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糊涂虫141319
07-24

什么时间

AI峰会前夜，黄仁勋会见SK会长，讨论下一代AI内存、AI工厂合作

在韩国总统李在明主持的AI峰会前夕，SK集团掌门人崔泰源于美国加州伍德赛德与黄仁勋共进晚宴，SK海力士CEO郭鲁正及双方高管出席，黄仁勋长女亦现身。双方将共同开发下一代内存，并推进AI工厂、物理AI及机器人基础设施合作。

AI峰会前夜，黄仁勋会见SK会长，讨论下一代AI内存、AI工厂合作

# 华尔街见闻

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AI）以及物理AI（Physical AI）三大领域推进合作。</p>\n<p><strong>SK海力士将依据英伟达AI基础设施发展路线图，共同开发下一代内存产品。</strong>随着生成式AI模型规模不断扩大，高性能HBM等先进内存已成为AI服务器的重要瓶颈，SK海力士作为英伟达核心HBM供应商，有望继续受益于AI算力扩张。</p>\n<p><strong>SK电信则与英伟达合作推进面向物理AI与机器人技术的基础设施建设，并计划在韩国国内建设AI工厂，目标于明年正式投入运营。</strong></p>\n<p>此外，<strong>英伟达与韩国科学技术院（KAIST）宣布成立韩国首个由韩国高校与全球科技企业共同建立的AI研究中心。</strong>该中心将落户于KAIST金在哲AI研究生院，重点聚焦韩国智能体AI（Agentic AI）技术的创新发展。</p>\n<p>根据英伟达介绍，该合作将结合英伟达的全栈AI技术能力、Nemotron开源模型，以及英伟达AI云合作伙伴提供的计算资源，与KAIST顶尖科研团队共同建立面向未来AI研究的人才与技术体系。</p>\n<p>值得关注的是，英伟达Omniverse与机器人产品营销高级总监Madison Huang（黄仁勋长女）亦出席了晚宴，这进一步彰显了双方合作的深厚根基。</p>\n<h2>韩国科技领袖集体亮相硅谷，加码AI布局</h2>\n<p>崔泰源此次赴美，是韩国科技产业高层集体访美的重要组成部分。</p>\n<p>除崔泰源外，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>会长李在镕、现代汽车集团会长郑义宣、Naver创始人李海珍等韩国科技领袖也将在硅谷与全球科技企业负责人展开连续会谈，形成韩国企业界近年来少见的集体产业外交阵势。</p>\n<p><strong>AI峰会期间，黄仁勋还将与韩国总统李在明举行会谈</strong>，并与OpenAI CEO Sam Altman、Anthropic CEO Dario Amodei、<a href=\"https://laohu8.com/S/AVGO\">博通</a>CEO等全球AI产业核心人物展开交流。<strong>此次峰会被外界视为韩国政府推动AI国际合作的重要节点。</strong></p>\n<p>据韩国媒体《东亚日报》报道，李在明总统将出席由其主持的AI峰会及晚宴，并与全球AI领域的重要企业负责人会面。韩国政府希望通过此次活动，加强与全球AI企业的合作关系，推动本土AI产业生态建设。</p>\n<p>此次韩国政商界联动赴美，反映出首尔正在加速提升AI战略地位。在全球AI基础设施竞争不断升级的背景下，SK、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代等韩国企业正通过深化与英伟达等美国科技巨头的合作，争取在下一轮AI产业链竞争中占据更有利位置。</p></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\" />\n<title>AI峰会前夜，黄仁勋会见SK会长，讨论下一代AI内存、AI工厂合作</title>\n<style 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17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SK集团掌门人崔泰源在美国AI峰会前夕与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋再次会面，双方就下一代内存开发及AI基础设施投资等合作方向进行了深入交流，再次确认长期合作关系，进一步强化了两家公司在AI供应链上的深度绑定。