20cm Express | GTC Ignites Trillions in AI Demand, Guotai ChiNext AI ETF (159388) Surges Nearly 3%

According to relevant organizations, Jensen Huang delivered a keynote speech at GTC, emphasizing the necessity of future computing power development and the demand for reasoning end tokens, while showcasing NVIDIA’s latest product lineup. The speech focused on the release of the Rubin series architecture, Rubin Ultra architecture, and Groq3 LPU cabinet architecture, as well as outlining and projecting the technological evolution from Blackwell to Rubin and then to Feynman. The LPU was a highlight of this conference, and the orthogonal backplane solution used in Rubin Ultra was also officially unveiled.

The LPU can be seen as a dedicated integrated circuit (ASIC) designed specifically for reasoning scenarios, with the main goal of achieving ultra-low latency and high throughput. A single LPU server consists of 32 trays, each tray integrating 8 LPUs, totaling 256 LPUs per cabinet. Compared to traditional cabinet architectures, the number of trays per cabinet is significantly increased, directly creating new demands for PCB manufacturing; additionally, reasoning with LPUs requires higher signal integrity, leading to upgrades in PCB materials and increased layer counts as clear technological directions.

The ChiNext Artificial Intelligence ETF, Guotai (159388), tracks the ChiNext Artificial Intelligence Index (970070), with a daily limit of 20% for price fluctuations. This index focuses on AI-related companies listed on the ChiNext board, including firms involved in software development, information technology services, and smart hardware, aiming to reflect the overall performance of AI R&D and application companies on the ChiNext.

Risk Reminder: Mentioned stocks are for industry event analysis only and do not constitute any stock recommendations or investment advice. Short-term index fluctuations are for reference only and do not predict future performance, nor do they constitute a promise or guarantee of fund performance. Opinions may change with market conditions and do not constitute investment advice or commitments. Different funds have varying risk and return characteristics; investors should carefully read the fund’s legal documents, fully understand product features, risk levels, and distribution principles, and choose products that match their risk tolerance, investing cautiously.

Daily Economic News

(Edited by: He Chong)

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