2026年第12周 AI 深度周报：算力军备、医疗攻城、版权战线全面升级

The AI Deep Weekly Report for Week 12 of 2026 highlights the NVIDIA GTC 2026 conference as a key event. Jensen Huang announced that the cumulative procurement orders for the Blackwell and Vera Rubin GPU generations are expected to reach $1 trillion by the end of 2027, doubling the previous forecast of $500 billion. The conference showcased several significant hardware releases, including the Nvidia Groq 3 LPU focused on inference speed, the Kyber rack architecture with 144 vertically stacked GPUs, and the Nemotron 3 Super with 120 billion parameters. These advancements signify a further upgrade in AI computing power and ecosystems, indicating that future competition will focus on computing power and legal aspects rather than merely model performance.