2026年2月27日 星期五

Werner Herzog’s ‘Nomad’ Trailer: Auteur’s Latest Film Follows Life of ‘Kindred Spirit’ Bruce Chatwin。在《真理的未來》(The Future of Truth by Werner Herzog (Author), Michael Hofmann (Translator))旨在闡述他關於『狂喜真理』的指導理念,嘗試解答人類最深刻、最永恆的問題之一。我不認為真理是天空中一顆我們有一天會到達的北極星。它更像是一場永無止境的奮鬥。一場運動,一段充滿未知的旅程,充滿徒勞的探索。但正是這段通往未知、通往廣大暮色森林的旅程,賦予了我們的生命意義和目標;正是它將我們與田野裡的野獸區分開來。Werner Herzog’s book “The Future of Truth.” Werner Herzog names the greatest performer in cinema history: “There was a certain beauty” Buster Keaton. Klaus Kinski,



Werner Herzog’s ‘Nomad’ Trailer: Auteur’s Latest Film Follows Life of ‘Kindred Spirit’ Bruce Chatwin

Exclusive: The iconoclastic filmmaker turns his camera on a dear friend in his latest intimate documentary.


「《真理的未來》是赫爾佐格多年來一直承諾要寫的一本書,旨在闡述他關於『狂喜真理』的指導理念。在此之前,他只能略微提及這一理念,然後以需要一整本書才能解釋清楚為由而略過。現在,我們終於讀到了這本書。」閱讀更多洛瑞·普雷斯利的文章:
“The Future of Truth is a book that Herzog has been promising to write for years to expand upon his guiding ideal of ecstatic truth, which he has previously only been able to gesture at and move past by saying he’d need a whole book to explain. And now we have that book.” Read more Lowry Pressly: https://www.thenation.com/....../werner-herzog-future-truth/





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The Future of Truth Hardcover – September 30, 2025
by Werner Herzog (Author), Michael Hofmann (Translator)


這部作品出自傳奇電影導演兼作家沃納·赫爾佐格之手,它以精煉、生動且極具個人風格的筆觸,探索藝術、哲學和歷史,並試圖解開我們最難以捉摸、也最具爭議的問題之一:什麼是真理?在「後真相」時代,我們又該如何尋覓真理?

半個多世紀以來,沃納·赫爾佐格不斷挑戰、豐富和擴展我們對真理的理解。他的電影和書籍融合了虛構與非虛構、紀錄片與劇情片、現實與想像。赫爾佐格始終超越表象,探索更高層次的真理,或者他常稱之為「狂喜的真理」。在《真理的未來》中,這位偉大的藝術家嘗試解答人類最深刻、最永恆的問題之一。在人工智慧深度偽造影片氾濫,以及大多數人對如今所謂的「假新聞」氾濫成災、甚至某些公眾人物不斷散佈謊言和進行宣傳的現狀感到絕望之際,赫爾佐格試圖尋找解決之道。他將回憶錄、歷史、政治、詩歌、科學和犀利的觀點融為一體,以令人驚豔的原創性和文采著稱,敦促讀者在追求真理的道路上堅持不懈、充滿想像力,即便這條路似乎永無止境:

我不認為真理是天空中一顆我們有一天會到達的北極星。它更像是一場永無止境的奮鬥。一場運動,一段充滿未知的旅程,充滿徒勞的探索。但正是這段通往未知、通往廣大暮色森林的旅程,賦予了我們的生命意義和目標;正是它將我們與田野裡的野獸區分開來。


「赫爾佐格一如既往地我行我素。他不受任何探究規範的約束,也不受任何關於真理的宏大實用主義理論的束縛,而是遵循藝術家那種自信自由聯想的本能。”

山姆·什帕爾評論沃納·赫爾佐格的著作《真理的未來》。
From legendary filmmaker and author Werner Herzog, a compact, effervescent, and deeply personal exploration of art, philosophy, and history that unravels one of our most elusive and contested questions: What is truth—and how to find it in our “post-truth” era?

