Core Insights - Nvidia's CEO Jensen Huang announced a new chip set to be revealed at the upcoming GTC 2026 conference, which is expected to further solidify the company's leadership in AI infrastructure [1][4] - The GTC 2026 conference will take place on March 15 in San Jose, California, focusing on a new era of AI infrastructure competition [4] Product Development - The specific model of the new chips has not been disclosed, but speculation suggests they may belong to two major series: the Rubin series and the next-generation Feynman series [4] - The Rubin series includes six new chip designs that have already entered mass production, while the Feynman series is described as "revolutionary" and may utilize SRAM and 3D stacking technology [4] Market Positioning - Nvidia is adapting to quarterly changes in AI computing demands, with a focus on overcoming latency and memory bandwidth bottlenecks in its upcoming products [4] - The company emphasizes that extensive collaboration and investment are key to maintaining its leading position, with a strategy that spans the entire AI industry chain, including energy, semiconductors, and data centers [4]
重磅预告!黄仁勋将在GTC 2026发布“世界前所未见”芯片