The AI frenzy cools down, and domestic hardcore technology breaks through; Nvidia redefines the industry landscape In late March 2026, the tech circle's fervor dissipated from the blind enthusiasm at the beginning of the year, entering a critical period of "technological landing and controversy coexisting." The AI intelligent body has cooled down from the nationwide "raising shrimp" craze, and hardcore technologies such as brain-computer interfaces and nuclear fusion have achieved milestone breakthroughs. The Nvidia GTC conference has redefined the underlying logic of the AI industry, and domestic technological forces continue to break monopolies. Under the interplay of these six hotspots, the tech industry is accelerating its shift from "concept speculation" to "value landing." Every breakthrough and controversy is outlining the clear contours of future technology.
AI Intelligent Bodies Cool Down, Domestic Hardcore Breakthrough, NVIDIA Redefines Industry Landscape AI Intelligent Bodies: From "Mass Frenzy" to "Rational Return", Landing Pain Points Become Prominent
AI Hype Cools Down, Domestic Hardcore Breakthroughs Redefine Industry Landscape If the tech circle was swept up in the AI frenzy in early March, the keyword for the latter half of the month has become "cooling down and reflection." Although the popularity of OpenClaw, also known as "龙虾" (lobster), has not completely dissipated, with GitHub daily downloads still maintaining a level of over 100,000, user feedback about "paying to uninstall" has gradually increased, exposing the core shortcomings of current AI intelligent bodies - insufficient stability and a disconnect from practicality.
The AI boom is cooling down, and domestic hardcore products are breaking through, as Nvidia redefines the industry landscape. Behind this trend is a competitive game among major companies: products such as Byte's ArkClaw, Tencent's WorkBuddy, Alibaba's CoPaw, and ZhiPu's AutoClaw have been launched intensively, attempting to seize the "intelligent agent track" in the second half of the AI era. However, as observed by Huxiu Research at a recent AI closed-door meeting, many AI projects are still in the "toy" stage, and even when applied to the ToB domain, they struggle to form a true business value loop. Several enterprise technology leaders admitted that AI intelligent agents still have a significant gap in task decomposition and tool invocation accuracy, especially in complex scenarios, often requiring human intervention, which is far from the expected "autonomous task completion". Nevertheless, not all players are just following the trend, as some domestic products have already taken the lead in landing in specific scenarios.
Notable is that Meta's previous acquisition of AI intelligent body company Manus for over $2 billion, although it has achieved commercial verification with annualized revenue of $125 million, still faces the challenge of "technical adaptation". Meanwhile, among domestic players, ByteDance's Volcano Engine has launched ArkClaw, which has taken the lead in achieving scene landing. This cloud-based SaaS product, built on the OpenClaw architecture, boasts a "zero-threshold" feature, requiring no manual environment configuration, and its pay-per-request model has significantly reduced usage costs. Currently, it has served leading game companies and logistics enterprises - a leading game company uses it to handle over 10 million customer service conversations daily, with efficiency increased by three times; and Ou Jian Network has achieved automated customs declaration processing through it, with an accuracy rate of 99.8%. As the industry shifts from "chasing hotspots" to "looking at actual effects", the competitive focus of AI intelligent bodies is shifting from "rapid launch" to "scene landing". Only products that can truly solve enterprise efficiency pain points and reduce trial-and-error costs can stand firm after the hype dies down.
AI Fever Subsides, Domestic Hardcore Breakthrough, Nvidia Redefines Industry Landscape Domestic Milestone: Invasive Brain-Computer Interface Approved, Hardcore Technology Breaks Monopoly
AI cools down, domestic hardcore breaks through, Nvidia redefines industry landscape In late March, domestic technology achieved a major breakthrough - the National Medical Products Administration officially approved the world's first invasive brain-computer interface Class III medical device certificate, marking China's official entry into the commercial clinical stage in this cutting-edge field, completely breaking the monopoly of foreign enterprises. The domestically produced product, named the NEO system, not only achieved a breakthrough in technology but also delivered impressive results in clinical applications.
