当地时间周一，备受瞩目的英伟达年度GTC开发者大会即将在美国加州圣何塞拉开帷幕，CEO黄仁勋的主题演讲历来被视为AI产业的重要风向标。对投资者而言，本届大会最值得关注的，是英伟达战略重心的从训练向推理的变化以及其供应链布局的调整。 综合市场消息，本次GTC或将释放三大关键信号：借助整合Groq技术大举切入AI推理市场；代工端或首度引入三星打破台积电垄断、OpenAI有望成为首批大客户；机器人物理AI及开源模型生态有望进一步扩展。
当地时间周一，备受瞩目的英伟达年度GTC开发者大会即将在美国加州圣何塞拉开帷幕，CEO黄仁勋的主题演讲历来被视为AI产业的重要风向标。对投资者而言，本届大会最值得关注的，是英伟达战略重心的从训练向推理的变化以及其供应链布局的调整。 综合市场消息，本次GTC或将释放三大关键信号：借助整合Groq技术大举切入AI推理市场；代工端或首度引入三星打破台积电垄断、OpenAI有望成为首批大客户；机器人物理AI及开源模型生态有望进一步扩展。
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