Nvidia(US:NVDA)2025-03-13 02:00Summary of Key Points Industry and Company Involvement - The document discusses the AI industry, specifically focusing on advancements presented at the NVIDIA GTC conference, particularly the concept of AI4S, which combines AI with robotics and chemical research [1]. - Companies mentioned include Zhitex New Materials, which is collaborating with the University of Science and Technology of China to enter the AI4S sector, and Medici, which has signed a strategic cooperation agreement with Beijing DeepSense Technology [1]. Core Insights and Arguments - At the 2024 NVIDIA GTC conference, CEO Jensen Huang highlighted three key directions for AI: large language models, embodied intelligence, and AI4S [1]. - Zhitex New Materials is expected to benefit from its main business as it ventures into AI4S, indicating a strong safety net from overseas operations [1]. - Medici and Beijing DeepSense Technology aim to build an integrated AI platform for early drug discovery and evaluation based on AI4S [1]. Other Important Content - The emphasis on AI4S as a "super application" suggests a significant potential for innovation and investment opportunities within the intersection of AI, robotics, and chemical research [1]. - The strategic partnerships formed by companies like Medici indicate a trend towards collaboration in the AI sector, which may enhance their competitive edge in drug discovery [1].