$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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Steven12
06-05 17:46

$英伟达(NVDA)$ 长着一张国脸，不为祖国做贡献，可惜了。

黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业

英伟达CEO黄仁勋时隔7个月再访韩国，驳斥了系统将削减HBM用量的传言，确认支持Vera Rubin架构的三家内存供应商均已通过认证并量产。他表示，韩国在机电一体化与半导体上的积累是机器人与物理AI的完美土壤，该技术将成为韩国下一大核心产业，并暗示此行将带来“巨大业务与惊喜”。

黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业

# 英伟达CEO黄仁勋访韩推动机器人技术合作

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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MarcLam
·06-06 12:50
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你祖国不让你玩美股
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- Steven12:
  可以有其他方法玩啊。
  06-06 16:00
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H2233Y
·06-06 17:57
装一张人脸不做人事，做🐶也不听话，让你别出来还跑出来了
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请输入昵称已阅读
·06-05 19:37
这家伙武装保卫美国，太坏了 [笑哭]
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yahooccc
·06-07 21:30
是罕见
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left;\">供应链协调：AI基础设施加速扩张，下半年更为繁忙</h2><p style=\"text-align: left;\">黄仁勋将此行定性为供应链协调之旅。他表示，去年是英伟达极为重要的一年，韩国市场表现尤为出色；今年上半年，Grace Blackwell系统已取得强劲成果，Vera Rubin架构也已全面投产。</p><p style=\"text-align: left;\">&#34;今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大，&#34;他说，&#34;因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。&#34;他表示，此行重点议题包括协调DRAM和HBM内存芯片等关键组件的供应，以支撑持续扩张的AI基础设施建设。</p><p style=\"text-align: left;\">据路透社报道，黄仁勋当晚还计划在首尔一家餐厅与LG集团会长Koo Kwang-mo、SK集团会长Chey Tae-won及Naver创始人Lee Hae-jin共进晚餐，一名知情人士透露了上述安排，但因计划属保密性质而要求匿名。</p><h2 style=\"text-align: left;\">驳斥HBM削减传言：三家供应商全线就绪</h2><p style=\"text-align: left;\">针对市场流传的英伟达因内存供应短缺而缩减系统内HBM用量的说法，黄仁勋直接予以否认。&#34;我们将使用大量的高速内存，&#34;他说，&#34;当然，目前供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。&#34;他表示，公司将持续与当地合作伙伴密切协作，在争取最大供应量的同时实现资源的高效利用。</p><p style=\"text-align: left;\">在供应商进展方面，黄仁勋确认，支持Vera Rubin架构的三家内存供应商均已通过资格认证并投入量产，&#34;都在竞相支持我们的Vera Rubin架构&#34;。<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>电子和SK海力士合计承担英伟达AI芯片约70%的内存供应，两家公司均位列其中。</p><h2 style=\"text-align: left;\">机器人与物理AI：韩国制造优势迎来新应用场景</h2><p style=\"text-align: left;\">黄仁勋将机器人技术列为对韩国投资者最值得关注的方向。他指出，韩国在机电一体化制造、半导体和人工智能方面拥有深厚积累，三者融合将为机器人产业发展提供&#34;完美的土壤&#34;。</p><p style=\"text-align: left;\">&#34;因为韩国是全球的制造中心，我们可以将在这里研发的机器人技术和物理AI技术直接应用于当地工业，&#34;他说，&#34;未来半导体制造将越来越依赖机器人和AI驱动，因此我们也有绝佳机会与韩国半导体公司展开合作。