엔비디아 주가 상승세, GTC 컨퍼런스에서 월가가 기대하는 4가지 관전 포인트 - 삶 사랑 도전 기록 최근 주식 시장에서 엔비디아 주가가 다시 꿈틀거리고 있습니다. 매년 열리는 개발자 컨퍼런스인 GTC를 앞두고 투자자들의 기대감이 반영된 결과인데요. 단순히 기업의 기술력을 과시하는 자리를 넘어, 인공지능 인프라에 대한 글로벌 자본의 지갑이 얼마나 더 열릴지를 확인하는 가늠자가 되고

엔비디아 주가 상승세, GTC 컨퍼런스에서 월가가 기대하는 4가지 관전 포인트

https://bit.ly/4bSV2jP

#엔비디아 #GTC2025 #인공지능 #월가 #주가상승 #IT기술 #기술동향

삼성·엔비디아 HBM4 동맹, AI 반도체 새 역사

삼성·엔비디아 HBM4 동맹, AI 반도체 새 역사

엔비디아 GTC에서 삼성전자가 차세대 HBM4를 공개하며 AI 반도체 동맹을 한층 강화했습니다. 더 빠른 속도와 높은 전력 효율을 갖춘 HBM4는 글로벌 AI 인프라의 핵심 부품으로 주목받고 있습니다.

#삼성전자 #엔비디아 #HBM4 #AI반도체 #GTC2025 #블로그 #ODOB

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Messenger AI is becoming operational infrastructure not support tooling.

Build autonomous systems at kogents.ai

#KogentsAI #AutomationStrategy #GTC2025

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ChatGPT becomes far more capable when features are combined.

This cheat sheet shows the highest leverage workflows.

Learn more at kogents.ai

#KogentsAI #Automation #GTC2025

[ #GTC25]Bluefield-4, automobile, NVQ Link, IGX Thor Series, #IA, Omniverse DSX, Vera Rubin, robotique-IIoT connecté, partenariats... le récap' des annonces automnales de la #GTC2025 de #Nvidia, le 28 Octobre 2025 !

blog.sosordi.net/2025/11/gtc2...

😳 مؤتمر NVIDIA GTC 2025 السنة دي كان نقطة تحوّل حقيقية في عالم الذكاء الاصطناعي!
يعني مش مجرد تحديثات أو معالجات جديدة…
إحنا بنتكلم عن ثورة كاملة في طريقة عمل التكنولوجيا في حياتنا 🔥

#NVIDIA #GTC2025 #الذكاء_الاصطناعي #AI #ePreneurs #حسام_الدين_حسن #خبير_اونلاين

NVIDIA Unveils Vera Rubin Superchip: Dual GPUs, 100 PFLOPS for AI NVIDIA has unveiled its Vera Rubin superchip module, integrating a custom CPU and dual GPUs, poised to significantly advance artificial intelligence and

NVIDIA Unveils Vera Rubin Superchip: Dual GPUs, 100 PFLOPS for AI

#ai #datacenters #GTC2025 #nvidia #VeraRubin

Nvidia CEO Jensen Huang gives a keynote address at the GTC conference in Washington — 10/28/25 YouTube video by CNBC Television

No sé si habéis visto/oído la presentación de Jensen Huang (CEO de Nvidia) en el #GTC2025, pero el tono “patriótico” 🇺🇸 es cuando menos “significativo” … 🤔

www.youtube.com/live/xDjbj_s...

No sé si habéis visto/oído la presentación de Jensen Huang (CEO de Nvidia) en el #GTC2025, pero el tono “patriótico” es cuando menos “significativo” …

www.youtube.com/live/xDjbj_sLy_s

Runway CTO & Co-Founder Anastasis Germanidis presenting his talk "Video Generation Models for Storytelling and World Modeling" at GTC 2025. [Photo by me]

I also asked Runway CTO & Co-Founder Anastasis Germanidis to speculate the next breakthrough in gen-AI videos:

“Could come from further scaling.”

