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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.
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GTC 2025 has kicked off, and NVIDIA's stock price has even dropped, as the market awaits Jensen Huang's speech today.
The fusion of AI art and robots, issues of energy efficiency receiving attention, BMW showcasing Battery Assembly 3D collaboration, advancements in NVIDIA neural network rendering technology... Highlights continued on the first day of the conference, and Huang Renxun will also deliver a keynote speech at 1 AM Beijing time on March 19 at the SAP Center, introducing new developments in AI and accelerated computing technology.
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