Nvidia's GTC 2026 showcased a new generation of computing architecture and AI technology, emphasizing application transitions from cloud to the physical world, impacting related U.S. stock prices. Memory stocks showed divergence, with SanDisk posting notable gains, while Micron declined in stock price despite strong earnings results due to capital expenditure expectations. Additionally, Nvidia and Uber are collaborating to advance autonomous driving technology, while Adobe is integrating AI technology. The overall market is beginning to segment its valuation of AI.

Nvidia's DLSS 5 technology demo video for "Resident Evil 9: Requiem" released by the company sparked approximately 90,000 dislikes, prompting Nvidia CEO Jensen Huang to respond to criticism by emphasizing that the technology preserves developers' creative control. However, Capcom developers pointed out they were not notified in advance about the demo content, triggering industry discussions and concerns about AI technology's impact on creative work.

Over the past few days, Bittensor (TAO) has witnessed an impressive 43% rally, reaching the upper boundary of its recent trading range. However, the upward momentum has now stalled as TAO fails to break through a key resistance level, signaling that a potential correction phase may be approaching. Despite c

At Nvidia GTC 2026, the focus is on collaboration between Rubin NVL72 and Groq 3 LPX, forming a new inference paradigm. Nvidia decomposes the inference workflow, with GPUs handling preprocessing and attention computation, while LPX focuses on real-time decoding, significantly improving efficiency. Groq's LPU architecture reduces latency, suitable for real-time AI applications, with the LPX cabinet featuring 256 LPUs further enhancing inference performance.

At NVIDIA GTC 2026, Huang Renxiun introduced the Space Computing platform, which extends AI computing to space and launches the Space-1 Vera Rubin module, providing up to 25x computing performance in orbit. This platform aims to leverage solar energy resources to reduce cost pressures, but still faces challenges from environmental and resource competition. Multiple companies are actively adopting the technology to achieve real-time data analysis and autonomous operation capabilities.

At the GTC 2026 keynote, Nvidia CEO Jensen Huang announced full support for the open-source project OpenClaw and unveiled NemoClaw designed specifically for it. He predicted that enterprises will need to adopt an OpenClaw strategy in the future, transforming SaaS into AaaS and providing autonomous AI agents capable of executing tasks independently. He emphasized that OpenClaw will fundamentally change how enterprises compete.

As artificial intelligence demand increases, the global semiconductor industry faces supply-demand imbalance. SK Group Chairman pointed out that the memory shortage could persist until 2030, and plans to introduce DRAM price stabilization measures. Samsung is also affected, with rising memory costs leading to profit decline, and the mobile division is predicted to face losses. Additionally, AI's growing demand for high-bandwidth memory is impacting traditional DRAM supply.

Nvidia released a new AI architecture, inference chips, and DLSS 5 technology at the GTC developer conference, predicting the AI market will reach $1 trillion by 2027. However, the stock price failed to sustain its gains, with analysts attributing this to factors including positive news being priced in ahead of time, long-term potential not being reflected in near-term revenue, and concerns about macroeconomic sustainability.

AI-related cryptocurrencies surged following Nvidia CEO Jensen Huang's presentation at the GTC developer conference. NEAR and FET experienced significant gains, while Nvidia's central role in the AI boom underscores the anticipated demand for chips reaching $1 trillion by 2027.