</p>\n<p>当地时间7月24日，双方在美国加利福尼亚州伍德赛德举行晚宴。<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>CEO郭鲁正（Kwak No-jung）、SK电信及英伟达多位高管出席。<strong>英伟达方面表示，此次会面旨在纪念双方长期合作关系，并推动今年6月黄仁勋访韩期间达成的AI合作议题进一步落地。</strong></p>\n<p>对于市场而言，此次高层互动再次释放出SK海力士作为英伟达AI芯片核心HBM供应商地位稳固的信号，也进一步巩固了投资者对SK系企业长期受益于AI产业链的预期。</p>\n<p>与此同时，<strong>英伟达将在旧金山AI峰会上与韩国政府、企业及科研机构进一步推进AI生态合作。</strong>英伟达表示，韩国总统李在明以及韩国主要企业家、研究人员将与英伟达及生态合作伙伴共同探讨韩国AI产业发展方向。</p>\n<h2>SK与英伟达合作框架持续深化</h2>\n<p>据韩国媒体《今日财经》报道，此次会面是对今年6月黄仁勋访韩期间双方合作讨论的延续与具体化。目前，两家公司正围绕英伟达AI平台，在AI基础设施、个人AI（Personal AI）以及物理AI（Physical AI）三大领域推进合作。</p>\n<p><strong>SK海力士将依据英伟达AI基础设施发展路线图，共同开发下一代内存产品。</strong>随着生成式AI模型规模不断扩大，高性能HBM等先进内存已成为AI服务器的重要瓶颈，SK海力士作为英伟达核心HBM供应商，有望继续受益于AI算力扩张。</p>\n<p><strong>SK电信则与英伟达合作推进面向物理AI与机器人技术的基础设施建设，并计划在韩国国内建设AI工厂，目标于明年正式投入运营。</strong></p>\n<p>此外，<strong>英伟达与韩国科学技术院（KAIST）宣布成立韩国首个由韩国高校与全球科技企业共同建立的AI研究中心。</strong>该中心将落户于KAIST金在哲AI研究生院，重点聚焦韩国智能体AI（Agentic AI）技术的创新发展。</p>\n<p>根据英伟达介绍，该合作将结合英伟达的全栈AI技术能力、Nemotron开源模型，以及英伟达AI云合作伙伴提供的计算资源，与KAIST顶尖科研团队共同建立面向未来AI研究的人才与技术体系。</p>\n<p>值得关注的是，英伟达Omniverse与机器人产品营销高级总监Madison Huang（黄仁勋长女）亦出席了晚宴，这进一步彰显了双方合作的深厚根基。</p>\n<h2>韩国科技领袖集体亮相硅谷，加码AI布局</h2>\n<p>崔泰源此次赴美，是韩国科技产业高层集体访美的重要组成部分。</p>\n<p>除崔泰源外，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>会长李在镕、现代汽车集团会长郑义宣、Naver创始人李海珍等韩国科技领袖也将在硅谷与全球科技企业负责人展开连续会谈，形成韩国企业界近年来少见的集体产业外交阵势。</p>\n<p><strong>AI峰会期间，黄仁勋还将与韩国总统李在明举行会谈</strong>，并与OpenAI CEO Sam Altman、Anthropic CEO Dario Amodei、<a href=\"https://laohu8.com/S/AVGO\">博通</a>CEO等全球AI产业核心人物展开交流。<strong>此次峰会被外界视为韩国政府推动AI国际合作的重要节点。</strong></p>\n<p>据韩国媒体《东亚日报》报道，李在明总统将出席由其主持的AI峰会及晚宴，并与全球AI领域的重要企业负责人会面。韩国政府希望通过此次活动，加强与全球AI企业的合作关系，推动本土AI产业生态建设。</p>\n<p>此次韩国政商界联动赴美，反映出首尔正在加速提升AI战略地位。