&#34;</p><p style=\"text-align: left;\">分析人士指出，韩国的制造业实力使其在物理AI领域处于有利位置——这一技术将被嵌入机器人、汽车和工厂之中。</p><p style=\"text-align: left;\">此次访问行程同样引人关注：黄仁勋抵达后首站造访首尔一家网吧，与电竞选手会面，包括游戏明星Lee Sang-hyeok（&#34;Faker&#34;），其女儿Madison Huang全程陪同并身着知名T1电竞战队队服。访问期间，他还将担任一场棒球比赛的开球嘉宾，并出席一档电视谈话节目。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45c43ed3d76f1227e60bb04c66ecddd4\" data-align=\"center\" tg-width=\"1024\" tg-height=\"571\"/><span></span></p><p style=\"text-align: left;\"><em>以下为黄仁勋采访实录：</em></p><blockquote><p style=\"text-align: left;\"><strong>提问：</strong> 非常感谢。大家好，我有一个问题。您时隔仅7个月就再次来到韩国，是什么驱使您来到这里？是因为想念这里的炸鸡了吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 哈哈，不。我回到这里，是为了感谢在场的所有合作伙伴和客户。我们正在推进很多非常重要的工作。如你们所知，人工智能基础设施的建设正在加速。去年对我们来说是非常重要的一年，韩国市场表现得极为出色，我对此感到非常高兴。</p><p style=\"text-align: left;\">今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大。因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。我们有很多工作要做，目前我们的合作伙伴表现得非常出色。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在这次行程中，您想与韩国合作伙伴讨论哪些具体话题？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> <strong>主要是为了协调我们的供应链。</strong>因为我们都需要制造大量的技术产品，包括DRAM、HBM内存芯片等，而且我们正在进行规模极其庞大的AI基础设施建设。</p><p style=\"text-align: left;\">今年上半年已经非常成功，我们的Grace Blackwell系统表现极佳，Vera Rubin架构也已全面投产。因此，今年下半年我们会非常忙碌。</p><p style=\"text-align: left;\"><strong>提问：</strong> 上次您为韩国带来了GPU，那么这次您为韩国带来了什么礼物吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我带礼物了吗？<strong>我为韩国带来了庞大的业务。不仅如此，我还会带来一些惊喜。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 您打算什么时候公布这些惊喜？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我现在不能告诉你们，否则这就不是惊喜了。</p><p style=\"text-align: left;\"><strong>提问：</strong> 那么，您有安排与三星的会面吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我安排了许多会面，<strong>包括现代、LG、SK，当然还有三星，以及Naver（韩国互联网巨头）。我安排了很多很多场会议。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 内存制造商从明年开始会供应采用混合键合（hybrid bonding）技术的HBM内存吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我目前还不确定我们明年的具体计划。但是一旦计划确定，我会立刻通知大家。</p><p style=\"text-align: left;\"><strong>提问：</strong> 问个轻松的问题，您喜欢韩国烤肉吗？您今晚打算去吃，对吧？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我非常喜欢韩国烤肉。我也喜欢炸鸡，韩国炸鸡和参鸡汤都非常棒。是的，这里的美食都非常美味。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在您访问期间，有计划推出新的RTX平台吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我可能会谈论这个话题。如你们所知，我们发布了RTX Spark。这是过去40年来首次对个人电脑（PC）进行全面的重新设计。这款PC的设计初衷是为了完成我们当今在PC上能做的所有事情。它是世界上最先进的PC。同时，它也为未来的“AI智能体（AI agents）”做好了准备，这些智能体将成为您PC上的私人助手。我们对此感到非常兴奋。