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格隆汇 March 18｜According to Every Jing, on March 16 local time, Nvidia founder and CEO Jensen Huang appeared on the stage of the SAP Center in San Jose after a year, wearing his iconic leather jacket and kicking off the keynote speech for "GTC 2026." Although Huang reminded everyone before the start, "This is a technology conference," throughout the speech—from humanoid robots to intelligent driving, to the recently popular "lobster" and seven "blockbuster" chips—Huang still gave the event the feel of a new product launch. On March 17, Gao Fei, President of Zhiding.com, who attended the GTC conference in person, stated that in his view, Huang's entire approach actually follows the model of "burning more Tokens" (the smallest processing unit after AI breaks down input text). In addition, industry insiders summarized three "major moves" by Huang: building a system ecosystem to raise barriers and prevent competitors from "taking the fat"; providing tools for "burning Tokens," introducing digital twin simulation + Agent (intelligent body), making it easier for users to "burn more"; optimizing the system to reduce Token costs and attract more users. Along with a series of new products, Huang stated that Nvidia is transitioning from a chip company to an AI factory and AI infrastructure company. However, in the view of independent international strategy researcher Chen Jia, Nvidia previously appeared to be selling computing power, but in reality, it has always been selling the computing power ecosystem. Recently, it has been leveraging the integration of generative large models and Nvidia's 3D graphics engine to promote the concept of computing power demand, which is its most irreplaceable core competitiveness. Combined with Nvidia's strategies and product policies in humanoid robots and intelligent driving, it is clear that Nvidia currently prefers to "sell shovels" rather than directly "mine gold" in the AI data mines. "What Nvidia is doing now can be summed up in one sentence: selling standards."

Odaily reported that the Plasma engineering lead has joined Plasma and is now leading the development of its flagship product, Plasma One. He pointed out that as infrastructure such as account abstraction, fast settlement, and crypto payment cards gradually improves, the usability of crypto products is significantly increasing. He believes that stablecoins, as "new currencies," possess features such as globalization, permissionlessness, and programmability, but the current user experience still lags behind traditional finance. Plasma One aims to bridge this gap and create a user experience similar to that of a new type of digital bank. Currently, Plasma One has entered the private testing phase. The team is accelerating product iteration and plans to open early access soon.

Odaily reported that xStocks officially announced on X that points (xPoints) are now viewable. Users who hold tokenized stocks in their wallets, establish positions in the lending market, or provide liquidity for DEX will automatically accumulate points. xStocks also stated that more partners will be announced in the coming weeks.