在全球AI基础设施竞争不断升级的背景下，SK、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代等韩国企业正通过深化与英伟达等美国科技巨头的合作，争取在下一轮AI产业链竞争中占据更有利位置。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) 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No-jung）、SK电信及英伟达多位高管出席。英伟达方面表示，此次会面旨在纪念双方长期合作关系，并推动今年6月黄仁勋访韩期间达成的AI合作议题进一步落地。\n对于市场而言，此次高层互动再次释放出SK海力士作为英伟达AI芯片核心HBM供应商地位稳固的信号，也进一步巩固了投资者对SK系企业长期受益于AI产业链的预期。\n与此同时，英伟达将在旧金山AI峰会上与韩国政府、企业及科研机构进一步推进AI生态合作。英伟达表示，韩国总统李在明以及韩国主要企业家、研究人员将与英伟达及生态合作伙伴共同探讨韩国AI产业发展方向。\nSK与英伟达合作框架持续深化\n据韩国媒体《今日财经》报道，此次会面是对今年6月黄仁勋访韩期间双方合作讨论的延续与具体化。目前，两家公司正围绕英伟达AI平台，在AI基础设施、个人AI（Personal AI）以及物理AI（Physical AI）三大领域推进合作。\nSK海力士将依据英伟达AI基础设施发展路线图，共同开发下一代内存产品。随着生成式AI模型规模不断扩大，高性能HBM等先进内存已成为AI服务器的重要瓶颈，SK海力士作为英伟达核心HBM供应商，有望继续受益于AI算力扩张。\nSK电信则与英伟达合作推进面向物理AI与机器人技术的基础设施建设，并计划在韩国国内建设AI工厂，目标于明年正式投入运营。\n此外，英伟达与韩国科学技术院（KAIST）宣布成立韩国首个由韩国高校与全球科技企业共同建立的AI研究中心。该中心将落户于KAIST金在哲AI研究生院，重点聚焦韩国智能体AI（Agentic AI）技术的创新发展。\n根据英伟达介绍，该合作将结合英伟达的全栈AI技术能力、Nemotron开源模型，以及英伟达AI云合作伙伴提供的计算资源，与KAIST顶尖科研团队共同建立面向未来AI研究的人才与技术体系。\n值得关注的是，英伟达Omniverse与机器人产品营销高级总监Madison Huang（黄仁勋长女）亦出席了晚宴，这进一步彰显了双方合作的深厚根基。\n韩国科技领袖集体亮相硅谷，加码AI布局\n崔泰源此次赴美，是韩国科技产业高层集体访美的重要组成部分。\n除崔泰源外，三星电子会长李在镕、现代汽车集团会长郑义宣、Naver创始人李海珍等韩国科技领袖也将在硅谷与全球科技企业负责人展开连续会谈，形成韩国企业界近年来少见的集体产业外交阵势。\nAI峰会期间，黄仁勋还将与韩国总统李在明举行会谈，并与OpenAI CEO Sam Altman、Anthropic CEO Dario Amodei、博通CEO等全球AI产业核心人物展开交流。此次峰会被外界视为韩国政府推动AI国际合作的重要节点。\n据韩国媒体《东亚日报》报道，李在明总统将出席由其主持的AI峰会及晚宴，并与全球AI领域的重要企业负责人会面。韩国政府希望通过此次活动，加强与全球AI企业的合作关系，推动本土AI产业生态建设。\n此次韩国政商界联动赴美，反映出首尔正在加速提升AI战略地位。在全球AI基础设施竞争不断升级的背景下，SK、三星、现代等韩国企业正通过深化与英伟达等美国科技巨头的合作，争取在下一轮AI产业链竞争中占据更有利位置。","news_type":1,"symbols_score_info":{"SKHX":0.6,"07709":0.6,"HYNX":0.6,"SKDD":0.6,"SKHU":0.6,"SKHY":2,"SK":0.6,"SKUU":0.6,"SKHZ":0.6,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":603,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}