NVIDIA will hold its conference at the San Jose Convention Center and online from March 18th to 21st. This is one of NVIDIA's most important annual technology release platforms, widely recognized in the industry as an &#34;AI benchmark.&#34;
In response to this, analysts Liu Wenshu and Li Peijing from Zheshang Securities stated in their latest report that NVIDIA is expected to unveil the Blackwell architecture and B100 chip at the conference, with a comprehensive upgrade to the hardware series. NVIDIA's robot series applications are also expected to undergo iterations. Additionally, NVIDIA will release a series of generative AI applications, which could become a new growth point for the company.
<h2>Data Center: Blackwell Architecture brings upgrades to data center and gaming GPUs</h2>
The analysts at Zheshang Securities wrote in the report that one of NVIDIA's core technologies is the design and iterative capability of microarchitecture. According to DigiTimes, the Blackwell architecture will adopt TSMC's 3nm process and will expand to data center and consumer-grade GPUs. The next-generation GPU - B100 will use a multi-chip (MCM) design, dividing GPU components into independent chips, providing greater flexibility on custom chips, and is expected to significantly increase computing power.
The report also mentioned that NVIDIA's chip cooling technology will upgrade from the previous &#34;air cooling&#34; to a &#34;water cooling&#34; solution. The flagship AI computing chip B200, set to be launched in 2025, is expected to have a power consumption of up to 1000W per single GPU.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c21a9100-b958-40ab-9af1-181b3bc8f56e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c21a9100-b958-40ab-9af1-181b3bc8f56e.png"/>
<h2>Edge Side: Iterations expected for robot series software and hardware</h2>
The analysts at Zheshang Securities stated that the NVIDIA Jetson series is a computing platform for edge AI and robots, including Nano, TX2, Xavier NX, AGX Xavier series hardware, and the Isaac platform. It can simplify the development process of robots, accelerate from prototype design to actual deployment, and enable robots to interact better with the surrounding environment.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/1590a578-5c80-4d8b-ae4e-4566f4c1f0f6.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/1590a578-5c80-4d8b-ae4e-4566f4c1f0f6.png"/>
The report shows that there are currently over 1.2 million developers and more than 10,000 customers who have chosen NVIDIA's robot development solutions, including Amazon Web Services, Cisco, John Deere, Medtronic, PepsiCo, and Siemens.
<h2>Generative AI Applications: NVIDIA's long-term growth point</h2>
Zheshang Securities analysts predict that NVIDIA will release the WPP/NVIDIA engine for digital advertising, RTX Chat, the industrial metaverse supported by SyncTwin, and the Blender animation creation code by OpenAI.
In the application of AI+X, it continues to deepen in various industries such as healthcare, retail, manufacturing, and entertainment, driving innovation across sectors.
According to analysts at Zheshang Securities, NVIDIA's anticipated speeches include:
Kimberly Powell, Vice President of NVIDIA Healthcare and Life Sciences, will deliver a speech titled &#34;Empowering the Healthcare Industry with Generative AI, Making it One of the Largest Tech Industries.&#34; She will explore the new era of healthcare driven by generative AI and accelerated computing.
Guests from ARK Investment Management LLC, NVIDIA, Microsoft, and Scripps Research will present a speech titled &#34;The Role of Generative AI in Modern Medicine,&#34; discussing methods to make these technologies not just tools but also key drivers in redefining medical services, drug discovery, and improving patient outcomes.
Stephan Pretorius, Chief Technology Officer of WPP, will deliver a speech titled &#34;The Radical Transformation of AI and Marketing,&#34; delving into how the marketing and advertising industry can innovatively apply generative AI and 3D design through NVIDIA Omniverse and enterprise AI technology. He will also showcase the groundbreaking work conducted in collaboration between WPP and its major clients.
The main viewpoints in this article are from the report &#34;NVIDIA GTC2024 - Witnessing the Transformation Moment of AI&#34; written by Zheshang Securities analysts Liu Wenshu (License No.: S1230523020002) and Li Peijing (License No.: S1230522060001), with some omissions.

NVDL

NVDA

Zhejiang Securities believes that NVIDIA will release a series of generative AI applications at the GTC2024 conference, which could become a new growth point for the company.

NVIDIA: Besides B100, also consider application testing.