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Toss Securities Research Center announced on the 28th that it is publishing the 'GTC Deep Dive' series, which compiles the technologies and messages mentioned at Nvidia's annual developer conference, GTC.
The Research Center previously visited GTC 2026, held in California, USA, last March, and delivered the contents of Nvidia CEO Jensen Huang's keynote speech in a 'GTC LIVE' on-site report.
The GTC Deep Dive is an extension of that. The Research Center identified trends in the AI industry through the first report in the series today.
The report predicted, "The AI industry will expand beyond model competition to focus on ecosystems and platforms." It particularly noted that the theme of the special session held on the third day of GTC was 'Open Frontier Models'.
It pointed out that with the emergence of open AI models, the method of connecting with services and tasks has become more important than the quality of the model itself, and this is changing the industrial competitive landscape.
In this structure, infrastructure and platforms are key, and it analyzed that core players would emerge in various AI-related sectors.
It also noted that memory semiconductor companies would benefit from increased inference demand and AI usage.
Furthermore, it conveyed that the most impressive phrase at this GTC was "AI Factory," and CEO Huang emphasized that AI data centers are evolving into digital production factories that generate output.
It explained that the importance of resolving infrastructure bottlenecks, such as improving power efficiency for the efficient operation of 'AI factories,' would further increase, and optical communication is gaining attention as an alternative to existing electrical connections.
In addition, the Research Center stated, "We hope this report helps in understanding the massive trend of AI, centered around Nvidia, and establishing one's own investment judgment criteria within it."
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