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<p>Semianalysis stated that at the GTC 2025 conference, the innovations introduced by NVIDIA, such as the inference Token extension, inference stack and Dynamo technology, and Co-Packaged Optics (CPO) technology, will significantly reduce the total cost of ownership for AI, greatly lowering the deployment costs of efficient inference systems and consolidating NVIDIA's leading position in the global AI ecosystem</p>

- Nvidia CEO Jensen Huang delivered a keynote at GTC 2025, highlighting advancements in AI inference performance and the impact of hardware and software innovations.  
- Concerns about reduced demand for AI hardware due to cost savings from software optimizations and Nvidia's hardware improvements are countered by the notion that lower costs will expand AI capabilities and increase demand.  
- Innovations like the introduction of co-packaged optics (CPO) technology are expected to significantly lower the total cost of ownership for AI systems, reinforcing Nvidia's leadership in the global AI ecosystem.

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In-depth interpretation of Jensen Huang's GTC speech: Comprehensive "optimization for inference," "the more you buy, the more you save," NVIDIA is the cheapest!