计算机行业AI2026算力系列（四）：GTC英伟达升级Agent算力产品，国内AI产业迎来新契机

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - NVIDIA showcased multiple AI computing products at the GTC conference, focusing on enhancing the performance of inference capabilities for Agent applications [10][30] - The Vera Rubin NVL72 super node product demonstrates significant performance improvements, achieving 3.6 EFLOPs for inference and 2.5 EFLOPs for training, marking a 5x and 3.5x increase compared to previous architectures [13][11] - The introduction of the Groq 3 LPU chip aims to address the long context and low latency requirements typical in Agent inference scenarios, indicating a trend towards the integration of chip and algorithm development [16][30] - The sixth-generation NVLink technology doubles the data transfer rate to 3600 GB/s, enhancing the scalability and performance of AI computing clusters [22][23] - The Dynamo software stack enhances AI chip inference capabilities through dynamic resource allocation and intelligent memory management, reflecting a growing emphasis on optimizing inference performance [24][30] Summary by Sections AI Hardware - Key companies to watch include Cambricon, Inspur Information, and Unisoc [31] Model Providers - Notable model providers include Zhiyuan, MiniMax, Alibaba, Tencent, with a recommendation to also monitor SenseTime and iFlytek [31] AI Software - Companies in the AI software sector to consider are StarRing Technology, ZTE Information, and Paradigm Intelligence [31] Data Center Operations - Recommended companies for data center operations and scheduling services include Wangsu Science and Technology, Baoxin Software, and YunSai Zhilian, with a suggestion to pay attention to Capital Online [31]