英伟达- GTC 预览：工作负载的解耦

ab 9 March 2026 Global Research We expect GTC to underscore NVDA's continued push toward system-level optimization enabled by disaggregation and extreme co-design, building on the NVDA SuperPod architecture presented at CES. NVDA is increasingly expanding the definition of an AI system beyond a simple compute plus networking rack to include heterogeneous compute configurations (including CPX and now adding Groq-based solutions to the roadmap), dedicated networking, and memory/cache offload via BlueField DPU ...