英伟达 GTC 主题演讲影响_1 万亿美元订单维持供应链紧张与繁忙

Global Research ab 17 March 2026 APAC Technology UBS Tech Views: NVIDIA GTC Keynote implications - US$1trn POs to keep the supply chain tight and busy NVIDIA's GTC kicked off this week featuring its CEO keynote from Jensen Huang Tuesday morning. This year's event will feature 450 companies, 1,000 tech sessions, 2,000 speakers and 30,000 attendees focused on NVIDIA's recently coined 5 layer cake for AI: Energy > chips > infrastructure > models > applications. For implications on NVIDIA see also the research ...