For over half a century, Werner Herzog has challenged, enriched, and expanded our understanding of the truth. His films and books have mixed fiction and nonfiction, documentary and drama, reality and imagination. Invariably, Herzog goes beyond the appearance of what is true in search of a higher truth, or what he has often referred to as the “ecstatic truth.” In The Future of Truth, a great artist ventures an answer to one of humanity’s deepest, most eternal questions. At a moment when deepfake AI videos are proliferating, and most people have simply thrown up their hands in despair at the ubiquity of what we now know as fake news—not to mention the constant lying and propagandizing from certain public figures—Herzog seeks a remedy. Mixing memoir, history, politics, poetry, science, and fierce opinion, he writes with dazzling originality and panache, urging readers to be unflagging and imaginative in the pursuit of truth, endless though the quest may be:

I don’t think truth is some kind of polestar in the sky that we will one day get to. It’s more like an incessant striving. A movement, an uncertain journey, a seeking full of futile endeavor. But it is this journey into the unknown, into a vast twilit forest, that gives our lives meaning and purpose; it is what distinguishes us from the beasts in the fields.
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"Herzog is, as always, playing his own game. He is governed not by norms of inquiry, nor by any grandiose pragmatic theory about what truth is, but by the artist’s imperative of self- assured free association."
Sam Shpall reviews Werner Herzog’s book “The Future of Truth.” https://lareviewofbooks.org/....../herzog-in-the....../



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Werner Herzog names the greatest performer in cinema history: “There was a certain beauty”
Scott Campbell
Tue 3 December 2024 16:45, UK


Based on his reputation for being one of the most eccentric figures in cinema, which he’s earned by doing absolutely nothing other than being himself at all times, it’s not ridiculous to think that Werner Herzog would think outside of the box when it came to naming the greatest performer in cinema history.

After all, this is a prolific filmmaker equally adept and comfortable at narrative drama as they are a documentarian who used the money they made from appearing in Star Wars to fund a Japanese-language drama on a shoestring budget and has a habit of making even the most mundane of musings sound like poetry with his unmistakable intonations.


Herzog also has a bizarre obsession with chickens, ate a shoe on camera after losing a bet, got shot during a live television interview, and was embroiled in the industry’s ultimate love/hate relationship with Klaus Kinski, who was either his best friend or worst enemy depending entirely on what day of the week it was and whether or not they’d recently threatened – or attempted, as tended to happen – to kill each other.

His favourite Marlon Brando performance wasn’t in On the Waterfront, A Streetcar Named Desire, or The Godfather but Viva Zapata! he singled out character actor extraordinaire Michael Shannon as the finest talent of his generation and has a deep-seated affinity for Winnie the Pooh that transcends the barriers of pop culture, so it could realistically be anyone that Herzog could point to as the benchmark that every on-camera performer before or after has failed to reach.


On the other hand, it’s fitting that his candidate came to prominence a century ago when cinema was a much simpler and less technically driven place. Speaking to The New Yorker, Herzog lamented that “very young people not only watch a movie on their cellular phone” but “they also speed it up to twice the speed if it’s too slow for them.” Admittedly, that should be made illegal, but the filmmaker’s favoured star already looked like they moved much faster than the average person.

“There was a certain beauty,” he reminisced of the days when film was captured and conveyed at 18 frames per second, with the nostalgia almost palpable. “My favourite character in movies has been, and still is, Buster Keaton.” Comedy, or at least intentional comedy, has never been Herzog’s strongest suit, but nobody outside of Charlie Chaplin has ever come remotely close to perfecting the balance between slapstick, physicality, and humour better than the inimitable Keaton.

Even when he was putting his life on the line to perform increasingly dangerous stunts like a proto-Tom Cruise, Keaton would never break character. They called him ‘The Great Stone Face’ for a reason, and as a notoriously stoic and deadpan fellow himself, maybe that’s another reason why Herzog has never wavered from the groundbreaking actor being his definitive ideal of what a movie star should be.

