EP290. 輝達從系統商晉身基礎設施業，黃仁勳點名哪些台廠共同設計促成？ ft.智源智庫創辦人王智立

from 數位時代 Business Next · host 數位時代 Business Next

黃仁勳6/1在GTC台北2026的演講，開場就提到「有用的AI已經來臨」(Useful AI has arrived)，強調Agent讓使用者更方便使用AI，並且從得到答案到得到成果。他預測從個人到企業到各種領域，正在建立各自需要的各種Agent,而要符合這股需求，一方面需要開發工具如CUDA，一方面需要能從資料訓練到推理到產出模型和Agent、以至最終產出成果的解決方案，也是輝達此次展示的Vera Rubin加構和機櫃。結合CPU, GPU, DPU, NVLink和HBM在內的Vera Rubin, 再結合推出20年的CUDA，突顯輝達重心不只在系統整合，而是整個AI基礎設施。特別是在邊緣運算方面，在英特爾提出AI PC概念三年來卻無重大突破，輝達聯手聯發科推出N1X晶片，結合其RTX Spark架構，進入筆記型、桌上型和工作站等電腦市場，並結盟微軟和Adobe等個人電腦軟體業者，強勢進入邊緣運算市場，讓使用者不用上雲也能使用AI。 Powered by Firstory Hosting

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EP290. 輝達從系統商晉身基礎設施業，黃仁勳點名哪些台廠共同設計促成？ ft.智源智庫創辦人王智立

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