According to the research report from Merchants Strategy, the NVIDIA GTC conference zeroed in on the computational enhancement through the Vera Rubin upgrade and the broadening horizons of physical AI applications, shedding light on the evolving trajectory of the AI landscape. From a computational standpoint, the Vera Rubin architecture boosts the construction efficacy and overall energy efficiency of AI infrastructure by refining computational processes, complemented by liquid cooling solutions and modular deployment strategies. On the application front, NVIDIA is expediting its foray into physical AI across domains like robotics, autonomous driving, and industrial manufacturing, fostering a seamless amalgamation of AI with tangible industries. In essence, the AI sector is progressing towards an upgraded computing power infrastructure and diversified application scenarios, with physical AI anticipated to emerge as a novel growth catalyst, ushering in fresh increments in the demand for computing power.