AI PC is a computer with generative AI capabilities that can use AI to enhance or improve its performance. This type of computer allows users to use AI directly on the device without relying on AI applications running on the cloud.
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Ming-Chi Kuo: NVIDIA's "GTC 2025" Hardware Forecast and Investment Trend Analysis
Ming-Chi Kuo from Tianfeng stated that investors are concerned whether the conference can address three major doubts: the effectiveness of the AI expansion law, the mass production issue of the GB200 NVL72, and geopolitical impacts. Among them, the Hardware update of the B300 series chips is crucial. Additionally, the conference may announce multiple Datacenter Server solutions and network solutions, but the AI PC solution is expected to be revealed at Computex.