The NVIDIA GTC conference will be held from March 18th to 21st. This is one of Nvidia's most important technology release platforms every year, recognized by the industry as an "AI benchmark". At this year's GTC, there were multiple conferences related to robots, covering topics such as robot manipulation, navigation, perception, computational simulation/synthetic data generation, and more. Dongwu Securities believes that the exhibition of technologies such as generative AI, automobiles, and robots at this conference will further catalyze the AI industry chain and continue to be optimistic about investment opportunities in the AI industry chain. CICC believes that from an application perspective, Nvidia's entry into the master shaped robot race may accelerate the construction of an industry wide model ecosystem.