This page collects WhisperX intelligence signals tagged #GTC. It is designed for humans, search engines, and AI agents: each item links to a canonical source-backed record with sector, source, timestamp, credibility, and exportable structured data.
英伟达在GTC大会上对Rubin平台100%液冷方案的确认，标志着液冷技术已彻底从AI算力基础设施的“可选方案”升级为“刚性标配”。这一技术代际的强制性跃迁，直接拉开了全球液冷产业超级景气周期的大幕。行业正迎来由风冷转向液冷的技术革命、供应链从封闭走向开放的重塑，以及ASIC芯片放量带来的第二增长曲线，三重驱动力的叠加效应正在显现。 市场预期随之急剧升温。据预测，到2026年，全球AI服务器液冷系统的市场规模将同比接近翻倍，突破170亿美元。这一爆发式增长的确定性，正吸引全球供应链加速布局与竞争。在此背景下，中国液冷厂商迎来了切入全球顶级供应链体系的历史性窗口。凭借在微通道冷板、高密度CDU（冷量分配单元）及快接头等核心部件上的技...
On the stage of the GTC in 2026, Huang In-hoon introduced a brand-new identity, director of the AI plant. On the scene in San José, the CEO, in leather clothes, repeatedly emphasized the concept of an "AI factory" by redefining British Weida as an AI-era power company, rather than a chip company. Unlike the former “chi...
At the 2026 GTC conference, Wong In-hoon made a speech of over 20,000 words, the core theme of which was not an arithmetic limit, but a fundamental change in the way software operated in the AI era. He dropped OpenClaw, but most people misunderstood its essence: OpenCaw is not a simple Agent framework, but an unnamed v...
英伟达CEO黄仁勋将于6月1日在中国台北发表GTC主题演讲，时间点精准卡在Computex 2026开幕前一天。官方已明确，演讲核心将聚焦于“驱动下一代AI的突破性技术”。此举被市场视为英伟达在年度两大关键节点——企业级AI与消费电子——之间的一次强势卡位，旨在为市场提供双重催化剂。 从产品层面看，市场预期此次演讲将沿两条主线展开。其一，是延续并深化今年3月GTC 2026奠定的企业级AI技术布局，围绕已发布的Vera Rubin、Rubin Ultra等新一代GPU架构，补充技术细节与生态进展。其二，则是结合Computex的消费属性，披露与联发科（MediaTek）联合开发的Arm架构“AI PC”系统级芯片（SoC）的最新进...