NVIDIA GTC - NVIDIA

NVIDIA's GTC 2024 in Berlin, held from October 20–22, is a pivotal event for the AI ecosystem, bringing together developers, researchers, startups, and industry leaders to shape the future of artifici... Read original →

NVIDIA's GTC 2024 reinforces its dominance in AI infrastructure, with CUDA and accelerated computing reshaping the entire tech stack from chip design to model deployment. The event accelerates the transition from open models to real-world applications, boosting edge computing, robotics simulation, and data processing capabilities across the supply chain. However, geopolitical tensions, especially under U.S. export controls and China’s tech sovereignty push, pose compliance and supply chain risks—particularly in Taiwan, China. Competitors like AMD and Intel are intensifying AI chip development to counter NVIDIA’s ecosystem leadership. Over the next 12–24 months, the AI infrastructure landscape will shift toward 'compute-as-a-service,' forcing NVIDIA to balance openness with commercial control. Failure to do so may result in ecosystem fragmentation and market share erosion.