Nvidia GTC Conference Preview: Integrating Groq Technology to Aggressively Enter Inference Chip Market, Samsung to Manufacture for the First Time, OpenAI May Become One of the First Clients

格隆汇 March 16｜On Monday local time, the highly anticipated annual NVIDIA GTC Developer Conference will kick off in San Jose, California, USA. CEO Jensen Huang's keynote speech has always been regarded as an important indicator for the AI industry. For investors, the most noteworthy aspect of this conference is NVIDIA's strategic shift from training to inference and its adjustments in supply chain layout. According to comprehensive market news, this GTC may release three key signals: leveraging integrated Groq technology to make a major entry into the AI inference market; for the foundry side, Samsung may be introduced for the first time to break TSMC's monopoly, and OpenAI is expected to become one of the first major clients; the ecosystem for physical AI in robotics and open-source models is expected to further expand.