</p><p style=\"text-align: left;\"><strong>提问：</strong> 有报道称，由于内存供应短缺，NVIDIA决定减少其系统中搭载的高速内存容量。您能证实这一点吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 这个传闻是怎么说的？决定减少高速内存的容量？<strong>其实我们将使用大量的高速内存，当然目前的内存供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。</strong>我们将继续与当地的合作伙伴紧密合作，确保在获得尽可能多的供应的同时，最合理、最高效地使用这些资源。</p><p style=\"text-align: left;\"><strong>提问：</strong> （现场互动）很高兴见到您，今天是我的生日。能给我个机会留个签名纪念吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 生日快乐！当然没问题。谁能给我一支笔？来，借用一下你的手机签字。生日快乐！好了，请继续提问，我在听。</p><p style=\"text-align: left;\"><strong>提问：</strong> 想了解贵司和韩国政府在相关产业上有没有达成共同合作方向？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 噢，<strong>我们已经开始为设在韩国的研发中心招募人员了。</strong>韩国是投资建立研发中心的绝佳地点，因为这里拥有极其优秀的AI专业人才和机器人技术专家。</p><p style=\"text-align: left;\">此外，由于韩国是全球的制造中心，我们可以将在韩国研发的机器人技术和物理AI技术直接应用到当地的工业中。韩国还拥有强大的半导体技术底蕴，未来的半导体制造将越来越依赖机器人和人工智能。因此，我们也有很好的机会与韩国的半导体公司展开合作。</p><p style=\"text-align: left;\"><strong>提问：</strong> 你们会在这里建一个新园区吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我们已经在招聘了。我不确定具体已经招了多少人，但我们会继续在这里扩充团队。一旦我们在这里招募到足够的人员，我们就会建立一个新场地。是的，我们会在那里建园区。你知道，韩国在基础设施建设方面非常出色，当时机成熟时，我相信在这里建设一个美丽的园区毫无困难。</p><p style=\"text-align: left;\">（现场互动）：好的。在这群美丽的女士面前……生日快乐。是的，女士，是的。</p><p style=\"text-align: left;\">（回到正题）：所有三家供应商都已经获得了资格认证。这三家供应商都已投入生产，并且都在竞相支持我们的Vera Rubin架构。谢谢你们。一切就绪，非常好。</p><p style=\"text-align: left;\"><strong>提问：</strong> 对韩国投资者有什么建议？您能大点声说吗，我听不太清。关于您希望韩国投资者投资的一个细分领域是？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 没关系，你大声说出问题就行。哦，好的。韩国有很多值得投资的领域。当然，<strong>机器人技术将成为韩国的下一个核心产业。</strong></p><p style=\"text-align: left;\">韩国在机电一体化制造和人工智能方面表现得异常出色。将这些技术融合在一起，对机器人技术来说是极其完美的。你们还拥有庞大的本土工业基础，完全能够支撑机器人产业的发展和技术研发。</p><p style=\"text-align: left;\">因此，对韩国来说，投资人工智能是一个绝佳的机会，未来一片光明。好了，我期待在接下来的几天里见到大家。谢谢，非常感谢！</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋时隔7个月再度赴韩，将机器人技术定位为韩国下一个核心产业，并明确表态人工智能基础设施建设正在加速，2026年下半年规模将远超上半年，2027年更将迎来大幅增长。</p><p style=\"text-align: left;\">黄仁勋周五从中国台湾飞抵韩国首尔金浦国际机场后向媒体表示，<strong>此行安排了与现代汽车、LG、SK海力士、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及Naver的会面，</strong>核心目的是确保供应链合作伙伴&#34;保持步调一致并做好充分准备&#34;。<strong>他形容自己为韩国&#34;带来了庞大的业务&#34;，并暗示另有&#34;惊喜&#34;尚待公布，</strong>但拒绝透露具体内容。</p><p style=\"text-align: left;\">在市场最为关注的内存供应议题上，黄仁勋驳斥了英伟达因供应紧张而削减系统内高带宽内存（HBM）用量的传言，<strong>明确表示公司将使用&#34;大量高速内存&#34;。</strong>这一表态对<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和SK海力士等关键供应商具有直接利好意义——两家公司合计承担英伟达AI芯片约70%的内存供应。</p><p style=\"text-align: left;\">此次到访还显示出英伟达在韩国的布局正从芯片采购延伸至研发和物理AI领域。