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說不完的 NVIDIA(輝達/英偉達)"NVIDIA 股票到底是貴還是便宜?一張圖看懂" Yu-Chih Edward Hwang 。最關鍵的HBM4高頻寬記憶體供應商名單上,輝達最終選擇了SK海力士與三星,讓美光(Micron,負責為「Vera」CPU提供LPDDR5X記憶體。這顆「Vera」CPU是輝達首次獨立推出,)遺憾未能入選。Nvidia為中國突破性的DeepSeek晶片提供了關鍵技術支援,這種支持削弱了美國對向中國出口高階晶片的出口管制。。 執行長黃仁勳202601 29日訪台,接受訪問時,對於台美關稅協議敲定,盛讚是很棒的成果,這顯出台灣對於美國的戰略價值,與台灣對於世界的重要性,而台積電則是當中的關鍵。2025年,英偉達大幅增加了對歐洲科技公司的投資這些投資「體現了其更廣泛的全球策略,即利用其盈餘現金再投資於人工智慧生態系統」。。公司執行長黃仁勳: 簡明的黃仁勳傳 Jensen Huang: Founder and CEO of NVIDIA 。 黃仁勳傳(暢銷增訂版) 輝達創辦人如何打造全球最搶手的晶片 The Thinking Machine 。世界各地結盟,買公司.......黃仁勳列出了人工智慧在2025年可能取得的三大進展; 週三在達沃斯表示,人工智慧機器人技術是歐洲「千載難逢」的機會。NVIDIA CEO Jensen Huang joins BlackRock CEO Larry Fink at the World Economic Forum Annual Meeting 該公司 每一位工程師現在都會在日常工作中使用 Cursor——一款人工智慧編碼助手。 China has restricted purchases of Nvidia's H200 AI chips。精彩的「開場白」。他們探討了開放模型的力量、實體 AI 和機器人技術的崛起,以及正在重塑醫療保健、金融等領域的重大突破。 這些對話凸顯了在 AI 原生時代採取策略性行動的重要性。 黃仁勳 :黃仁勳表示,下一代晶片已全面投產。與西門子(Siemens)執行長 博樂仁(Roland Busch)對談 (Ben CHEN整理) Jensen Huang黃仁勳 2:next generation of chips is in full production. 本月訪問台灣,出席晚宴的嘉賓包括台積電、富士康、廣達、緯創等公司的領導人,這凸顯了NVIDIA在人工智慧生態系統中的核心地位。在CES消費電子展上重大平台轉移(platform shift);公佈,前段關於AI模型和車用電子、機器人的內容結束後,後段針對Vera Rubin系統全面介紹全新人工智慧晶片及與賓士合作的自動駕駛汽車專案詳情黃仁勳說:“我們的願景是,未來每一輛汽車、每一輛卡車都將實現自動駕駛。”。人工智慧已發展到能夠理解意義而非僅僅理解數據的階段 (AI Has Reached the Point Where It Understands Meaning, Not Just Data)


NVIDIA 股票到底是貴還是便宜?一張圖看懂。
Y軸 預估本益比
X軸 12個月的銷售增長
看圖說故事其實波音才是最貴的?其次是特斯拉。
Nvidia落在合理區間甚至比 1/3 的Nasdaq股票還便宜。
以下摘要:
這篇由 Carmen Reinicke 與 Ryan Vlastelica 撰寫的 Bloomberg 文章(發表於 2026 年 2 月 27 日),核心觀點在於探討 Nvidia(輝達)目前令人困惑的「估值悖論」。
以下是該文章的中文摘要與重點解析:
核心主題:增長驚人,卻顯出「價值股」特徵
儘管 Nvidia 的股價在過去一年大幅上漲(約 50%),但文章指出,從某些估值指標來看,它現在反而比許多增長緩慢的傳統公司更「便宜」。
重點摘要:
* 估值倍數大幅縮減 (Forward P/E Compression):
雖然 Nvidia 營收瘋狂成長,但其**預期本益比(Forward P/E)**卻在下降。根據 Bloomberg 數據,Nvidia 目前的預期本益比約在 25x 至 30x 之間,這甚至比標普 500 指數中約三分之一的股票還要低。
* 「增長」跑贏了「股價」:
股價雖然在高點,但獲利(Earnings)成長的速度遠超股價上漲的速度。這意味著分母增加得比分子快,導致估值倍數看起來像是一檔穩健的「價值股」,而非充滿泡沫的投機股。
* 營收成長的含金量:
文章提到 Nvidia 過去 12 個月的營收增長率高達 65%(在標普 500 中排名第三)。這種高成長配上相對合理的本益比,使其 PEG 比率(本益成長比) 極具吸引力。
* 市場的轉變:
投資者正從單純的「AI 狂熱」轉向「基本面審查」。這份報告顯示,Nvidia 並非僅靠「預期」支撐股價,而是有真實、龐大的現金流支撐。比起特斯拉(Tesla)或其他溢價極高的成長股,Nvidia 的估值基礎顯得更為紮實。
結論:
這篇文章認為,Nvidia 正在打破大眾對「高科技成長股 = 昂貴泡沫」的刻板印象。它現在正處於一個獨特的甜甜蜜點:擁有超高成長性的同時,估值卻相對理性。




