黄仁勋预告：“前所未见”

Core Insights - NVIDIA's CEO Jensen Huang announced the unveiling of "unprecedented" new chips at the upcoming GTC 2026 conference, scheduled for March 15 in San Jose, California, focusing on the new era of AI infrastructure competition [1][7]. Group 1: New Chip Developments - Multiple new chips described as "unprecedented" are expected to be showcased, with speculation around two main directions: the Rubin series derivative chips and the next-generation Feynman architecture chip, which is anticipated to be revolutionary [2][8]. - The Rubin CPX and the Vera Rubin AI series, which has six chips in full production, are part of the expected announcements [2][8]. - The Feynman architecture is expected to optimize for inference scenarios, potentially integrating larger SRAM and LPU to overcome current performance bottlenecks, significantly impacting cloud service providers and enterprise customers reliant on AI inference capabilities [3][9]. Group 2: Strategic Partnerships and Investments - NVIDIA has established a long-term strategic partnership with Meta, focusing on local deployment, cloud, and AI infrastructure, which includes the large-scale deployment of NVIDIA CPUs and millions of Blackwell and Rubin GPUs [4][10]. - The partnership aims to support Meta's long-term AI infrastructure roadmap by building a large-scale data center optimized for training and inference [10]. - NVIDIA has also become a significant investor in the tech industry, recently liquidating its entire stake in Arm Holdings for approximately $140 million, while still planning to utilize Arm's IP in its server CPUs [5][11].