英伟达已启动韩国研发中心的人员招募，计划在达到一定规模后于当地建设园区，进一步深化双方在机器人技术和AI工厂方向的协作。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/515c6ee706158c640b6fc910f25cb905\" data-align=\"center\" tg-width=\"1024\" tg-height=\"565\"/><span></span></p><h2 style=\"text-align: left;\">供应链协调：AI基础设施加速扩张，下半年更为繁忙</h2><p style=\"text-align: left;\">黄仁勋将此行定性为供应链协调之旅。他表示，去年是英伟达极为重要的一年，韩国市场表现尤为出色；今年上半年，Grace Blackwell系统已取得强劲成果，Vera Rubin架构也已全面投产。</p><p style=\"text-align: left;\">&#34;今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大，&#34;他说，&#34;因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。&#34;他表示，此行重点议题包括协调DRAM和HBM内存芯片等关键组件的供应，以支撑持续扩张的AI基础设施建设。</p><p style=\"text-align: left;\">据路透社报道，黄仁勋当晚还计划在首尔一家餐厅与LG集团会长Koo Kwang-mo、SK集团会长Chey Tae-won及Naver创始人Lee Hae-jin共进晚餐，一名知情人士透露了上述安排，但因计划属保密性质而要求匿名。</p><h2 style=\"text-align: left;\">驳斥HBM削减传言：三家供应商全线就绪</h2><p style=\"text-align: left;\">针对市场流传的英伟达因内存供应短缺而缩减系统内HBM用量的说法，黄仁勋直接予以否认。&#34;我们将使用大量的高速内存，&#34;他说，&#34;当然，目前供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。&#34;他表示，公司将持续与当地合作伙伴密切协作，在争取最大供应量的同时实现资源的高效利用。</p><p style=\"text-align: left;\">在供应商进展方面，黄仁勋确认，支持Vera Rubin架构的三家内存供应商均已通过资格认证并投入量产，&#34;都在竞相支持我们的Vera Rubin架构&#34;。<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>电子和SK海力士合计承担英伟达AI芯片约70%的内存供应，两家公司均位列其中。</p><h2 style=\"text-align: left;\">机器人与物理AI：韩国制造优势迎来新应用场景</h2><p style=\"text-align: left;\">黄仁勋将机器人技术列为对韩国投资者最值得关注的方向。他指出，韩国在机电一体化制造、半导体和人工智能方面拥有深厚积累，三者融合将为机器人产业发展提供&#34;完美的土壤&#34;。</p><p style=\"text-align: left;\">&#34;因为韩国是全球的制造中心，我们可以将在这里研发的机器人技术和物理AI技术直接应用于当地工业，&#34;他说，&#34;未来半导体制造将越来越依赖机器人和AI驱动，因此我们也有绝佳机会与韩国半导体公司展开合作。&#34;</p><p style=\"text-align: left;\">分析人士指出，韩国的制造业实力使其在物理AI领域处于有利位置——这一技术将被嵌入机器人、汽车和工厂之中。</p><p style=\"text-align: left;\">此次访问行程同样引人关注：黄仁勋抵达后首站造访首尔一家网吧，与电竞选手会面，包括游戏明星Lee Sang-hyeok（&#34;Faker&#34;），其女儿Madison Huang全程陪同并身着知名T1电竞战队队服。访问期间，他还将担任一场棒球比赛的开球嘉宾，并出席一档电视谈话节目。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45c43ed3d76f1227e60bb04c66ecddd4\" data-align=\"center\" tg-width=\"1024\" tg-height=\"571\"/><span></span></p><p style=\"text-align: left;\"><em>以下为黄仁勋采访实录：</em></p><blockquote><p style=\"text-align: left;\"><strong>提问：</strong> 非常感谢。大家好，我有一个问题。您时隔仅7个月就再次来到韩国，是什么驱使您来到这里？是因为想念这里的炸鸡了吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 哈哈，不。我回到这里，是为了感谢在场的所有合作伙伴和客户。我们正在推进很多非常重要的工作。如你们所知，人工智能基础设施的建设正在加速。去年对我们来说是非常重要的一年，韩国市场表现得极为出色，我对此感到非常高兴。