On March 17, well-known analyst Guo Mingyu published a forecast for NVIDIA's GTC2025 focus. He said that the new AI chip GB300 is the key focus of the conference, including CoWoS-L and CoWoS-S, the biggest highlight is that HBM has been significantly upgraded from 192GB to 288GB, and the computing efficiency is increased by 50% compared with GB200. GB300 is expected to be piloted in 2Q25 and mass-produced in 3Q25. In addition, end-side AI is also a long-term key trend for NVIDIA, but GTC2025 is expected to focus on AI servers. The market's expected AIPC solutions N1X and N1 are more likely to be announced at Computex this year.