“亚洲最大AI科技展”COMPUTEX今日开幕；黄仁勋预告“PC新时代”：首批搭载英伟达芯片的Windows电脑将亮相丨全球科技早参_老虎社区_美港股上老虎

“亚洲最大AI科技展”COMPUTEX今日开幕；黄仁勋预告“PC新时代”：首批搭载英伟达芯片的Windows电脑将亮相丨全球科技早参

每日经济新闻06-01 08:15

｜2026年6月1日星期一｜　　NO.1 “亚洲最大AI科技展”COMPUTEX今日开幕，英伟达坐镇，AMD、英特尔等巨头齐聚　　6月1日至5日，亚洲最大科技展会COMPUTEX 2026展会将在台北举行，本届以“AI Together”为主题，英伟达、AMD、英特尔等多家巨头将齐聚现场，预计将有数千家参展商参展，规模创历史之最。在COMPUTEX之前，英伟达率先在6月1日举办GTC台北大会，...

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Together”为主题，英伟达、AMD、英特尔等多家巨头将齐聚现场，预计将有数千家参展商参展，规模创历史之最。在COMPUTEX之前，英伟达率先在6月1日举办GTC台北大会，创始人黄仁勋将登台演讲，发布面向下一代人工智能的前沿技术；6月2日，英特尔CEO陈立武将亮相COMPUTEX发表主题分享。市场预计AMD将公布数据中心最新进展，全新Helios服务器机柜正式对标英伟达NVL72机柜。业内预判，本轮AI供应链紧张压力可能将持续至2027年底。IDC数据显示，今年全球内存芯片营收预计翻倍至5950亿美元。　　点评：本届COMPUTEX聚焦AI算力赛道，头部芯片企业新品与战略落地，将持续影响科技板块整体情绪与资金流向。　　NO.2 黄仁勋预告“PC新时代”：首批搭载英伟达芯片的Windows电脑将亮相　　当地时间5月30日，英伟达联合微软Windows、Arm发文预告PC新时代。据知情人士透露，首批搭载英伟达芯片的Windows电脑，预计将同时现身COMPUTEX与微软Build开发者大会。英伟达CEO黄仁勋此前确认，公司正在研发N1X芯片。该芯片搭载Arm架构，集成20核CPU、6144个CUDA核心，最高支持128GB共享内存，整合CPU、GPU与AI单元，可为戴尔、联想等厂商提供完整核心计算平台。据苹果分析师郭明𫓹预测，基于N1X芯片的设备在未来两年出货量预计达1000万台，主打有本地AI需求的小众专业市场。英伟达的入局将打破高通在Windows on Arm的独家格局，有望激活生态，从而带动整体平台成熟。　　点评：英伟达转型布局全栈硬件平台，有望重塑Windows on Arm竞争格局，为PC芯片及AI硬件赛道带来新的估值想象空间。　　NO.3 软银集团将打造欧洲最大AI数据中心，750亿欧元投向法国　　据媒体5月30日报道，软银集团宣布将在法国投资750亿欧元，打造欧洲规模最大的AI计算集群网络，这也是软银集团在美国以外进行的单笔最大AI投资。项目总算力规模5吉瓦（GW），首期投资450亿欧元，计划2031年在法国上法兰西大区建成3.1吉瓦（GW）算力，后续再扩容2吉瓦（GW）。软银集团还将携手施耐德电气，在敦刻尔克片区打造AI基础设施与机器人制造产业中心。　　点评：软银加码750亿欧元布局法国AI算力，海外AI投资力度凸显，也将带动欧洲算力、工业自动化板块获得资金关注。　　NO.4 AI编程低价时代终结！微软旗下GitHub Copilot告别包月模式，开启token按量计费　　微软旗下GitHub Copilot宣布，将于当地时间6月1日将计费方式由固定月费订阅制调整为token按量收费，结束AI编程工具低价补贴阶段。此举引发开发者社区不满，多名用户账单大幅上涨，有从业者月费从29美元涨至近750美元，部分用户选择退订。业内对此看法不一，部分观点认为高额开销源于“氛围编程”（Vibe Coding）造成token过度消耗；另有开发者指出，正是微软前期产品设计与运营策略默许用户高频调用算力、培育使用习惯，如今单方面调价让用户难以接受。　　点评：GitHub Copilot切换token按量计费，结束补贴模式，AI编程工具也将迎来市场重新定价，相关算力、AI应用板块估值逻辑迎来调整。　　NO.5 再投200亿！英特尔携资深玩家加码玻璃基　　据媒体5月31日报道，英特尔联合美国半导体技术公司3DGS斥资约223亿元，将在印度奥里萨邦建立半导体基板制造厂，预计5至6年完工，可创造1800余个岗位，主打先进封装玻璃基板。同时英特尔在美国布局试验线与全球首座玻璃基板量产基地，并加码供应链采购扩产。台积电、三星电机等同业也加速落地相关产线。多家机构认为2026年有望将成为玻璃基板商业化元年。国际半导体产业协会SEMI预测该产品2028年开启早期量产，2028-2040年玻璃基板市场年复合增速达67.2%。　　点评：英特尔加码布局全球玻璃基板产能，行业巨头同步跟进，该动向利好半导体先进封装、玻璃基板产业链，激活细分赛道预期。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}