</p><p style=\"text-align: left;\">今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大。因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。我们有很多工作要做，目前我们的合作伙伴表现得非常出色。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在这次行程中，您想与韩国合作伙伴讨论哪些具体话题？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> <strong>主要是为了协调我们的供应链。</strong>因为我们都需要制造大量的技术产品，包括DRAM、HBM内存芯片等，而且我们正在进行规模极其庞大的AI基础设施建设。</p><p style=\"text-align: left;\">今年上半年已经非常成功，我们的Grace Blackwell系统表现极佳，Vera Rubin架构也已全面投产。因此，今年下半年我们会非常忙碌。</p><p style=\"text-align: left;\"><strong>提问：</strong> 上次您为韩国带来了GPU，那么这次您为韩国带来了什么礼物吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我带礼物了吗？<strong>我为韩国带来了庞大的业务。不仅如此，我还会带来一些惊喜。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 您打算什么时候公布这些惊喜？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我现在不能告诉你们，否则这就不是惊喜了。</p><p style=\"text-align: left;\"><strong>提问：</strong> 那么，您有安排与三星的会面吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我安排了许多会面，<strong>包括现代、LG、SK，当然还有三星，以及Naver（韩国互联网巨头）。我安排了很多很多场会议。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 内存制造商从明年开始会供应采用混合键合（hybrid bonding）技术的HBM内存吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我目前还不确定我们明年的具体计划。但是一旦计划确定，我会立刻通知大家。</p><p style=\"text-align: left;\"><strong>提问：</strong> 问个轻松的问题，您喜欢韩国烤肉吗？您今晚打算去吃，对吧？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我非常喜欢韩国烤肉。我也喜欢炸鸡，韩国炸鸡和参鸡汤都非常棒。是的，这里的美食都非常美味。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在您访问期间，有计划推出新的RTX平台吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我可能会谈论这个话题。如你们所知，我们发布了RTX Spark。这是过去40年来首次对个人电脑（PC）进行全面的重新设计。这款PC的设计初衷是为了完成我们当今在PC上能做的所有事情。它是世界上最先进的PC。同时，它也为未来的“AI智能体（AI agents）”做好了准备，这些智能体将成为您PC上的私人助手。我们对此感到非常兴奋。</p><p style=\"text-align: left;\"><strong>提问：</strong> 有报道称，由于内存供应短缺，NVIDIA决定减少其系统中搭载的高速内存容量。您能证实这一点吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 这个传闻是怎么说的？决定减少高速内存的容量？<strong>其实我们将使用大量的高速内存，当然目前的内存供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。</strong>我们将继续与当地的合作伙伴紧密合作，确保在获得尽可能多的供应的同时，最合理、最高效地使用这些资源。</p><p style=\"text-align: left;\"><strong>提问：</strong> （现场互动）很高兴见到您，今天是我的生日。能给我个机会留个签名纪念吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 生日快乐！当然没问题。谁能给我一支笔？来，借用一下你的手机签字。生日快乐！好了，请继续提问，我在听。</p><p style=\"text-align: left;\"><strong>提问：</strong> 想了解贵司和韩国政府在相关产业上有没有达成共同合作方向？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 噢，<strong>我们已经开始为设在韩国的研发中心招募人员了。</strong>韩国是投资建立研发中心的绝佳地点，因为这里拥有极其优秀的AI专业人才和机器人技术专家。</p><p style=\"text-align: left;\">此外，由于韩国是全球的制造中心，我们可以将在韩国研发的机器人技术和物理AI技术直接应用到当地的工业中。