Jensen Huang's GTC keynote ignites AI frenzy: Semiconductors at the core of a new industrial revolution

The highly anticipated $NVIDIA (NVDA.US)$ GTC conference has kicked off in Silicon Valley. Founder and CEO Jensen Huang delivered a two-hour keynote speech, painting a future blueprint driven by artificial intelligence for global investors. Dubbed the 'AI industry's Spring Festival Gala,' this event not only showcased technological leaps but also sent a clear signal to the market: the semiconductor industry is at the starting point of a multi-year supercycle.

What did Jensen Huang say? Three key takeaways

1. The groundbreaking release of the new chip architecture, Vera Rubin platform

Jensen Huang officially announced the launch of a new AI chip architecture—the Rubin platform—a significant upgrade following Hopper and Blackwell. The Rubin platform will utilize Taiwan Semiconductor's 3nm process technology, paired with HBM4 high-bandwidth memory, with performance expected to multiply on the current foundation. Notably, the Rubin platform will fully adopt Samsung Electronics' HBM4e memory for the first time, deepening this partnership, which is a major boon for Samsung's semiconductor business.

2. AI shifts from 'training' to 'inference,' with computational power demands growing exponentially

Jensen Huang emphasized that AI development has transitioned from the model training phase to the 'inference' phase of large-scale deployment. In the future, every enterprise and application will embed AI inference capabilities, bringing a larger and more sustained demand for computing power than during the training phase. He predicted that, over the next five years, global data centers will need to replace existing infrastructure valued at over $1 trillion to adapt to AI inference workloads.

3. The era of Physical AI has arrived, with robotics and autonomous driving becoming new blue oceans

Jensen Huang announced at the conference that NVIDIA will collaborate with $BYD COMPANY (01211.HK)$ 、 $GEELY AUTO (00175.HK)$ , Hyundai Motor, Nissan Motor, Isuzu Motors, and other automakers on the NVIDIA DRIVE Hyperion autonomous driving platform to build L4 autonomous vehicles. Beyond the autonomous driving sector, NVIDIA is continuously deepening its cooperation ecosystem with global robot manufacturers to enhance breakthroughs in Physical AI technology. He predicted that humanoid robots will become one of the most in-demand products globally within the next decade. This means that, in addition to data centers, automotive and robotics will become the two major new growth engines for semiconductor demand.

The profound impact on the semiconductor industry

Jensen Huang's speech was not only NVIDIA's product launch but also a weathervane for the entire semiconductor industry: the application of AI is just beginning, and the demand for semiconductors is just getting started. From data centers to personal computers, from automobiles to robots, from training to inference, every link is creating unprecedented chip demand.

For investors looking to capture this wave of long-term potential growth, $Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ provides a transparent, decentralized, and efficient tool that allows you to deploy global semiconductor core strengths with one click, participating in an AI-defined technological future.

Data Source: Wall Street News (2026/3/17), Hong Kong Economic Times (2026/3/17), Sohu (2026/3/17)

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