Nvidia(US:NVDA) Sou Hu Cai Jing·2026-02-19 06:18Group 1 - The GTC 2026 conference will focus on the new era of AI infrastructure competition, with a keynote speech scheduled for March 15 in San Jose, California [3] - Jensen Huang acknowledged the challenges in developing new chips, stating that "all technologies are approaching their limits," yet there is high industry anticipation for NVIDIA's upcoming products based on its past performance [3] - The specific models of the new products have not been disclosed, but speculation suggests they will likely come from two major chip series: the Rubin series derivatives and the next-generation Feynman series, with the former already in mass production [3] Group 2 - The Rubin series includes six newly designed chips that were showcased at the 2026 CES and are now fully in production, while the Feynman series is described as "revolutionary" and may utilize SRAM and 3D stacking technology [3] - NVIDIA is adapting to quarterly changes in AI computing demands, shifting focus from model pre-training with the Hopper and Blackwell series to inference scenarios with the Grace Blackwell Ultra and Vera Rubin series, aiming to address latency and memory bandwidth bottlenecks [3] - Huang emphasized that extensive collaboration and investment are key to NVIDIA maintaining its leadership position, as the company is strategically positioning itself across the entire AI industry chain, including energy, semiconductors, and data centers [3]