韩国还拥有强大的半导体技术底蕴，未来的半导体制造将越来越依赖机器人和人工智能。因此，我们也有很好的机会与韩国的半导体公司展开合作。</p><p style=\"text-align: left;\"><strong>提问：</strong> 你们会在这里建一个新园区吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我们已经在招聘了。我不确定具体已经招了多少人，但我们会继续在这里扩充团队。一旦我们在这里招募到足够的人员，我们就会建立一个新场地。是的，我们会在那里建园区。你知道，韩国在基础设施建设方面非常出色，当时机成熟时，我相信在这里建设一个美丽的园区毫无困难。</p><p style=\"text-align: left;\">（现场互动）：好的。在这群美丽的女士面前……生日快乐。是的，女士，是的。</p><p style=\"text-align: left;\">（回到正题）：所有三家供应商都已经获得了资格认证。这三家供应商都已投入生产，并且都在竞相支持我们的Vera Rubin架构。谢谢你们。一切就绪，非常好。</p><p style=\"text-align: left;\"><strong>提问：</strong> 对韩国投资者有什么建议？您能大点声说吗，我听不太清。关于您希望韩国投资者投资的一个细分领域是？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 没关系，你大声说出问题就行。哦，好的。韩国有很多值得投资的领域。当然，<strong>机器人技术将成为韩国的下一个核心产业。</strong></p><p style=\"text-align: left;\">韩国在机电一体化制造和人工智能方面表现得异常出色。将这些技术融合在一起，对机器人技术来说是极其完美的。你们还拥有庞大的本土工业基础，完全能够支撑机器人产业的发展和技术研发。</p><p style=\"text-align: left;\">因此，对韩国来说，投资人工智能是一个绝佳的机会，未来一片光明。好了，我期待在接下来的几天里见到大家。谢谢，非常感谢！</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/515c6ee706158c640b6fc910f25cb905","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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ALLOCATION \"A2\" (HKDHGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://wallstreetcn.com/articles/3773961","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641115621","content_text":"英伟达首席执行官黄仁勋时隔7个月再度赴韩，将机器人技术定位为韩国下一个核心产业，并明确表态人工智能基础设施建设正在加速，2026年下半年规模将远超上半年，2027年更将迎来大幅增长。黄仁勋周五从中国台湾飞抵韩国首尔金浦国际机场后向媒体表示，此行安排了与现代汽车、LG、SK海力士、三星电子及Naver的会面，核心目的是确保供应链合作伙伴\"保持步调一致并做好充分准备\"。他形容自己为韩国\"带来了庞大的业务\"，并暗示另有\"惊喜\"尚待公布，但拒绝透露具体内容。在市场最为关注的内存供应议题上，黄仁勋驳斥了英伟达因供应紧张而削减系统内高带宽内存（HBM）用量的传言，明确表示公司将使用\"大量高速内存\"。这一表态对三星电子和SK海力士等关键供应商具有直接利好意义——两家公司合计承担英伟达AI芯片约70%的内存供应。此次到访还显示出英伟达在韩国的布局正从芯片采购延伸至研发和物理AI领域。英伟达已启动韩国研发中心的人员招募，计划在达到一定规模后于当地建设园区，进一步深化双方在机器人技术和AI工厂方向的协作。供应链协调：AI基础设施加速扩张，下半年更为繁忙黄仁勋将此行定性为供应链协调之旅。他表示，去年是英伟达极为重要的一年，韩国市场表现尤为出色；今年上半年，Grace Blackwell系统已取得强劲成果，Vera Rubin架构也已全面投产。\"今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大，\"他说，\"因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。\"他表示，此行重点议题包括协调DRAM和HBM内存芯片等关键组件的供应，以支撑持续扩张的AI基础设施建设。据路透社报道，黄仁勋当晚还计划在首尔一家餐厅与LG集团会长Koo Kwang-mo、SK集团会长Chey Tae-won及Naver创始人Lee Hae-jin共进晚餐，一名知情人士透露了上述安排，但因计划属保密性质而要求匿名。驳斥HBM削减传言：三家供应商全线就绪针对市场流传的英伟达因内存供应短缺而缩减系统内HBM用量的说法，黄仁勋直接予以否认。\"我们将使用大量的高速内存，\"他说，\"当然，目前供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。\"他表示，公司将持续与当地合作伙伴密切协作，在争取最大供应量的同时实现资源的高效利用。