China Merchants Securities
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- China Merchants Securities sees physical AI as a computing-demand driver
China Merchants Securities said in a research report that NVIDIA’s GTC centered on Vera Rubin compute upgrades and the expansion of physical AI applications. It described Vera Rubin, liquid cooling and modular deployment as supporting more efficient AI infrastructure, while citing robotics, intelligent driving and industrial manufacturing as application areas. The report projected that physical AI could become an important growth direction and add demand for computing infrastructure.
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