Subramanyan
03-07 22:35

The following key breakthroughs and use cases excite me personally: (1) Agentic AI to move beyond simple generation to autonomous reasoning &  execution (2) Becoming more energy efficient (3) Massive context inference through new chips like the Rubin CPX (4) Physical AI & robotics.

As to supply chain impact of Rubin & Feynman, key points to note would be Next-Gen memory & infrastructure shift vide move to high-density, liquid-cooled environments, forcing data centre operators to redesign facilities years in advance.

New chip releases & the exoected market rally would depend on whether $NVIDIA(NVDA)$  demonstrates sustained demand and clear roadmaps for the post Feynman era.

Nvidia's GTC Nears: Will Computing See Disruptive Upgrades?
NVIDIA will host its 2026 GTC conference in California, USA from March 16-19. The event is expected to focus on the latest advancements in AI chips and industry application trends. 1. With GTC focusing on AI chips, which breakthroughs or use cases matter most to you? 2. How will Nvidia's Rubin and [Feiman] GPUs reshape the AI computing supply chain? 3. Will Nvidia release new chip and bring new rally?
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