Control, consistency, causal physics, etc haven’t been figured out yet.

My full post: lnkd.in/gQM5_C9x

#RunwayAI #videodiffusionmodels #genAI #GTC2025

News that Netflix began using Runway AI’s video tools for production was reported on Bloomberg [1] yesterday just when I was writing this post on Runway CTO and Co-Founder Anastasis Germanidis. | Doug... News that Netflix began using Runway AI’s video tools for production was reported on Bloomberg [1] yesterday just when I was writing this post on Runway CTO and Co-Founder Anastasis Germanidis. At NVI...

I asked Runway CTO & Co-Founder Anastasis Germanidis what led to that 2022 “step function” improvement in gen-AI videos:

“Latent diffusion allowed [us] to train those diffusion models in a much more efficient manner.”

Full write-up: lnkd.in/gQM5_C9x

#RunwayAI #videodiffusionmodels #genAI #GTC2025

The Supercluster Spine Last week I attended five major conferences in London and Paris - London Tech Week, London Design Biennale , Viva Technology, NVIDIA’s GTC and the Smart Data Forum - which gave me a chance to compare ...

London and Paris aren't just rivals - they are the spine of Europe's #NewPaloAlto. From #AI to #ClimateTech, this week showed why their proximity and partnership matters more than ever. 🌍 🇬🇧 🇫🇷👇

www.linkedin.com/pulse/superc...

#Paris #London #ProjectHafnia #NetZeroLiving #GTC2025 #LTW2025 #VivaTech

⏳ Last chance to catch our demo! We're wrapping up today at NVIDIA GTC 2025 in Paris 🇫🇷—don’t miss your opportunity to see how we're shaping the future of Sovereign AI Clouds with OpenNebula on Dell Technologies for the NVIDIA Cloud Platform Reference Architecture.

#GTC2025 #OpenNebula

We’re excited to invite you to on-demand demo sessions on June 11-12 at the Dell Technologies booth during NVIDIA GTC 2025 🇫🇷

Come see how we’re shaping the future of Sovereign AI Clouds with OpenNebula on Dell Technologies for NVIDIA Cloud Platform Reference Architecture.

#GTC2025 #OpenNebula

Supermicro and Solidigm: Revolutionizing Storage for AI Workloads At NVIDIA’s GTC, Supermicro and Solidigm showcased advanced storage and cooling technologies, addressing the growing demands of AI and data center infrastructure.

The Supermicro x Solidigm collab at #GTC2025 is 🔥
⚙️ 3PB in 2U
💧 Liquid cooling for 1kW+ GPUs
📦 122TB SSDs for hyperscale AI
Catch the TechArena breakdown: www.techarena.ai/content/supermicro-and-solidigm-revolutionizing-storage-for-ai-workloads?utm_source=bsky

Nvidia’s AI Omniverse Expands At GTC 2025 GTC 2025 continued many of Nvidia's themes from 2024, holding steady rather than introducing many new concepts — yet demonstrating Nvidia’s confidence in its own vision.

My latest report is on NVIDIA #GTC2025 and is a bit of a play on Universe and NVIDIA's Omniverse platform, which connects much of its #AI and #3D efforts across the company. www.forbes.com/sites/moorin...

So many asked me about Nvidia DGX Spark & DGX Station launch at GTC2025! Will they capture a lot of segment share (MSS)? Will they cannibalize existing Workstations? if they do, whose lunch would Nvidia eat?
Mount up. The future’s waiting!
#workstation #nvidia #gtc2025

substack.com/@cavalryhq/n...

