Feynman架构登场？英伟达GTC大会或首发1.6nm芯片

Group 1 - The core focus of the upcoming GTC 2026 is expected to shift from Vera Rubin to the next-generation chip, Feynman, which may be showcased for the first time [1][2] - Feynman is anticipated to utilize TSMC's A16, 1.6nm process technology, marking a significant advancement in semiconductor manufacturing [3] - NVIDIA is projected to be the first and possibly the only customer for the A16 node during its initial mass production phase, which could tie market expectations for advanced capacity and yield improvement closely to NVIDIA [3] Group 2 - The GTC 2026 presentation is likely to provide an overview of Feynman's capabilities, architecture outline, and production timeline rather than disclosing all details at once [2] - There are speculations that Feynman may integrate Groq's LPU hardware stack to reduce latency, although this could complicate design and manufacturing processes [4] - The production of Feynman is expected to commence in 2028, with customer shipments projected between 2029 and 2030, indicating a forward-looking release strategy at GTC 2026 [5][6]