How Nvidia’s inference bet at GTC poses a challenge and opportunity for China

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Nvidia’s latest language processing chip, unveiled at the company’s annual artificial intelligence conference, has opened a new frontier in the AI inference arms race, as the booming market for AI agents like OpenClaw presents a complex new reality for China’s semiconductor industry, according to analysts.The Nvidia Groq 3 Language Processing Unit (LPU), introduced on Monday at GTC 2026 in San Jose, California, was described by the company as an accelerator with fast memory and low latency...