AI巨頭輝達(NVIDIA)的最新AI系統「Vera Rubin」預計今夏末出貨,專為新一代大型語言模型打造。然而,在最關鍵的HBM4高頻寬記憶體供應商名單上,輝達最終選擇了SK海力士與三星,讓美光(Micron)遺憾未能入選。這意味著SK海力士和三星將繼續主導高階AI伺服器記憶體市場,分別拿下約70%和30%的訂單。
不過,美光並非完全出局!他們將在「Vera Rubin」平台中扮演另一個重要角色,負責為「Vera」CPU提供LPDDR5X記憶體。這顆「Vera」CPU是輝達首次獨立推出,將直接挑戰Intel和AMD的伺服器處理器市場。隨著輝達積極推動這款CPU,對LPDDR5X記憶體的需求將大幅增加,美光有望成為這類記憶體的主要供應商,為其帶來新的重要商機。
值得一提的是,「Vera Rubin」系統的頻寬在一年內從13 TB/s大幅提升至22 TB/s,顯示輝達對AI性能的極致要求。美光這次未能獲得HBM4訂單,業界普遍認為可能是其產品尚未完全符合輝達最新一輪系統升級所需的嚴苛標準。然而,輝達將高頻寬記憶體(HBM)與大容量記憶體(LPDDR5X)交由不同廠商供應,這不僅能有效分散供應鏈風險,也能促使各家供應商在AI伺服器市場上持續競爭與創新。

----
據一位美國議員透露,英偉達為中國突破性的DeepSeek晶片提供了關鍵技術支援。 眾議員穆勒納爾在緻美國商務部長霍華德·盧特尼克的信中表示,英偉達的這種支持削弱了美國對向中國出口高階晶片的出口管制。


Nvidia gave key technical support to China's breakthrough DeepSeek model, according to a US lawmaker.
In a letter to US Commerce Secretary Howard Lutnick, Representative Moolenaar says this support undermines the export controls the US has on sending high-end American chips to China.


輝達(NVIDIA)執行長黃仁勳29日訪台,在機場接受訪問時,對於台美關稅協議敲定,盛讚是很棒的成果,這顯出台灣對於美國的戰略價值,與台灣對於世界的重要性,而台積電則是當中的關鍵。

-----

2025年,英偉達大幅增加了對歐洲科技公司的投資,參與了14輪融資,而2024年僅為7輪。 ➡️這家晶片巨頭投資了多家歐洲領先的新創公司,包括Mistral、Revolut和Lovable。 ➡️這些投資「體現了其更廣泛的全球策略,即利用其盈餘現金再投資於人工智慧生態系統」。

In 2025, Nvidia hugely upped its investments in European tech companies, taking part in 14 funding rounds, compared to seven in 2024.
➡️The chip giant invested in leading European startups, including Mistral, Revolut and Lovable.
➡️The investments “mirror its broader, global strategy of taking its excess cash and reinvesting in the AI eco




