Wedbush：英伟达(NVDA.US)GTC大会或释放“非常乐观“信号，4万亿AI市场机遇将获提振

Core Viewpoint - Nvidia is expected to provide a very optimistic update regarding enterprise AI demand at its upcoming GTC conference, with CEO Jensen Huang likely to present a positive outlook on the AI industry and its potential opportunities [1] Group 1: Company Updates - Analysts from Wedbush Securities anticipate that Nvidia's shipments of the Blackwell and Rubin chips in 2026 will exceed the previously set target of $500 billion [1] - The company is projected to face a $3 trillion to $4 trillion market opportunity in AI infrastructure by 2030, with relevant updates expected to be announced at the GTC conference [1] - Nvidia is focusing on expanding its AI product portfolio and targeting opportunities in the physical AI market related to automation, with potential product roadmap updates to be discussed at the conference [1] Group 2: Industry Outlook - Despite ongoing investor anxiety, Jensen Huang's keynote speech is expected to emphasize the practicality of artificial intelligence and highlight a "very bright" future for the industry [1] - Nvidia is positioned at the peak of the AI demand curve, and the GTC conference is seen as another opportunity to accelerate its leadership in the competitive chip landscape during the Fourth Industrial Revolution [1]