英伟达_GTC- 主题演讲及亮点

ab 17 March 2026 Global Research NVIDIA Corp GTC – Keynote and Day 1 Highlights GTC Day 1 Highlights Inference, infrastructure and a heavy dose of robotics are the key themes this year. Product announcements from the keynote were generally as expected, though the tone around CPUs was more bullish. NVDA updated and extended the backlog slide it showed at GTC last fall, now indicating its prior $500B (excluding Hopper) for C2025+2026 is now $1T+ for C2025-2027. On the basis of our numbers (which are far above ...