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This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
NVIDIA announces expansion of its AI Cloud ecosystem with partners across six continents to meet global AI compute demand, supporting training, inference, and agentic AI workloads with full-stack AI infrastructure.
Rork introduces its AI Cloud service, enabling users to build AI applications using over 150 models including GPT and Kling without needing API keys.