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Why This Exists
GTC is a developer conference.
The real story is an infrastructure shift.
This report distills five signals shaping how AI is built, scaled, and deployed —
and where the hardware ecosystem fits next.
What's Inside
Five shifts redefining
the AI infrastructure era
01
Accelerated Computing Is The New Foundation
02
AI Factories Scale Intelligence
03
Agents as Operational Systems
04
AI Enters Physical Worlds
05
AI Becomes Economic Infrastructure
From the floor at GTC
AI is no longer a category. It is becoming infrastructure.
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