Part 3/8:
During the anticipation surrounding Huang’s keynote, discussions have arisen about the evolution of AI chip technology. Analysts are eager to hear Huang's insights, especially regarding progress in AI inference and reasoning capabilities. There is a growing sentiment that while pretraining for AI models may become less appealing due to high costs, the next wave might focus on optimizing AI inference with existing infrastructures. This focus is expected to differentiate NVIDIA in a rapidly intensifying competitive landscape.