簡明的黃仁勳傳


Ben Chen [39:40] …我必須承認,在 20 多歲的時候,我感覺自己更聰明,注意力更集中,思維也更快。

* [39:53] 但我認為完全缺乏的是,20 多歲的人缺乏智慧、洞察力更敏銳、更具策略眼光、以及更長遠思考的能力。
* [40:07] 我認為所有這些能力在 20 多歲的時候都被忽略了,而且我不知道不親身經歷,又怎麼能學會這些呢?
* [40:17] 你可以透過閱讀來學習這些,現在你也可以看 YouTube,並且要有足夠的同理心,去感受別人的經歷,這樣或許就能透過他們體驗人生。
* [40:39] 然後透過觀看獲得智慧。所以模仿學習是真實存在的,我認為這很棒。
* [40:47] 但要學習如何處理痛苦和磨難,以及與之相關的感受-不是身體上的痛苦,而是情緒上的煎熬,經歷其中的痛苦和恐懼-需要一種堅韌不拔的精神。
* [00:41:00] 我認為,真正能讓你更有韌性的唯一方法就是親身經歷。
* [00:41:09] 所以我不知道該如何跳過這一步。而且我認為,如果你跳過了這一步,你就會錯失你潛能的很大一部分。
* [00:41:18] 所以不要跳過那些艱難的部分。不要跳過那些痛苦的時刻。不要跳過那些你必須忍受的部分。
* [00:41:26] 因為這些時刻正是你成長最多的時候。
以下是影片 Jensen Huang: Founder and CEO of NVIDIA 從 39:40 至 41:30之間的英文文字稿:
* [39:40] ...I will have to agree that in my 20s I feel smarter, I can concentrate with greater intensity, I think faster.
* [39:53] But the thing that I would say is completely missed is all of the ability to be wiser, to be more nuanced, to be more strategic, to think longer term.
* [40:07] I think all of that is missed in the 20s, and I don't know how you learn those things by not living those things.
* [40:17] You could always repeat those things by reading it, and these days you could always watch YouTube and be sufficiently empathetic, you could kind of feel what other people are going through, so you could maybe live their life through them.
* [40:39] And somehow gain that wisdom by watching. So imitation learning is a real thing, and so I think that's terrific.
* [40:47] But there's a grit that comes along with enduring the knowledge of how to deal with pain and suffering, the feelings of it—not the physical feelings, but the emotional toil and going through the agony part of it, the fear part of it.
* [00:41:00] I think the only way you could really develop the scar tissues to make you more resilient is by going through it yourself.
* [00:41:09] And so I don't know how to skip that. And I think that if you skipped it, you would have missed a large part of your potential.
* [00:41:18] So don't skip the hard parts. Don't skip the parts where it's tough. Don't skip the parts where you have to endure.
* [00:41:26] Because those are the moments when you're growing the most.
影片網址:



youtube.com

黃仁勳傳(暢銷增訂版)
輝達創辦人如何打造全球最搶手的晶片 The Thinking Machine

Jensen Huang: Founder and CEO of NVIDIA






















Nvidia chief Jensen Huang said AI robotics is a “once-in-a-generation” opportunity for Europe at Davos on Wednesday.……
英偉達執行長黃仁勳週三在達沃斯表示,人工智慧機器人技術是歐洲「千載難逢」的機會。
Jensen Huang lists AI's 3 biggest advances of 2025
黃仁勳列出了人工智慧在2025年可能取得的三大進展

We’re heading to Davos tomorrow!
NVIDIA CEO Jensen Huang joins BlackRock CEO Larry Fink at the World Economic Forum Annual Meeting to discuss how AI is driving economic growth — creating new jobs and boosting productivity across the global economy. #wef26
January 21, 2026 at 11:30–12:00CET
Mark your calendars: https://nvda.ws/3YKiEzT

黃仁勳
黃仁勳希望他的工程師們將編寫程式碼的時間完全排除在外。在最近做客 No Priors AI 播客節目時,黃仁勳透露,這家市值 3 兆美元的晶片製造商的每一位工程師現在都會在日常工作中使用 Cursor——一款人工智慧編碼助手。

Nvidia CEO #JensenHuang wants his engineers to spend exactly zero percent of their time writing code. In a recent appearance on the No Priors AI podcast, #Huang revealed that every engineer at the $3 trillion chipmaker now uses Cursor, an AI coding assistant, throughout their workday. Details here 🔗http://toi.in/kCJklZ

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BREAKING: China has restricted purchases of Nvidia's H200 AI chips and will only approve purchases of the chips "under special circumstances," per The Information.



感謝 NVIDIA Live 的主持人和嘉賓們在 CEO 黃仁勳演講前進行了精彩的「開場白」。他們探討了開放模型的力量、實體 AI 和機器人技術的崛起,以及正在重塑醫療保健、金融等領域的重大突破。 這些對話凸顯了在 AI 原生時代採取策略性行動的重要性。 錯過了直播? ▶️ 觀看重播:https://nvda.ws/4qFPkq0 ---- NVIDIA CEO 黃仁勳表示,下一代晶片已全面投產


Thank you to our NVIDIA Live hosts and guests for "Setting the Stage" ahead of CEO Jensen Huang’s presentation. They discussed the power of open models, the rise of physical AI and robotics, and major breakthroughs shaping healthcare, finance, and more.
These conversations underscore how critical it is to move strategically in the AI-native era.
Missed it? ▶️ Watch the replay: https://nvda.ws/4qFPkq0

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Nvidia CEO Huang says next generation of chips is in full production


