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NVIDIA GTC Sparks AIPC Boom as Leishen Technology Rallies 30% to Lead Edge Computing Sector

Global attention in the artificial intelligence sector is pivoting back to edge hardware. Bolstered by NVIDIA’s upcoming GTC conference and strong endorsements from major tech firms, AIPC-related stocks surged on the morning of June 1st. Leishen Technology, listed on the Beijing Stock Exchange, led the rally, hitting a limit-up price of 31.33 yuan—a 30% gain. With trading volume exceeding 385 million yuan and a turnover rate above 12%, it emerged as the top performer in the AIPC sector.
This market surge was driven by clear signals from industry giants. NVIDIA recently championed the “New Era of PC” slogan on social media, a message quickly amplified by Microsoft, Arm, and other leaders. This unified push not only highlighted the upcoming GTC Taipei 2026 conference but also signaled that the AIPC industry is entering a golden age of technological iteration and widespread application.
Beyond external catalysts, Leishen Technology’s aggressive expansion in edge computing played a crucial role. On May 28th, the company announced its full commitment to AI edge computing, launching a suite of AI workstations across tower, mini, and mobile formats. It also unveiled its proprietary “ThunderClaw Intelligence,” aiming to deliver an integrated AI terminal solution through deep hardware-software integration.
Industry analysts note that in the current large-model era, success depends on delivering computing power directly to users’ desktops and devices. Leishen Technology has secured its position in terminal hardware and plans to launch a full-stack intelligent computing center product on July 16th. This move marks its entry into core AI infrastructure, establishing a comprehensive computing network spanning cloud, edge, and end-user devices. This strategic alignment with industry trends positions the company to capitalize on the current technological shift, making its future market performance a key area for investor attention.
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Global attention in the artificial intelligence sector is pivoting back to edge hardware. Bolstered by NVIDIA’s upcoming GTC conference and strong endorsements from major tech firms, AIPC-related stocks surged on the morning of June 1st. Leishen Technology, listed on the Beijing Stock Exchange, led the rally, hitting a limit-up price of 31.33 yuan—a 30% gain. With trading volume exceeding 385 million yuan and a turnover rate above 12%, it emerged as the top performer in the AIPC sector.
This market surge was driven by clear signals from industry giants. NVIDIA recently championed the “New Era of PC” slogan on social media, a message quickly amplified by Microsoft, Arm, and other leaders. This unified push not only highlighted the upcoming GTC Taipei 2026 conference but also signaled that the AIPC industry is entering a golden age of technological iteration and widespread application.
Beyond external catalysts, Leishen Technology’s aggressive expansion in edge computing played a crucial role. On May 28th, the company announced its full commitment to AI edge computing, launching a suite of AI workstations across tower, mini, and mobile formats. It also unveiled its proprietary “ThunderClaw Intelligence,” aiming to deliver an integrated AI terminal solution through deep hardware-software integration.
Industry analysts note that in the current large-model era, success depends on delivering computing power directly to users’ desktops and devices. Leishen Technology has secured its position in terminal hardware and plans to launch a full-stack intelligent computing center product on July 16th. This move marks its entry into core AI infrastructure, establishing a comprehensive computing network spanning cloud, edge, and end-user devices. This strategic alignment with industry trends positions the company to capitalize on the current technological shift, making its future market performance a key area for investor attention.
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Google’s computing costs are skyrocketing. Alphabet’s Q2 financial report reveals capital expenditures doubled year-over-year to a record $44.92 billion. At this rate, annualized spending nears $180 billion. Yet, the true narrative is the acceleratin
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