At the GTC 2026 conference held on March 16th Eastern Time, NVIDIA's CEO Jensen Huang delivered a powerful message about the AI computing wave, stating that every future data center will become a "factory" producing tokens. Xunce Technology (03317), leveraging its years of accumulated high-quality, high-net-worth, and scenario-specific vertical industry data, effectively equips each token call with an "amplifier." This allows for higher precision results and greater output certainty from token consumption, potentially building a strong competitive moat. Jensen Huang emphasized in his speech that high-quality inference must be built upon a foundation of high-quality data. General AI calls on the market often come with significant无效 computation and noise consumption. The value of a token lies not just in "metering" but in "amplification," enhancing model capabilities. Xunce's vertical industry data can achieve superior training outcomes, eliminating the need for users to engage in massive "trial and error" to approximate correct answers. The better the user's vertical model performs, the stronger the stickiness within the Xunce ecosystem becomes, and the higher the switching costs.
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