Ben CHEN
這段來自 Bloomberg Podcasts 的影片(發布於 2026 年 1 月 6 日)是一場由輝達(NVIDIA)執行長 黃仁勳 與西門子(Siemens)執行長 博樂仁(Roland Busch) 共同參與的訪談。
以下是影片的摘要與重點整理:
1. 輝達與西門子的深度戰略合作
* 加速工業數位轉型: 兩家公司宣布一項重大合作,將輝達的 AI 技術(物理 AI 與代理 AI)整合到西門子的工業軟體平台(如 EDA、Teamcenter 和工廠自動化系統)中 [02:17]。
* 數位孿生(Digital Twin): 西門子利用輝達的技術來優化產品與製造過程。黃仁勳提到,輝達也使用西門子的軟體來設計其先進晶片,並在「AI 工廠」中模擬熱力學等物理特性 [02:43]。
* 應用實例: 目前技術已應用於如晶片製造、飲料生產甚至能源新創公司,旨在提高產量、節能並解決勞動力短缺問題 [01:42, 06:01]。
2. 下一代 AI 硬體與效能
* Vera Rubin 平台: 黃仁勳介紹了新發表的 Vera Rubin 系統。該系統整合了 6 個晶片,能源效率與成本效率均比上一代提升了 10 倍 [03:31]。
* 突破物理限制: 黃仁勳強調,隨著系統變得極度複雜,透過數位孿生進行「一次就做對」的模擬設計至關重要 [04:14]。
3. 能源與基礎設施挑戰
* 能源限制: 兩位執行長均承認,能源始終是工業發展的瓶頸。黃仁勳提到,川普政府的能源增長議程對於美國新興 AI 產業的成長至關重要 [09:15]。
* 供應鏈需求: 西門子看到電力基礎設施(如變壓器、燃氣輪機)的強勁需求,這反映了 AI 發展對能源供應鏈的巨大壓力 [10:32]。
4. 全球佈局與中國市場
* 中國市場: 關於 H200 等產品進入中國,黃仁勳表示他直接觀察企業的需求,若政策允許,需求依然強勁 [12:14]。
* 人才與稅收: 針對矽谷討論的「富人稅」,黃仁勳表示他並不擔心,並直言「我完全沒想過這件事」,他更看重的是矽谷的人才聚集 [20:39, 21:09]。
5. 未來技術與太空工廠
* 太空 AI 工廠: 討論到 SpaceX 在太空建立數據中心的可能性,黃仁勳認為這在技術上是可行的,因為太空有豐富的能源與冷卻條件,而「智能代幣(tokens)」比實體硬體更容易傳回地球 [16:24, 17:15]。
* 自動駕駛(AV): 黃仁勳讚揚特斯拉的自動駕駛架構是世界上最先進的之一,並表示輝達與特斯拉在視覺 AI 領域的路線有許多相似之處 [18:06, 18:56]。
核心訊息: 這次對話強調了 AI 從雲端走入「物理世界」的趨勢,特別是透過輝達的運算能力與西門子的工業經驗結合,推動工業 AI 的「ChatGPT 時刻」到來 [07:14]。


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NVIDIA執行長黃仁勳在CES 2026期間舉行主題演講,前段關於AI模型和車用電子、機器人的內容結束後,後段針對Vera Rubin系統全面介紹,不僅指出Vera Rubin已在量產階段準備大量出貨,同時在設計端,也是NVIDIA少有的全面改版。
黃仁勳直言,過去NVIDIA一直有個默契,就是每次推出新世代的系統,最多只能有1~2顆晶片改版,但這次在技術上有不可避免的理由,因此重新設計6顆主要晶片。
在CES展前專講上,輝達(NVIDIA)創辦人暨執行長黃仁勳以「新年第一場主題演講」開場,指出電腦產業每10到15年會出現一次重大平台轉移(platform shift),而當前正同時發生兩個平台轉移:應用將建立在AI之上,以及軟體開發與運行方式的根本改變。他強調,產業正從「寫程式」走向「訓練程式」,從 CPU 走向 GPU,並由 AI 即時生成內容,推動整個運算堆疊重新被定義。


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英偉達執行長黃仁勳預計將於本月訪問台灣,該公司正準備在台北設立新總部,進一步擴大在該地區的業務版圖。這次訪問正值人工智慧晶片需求持續攀升,全球半導體供應鏈(尤其是亞洲)面臨越來越大的壓力之際。

