Nvidia(US:NVDA) Xin Lang Cai Jing·2026-02-19 12:17Core Insights - Nvidia's CEO Jensen Huang announced the upcoming release of a "world unprecedented" chip at the GTC conference, indicating significant advancements in AI infrastructure [1][3] - Nvidia has entered a long-term strategic partnership with Meta, providing millions of GPUs and its Grace CPU for Meta's AI data center expansion [1][5] Group 1: Nvidia's New Chip Announcement - The new chip will be unveiled at the GTC 2026 conference on March 15 in San Jose, California, focusing on the new era of AI infrastructure competition [3] - Huang emphasized that the development of these new chips is highly challenging, pushing technological limits [3][4] - The industry speculates that the new chips may belong to the Rubin series or the next-generation Feynman series, both of which are expected to revolutionize the market [4] Group 2: Partnership with Meta - The collaboration with Meta will involve the deployment of Nvidia's CPUs and millions of Blackwell and Rubin GPUs, as well as the integration of Nvidia's Spectrum-X Ethernet switches into Meta's Facebook Open Switching System [5][6] - This partnership aims to enhance Meta's AI training and inference capabilities, marking the first large-scale deployment of Nvidia's Grace CPU [6][7] - The collaboration is seen as a strategic move to simplify operations for Meta while intensifying competition in the server CPU market against AMD and Intel [7]