
英伟达首席执行官黄仁勋走到哪里都能吸引人群。周三晚,在伦敦西部一座改建的旧教堂里,黄仁勋站在临时搭建的舞台上,面对政客、投资者、科技高管和记者,宣布这家芯片巨头将投资五家英国初创公司。
Nvidia's Jensen Huang draws a crowd wherever he goes. In an old converted church in West London on Wednesday night, Huang stood on a pop-up stage in front of politicians, investors, tech execs and journalists, announcing the chip giant was taking stakes in five U.K. startups.
“我们不是你们最大的投资者,但我们是你们最好的投资者,”他宣称。“我要投资你们,我要投资你们,”他喊道,手指着创始人。他在伦敦的亮相是欧洲行的一部分,此行是在下周柏林举行的英伟达GTC活动之前。
"We're not your largest investor, but we are your best investor," he proclaimed. "I'm gonna invest in you, I'm gonna invest in you," he shouted, pointing at the founders. His appearance in London was part of a European tour ahead of Nvidia's GTC event in Berlin next week.
此前,他在人群中找到了英国新云公司Nscale首席执行官乔什·佩恩,宣称:“去年你们还是零。”“现在看看他们,”他说。“我们投资了你们,我为你们吸引了一大批投资者。”黄仁勋对欢呼的人群表示,Nscale可能是十年来最有价值的英国公司。英伟达老板显然不缺乏自信。
Earlier, he'd searched out U.K. neocloud Nscale CEO Josh Payne in the crowd, declaring, "last year you were zero." "Now look at them," he said. "We invested in you, I attracted a whole bunch of investors to you." Nscale could be the most valuable British company in a decade, Huang said to cheers from the crowd. The Nvidia boss certainly doesn't lack for confidence.
与伯纳姆喝威士忌 黄仁勋在AI行业所受的热烈欢迎,表明他在该行业拥有多大的影响力。
Whiskey with Burnham The warm reception Huang regularly receives is a sign of just how much sway he holds in the AI industry.
英伟达在最强大的AI芯片领域几乎垄断,黄仁勋轻松地与科技高管和世界领导人交往。他几乎总是出现在美国总统唐纳德·特朗普身边,参加国宴和访问活动。
Nvidia has a near monopoly over the most powerful AI chips and Huang courts tech execs and world leaders with ease. He's a near constant presence at U.S. President Donald Trump's side at state dinners and visits.
在伦敦,黄仁勋演讲的盛大仪式结束后,大约晚了40分钟才出现在教堂外的媒体围堵中。
In London, after the pomp and ceremony of Huang's speech, he emerged around 40 minutes late to a media huddle outside the front of the church.
“首相[安迪·伯纳姆]和我一起喝了威士忌。他是个喝威士忌的人,”他对记者说。后来,黄仁勋说他将在“几天后”会见德国总理弗里德里希·默茨。那天晚上,黄仁勋与记者交谈了近一个小时——考虑到他那天只吃了“四分之一的四分之一”个三明治,这算是很努力了——他以夸张的自信,对欧洲给予赞扬和批评。
"The Prime Minister [Andy Burnham] and I had a nice whiskey together. He's a whiskey man," he told reporters. Later, Huang said he'd be meeting German Chancellor Friedrich Merz "in a couple of days." Huang spoke to journalists for nearly an hour that evening — a fair effort considering he'd only eaten a "quarter of a quarter" of a sandwich that day — dishing out praise and criticism to Europe with a bombastic assuredness.
“坦率地说,看到一个技术最先进的国家在技术上落后如此之远,比这更让我痛苦的事情很少。”他这样说,指的是德国。
"Nothing pains me more, frankly, than to see one of the most technologically advanced countries to be left so far behind in technology," he said, referring to Germany.
英国也没能幸免。”如果你告诉一位企业家他们成功的机会只有百万分之一,那位企业家会说,‘所以你是在告诉我还有机会?’但在英国,不知为何却有999,000……失败的理由。”关于初创企业投资,这位首席执行官也对欧洲在人工智能领域取得成功的前景持乐观态度,这或许并非毫无缘由,因为如今英伟达已经在该地区许多最具前景的初创企业中持有股份。
And the U.K. didn't escape scot-free. "If you tell an entrepreneur there's one in a million chance they can succeed, that entrepreneur says, 'So you're telling me there's a chance?' But in the UK, somehow there's 999,000... reasons to fail." Startup investments The CEO was also bullish on Europe's chances of succeeding with AI, not least, presumably, because Nvidia now has stakes in so many of the region's most promising startups.
周三,这些幸运的初创企业包括生物技术公司Prima Mente和Boltz、项目交付平台Foresight、算法发现初创公司Hiverge以及量子公司Riverlane。这些公司,以及英国其他英伟达未具名的公司,将成为11.6亿美元英伟达现金的接受者。
On Wednesday those lucky startups were biotechs Prima Mente and Boltz, project delivery platform Foresight, algorithm discovery startup Hiverge and quantum company Riverlane. Those companies, alongside others in the U.K. that Nvidia isn't naming, will be the recipients of $1.16 billion of Nvidia cash.
本周早些时候,这家芯片巨头宣布它正在法国的一些初创企业中获取股份。
Earlier in the week the chip giant announced it was taking stakes in a number of French startups.
这一切都是英伟达为在人工智能全栈中布局持股而进行的一项重大推动的一部分。到目前为止,英伟达的投资接受者包括OpenAI、Anthropic、英特尔和XAI等公司。
It's all part of a major push by Nvidia to build out holdings across the AI stack. Among the recipients of funding from Nvidia have been the likes of OpenAI, Anthropic, Intel and XAI.
根据Dealroom的数据,这家芯片巨头截至2026年已参与了116轮投资轮次,而2022年仅为12轮。
The chip giant has participated in 116 investment rounds in 2026 so far, according to Dealroom, up from just 12 in 2022.
新闻编辑 据知情人士透露,Anthropic第三季度收入有望在IPO前达到168亿美元。苹果Meta联手让Muse AI模型在Mac电脑上运行。
News edit Anthropic's third-quarter revenue is said to hit $16.8 billion ahead of IPO according to people familiar with the matter. Apple Meta team up to make Muse AI model run on Mac computers.
CoreWeave信用违约掉期陷入困境水平,投资者对人工智能债务持负面态度。
CoreWeave credit default swaps hit distress levels investors soured on AI debt.
台积电连续第六个季度创下创纪录的利润,超出预期。ASML表示,它正在收到截至2030年的订单兴趣,利润远超预期。还有一件事:SpaceX的军事卫星系统Starshield本周再次引起关注,因为乌克兰正面临该技术的限制。我的同事Elsa Ohlen撰写了这篇必读解析,解释其工作原理以及与Starlink的区别。
TSMC posted record profit for a sixth straight quarter beating estimates ASML says it's getting order interest through 2030 profit smashes expectations One more thing SpaceX's military satellite system, Starshield, has drawn renewed attention this week as Ukraine has grappled with restrictions on the tech. My colleague Elsa Ohlen has written this must-read explainer on how it works and differs from Starlink.