英伟达的GTC 2026大会将在当地时间3月16日至19日在美国加利福尼亚州圣何塞举行，核心聚焦AI基础 设施竞赛的新时代。作为AI芯片领域的领军者，英伟达此次重磅预告，被认为将进一步巩固其在AI基 础设施领域的领先地位。 "我们准备了多款世界前所未见的全新芯片。这并非易事，因为所有技术都已逼近物理极限，但有了这 样一支团队（由英伟达和SK海力士的内存工程师组成），没有什么是不可能的。"黄仁勋表示。 周四美股盘前，AMD、英特尔继续下跌，盘中跌幅均一度接近1%。截至北京时间20:20，AMD跌幅收 窄至0.18%，英特尔跌0.57%，美光科技跌约0.2%。前一个交易日，AMD、英特尔均逆市跳水，收盘分 别下跌1.46%、1.56%。 有分析指出，英伟达的最新举动明确了其CPU布局野心，将对英特尔、AMD等竞争对手带来压力。 据《上海证券报》，2月19日，英伟达创始人兼首席执行官黄仁勋在接受媒体采访时，对即将到来的 GTC 2026大会进行预热，明确表示将在会上揭晓"世界前所未见"的全新芯片，引发业界广泛关注。 记者｜曾静娇 见习记者林芊蔚 编辑｜谭婷 业内猜测新产品主要方向 虽然黄仁勋尚未明确透露具体产品细节 ...

Core Viewpoint - Nvidia's CEO Jensen Huang announced the unveiling of "unprecedented" new chips at the upcoming GTC 2026 conference, which is expected to further solidify Nvidia's leadership in the AI infrastructure sector [1]. Group 1: Upcoming Products - The new products are speculated to focus on two main directions: the Rubin series derivative chips, such as the previously exposed Rubin CPX, and the next-generation Feynman architecture chips, which are considered revolutionary and may utilize broader SRAM integration and 3D stacking technology [3][4]. - Nvidia has already launched the Vera Rubin AI series at CES 2026, with six chips entering full-scale production [3]. Group 2: Strategic Partnerships - Nvidia emphasizes that extensive acquisitions and collaborations are key to maintaining its lead in the AI race, highlighting partnerships with excellent collaborators and startups across the entire AI technology stack [3]. - A recent strategic partnership with Meta was announced, focusing on local deployment, cloud, and AI infrastructure, which will support Meta's large-scale data center optimized for training and inference [4].

来源：券商中国 芯片巨头，传出大动作！ "前所未见"的芯片 据wccftech消息，英伟达首席执行官黄仁勋在接受媒体采访时表示，将在GTC大会上揭晓"世界前所未 见"的全新芯片，引发业界广泛关注。 据悉，GTC 2026大会的主题演讲将于3月15日在加利福尼亚州圣何塞举行，核心聚焦AI基础设施竞赛的 新时代。 日前，英伟达CEO黄仁勋表示，公司将在GTC大会上发布"世界前所未见"的全新芯片。另外一则消息也 引发市场关注。英伟达与Meta近日宣布达成长期合作，英伟达将为Meta的美国AI数据中心扩张提供"数 百万颗"GPU，以及独立的Grace CPU和Spectrum-X网络产品。 周三盘中，AMD、英特尔的股价均逆市跳水。其中，AMD跌幅一度接近4%，英特尔跌幅一度接近 3%。截至收盘，AMD、英特尔分别下跌1.46%、1.56%。 周四美股盘前，AMD、英特尔继续下跌，盘中跌幅均一度接近1%。截至发稿，AMD跌幅收窄至 0.36%，英特尔跌0.37%。 有分析指出，英伟达的最新举动明确了其CPU布局野心，将对英特尔、AMD等竞争对手带来压力。 黄仁勋在接受韩国媒体采访时表示，"我们已经准备好了几款世界从未 ...

Core Insights - Nvidia's stock experienced a decline on Thursday, but there is potential optimism stemming from a report regarding OpenAI's fundraising plans [1] Company Summary - Nvidia's stock performance is currently under pressure, indicating a potential short-term challenge for the company [1] - The report about OpenAI's fundraising could positively influence investor sentiment towards Nvidia, suggesting a possible rebound in stock value [1] Industry Summary - The developments in OpenAI's fundraising efforts may have broader implications for the tech industry, particularly in the AI sector, which is closely linked to Nvidia's business [1]

Larsen & Toubro (L&T) has announced a partnership with NVIDIA to develop an AI infrastructure project in India, which is set to become the country’s largest gigawatt-scale AI data centre. The proposed initiative was revealed at the India AI Summit under the IndiaAI Mission, with plans to provide scalable, production-grade AI capabilities based in India. The collaboration combines L&T’s expertise in engineering and infrastructure with NVIDIA’s computing hardware, networking solutions, storage platforms, ...

Nvidia (NASDAQ: NVDA) has been a top stock to own over the past few years, but its climb has slowed recently. Since Aug. 1, 2025, it has risen by a mere 5% compared to the S&P 500's (SNPINDEX: ^GSPC) gains of about 10%. Moreover, if you look at what's going on in the artificial intelligence (AI) realm, that weak performance may be a bit baffling. Nvidia has posted excellent results twice since then and has given jaw-dropping projections regarding the future of the AI buildout. I think that the market has ...

