At Huang's NVIDIA GTC conference in 2025, it seems there wasn't anything new, and the stock price didn't move either. The only thing that felt somewhat interesting was this robot platform, but it still feels a bit out of place compared to the various humanoid robots from Chinese companies. However, it is quite cute, and its functionality remains unknown. Imagining humanoid robots providing domestic services should be quite difficult.

There are two details worth mentioning. One is the announcement of March 20 as Quantum Day. Huang mentioned quantum chips in January and claimed it would take 10-15 years to realize them. In fact, Huang is a bit anxious. Currently, major companies have different routes; for example, Google is using Broadcom's custom TPU solution, and Microsoft is heavily investing in the quantum chip field. In the future, NVIDIA's dominance in the computing power market may also be temporary. Huang knows that quantum computing is the future; otherwise, there wouldn't be a Quantum Day, indicating that NVIDIA is quietly laying the groundwork.

The other detail is the establishment of China AI DAY, inviting major Chinese companies like Alibaba, Baidu, ByteDance, and BYD to showcase their AI technologies and solutions. In simple terms, NVIDIA does not want to lose Chinese developers. Without China's participation, NVIDIA's CUDA ecosystem will lose a significant portion of its strength.

In the past few years, NVIDIA's stock price has generally risen after the GTC release. Whether this time will be the same remains uncertain, but this conference indeed lacked highlights! 🧐

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