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"title": "从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产",
"shortTitle": "从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产",
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"description": "黄仁勋在柏林GTC呼吁欧洲加速导入AI，称汽车、金融、医疗等产业都必须成为AI公司。 辉达推DSX Pod与Vera Rubin架构，并与欣兴、京元电等扩充供应链，缩短资料中心部署至14天。 实体AI上半年营收约110亿美元增30%，并扩及医疗放射治疗、机器人与Volvo、福斯、Bolt车用合作。",
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"content": "<p>辉达(NVDA-US)执行长黄仁勋周三(21日)在柏林GTC大会呼吁欧洲加速拥抱人工智慧，强调汽车、金融与医疗等产业都必须导入AI，才能建立完整的AI生态系与经济。尽管市场对庞大基建支出的疑虑升高，辉达仍推出新设备、软体与合作计划，扩大欧洲布局。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6635184/l/a6d0d6c413844beeae037178d06c73ff.jpg\" alt=\"从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>据《彭博》报导，黄仁勋此行正值AI股连两周遭遇卖压，费城半导体指数更创下2008年以来最长连跌纪录。他一方面与当地企业签约，一方面向政商领袖强调AI的安全性，并表示各行各业「都必须成为AI公司」。</p>\n\n<h6>资料中心加速部署 欣兴京元电助攻扩产</h6>\n\n<p>辉达推出迷你资料中心DSX Pod，将伺服器、线路与管路预先装入货柜并完成测试，客户接通电力、串接其他单元即可使用。这项由戴尔(DELL-US)等伙伴打造的设计，据称可将硬体安装时间从六个月缩短至14天，适合用电规模低于1吉瓦的部署。</p>\n\n<p>辉达表示，包括其投资的开发商Nscale在内，欧洲客户正采用DSX资料中心蓝图与新一代Vera Rubin处理器架构。</p>\n\n<p>为突破供应瓶颈，揖斐电(IBIDY-US)、三星电机与欣兴(3037-TW)将协助增加载板供应；Amkor(AMKR-US)将协助把晶片封装产能于2028年底前提高至四倍，京元电(2449-TW)则扩充测试产能。辉达也推动封装内光学连接技术，提升元件间的传输速度。</p>\n\n<p>针对AI失控疑虑，辉达另推出整合软硬体的参考设计，限制AI代理存取未授权资料，并防止其自行取得设计者未允许的操作权限，为企业导入建立安全机制。</p>\n\n<h6>实体AI营收成长 深入医疗机器人与车用</h6>\n\n<p>辉达表示，涵盖机器人等应用的实体AI业务，今年上半年营收成长幅度达30%，至约110亿美元，成为扩大产业应用的重要领域。</p>\n\n<p>医疗方面，辉达与西门子(SIEGY-US)旗下部门合作，推动AI先进放射治疗设备，透过监测患者呼吸及身体移动，即时调整放射剂量。</p>\n\n<p>人形机器人仍面临开发复杂、成本高昂等障碍，目前主要由资金雄厚的企业投入。为降低研究门槛，辉达携手Agile Robots打造开放机器人平台，将Jetson Thor运算硬体整合至Agile One SN人形机器人，供研究人员开发使用。</p>\n\n<p>车用领域则涵盖Volvo(VLVLY-US)的自驾技术、福斯(VWAGY-US)的商用车，以及Bolt的自驾计程车布局。这些合作也呼应黄仁勋的主张：欧洲要掌握AI商机，必须让技术深入各产业的实际营运。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-5313.html\" title=\"台积电冲刺「3兆美元俱乐部」买入时机到了吗？\">台积电冲刺「3兆美元俱乐部」买入时机到了吗？</a></li>\n <li><a href=\"/new/mg/article-11495.html\" title=\"OpenAI IPO延后！内部陷入混乱：重组不断、高层接连出走\">OpenAI IPO延后！内部陷入混乱：重组不断、高层接连出走</a></li>\n <li><a href=\"/new/mg/article-8040.html\" title=\"卖晶片的赚饱、用晶片的承压 小摩：AI概念股分化恐成后续几周美股关键转折\">卖晶片的赚饱、用晶片的承压 小摩：AI概念股分化恐成后续几周美股关键转折</a></li>\n <li><a href=\"/new/mg/article-6823.html\" title=\"通膨又降温！美国6月PPI意外下滑 Fed本月升息机率降至个位数\">通膨又降温！美国6月PPI意外下滑 Fed本月升息机率降至个位数</a></li>\n <li><a href=\"/new/mg/article-14903.html\" title=\"Snowflake执行长：AI带动业务飞轮效应 分析师看好未来成长\">Snowflake执行长：AI带动业务飞轮效应 分析师看好未来成长</a></li>\n <li><a href=\"/new/mg/article-8262.html\" title=\"微软秘密监控每台Windows PC！FBI靠「它」锁定骇客、引爆隐私争议\">微软秘密监控每台Windows PC！FBI靠「它」锁定骇客、引爆隐私争议</a></li>\n </ul>\n</div>",
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