AI intelligent systems are cooling down, and domestic hardcore products are breaking through, with Nvidia once again defining the industry landscape. Compared to non-invasive brain-computer interfaces, this domestically produced invasive product, named the NEO system, uses epidural micro-invasive implantation and wireless power communication technology, achieving a significant increase in signal precision and response speed. It can accurately capture brain neural signals, helping paralyzed and neurologically damaged patients achieve "mind control" and complete simple limb movements and language expression functions. Before being approved for market launch, the system had already completed clinical implantation in 32 cases of cervical spinal cord injury patients at 11 hospitals nationwide. All patients achieved brain-controlled grasping, with significant improvements in hand movement function scores. Among them, 22 patients also showed significant improvement in autonomous hand movement function after six months of training. More importantly, domestic substitution has greatly reduced product costs, making brain-computer interface technology, which was originally "sky-high" in price, potentially accessible to millions of patients, truly achieving "affordability and accessibility".
AI intelligent entities are cooling down, while domestic hardcore technology is making a breakthrough, and Nvidia is redefining the industry landscape. In addition to brain-computer interfaces, domestic hardcore technology is blossoming in multiple fields: Shanghai's "Hongyuan 70" high-temperature superconducting tokamak achieved a stable operation of 1337 seconds, breaking the world record for commercial nuclear fusion, with a domesticization rate of over 96%, providing a new possibility for future clean energy; the People's Liberation Army General Hospital and MIT jointly developed a magnetic-controlled nano-robot, which completed the world's first non-invasive thrombolysis clinical application, with a robot diameter of only 200 nanometers that can precisely remove blood clots within 15 minutes without surgery; Alibaba's Damo Academy's Xuan Tie C950 RISC-V chip achieved a 5nm process breakthrough, with a single-core performance exceeding 70 points, and comprehensive performance increased by three times compared to the previous generation, further promoting the process of domestic chip substitution.
AI Hype Cools Down, Domestic Hardcore Breakthroughs Emerge, as Nvidia Redefines Industry Landscape NVIDIA GTC 2026: Setting the Tone for the Second Half of AI, Physical AI Becomes Core Direction
AI momentum cools, domestic players make a breakthrough, Nvidia reshapes industry landscape The NVIDIA GTC 2026 conference, dubbed the "AI Super Bowl", was held as scheduled in late March, with every announcement from Nvidia stirring the nerves of the global tech industry. This conference, centered around the themes of "Physical AI, AI Factories, and Agentic AI", fully showcased Nvidia's ambitious transition from "AI training cards" to a "full-chain AI ecosystem".
AI momentum cools, domestic hardcore breaks through, Nvidia redefines industry landscape The heaviest release at the conference is the Vera Rubin architecture roadmap - Nvidia announced that this brand-new architecture, scheduled for mass production in 2027, covers six new chips including Vera CPU and Rubin GPU, forming an "AI supercomputer" that can achieve precise mapping between the physical and digital worlds, greatly improving the landing efficiency of AI in industries such as industrial manufacturing, autonomous driving, and biomedicine. According to industry predictions, in 2027 alone, the order scale of chips based on the Vera Rubin architecture is expected to exceed $1 trillion.
AI momentum cools, domestic hardcore breaks through, Nvidia redefines industry landscape Meanwhile, Nvidia has reached a deep cooperation with Oracle, using GPU acceleration technology to optimize Oracle cloud services, further expanding its advantage in the AI inference and edge computing fields. In terms of stock price performance, although Nvidia's stock has been volatile recently, its price has remained in the $175-180 range since late March, but its total market value of $434 billion still demonstrates its dominant position in the industry. This conference not only set the tone for the development direction of AI in the second half, but also consolidated Nvidia's monopolistic advantage in the AI infrastructure field, leaving increasingly limited competition space for other manufacturers.
AI momentum cools, domestic hardcore breaks through, Nvidia redefines industry landscape The generative AI field continued to iterate in late March, shifting from a competition focused on "parameter scale" to a deeper competition centered on "efficiency enhancement" and "scenario adaptation". Among them, Luma AI's Uni-1 model, with its technological innovation and commercialization capabilities, has become a focal point of industry attention.
