会有第四浪吗？
Let‘s talk about Vera Rubin！
—Jensen Huang
Who’s Rubin?
卧槽！硬件FP4 autocast！
五分钟装机说是
硬件虚拟化加速器来咯！
16T的200G联网内存
没看发布会，只看了新闻，这个自动驾驶和人形机器人是什么水平，有大佬解读一下吗
Alpamayo是女大给self driving搞了个大模型出来？
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NVIDIA is the first to release an open reasoning VLA model designed to tackle long-tail autonomous driving challenges; NVIDIA Alpamayo family also includes simulation tools and datasets for AV development.
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Alpamayo 1, AlpaSim and Physical AI Open Datasets enable the development of vehicles that perceive, reason and act with humanlike judgment — enabling developers to fine-tune, distill and test models that unlock greater safety, robustness and scalability.
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With Alpamayo, mobility leaders such as JLR, Lucid and Uber, along with the AV research community including Berkeley DeepDrive, can fast-track safe, reasoning‑based level 4 deployment roadmaps.
说实在的，Vera Rubin出来之后又跌回去了我是没想到的。又被资本做局了。
Alpamayo brings reasoning to autonomous vehicles, allowing them to think through rare scenarios, drive safely in complex environments and explain their driving decisions
好奇这个reasoning在e2e模型(不是黑盒吗)怎么实现，老黄说camera data in, actuation out
又G了 咋整
关灯吃面！
华尔街这帮傻狗连这是利好还是利空都看不明白，我真服了。
愿闻其详。
新卡这么牛逼，是不是少买几块儿就行了？
这ppt数据有没有“猫腻”（水分）？
The United States government is “working feverishly” on license applications for Nvidia
老美不想卖H200的话可以不用演的
左脑右脑护搏
伪君子还真是不如真小人
杰文斯悖论怎么说？
有！提升数据是FP4的。不过我比较关心这次的硬件FP4 autocast。
明天的达，还会高开低走吗？
- 会！
- 不会！高开高走！
- 不会！直接低开！
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投票人
达子又来骗炮了 