當地報道稱,黃仁勳將與台北市府官員會面,並可能簽署協議,正式確立英偉達在台北的總部。該項目目前正在進行規劃和分區審查,台北市政府官員稱英偉達的投資計畫是對其信心的強大體現。

另有傳言稱,黃仁勳還將與台灣最大的科技和製造企業的高管舉行私人晚宴。據報道,出席晚宴的嘉賓包括台積電、富士康、廣達、緯創等公司的領導人,這凸顯了英偉達在人工智慧生態系統中的核心地位。

英偉達的崛起堪稱奇蹟。隨著對其人工智慧晶片、軟體和資料中心系統的需求爆炸性成長,該公司市值已超過4兆美元。分析師表示,即使競爭對手正大力推動客製化晶片設計,英偉達?在訓練工作負載領域仍佔據主導地位。

中國正在助推這一趨勢。近期政策調整允許英偉達新款晶片有限度地進入中國市場,中國企業紛紛搶購。這波訂單激增可能會提振營收,但也可能增加緊張的產能。
Nvidia CEO Jensen Huang is expected to visit Taiwan this month, as the company prepares to deepen its footprint in the region with a new headquarters in Taipei. The trip comes as demand for AI chips keeps climbing and pressure builds across the global semiconductor supply chain, especially in Asia.
Local reports say Huang will meet city officials and may sign an agreement formally establishing Nvidia’s Taipei base. The site is moving through zoning and planning reviews, while Taipei leaders describe Nvidia’s investment plans as a major show of confidence.
Huang is also rumored to host a private dinner with top executives from Taiwan’s biggest tech and manufacturing firms. The guest list reportedly includes leaders from TSMC, Foxconn, Quanta, Wistron and others, underscoring how central Nvidia has become to the AI ecosystem.
Nvidia’s rise has been extraordinary. The company is now worth more than $4 trillion as demand for its AI chips, software, and data center systems explodes. Analysts say Nvidia still dominates training workloads, even as competitors push into custom chip designs.
China is adding to the momentum. Recent policy shifts have allowed limited shipments of Nvidia’s newer chips into the country, and Chinese firms have rushed to place orders. That surge could lift revenue, but it may also stretch already tight production capacity.

公佈全新人工智慧晶片及與梅賽德斯合作的自動駕駛汽車專案詳情

在CES消費電子展上,英偉達執行長黃仁勳表示,這款更有效率、更強大的晶片將於今年稍晚開始出貨。

黃仁勳說:“我們的願景是,未來每一輛汽車、每一輛卡車都將實現自動駕駛。”





Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes

At the CES conference, Jensen Huang, the company’s chief executive, said the more efficient and powerful chip would begin shipping later this year.

“Our vision is that someday, every single car, every single truck, will be autonomous,” Mr. Huang said.

黃仁勳表示,人工智慧已發展到能夠理解意義而非僅僅理解數據的階段


在史丹佛商學院的活動上,英偉達執行長黃仁勳解釋說,人工智慧最大的轉變並非規模,而是理解。幾十年來,人類將從基因、胺基酸到文字、聲音、圖像和視訊等一切事物數位化。難點從來不在於儲存這些數據,而是要理解這些數據的真正意義。


黃仁勳表示,人工智慧的最新突破使得軟體能夠透過學習大量資料集中的模式和關係來理解意義。更重要的是,這些系統能夠在不同形式的資訊之間進行轉換,例如將文字轉換為圖像,將圖像轉換為程式碼,或將生物數據轉換為洞見。


在他看來,這種理解和轉換意義的能力正是現代人工智慧與早期計算時代的區別所在,也是開啟科學、醫學和工業領域全新可能性的關鍵。

Jensen Huang Says AI Has Reached the Point Where It Understands Meaning, Not Just Data
Speaking at a Stanford Graduate School of Business event, Nvidia CEO Jensen Huang explained that the biggest shift in AI is not scale, but understanding. For decades, humans digitized everything from genes and amino acids to words, sounds, images, and video. The hard part was never storing that data. It was knowing what it actually meant.
Huang said recent breakthroughs in AI now allow software to understand meaning by learning patterns and relationships across massive datasets. Even more importantly, these systems can translate between different forms of information, like turning text into images, images into code, or biological data into insights.
In his view, this ability to understand and translate meaning is what separates modern AI from earlier computing eras, and it is what unlocks entirely new possibilities across science, medicine, and industry.
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📹: StanfordGSB/YouTube
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