According to 1M AI News, NVIDIA is set to send multiple strong signals at today's GTC conference: NVIDIA is integrating the Groq technology it previously acquired into its product line, making a major push into the AI inference chip market; Samsung will manufacture AI chips for NVIDIA for the first time, breaking the previous exclusive TSMC manufacturing situation; OpenAI is expected to be one of the first customers for NVIDIA's new inference chip.
This series of actions indicates that NVIDIA is shifting from a training chip leader to a comprehensive expansion in the inference chip market, while reducing reliance on TSMC through supply chain diversification. The GTC conference is the most important annual technical release platform in the AI industry, and Jensen Huang's keynote speech is expected to further disclose details of the mentioned products and partnerships.
