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Looking ahead to Nvidia GTC2024: in addition to the B100, there are also these highlights

$英伟达 (NVDA.US)$GTC大会将于3月18日至21日期间，在圣何塞会议中心和线上同时举行。这是英伟达每年最重要的技术发布平台之一，被业界公认为“AI风向标”。

对此，浙商证券分析师刘雯蜀、李佩京在最新发布的报告中表示，英伟达有望在大会上发布Blackwell架构及B100芯片，硬件系列将全面升级。英伟达的机器人系列应用也有望迎来迭代。此外，英伟达还将发布一系列生成式AI应用，而这或成为其新增长点。

数据中心：Blackwell架构带来数据中心及游戏GPU升级

浙商证券分析师在报告中写道，英伟达的核心技术之一为微架构的设计和迭代能力，根据DigiTimes，Blackwell架构将采用台积电3nm制程，并将扩展到数据中心和消费级GPU，而下一代 GPU——B100采用多芯片（MCM）设计，把GPU组件分成独立的芯片，在定制芯片上具备更大的灵活性，预计算力大幅提升。

报告还提到，英伟达芯片散热技术将从此前的“风冷”升级为“水冷”方案，2025年推出的旗舰AI计算芯片B200单张GPU功耗有望达1000W。

边缘侧：机器人系列软硬件有望迭代

浙商证券分析师表示，英伟达Jetson系列是用于边缘AI和机器人的计算平台，包括Nano、TX2、Xavier NX、AGX Xavier 系列硬件及Isaac平台，可以简化机器人的开发流程，加速从原型设计到实际部署的过程，并使得机器人能够更好地与周围环境互动。

报告显示，目前有超过120万开发者和超过1万名客户，都已选择英伟达机器人开发解决方案，其中包括Amazon Web Services、思科、John Deere、Medtronic、百事公司和西门子等。

生成式AI应用：英伟达的长期增长点

浙商证券分析师预计，英伟达将要发布用于数字广告的WPP/NVIDIA引擎、RTX Chat、由SyncTwin支持的工业元宇宙、以及OpenAI为Blender动画创建代码等。

AI+X 应用：与医疗、零售、制造业、娱乐等多个行业的应用不断深入，推动各行业创新

浙商证券分析师在报告中提到的，英伟达GTC大会值得期待的演讲包括：

英伟达医疗和生命科学副总裁Kimberly Powell将发表题为《生成式AI赋能下，医疗健康行业将成为最大的科技产业之一》的演讲，探索由生成式AI和加速计算推动的医疗健康新时代。

来自ARK投资管理有限责任公司、英伟达、微软和Scripps Research的嘉宾将发表题为《生成式AI在现代医学中的作用》的演讲，探讨通过哪些方法，让这些技术不仅是工具，更是成为重新定义医疗服务、发现新药和提高患者疗效的关键驱动力。

WPP首席技术官Stephan Pretorius 将发表题为《AI 与市场营销的彻底变革》的演讲，深入探讨营销和广告行业如何通过英伟达Omniverse和企业级AI技术，创新性地应用生成式AI和3D设计，并深入展示WPP与其主要客户合作开展的开创性工作。

本文主要观点来自浙商证券分析师刘雯蜀（执业证书编号：S1230523020002）、李佩京（执业证书编号：S1230522060001）撰写的报告《英伟达 GTC2024——见证 AI 的变革时刻》。

编辑/Jeffrey

$NVIDIA (NVDA.US)$The GTC conference will be held simultaneously from March 18 to 21 at the San Jose Convention Center and online. This is one of Nvidia's most important technology launch platforms every year, and is recognized by the industry as an “AI weather vane.”

In response, analysts Liu Wenshu and Li Peijing of Zheshang Securities said in the latest report that Nvidia is expected to release the Blackwell architecture and B100 chip at the conference, and the hardware series will be fully upgraded. Nvidia's range of robotic applications is also expected to be iterated. Additionally, Nvidia will release a series of generative AI applications, which may become a new growth point for it.

Data center: Blackwell architecture brings data center and gaming GPU upgrades

Analysts at Zheshang Securities wrote in the report that one of Nvidia's core technologies is the ability to design and iterate on microarchitectures. According to DigiTimes, the Blackwell architecture will use TSMC's 3nm process and will be extended to data centers and consumer-grade GPUs, while the next generation GPU-B100 uses a multi-chip (MCM) design to divide GPU components into independent chips, which has greater flexibility in customized chips and greatly improved pre-computational power.

The report also mentioned that Nvidia's chip cooling technology will be upgraded from the previous “air cooling” to a “water cooling” solution, and that the power consumption of a single GPU of the flagship AI computing chip B200 launched in 2025 is expected to reach 1000W.

Edge side: robot series software and hardware are expected to be iterated

Analysts at Zheshang Securities said that the Nvidia Jetson series is a computing platform for edge AI and robots, including Nano, TX2, Xavier NX, AGX Xavier series hardware and Isaac platforms, which can simplify the robot development process, accelerate the process from prototyping to actual deployment, and enable robots to better interact with the surrounding environment.

The report shows that currently more than 1.2 million developers and more than 10,000 customers have chosen Nvidia robotics development solutions, including Amazon Web Services, Cisco, John Deere, Medtronic, PepsiCo, and Siemens.

Generative AI applications: Nvidia's long-term growth point

Analysts at Zheshang Securities expect Nvidia to release WPP/NVIDIA engines for digital advertising, RTX Chat, an industrial metaverse supported by SyncTwin, and OpenAI to create code for Blender animations.

AI+X applications: Continuously deepening applications in various industries such as medical care, retail, manufacturing, entertainment, etc., to promote innovation in various industries

Presentations worth looking forward to at the Nvidia GTC conference mentioned by analysts at Zheshang Securities in the report include:

Kimberly Powell, VP of Healthcare and Life Sciences at Nvidia, will deliver a speech entitled “Empowered by Generative AI, the Healthcare Industry Will Become One of the Biggest Technology Industries” to explore a new era of healthcare driven by generative AI and accelerated computing.

Guests from ARK Investment Management LLC, Nvidia, Microsoft, and Scripps Research will present a presentation entitled “The Role of Generative AI in Modern Medicine” to discuss ways to make these technologies not only tools, but also key drivers for redefining medical services, discovering new drugs, and improving patient outcomes.

WPP Chief Technology Officer Stephan Pretorius will present a presentation entitled “AI and the Radical Transformation of Marketing” to explore how the marketing and advertising industry can innovatively apply generative AI and 3D design through Nvidia Omniverse and enterprise-grade AI technology, and to showcase the pioneering work of WPP in collaboration with its major clients.

The main opinions in this article come from the report “Nvidia GTC2024 - Witnessing the Changing Moment of AI” written by Zheshang Securities analysts Liu Wenshu (Practice Certificate Number: S1230523020002) and Li Peijing (Practice Certificate Number: S1230522060001).

Editor/Jeffrey

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