Nvidia(US:NVDA) Xin Lang Cai Jing·2026-03-02 02:24Group 1 - Nvidia plans to launch a new chip to accelerate artificial intelligence processing, featuring a new "inference" computing system that allows AI models to respond to queries [1] - The new processor, designed by startup Groq, is set to be unveiled at the upcoming Nvidia GTC developer conference next month, with OpenAI as one of its largest clients [1] - New AI applications like Seedance 2.0 and OpenClaw are causing structural imbalances in computing power supply and demand, leading to server overloads and long wait times for tasks [1] Group 2 - As of March 2, 2026, the CSI Artificial Intelligence Theme Index shows mixed performance among constituent stocks, with Zhongke Xingtu leading at an increase of 8.65% [2] - The AI Artificial Intelligence ETF has a latest scale of 3.549 billion yuan, closely tracking the CSI Artificial Intelligence Theme Index, which includes 50 companies involved in AI resources, technology, and applications [2] - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 55.49% of the index, including companies like Zhongji Xuchuang and New Yisheng [2]