Jensen Huang delivered a speech at GTC in Berlin, Germany on the 21st, stating that Nvidia is moving further from an AI chip supplier to a complete AI infrastructure platform.
He highlighted five key areas: AI factories, intelligent agent security, high-speed optical communication, physical AI, and the development of the AI industry in Europe. He also announced a large-scale capacity expansion plan. Companies such as KYEC, ASE Technology Holding, Unimicron Technology (Taiwanese stock), Ibiden (Japanese stock), Samsung Electro-Mechanics (Korean stock), and Amkor Technology (US stock) will directly benefit from this wave of "connection" capacity expansion.
