然而，而与之形成鲜明对比的是，英伟达的股价却出现下跌，隔夜收跌1.76%。
The fusion of AI art and robots, issues of energy efficiency receiving attention, BMW showcasing Battery Assembly 3D collaboration, advancements in NVIDIA neural network rendering technology... Highlights continued on the first day of the conference, and Huang Renxun will also deliver a keynote speech at 1 AM Beijing time on March 19 at the SAP Center, introducing new developments in AI and accelerated computing technology.
On the first day of GTC 2025, the wave of AI is sweeping in.
On March 17 local time, $NVIDIA (NVDA.US)$ the AI event GTC 2025 officially kicked off in San Jose, USA. According to official information from NVIDIA, all tickets for the conference sold out on the evening of the 16th.
However, in stark contrast, NVIDIA's stock price fell, closing down 1.76% overnight.
There are viewpoints suggesting that, compared to the GTC conference, the market currently seems more concerned about whether NVIDIA can maintain its leading position in a competitive environment, and whether AI investments can bring substantial returns to companies in the short term.
Some netizens sharply pointed out that regarding the common trading principle of "buying rumors and selling news", NVIDIA did not succeed in "selling the news of GTC" this time.
What highlights were there on the first day of the conference?
Official information shows that this year's conference has over 1,000 meetings, 2,000 speakers, and nearly 400 participating vendors. As a grand event in the field of AI and accelerated computing, it is expected to have 25,000 attendees on-site and 0.3 million people participating online.
The purpose of this conference is to showcase the groundbreaking advances in physical AI, agent-based AI, and scientific exploration. The technological advancements presented on the first day cover multiple areas, including artistic creation, climate change, autos manufacturing, and game development.
The fusion of AI art and robots.
At the conference, the integration of art and AI became a captivating focus. Artists are using AI and robots, such as Catie Cuan's robotic dance performance, Alexander Reben's 3D sculptures, and the interactive art installations by BREAKFAST and Emanuel Gollob, to explore new forms of artistic expression.
BREAKFAST's work 'Consumption' utilizes real-time data (such as rainfall and reservoir water levels) to drive the movements of a robotic installation, demonstrating the combination of technology and the environment.
Gollob's device 'Doing Nothing With AI' guides participants into a relaxed state through brainwave measurement and reinforcement learning, allowing them to enjoy a 'doing nothing moment'.
The topics of AI and energy efficiency are receiving much attention.
During a roundtable discussion, panel members conducted in-depth discussions on issues such as AI, energy, and climate change. NVIDIA showcased significant improvements in energy efficiency from its GPUs, demonstrating that technological advancements can effectively address energy consumption problems.
Josh Parker, Senior Director of Corporate Sustainability at NVIDIA, stated:
Over the past decade, the energy efficiency of NVIDIA GPUs has increased by 100,000 times.
BMW showcased a 3D collaboration for Battery Assembly at their factory.
At the conference, BMW presented the latest developments of its 3D AppStore, providing new ideas for the digital transformation of the Industry.
The platform supports Auto Manufacturers in the global Battery Assembly process, allowing engineers and designers to collaborate in a digital environment. Through virtual avatars and AI technology, engineers can more easily understand the production process and improve efficiency.
This shows that Auto Manufacturers are actively embracing digital technologies to improve production efficiency and product quality, and companies that provide 3D design, Cloud Computing Service, and AI solutions may benefit from this trend.
"Token" has become an important Concept.
At the GTC 2025 conference, Token became an important Concept, understanding Token is crucial for comprehending the workings of AI.
Tokens are data units processed by AI models during training and inference, used for prediction, generation, and reasoning, and their processing speed directly affects the learning and response speed of AI models.
NVIDIA emphasizes in their official article that understanding Tokens helps investors better grasp the fundamental components of AI technology, and reducing the cost per Token is crucial for improving enterprise profitability.
NVIDIA demonstrates new advancements in the field of gaming graphics.
During the conference, NVIDIA showcased the neural network rendering technology based on its RTX Neural Shaders, which can generate textures, materials, lighting, and volumes, thereby enhancing game performance and image quality.
In addition, the RTX Remix platform was officially released, allowing Modders to create RTX remakes of classic games; DLSS 4 technology has become the fastest applied gaming technology in NVIDIA's history, supported in over 100 games and applications.
Besides the aforementioned advancements, the conference also showcased applications of AI technology in revolutionizing cardiac MRI analysis and diagnosis, enhancing photovoltaic power generation forecasting, and mitigating urban climate change, demonstrating enormous potential across multiple industries such as Medical Care, environmental protection, and urban planning.
Today, eagerly awaiting Jensen Huang's speech.
Jensen Huang will deliver a keynote speech at 1 AM Beijing time on March 19 (10 AM local time on March 18) at the SAP Center to introduce new developments in AI and accelerated computing technology.
According to previous predictions by JPMorgan, NVIDIA is expected to unveil the Blackwell Ultra chip (GB300) at the conference and may disclose some details about the Rubin platform. This conference will also focus on the comprehensive upgrade of AI Hardware, including higher performance GPUs, HBM memory, improved thermal and power management, and the CPO (Co-Packaged Optics) technology roadmap.
Currently, the overall sentiment in the market about AI remains pessimistic, with main concerns including the peak of Datacenter AI spending in 2025, competition between GPUs and ASICs, and the downward adjustment of Taiwan Semiconductor CoWoS Orders. But JPMorgan believes that the GTC conference should help revive the market's positive sentiment towards AI Stocks.
Rhys Williams from Wayve Capital Management stated:
"Our concern about NVIDIA is that its earnings may have peaked, and the second half of the year will not be as good as they describe. Jensen Huang's speech might provide some comfort to the market, as he will tell everyone that everything is progressing smoothly and the wheels of progress won't fall off."
Editor/Jeffy
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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