英伟达GTC 2026前瞻:四大技术革命引爆AI算力投资机遇

金融小博士
Yesterday

一、大会核心看点:重塑AI算力格局英伟达GTC 2026(3月16-19日)将围绕下一代算力芯片、光互联、液冷基建、推理生态四大方向,推动AI算力格局重构。其中两大产业变革尤为关键:一是2026年定为“硅光子商转元年”,Quantum-X 3450 CPO交换机量产(带宽翻倍、功耗降30%-50%),英伟达投资20亿美元锁定光引擎供应链;二是全液冷时代来临,Rubin平台100%采用液冷+金刚石...

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