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NVIDIA’s grand annual event GTC (GPU Technology Conference) is convened from March 17th to 21st 2025, and probes into topics including (1) Science and Computing: exploration of life sciences, climate solutions, quantum computing, and energy efficiency; (2) Physical AI and Robotics: exploration in future technology through studies, robotic training, digital twin, and improvement in design coordination; (3) Customer Experiences: comprehension on optimizing client experience through agentic AI and recommendation systems; (4) Productivity and Process Automation: improvement of enterprise productivity through automated processes, decision support, inventory management, and data analytics driven by AI; and (5) Tools and Training for Developers: exploration in generative AI, performance optimization, and CUDA required by development personnel. All related topics are centered around AI technology, where multiple sessions of forums and product presentations exhibit how computing power generated by the stacking of hardware and software is able to enable power to a diversified number of industries, as well as introduce NVIDIA’s focus for the next step of AI progression.
In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzhou, and Shenzhen have released detailed three-year industry roadmaps, setting clear objectives for technological advancement and commercialization. Notably, embodied intelligence and intelligent robots were mentioned for the first time in the 2025 Government Work Report, presented during this year’s National Two Sessions.
According to TrendForce, these provincial and municipal policies not only define key technological breakthroughs and commercialization strategies but also accelerate real-world adoption through financial incentives and targeted application scenarios. With strong policy backing, the industry is poised for rapid growth. As technology advances and practical use cases expand, embodied intelligence is expected to play a transformative role in sectors such as intelligent manufacturing, healthcare, and household services. Furthermore, the coordinated efforts of regional policies will drive the development of a robust industrial ecosystem, strengthening China’s global competitiveness in embodied intelligence.
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA provided updates to several of its cloud...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
The booming progression of AI has prompted the demand for increasing performance of storage devices...
"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) product via YMTC patent authorization. While this technology shrinks die size, increases stack layers, and boosts wafer output, it requires significant Capex for new production lines. Due to NAND Flash oversupply and reduced Capex, Samsung scales down V9 production and postpones mass production to 2026. Short-term, Hybrid Bonding won't generate substantial output or market impact, nor change this year's price forecast. The NAND Flash industry faces the challenge of balancing competitiveness and avoiding oversupply.
As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...
According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...
The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particularly for AI servers and high-capacity DRAM modules. Geopolitical factors are also influencing procurement strategies. TrendForce projects a stabilization of server DRAM (DDR5) prices in Q2 2025, with potential price increases in Q3, driven by strong demand and limited supply, partly due to HBM production. Suppliers like SK hynix, Samsung, and Micron are adjusting production and pricing strategies accordingly. The overall outlook is positive, with server DRAM leading a potential broader DRAM market recovery. Key factors to watch include consumer demand recovery and HBM market dynamics.
In late February 2025, Figure AI released Helix, a general-purpose (“generalist”) VLA (Vision Language Action) model designed for humanoid robots. This model allows robots to perform actions based on visual identification of objects and environments along with received verbal commands. Helix boasts several innovations, including being the first VLA model to enable rapid and continuous control of a humanoid robot’s upper body, encompassing not only the wrists and fingers but also the torso and head. Furthermore, Helix facilitates cooperative systems among multiple robots. Figure AI’s demonstration video shows two robots working together to organize daily purchased items by picking and passing objects to each other. Helix learns all behaviors through a single neural network, eliminating the need for task-specific fine-tuning. It can grasp most household objects with just verbal commands and is designed to be embedded in low-power GPUs, granting it considerable deployment flexibility and making it already commercially viable to some extent.
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