Lates News

Citic Securities pointed out that the upcoming NVIDIA GTC 2026 conference is expected to further expand the company's chip product matrix. In addition to the six core chips of the Vera Rubin AI platform, it is possible that more details about the Rubin Ultra chip and cabinet will be revealed at the conference, bringing innovations in design architecture such as data interconnection and power supply. New products such as orthogonal backplanes and CPO are expected to gain further visibility when launched. At the same time, NVIDIA may release the LPU inference chip to expand its inference map along with the CPX chip. Furthermore, NVIDIA may also provide insights into the direction of the next-generation Feynman architecture, sharing its understanding and judgment on the future computational infrastructure and AI industry. It is believed that the NVIDIA GTC 2026 conference will further strengthen market confidence in the continuous growth of the AI industry and the realization of incremental logic.