本周，全球人工智能企业高管与多国领导人齐聚印度，出席一场重要人工智能峰会。 以下是在新德里举办的印度 AI 影响力峰会期间达成的所有重大合作项目一览： 印度信实工业与 Jio 将投资 1100 亿美元 印度亿万富翁、信实工业董事长穆克什・安巴尼周四宣布，综合企业信实工业及其电信子公司 Jio 将在 未来七年投资1098 亿美元，用于建设人工智能与数据基础设施。 印度阿达尼集团承诺到 2030 年投入 1000 亿美元建设 AI 数据中心 业务涵盖港口至能源领域的阿达尼集团周二表示，将在2035 年前投资 1000 亿美元，建设由可再生能源 供电的人工智能数据中心。 阿达尼称，这笔投资预计将带动服务器制造、主权云平台等相关产业额外投入 1500 亿美元。 该集团表示，整体有望在十年内在印度打造规模达2500 亿美元的人工智能基础设施生态。 微软到 2030 年将向 "全球南方" 投资 500 亿美元 微软周三表示，预计到 2030 年底前投资500 亿美元，助力 "全球南方" 各国拓展人工智能应用。 该公司去年已宣布在印度进行175 亿美元的人工智能相关投资。 印度数据中心企业 Yotta 承诺投资 20 亿美 ...

来源：华尔街见闻 英伟达CEO黄仁勋上周亲自出面宴请合作伙伴的工程师团队，这一罕见举动凸显出下一代高带宽内存 HBM4对这家AI芯片巨头的战略重要性。 随着三星电子在HBM4竞赛中率先出货，SK海力士能否按时交付高性能产品，将直接影响英伟达今年 下半年推出的新一代AI加速器Vera Rubin的市场表现。 2月14日晚间，黄仁勋现身英伟达总部附近的一家韩式炸鸡餐厅，花费约两小时为30多名SK海力士和英 伟达工程师逐桌调制烧啤、敬酒致意。 这场临时安排的聚会释放出明确信号：HBM4被英伟达视为Vera Rubin加速器的关键差异化组件。 英伟达对HBM4供应商提出了"运行速度11 Gbps以上"和"带宽3.0 TB/s以上"的规格要求，较竞争对手 AMD的同类要求高出30%以上。 行业分析师认为，黄仁勋的亲自现身提升了SK海力士维持HBM4最大供应商地位的可能性。 据行业消息人士透露，英伟达去年12月初步分配了今年的HBM供应份额，SK海力士获得55%以上，三 星电子占20%多至接近30%，美光科技约20%。虽然三星在技术竞赛中的推进引发了份额变动的可能， 但业内普遍认为SK海力士有望在第一季度完成质量优化后确 ...

Core Viewpoint - Institutional confidence in Nvidia's stock remains high despite early 2026 turbulence, with multiple analysts issuing favorable ratings and price targets [1][6]. Analyst Ratings and Price Targets - Needham and RBC Capital rated Nvidia as a 'Buy' with price targets set at $240, which is 28% above the current price of $187.15 [2]. - Oppenheimer and Wells Fargo also rated Nvidia as a 'Buy' but set higher price targets of $265 [2]. - Stifel Nicolaus predicted a target of $250 while maintaining a 'Buy' rating, leading to an average price target of $252, indicating a potential rally of nearly 35% [2]. - Overall, Nvidia shares are considered a 'Strong Buy' on Wall Street with an average price target of $261.84 based on recent analyses [7]. Stock Performance - Nvidia shares have increased by 5.07% in the last 30 days and are up 0.32% year-to-date, with a 34.42% increase over the last 12 months [3]. Earnings Expectations - Wall Street anticipates Nvidia to report earnings per share (EPS) of $1.52 and revenue of approximately $65.6 billion in the upcoming February 25 earnings report [8]. - The earnings forecasts suggest an annual growth of 71% for Nvidia, supported by the company's history of outperforming predictions [9]. Market Position - Nvidia is expected to remain a dominant chipmaker in the artificial intelligence (AI) sector, despite concerns regarding its potential exit from the consumer market in 2026 [9].

Market Overview - Major U.S. stock index futures are showing slight declines, with Dow futures down 0.12%, S&P 500 futures down 0.08%, and Nasdaq futures down 0.04% [1] Semiconductor Sector - Storage chip stocks are experiencing a pre-market rally, with SanDisk and Micron Technology both rising over 1% [2] Nvidia Developments - Nvidia's CEO Jensen Huang announced that the company has prepared several unprecedented new chips for GTC 2026, emphasizing the challenges of technological limits but expressing confidence in their engineering team [2] - Nvidia has sold its remaining 1.1 million shares of Arm Holdings, valued at approximately $156 million, while still holding a 20-year technology license from Arm [2][4] Meta Platforms - Meta has restarted its "Malibu 2" smartwatch project, which is expected to launch in 2026 with health tracking features and an integrated Meta AI assistant [2] OpenAI Financing - OpenAI is nearing the completion of a new funding round expected to exceed $100 billion, with a projected overall valuation surpassing $850 billion, up from an initial estimate of $830 billion [3] Rio Tinto Performance - Mining giant Rio Tinto reported a 2025 earnings forecast of $10.87 billion, slightly below market expectations of $11.03 billion, with EBITDA down 11% year-over-year due to declining iron ore prices [3] eBay Financials - eBay's Q4 2025 earnings exceeded expectations, with revenue of $3 billion, a 15% year-over-year increase, and an adjusted EPS of $1.41, surpassing the anticipated $1.35. The company also announced a $1.2 billion acquisition of Depop from Etsy [4] Silver Stocks - Silver stocks are showing strength, with Pan American Silver up over 4% and Hecla Mining rising nearly 2% [5] Google and Sea Partnership - Google and Southeast Asian tech group Sea have announced a strategic partnership to develop AI tools for Sea's e-commerce and gaming products, including an AI Agent shopping prototype for Shopee [5]