，2026年继续保持37%的 增长，这主要得益于英伟达的强劲需求、ASIC项目增加（尤其是博通和联发科）以及苹果WMCM芯片封 装业务的启动。 01 英伟达仍是CoWos最大客户 但增长预期趋于理性 报告预计，台积电的CoWoS产能将在2025年继续保持紧张，但到2026年可能会达到供需平衡。 英伟达继续是CoWoS-L需求的主要驱动力，大摩预计，该公司将获得足够的CoWoS分配，以在2025年生 产 ...

以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO （ID：appsolution） ，作者：appso，原文标题：《刚刚，黄仁勋甩出三代核弹AI芯片！个人超算每秒运算1000万亿 次，DeepSeek成最大赢家》，题图来自：NVIDIA 英伟达GTC大会已经成了AI界超级碗，没有剧本也没有提词器，中途黄仁勋被线缆卡住，反而是这场高浓度AI发布会里最有人味的片段，在当今基本 提前彩排或录播的科技发布会里已经很稀缺了。 黄仁勋再次发布了全新一代核弹级AI芯片，不过这场发布会的还有个隐藏主角——DeepSeek。 由于智能体AI （Agentic AI） 和推理能力的提升，现在所需的计算量至少是去年此时预估的100倍。 推理成本效率给AI行业带来影响，而不是简单地堆积计算能力，成为贯穿这场发布会的主线。 英伟达要变成AI工厂，让AI以超越人类的速度学 习和推理。 推理本质上是一座工厂在生产token，而工厂的价值取决于能否创造收入和利润。因此，这座工厂必须以极 ...