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Vera Rubin量产，RTXSpark PC 芯片和 跟宇树合作的机器人参考设计的确是这次发布会的重要亮点！老黄总能让业界惊喜，有点Jobs的意思了，one more thing！

就在刚刚，英伟达宣布和微软一起重新发明PC！基于全新发布的RTX Spark，老黄要把 “人点软件、敲键盘” 的传统电脑，变成 “本地自带 AI 智能体、你说一句话它就全自动干活” 的个人 AI 计算机。 黄仁勋表示，这次对PC的重塑，就和当年从功能机升级为智能手机一样，是划时代的大事。#黄仁勋# #英伟达# #RTXSpark# #芯片#

黄仁勋在首尔说了句话，不知道多少人注意到了。 "存储短缺会持续好几年。整个产业链，从晶圆到封装到硅光子，全部供不应求。" 同一天，英伟达和SK海力士签了多年供应协议。绑定Vera Rubin超算、RTX Spark PC、Jetson Thor机器人平台的实打实的存储联合开发。 所有人还在讨论上是不是AI泡沫破了，黄仁勋已经在锁未来三五年的供应链了。 你品一下这个反差。

英特尔与英伟达联合研发的 x86 处理器要到 28Q1 才能推出，采用英特尔 CPU + 英伟达 RTX GPU 为用户提供更强大的性能。 英伟达早前与联发科合作推出基于 ARM 的 RTX SPARK 芯片，但英伟达也在与英特尔合作推出基于 x86 架构的处理器，这款处理器也同样提供强大的 AI 性能，主要面向的也是高端笔记本电脑。 查看详情：

黄仁勋又整活了。 这次直接空降韩国 PC Bang，现场展示刚刚发布的 RTX Spark。一台能拿在手里的 AI 超级电脑，围观玩家直接看傻眼。 从游戏显卡到个人 AI 时代，老黄正在把未来提前带到普通人的桌面上。 看看现场到底有多炸裂。

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!

英伟达创始人黄仁勋今天去见faker了 黄仁勋去主要是介绍英伟达新一代 AI PC 平台 RTX Spark 称其将成为未来 AI 时代的新计算架构 老黄应该是想让韩国多买点芯片，才去的韩国 毕竟存储赚了这么多钱，不得吐出来点?