Jensen Huang
黄仁勋
Jensen Huang is the co-founder and long-serving CEO of NVIDIA, a position he has held for over three decades . Born in 1963, he worked at a Denny's restaurant as a teenager—where, in 1993, he and friends Chris Malachowsky and Curtis Priem conceived the company over coffee refills . Huang's defining early bet was on parallel computing and GPU architecture when the industry dismissed it as marginal, pushing through with CUDA's long-term development until deep learning validated the vision . He has since framed AI as enabling "life engineering" rather than mere life science , and predicted embodied intelligence as AI's next wave . At GTC 2025, he pitched NVIDIA's trajectory into "Agentic AI" while unveiling Blackwell Ultra and the Rubin chip roadmap , with robotics demos becoming a fixture of his keynotes .
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Coverage
Gen Z Is Building the World
There's always someone young.
真格基金·Huai Wang: There Are Only Two Doors Leading to the AI Future, One Is in the US and the Other Is in China | End of 2025
Adapt to survive; evolve to lead.
暗涌Waves·The Last Mile Delivery's Ultimate Answer May Be a Pack of Robot Dogs from Switzerland | Linear Voice
A robot needs to deliver added value to the customer.
线性资本·Qin Liu, 5Y Capital: Great Companies Don't Win a Single Battle — They Never Leave the Field | 5Y View
Emergence, infinite games, growth.
五源资本·Are Models and "Shells" Both Undervalued? ZhenFund's Yusen Dai's Mid-2025 AI Review --- The past six months have been a turbulent period for AI. On one hand, DeepSeek's breakthrough has reignited global enthusiasm for Chinese AI; on the other, the commercialization path for large models remains unclear, and the market is growing increasingly anxious about when AI will generate real returns. Against this backdrop, I believe it's necessary to take stock of where we stand at this mid-point in 2025. **The Core Question: Are Models and "Shells" Both Undervalued?** Over the past two years, the AI industry has cycled through several narratives: from the initial frenzy over foundation models, to the subsequent boom in AI applications ("shells"), then a period of disillusionment as applications failed to deliver, and now a renewed focus on models following DeepSeek's success. But I want to propose a contrarian view: **both models and "shells" may be simultaneously undervalued by the market right now.** This might sound paradoxical. Let me explain. **Why Models Are Undervalued** The market's current skepticism toward model companies stems largely from two concerns: the commoditization of models (will they all become undifferent
In 2025, the "Sedol moment" for industries far and wide is only just beginning.
真格基金·Ten Years of Entrepreneurship: The Stories of People Coming and Going in Kai Yu's Eyes at Horizon Robotics | Linear Voice
The only way to change the script is to change yourself.
线性资本·Leaving NVIDIA in 2011: A Straight-Shooting Technologist's 14 Years of Entrepreneurial Reflections | Linear Voice
Innovation is, at times, like a genetic mutation of human intellect.
线性资本·"The Internet Queen" on the AI Era: Decoding Mary Meeker's *AI Trends Report* | Yunqi Capital Techπ
The AI wave is accelerating, bringing both opportunities and risks.
云启资本·*The Wild East of Wall Street*
"On Wall Street today, there's no one left who isn't hostile to Trump."
暗涌Waves·Bloomberg Interview with Altman: Looking Back on Two Years of ChatGPT, His Take on AGI | Bolt Picks
A recent interview with Sam Altman.
线性资本·The Mid-Game Battle for Vector Databases: How Long-Term Player Zilliz Breaks Through | Yunqi Tech π
Building the "New Infrastructure" for the AI Era
云启资本·Jensen Huang's Vision of a "Universal Translator" — How Does It Cross the Visual Divide? | Yunqi Tech π
The Visual Puzzle of Large Models
云启资本·Before Sora, Had AI Already Achieved "Physical World Simulation Freedom"? | Yunqi Tech π
Pushing Open the Door to Physical AI
云启资本·At the Intersection of Generative AI and Life Sciences: Technology Acceleration on One Side, Clinical Demand on the Other | Ronghui x NVIDIA Inception Program
NVIDIA, Gaorong Ventures, and Cornerstone Robotics on the Acceleration of "AI + Healthcare"
高榕创投·10,000-Word Interview with Perplexity AI CEO: Advertising Is the Greatest Business Model; $20/Month Subscriptions Are Not | Z Talk
The value isn't in the model — it's in the people who create it.
真格基金·Yunqi Capital | Embarking on Embodied Intelligence: Angel-Round Portfolio Company Astribot Unveils Next-Generation AI Robot Astribot S1
AI Brain + Best-in-Class Operational Performance, Naturally Yours
云启资本·
