Next week, the highly anticipated NVIDIA GPU Technology Conference (GTC) is set to grandly open in San Jose. At the same time, another major event – the Game Developers Conference – is taking place in downtown San Francisco. Although these two events are geographically close, their focal themes differ significantly, offering attendees distinctly different experiences.

It is reported that NVIDIA's CEO Jensen Huang will deliver a keynote speech at the GTC conference, and the content seems to focus more on NVIDIA’s applications in the field of artificial intelligence rather than its brilliant achievements in gaming. This news has attracted widespread attention in the industry, as Jensen Huang’s speeches have always been regarded as a weathervane for NVIDIA's technological development.

From NVIDIA's GTC agenda, we can see some clues. The keynote speech is succinctly summarized as: "An in-depth exploration of how NVIDIA’s accelerated computing platform is leading the future development of artificial intelligence, digital twins, cloud technology, and sustainable computing." This description undoubtedly highlights NVIDIA’s ambitions in the AI field.

In light of NVIDIA's recent release of a new generation of graphics cards, its attitude towards the latest gaming graphics capabilities appears relatively conservative. In this context, technological improvements are more likely to be incremental rather than revolutionary. This strategy reflects NVIDIA’s deep understanding of current market demands and its precise grasp of future technological directions.

Notably, NVIDIA and Jensen Huang may feel the need to regain the trust of the AI market. Since the launch of emerging technologies like DeepSeek a few months ago, the landscape of AI development has undergone tremendous changes. This has posed new challenges to NVIDIA’s previous arguments about hardware requirements, and this uncertainty is also reflected in the stock market.

Therefore, NVIDIA undoubtedly hopes to achieve complete success at GTC by showcasing its latest achievements and technical strength in the AI field, thereby regaining market trust. This success is more likely to come from the recognition of AI enthusiasts and investors rather than traditional gamers.

Although NVIDIA will share new information on achieving optimal graphical performance in future games at the conference, the core focus of the keynote speech clearly indicates that the AI field is its primary topic. This shift not only reflects NVIDIA’s keen insight into market demands but also foreshadows its new direction in future technological development.

As the GTC conference approaches, we look forward to NVIDIA bringing us more exciting content and technological breakthroughs in the AI field. Meanwhile, we also anticipate seeing how NVIDIA maintains its leading position in fierce market competition and injects new vitality into the industry's development.