Nvidia's embrace of OpenClaw during GTC may have been less about your need for a strategy to make use of its potential, and more about their need to have a solution of their own for an even greater enterprise foothold.Listen in on the rest of the @EquityPod team's GTC analysis: https://t.co/ufj9Hqg0J1 ...

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet https://t.co/tyqkrYw00U ...

AI democratizes knowledge. AI is this new renaissance where you put your imagination to work and dream up that doesn't exist yet. I want to solve a problem when it comes to AI and job creation.I wanted to build a product that America doesn't really focus on at the moment. Agentic micromobility. Building the vehicle from the agent up.The agent is not just, you know, helping me navigate getting to and from work. It has actually helped me do my work. Inside the Trinity is a GPU on board.All the inferences are ...

在2026年的英伟达GTC上，我们在现场见到了黄仁勋keynote压轴上场的雪宝机器人，它也成为了硅谷101有史以来最可爱的嘉宾！迪士尼和英伟达是如何“复活”雪宝的，其中的技术是如何实现的？我们快速带大家去到GTC前线～ *注：这期是101 Shorts系列哦，深度GTC分析之后很快上线！🌹 ...

May I please have a water and a berry bar. >> I understood. Water and berry bar.Please confirm or cancel. >> Yes. >> So it'll start.So then if you just put your hand out We like you. Thank. ...

The keynotes over all was said Jensen map the road ahead. Blow your hands up for physical eyes. The future's here.Won't you come and see. Welcome all to GTC. ...

GTC is going to be the Super Bowl of Tech. We need a pregame show. >> You mentioned this being the fourth one this year.That's [music] incredible. >> They asked all the audience they enjoy the pregame show more than the keynote. >> Surprise guest.[laughter] >> That's an honest answer. >> You're looking at a genuine piece of history. >> Think about tariffs.We rolling in AI regulations. >> Is AI a threat. >> Uh, sure.>> This is huge. >> We will have 10 trillion dollar [music] companies. >> AI is taking off an ...

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Summary of Conference Call on CPO by Huatai Communication Industry Focus - The discussion centers around the **CPO (Co-Packaged Optics)** technology and its rising market interest, indicating a significant shift in investment focus towards this area [1][2]. Core Insights and Arguments 1. **Rising Market Attention**: - The market's attention on CPO has rapidly increased due to potential catalysts expected in the next 1-2 months, including GTC, OFC, and related US earnings reports. Additionally, the surge in Taiwanese stocks related to CPO has contributed to this heightened interest, alongside a shift in A-share market focus from quarterly performance to long-term growth potential [2][3]. 2. **Application Scenarios**: - CPO technology is expected to reduce power consumption and lower trial-and-error costs. Companies like NVIDIA and Broadcom are anticipated to lead the push for CPO in the "scale out" side, while the "scale up" side will leverage CPO's advantages in transmission distance and integration, potentially allowing for optical integration within cabinets, indicating a broad future growth space [4]. 3. **Mass Production Timeline and Clients**: - NVIDIA is projected to achieve mass production of CPO by Q4 2026, with bulk production starting in 2027. Clients likely to adopt these solutions first include those purchasing complete NV solutions, such as CoreWeave and Lambda in NeoCloud, as well as major CSPs like Microsoft and Oracle [5]. 4. **Investment Opportunities**: - CPO is expected to drive incremental demand for both active and passive components. The report highlights optimism for passive components like FAU/MPC, shuffle, and polarization-maintaining MPO, with companies such as Tianfu, Zhishang, Taichengguang, and Juguang being key players. For active components, leading optical module manufacturers like Xuchuang and Xinyi are expected to engage in optical engine design, while optical chip manufacturers like Yuanjie may enter the ultra-high power CW light source market [6]. Other Important Insights - The report emphasizes the importance of understanding the evolving landscape of CPO technology and its implications for various stakeholders in the optical communication industry. It also notes that the insights regarding companies not covered in the report are based on publicly available information [6].