Thrilled by NVIDIA GTC 2025 in San Jose! Governor’s meetup, Jensen Huang’s Blackwell Ultra reveal, and 25,000 attendees fueled the Silicon Valley vibe. Connected with AI innovators, explored e-commerce strategies #GTC2025 #AI #NVIDIA #DataScience #Innovation

Long lines to get into SAP Center at San Jose (San Jose Sharks’ stadium) for Jensen Huang’s GTC 2025 keynote. (Photo by Douglas Chan)

Kerris treated us with a scene from Pixar’s upcoming movie “Elio.” This 54GB shot can now be rendered entirely in memory on the RTX PRO 6000 that has 96GB VRAM, an upgrade from before. (Image taken from Richard Kerris’ slides for his GTC 2025 talk "How AI is Transforming the Way We Create, Personalize, and Share Content".)

At GTC 2025, VP and GM of Media & Entertainment Richard Kerris @richardkerris.bsky.social's keynote-like talk on Nvidia's Media2 that enables AI for production workflows included imploring us to see AI as a storytelling tool.

See my article:
www.etcentric.org/nvidia-forge...

#GTC2025 #Nvidia #AI

Crusoe. Domino. D-Wave. Securiti. Nutanix. VAST.
At #GTC2025, Offleash clients didn’t just show up—they showed out.

From infrastructure launches to quantum day keynotes to NHL-powered highlights, we’ve got the full recap from the ground. 👇

🧠 offleashpr.com/gtc-2025-rec...

Nvidia GTC 2025 attendee badge. Repping Cayuga Wireless.

After only my first day at GTC 2025, I finally came to accept Nvidia has evolved far beyond semiconductors hardware. It now has an ecosystem of intertwined AI software framework for nearly every layer of the AI stack.

See my analysis here:
www.linkedin.com/posts/dougla...

___
#GTC2025 #Nvidia #AI

Is NVIDIA’s revenue growth strategy built on planned obsolescence? It may work for training, but what about inference? 🤔 I sat down with @coentrepreneur.bsky.social at #GTC2025 to unpack this and what it means for the future of AI infrastructure. Full Interview> youtu.be/uZDTesdWKBo

Demo: RAG for your website - v1 Open Source RAG for your Website Sujee Maniyam AI Engineer / DevRel Engineer Node51 (IBM / AI-Alliance) sujee@node51.com X: @sujee_dev • bluesky: @sujee-dev bit.ly/4bGHbLU

🔥 Just witnessed @sujee-dev dropping knowledge at GTC Hack Night!
He demo’d an end-to-end RAG stack — crawling → chunking → vector search → LLM-powered answers.
Fully open source. Fully awesome.
Code & slides: bit.ly/4bGHbLU
#AIAlliance #RAG #OpenSource #GTC2025

Another @computerphile.bsky.social video:
Nvidia CEO and co-founder Jensen Huang on various applications of GPUs and the rise of AI in all aspects of parallel processing.

#nvidia #JensenHuang #Ai #ComputerScience #gaming #GPU #GTC2025
www.youtube.com/watch?v=G6R7...

Quan arribaran els robots amb raonament humà? La firma Nvidia ha promès que aviat hi haurà robots humanoides que podran fer multitud de tasques automatitzades en entorns controlats amb poca intervenció humana

Jensen Huang torna a prometre robots humanoides amb capacitat de 'raonar'.

Avui al @diariARA, la meva crònica del congrés #GTC2025 de Nvidia.

(enllaç en obert)

www.ara.cat/media/ar...

GTC March 2025 Keynote with NVIDIA CEO Jensen Huang

www.youtube.com/watch?v=_waP...

#Nvidia #GTC2025

Your support inspires us to keep pushing the boundaries of robotics and AI.

This is just the beginning. ☕🚀

#GTC2025 #ArtlyAI #DexterousHand #BaristaBot #NVIDIA #Microsoft #EmbodiedAI #FutureOfCoffee #Robotics #AI #TechMeetsCraft

Latest post on NVIDIA ($NVDA) #GTC2025

GTC = GPUs, Tokens & Collaborations

www.counterpointresearch.com/insight/post...