在供应商进展方面，黄仁勋确认，支持Vera Rubin架构的三家内存供应商均已通过资格认证并投入量产，\"都在竞相支持我们的Vera Rubin架构\"。三星电子和SK海力士合计承担英伟达AI芯片约70%的内存供应，两家公司均位列其中。机器人与物理AI：韩国制造优势迎来新应用场景黄仁勋将机器人技术列为对韩国投资者最值得关注的方向。他指出，韩国在机电一体化制造、半导体和人工智能方面拥有深厚积累，三者融合将为机器人产业发展提供\"完美的土壤\"。\"因为韩国是全球的制造中心，我们可以将在这里研发的机器人技术和物理AI技术直接应用于当地工业，\"他说，\"未来半导体制造将越来越依赖机器人和AI驱动，因此我们也有绝佳机会与韩国半导体公司展开合作。\"分析人士指出，韩国的制造业实力使其在物理AI领域处于有利位置——这一技术将被嵌入机器人、汽车和工厂之中。此次访问行程同样引人关注：黄仁勋抵达后首站造访首尔一家网吧，与电竞选手会面，包括游戏明星Lee Sang-hyeok（\"Faker\"），其女儿Madison Huang全程陪同并身着知名T1电竞战队队服。访问期间，他还将担任一场棒球比赛的开球嘉宾，并出席一档电视谈话节目。以下为黄仁勋采访实录：提问： 非常感谢。大家好，我有一个问题。您时隔仅7个月就再次来到韩国，是什么驱使您来到这里？是因为想念这里的炸鸡了吗？黄仁勋： 哈哈，不。我回到这里，是为了感谢在场的所有合作伙伴和客户。我们正在推进很多非常重要的工作。如你们所知，人工智能基础设施的建设正在加速。去年对我们来说是非常重要的一年，韩国市场表现得极为出色，我对此感到非常高兴。今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大。因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。我们有很多工作要做，目前我们的合作伙伴表现得非常出色。提问： 在这次行程中，您想与韩国合作伙伴讨论哪些具体话题？黄仁勋： 主要是为了协调我们的供应链。因为我们都需要制造大量的技术产品，包括DRAM、HBM内存芯片等，而且我们正在进行规模极其庞大的AI基础设施建设。今年上半年已经非常成功，我们的Grace Blackwell系统表现极佳，Vera Rubin架构也已全面投产。因此，今年下半年我们会非常忙碌。提问： 上次您为韩国带来了GPU，那么这次您为韩国带来了什么礼物吗？黄仁勋： 我带礼物了吗？我为韩国带来了庞大的业务。不仅如此，我还会带来一些惊喜。提问： 您打算什么时候公布这些惊喜？黄仁勋： 我现在不能告诉你们，否则这就不是惊喜了。提问： 那么，您有安排与三星的会面吗？黄仁勋： 我安排了许多会面，包括现代、LG、SK，当然还有三星，以及Naver（韩国互联网巨头）。我安排了很多很多场会议。提问： 内存制造商从明年开始会供应采用混合键合（hybrid bonding）技术的HBM内存吗？黄仁勋： 我目前还不确定我们明年的具体计划。但是一旦计划确定，我会立刻通知大家。提问： 问个轻松的问题，您喜欢韩国烤肉吗？您今晚打算去吃，对吧？黄仁勋： 我非常喜欢韩国烤肉。我也喜欢炸鸡，韩国炸鸡和参鸡汤都非常棒。是的，这里的美食都非常美味。提问： 在您访问期间，有计划推出新的RTX平台吗？黄仁勋： 我可能会谈论这个话题。如你们所知，我们发布了RTX Spark。这是过去40年来首次对个人电脑（PC）进行全面的重新设计。这款PC的设计初衷是为了完成我们当今在PC上能做的所有事情。它是世界上最先进的PC。同时，它也为未来的“AI智能体（AI agents）”做好了准备，这些智能体将成为您PC上的私人助手。我们对此感到非常兴奋。提问： 有报道称，由于内存供应短缺，NVIDIA决定减少其系统中搭载的高速内存容量。您能证实这一点吗？黄仁勋： 这个传闻是怎么说的？决定减少高速内存的容量？其实我们将使用大量的高速内存，当然目前的内存供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。我们将继续与当地的合作伙伴紧密合作，确保在获得尽可能多的供应的同时，最合理、最高效地使用这些资源。提问： （现场互动）很高兴见到您，今天是我的生日。能给我个机会留个签名纪念吗？黄仁勋： 生日快乐！当然没问题。谁能给我一支笔？来，借用一下你的手机签字。生日快乐！好了，请继续提问，我在听。提问： 想了解贵司和韩国政府在相关产业上有没有达成共同合作方向？黄仁勋： 噢，我们已经开始为设在韩国的研发中心招募人员了。韩国是投资建立研发中心的绝佳地点，因为这里拥有极其优秀的AI专业人才和机器人技术专家。此外，由于韩国是全球的制造中心，我们可以将在韩国研发的机器人技术和物理AI技术直接应用到当地的工业中。韩国还拥有强大的半导体技术底蕴，未来的半导体制造将越来越依赖机器人和人工智能。因此，我们也有很好的机会与韩国的半导体公司展开合作。提问： 你们会在这里建一个新园区吗？黄仁勋： 我们已经在招聘了。我不确定具体已经招了多少人，但我们会继续在这里扩充团队。一旦我们在这里招募到足够的人员，我们就会建立一个新场地。是的，我们会在那里建园区。你知道，韩国在基础设施建设方面非常出色，当时机成熟时，我相信在这里建设一个美丽的园区毫无困难。（现场互动）：好的。在这群美丽的女士面前……生日快乐。是的，女士，是的。（回到正题）：所有三家供应商都已经获得了资格认证。这三家供应商都已投入生产，并且都在竞相支持我们的Vera Rubin架构。谢谢你们。一切就绪，非常好。提问： 对韩国投资者有什么建议？您能大点声说吗，我听不太清。关于您希望韩国投资者投资的一个细分领域是？黄仁勋： 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