多款“世界前所未见”芯片将亮相，AI最顶尖会议盛会英伟达GTC三月中旬启幕

Event Overview - The GTC 2026 conference will be held from March 16 to 19, 2026, in San Jose, California, focusing on the new era of AI infrastructure competition [1] - The conference will feature over 500 sessions and activities, with a keynote speech by Jensen Huang, lasting two hours, discussing the future of accelerated computing and artificial intelligence [1] New Chip Developments - Jensen Huang has indicated that multiple "unprecedented" new chips are ready for the GTC 2026, with significant challenges in their development [5] - The new chips are expected to come from two main series: the Rubin series, which includes six new designs that are already in mass production, and the next-generation Feynman series, described as "revolutionary" [5] - The Feynman series is exploring extensive integration based on SRAM or 3D stacking technology for LPUs [5] AI Infrastructure Innovations - GTC 2026 will showcase a comprehensive new system-level AI infrastructure, covering GPUs, CPUs, networking, software, and data centers [5] - The conference may act as a potential catalyst for CPO (Co-Packaged Optics), following the introduction of the first Scale-out co-packaged optical switches at GTC 2025 [5] Historical Performance of Related Companies - Prior to GTC 2025, the stock price of Nvidia's power supply vendor, Magmi, rose over 40% from its low point [7] Nvidia's Supply Chain - Nvidia's supply chain includes various segments such as GPU foundry, packaging, storage, and optical modules, with key manufacturers listed [9] - Major foundries include TSMC and Samsung, while packaging is handled by companies like ASE and Amkor [9] - Storage components involve HBM from SK Hynix, Samsung, and Micron, and HDD/SSD from Toshiba, Seagate, Western Digital, and others [9]