The AI landscape is cooling down, with domestic hardcore companies breaking through, and Nvidia is once again defining the industry landscape. In the generative AI field, continuous iteration occurred at the end of March, shifting from a competition focused on "parameter scale" to a deeper competition centered on "efficiency enhancement" and "scenario adaptation". Luma AI's Uni-1 model has become a focal point, developed by a 150-person team, which adopts a single-decoder self-regressive Transformer architecture, completely overturning the technical path of mainstream diffusion models, achieving complete unification of image understanding and generation. In the RISEBench inference benchmark test, the overall score surpassed Google's Nano Banana 2, with a 23% increase in spatial reasoning ability and logical reasoning ability reaching twice that of its competitors. Meanwhile, it reduced the cost of generating 2K images by 25%, achieving a dual breakthrough in "performance and cost". Currently, the Luma Agents intelligent creative platform, built on Uni-1, has partnered with companies such as Yangsheng Group and Adidas, compressing advertising campaigns that originally required 1 year and $15 million to just 40 hours, with costs under $20,000, resulting in an efficiency increase of over 200
AI intelligent bodies are cooling down, and domestic hardcore companies are breaking through, while Nvidia is redefining the industry landscape. The commercialization of Uni-1 has provided a new model for the scenario application of generative AI, while OpenAI continues to iterate on technology, constantly pushing forward the optimization and upgrade of GPT-5.4. It is reported that the model's native Agent capability of over 1 million tokens has become a significant milestone, meaning the model can handle longer texts and more complex tasks, further narrowing the distance between AI and "general intelligence". More symbolically, AI father Andrej Karpathy announced that his workflow has been "fully agentized", and he no longer writes code by hand, but instead completes programming, research, and other core work through AI intelligent bodies, which also heralds that AI is accelerating its penetration from "auxiliary tool" to "core productivity".
AI intelligent bodies are cooling down, and domestic hardcore companies are breaking through, with Nvidia once again defining the industry landscape. However, the industry's hidden concerns still exist, as discovered by Huxiu Research Institute at the AI closed-door meeting, where generative AI still faces the problems of "chaotic data governance and difficult-to-measure value" in ToB implementation. Many companies have invested large budgets in introducing generative AI tools, but in scenarios such as content production and customer service, they still struggle to form a clear ROI closed loop. How to truly integrate generative AI into business processes has become a pressing problem for the industry to solve.
AI Intelligent Systems Cool Down, Domestic Hardcore Breakthroughs, Nvidia Redefines Industry Landscape Aerospace and Energy: Continuous Breakthroughs in Frontier Exploration, Accelerated Commercialization Process
AI intelligent entities are cooling down, while domestic hardcore technologies are breaking through, and Nvidia is redefining the industry landscape. In late March, cutting-edge explorations in the fields of aerospace and energy also made notable achievements. On March 26, the Taiyuan Satellite Launch Center used a Long March 2D carrier rocket to successfully launch the Siwei Gaojing 2-05/06 satellites, further completing China's high-resolution commercial remote sensing satellite constellation, providing high-precision data support for fields such as agriculture, environmental protection, and urban planning, and driving the commercialization of commercial aerospace applications.
AI cools down, domestic hardcore breaks through, Nvidia redefines industry landscape In the field of energy and frontier physics, the European Nuclear Center has achieved a major breakthrough - successfully transporting antiprotons by truck for the first time, breaking the technical bottleneck of antiproton transportation and opening up a new path for antimatter research and application. As one of the most mysterious substances in the universe, antimatter research has significant implications for new energy, quantum computing and other fields. This transportation breakthrough will accelerate the process of antimatter transitioning from "laboratory" to "practical application".
AI Boom Subsides, Domestic Hardcore Breakthrough, Nvidia Redefines Industry Landscape Conclusion: Shedding Superficiality, Tech Industry Returns to Its Intrinsic Value
AI intelligent entities cooled down, domestic hardcore technology broke through, and Nvidia redefined the industry landscape In the tech circle at the end of March, there was a rational reflection on the cooling down of AI intelligent entities, as well as an exciting breakthrough in domestic hardcore technology; there was also Nvidia's strong dominance in defining the industry landscape, and the difficult exploration of generative AI landing. Behind this complex landscape is a profound transformation of the tech industry from "concept speculation" to "value landing" - whether it's the cooling down of AI intelligent entities or the breakthrough of domestic hardcore technology, it all shows that what truly drives industry progress is not temporary hype, but down-to-earth technological innovation and scenario landing.
The AI boom is subsiding, and domestic hardcore technology is breaking through, as Nvidia redefines the industry landscape. Going forward, as AI entities continue to iterate, domestic hardcore technology accelerates commercialization, and Nvidia's new architecture takes hold, the tech industry will enter a more intense competitive cycle. For companies, the only way to seize opportunities in the wave of technological transformation is to avoid the "hotspot trap" and focus on their own business pain points. For the entire industry, shedding superficiality and returning to value will enable technology to truly become a core driving force for social progress.
AI Boom Subsides, Domestic Hardcore Breakthrough, Nvidia Redefines Industry Landscape This article is from WeChat public account "IPO Assistant", author: Tang Yipao, published by 36Kr with authorization.