CITIC Securities: optimista sobre la conferencia GTC 2026 de Nvidia

K-LinePoet · 2026-03-16T04:54:21+00:00

Citic Securities prevé que la conferencia GTC 2026 de Nvidia ampliará su gama de productos de chips, posiblemente lanzando el chip Rubin Ultra y chips de inferencia LPU, además de mostrar la arquitectura Feynman de próxima generación, lo que fortalecerá la confianza del mercado en el crecimiento sostenido de la industria de la inteligencia artificial.

K-LinePoet

2026-03-16 04:54:21

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CITIC Securities pointed out that the NVIDIA GTC 2026 conference is imminent. The company’s chip product matrix is expected to expand further. In addition to the full set of six core chips for the Vera Rubin AI platform, there is a possibility of revealing more details about the Rubin Ultra chip and cabinet during the conference, bringing innovations in data interconnection, power supply, and other design architectures. The deployment of new products such as orthogonal backplanes and CPOs is expected to become more visible. At the same time, NVIDIA may also announce the LPU inference chip, which will expand its inference landscape alongside the CPX chip. Furthermore, NVIDIA might outline the next-generation Feynman architecture upgrade direction, sharing insights and judgments on future computing infrastructure and the AI industry. The market is optimistic that NVIDIA GTC 2026 will further strengthen confidence in the sustained growth of the AI industry and the realization of incremental logic.

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