Recently, NVIDIA's latest generation Blackwell GPU has sparked unprecedented demand, with CEO Jensen Huang revealing in an investor meeting that the supply for the next 12 months is completely sold out. This phenomenon is similar to the explosive demand for the Hopper GPU a few months ago, indicating a strong market desire for high-performance computing. This surge in sales is primarily driven by traditional clients, including AWS, Google, Meta, Microsoft, Oracle, and CoreWeave.

Intel CEO Pat Gelsinger announced several new products, including a 288-core chip, at a press conference, expressing confidence in turning around the company's fortunes and returning to the top. Intel is launching products for the client market that support local AI inference without relying on cloud and online usage of large models. The strategic goal for Intel is to achieve dual breakthroughs in process and products by 2024, forming a strong ecosystem with customers.