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According to the Investment Strategy Research Report, the Nvidia GTC conference revolved around the two major directions of upgrading Vera Rubin's computing power and expanding physical AI applications to further clarify the development trend of the AI industry. On the computing power side, Vera Rubin continues to improve computational efficiency and promote the improvement of AI infrastructure construction efficiency and comprehensive energy efficiency with liquid cooling and modular deployment solutions. On the application side, Nvidia accelerates the deployment of physical AI in fields such as robotics, intelligent driving, and industrial manufacturing, and promotes the deep integration of AI with the physical industry. Overall, the AI industry is showing a trend of continuous upgrading of computing power infrastructure and accelerated expansion of application scenarios. Physical AI is expected to become an important growth direction, providing additional volume for computing power demand.
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According to the Investment Strategy Research Report, the Nvidia GTC conference revolved around two major directions: upgrading Vera Rubin's computing power and expanding physical AI applications to further clarify the development trend of the AI industry. On the computing power side, Vera Rubin continues to improve computational efficiency and promote the improvement of AI infrastructure construction efficiency and comprehensive energy efficiency with liquid cooling and modular deployment solutions. On the application side, Nvidia accelerates the deployment of physical AI in fields such as robotics, intelligent driving, and industrial manufacturing, and promotes the deep integration of AI with the physical industry. Overall, the AI industry is showing a trend of continuous upgrading of computing power infrastructure and accelerated expansion of application scenarios. Physical AI is expected to become an important growth direction, providing additional volume for computing power demand.
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