英伟达将“放大招”，算力再迎预热丨每日研选

Core Insights - The upcoming NVIDIA GTC 2026 conference is set to showcase groundbreaking advancements in AI computing, including a new GPU architecture called Rubin and the next-generation Feynman architecture [1][2] - The conference is expected to highlight NVIDIA's new inference chip that integrates Groq LPU technology, aimed at enhancing performance and reducing costs in AI inference applications [1] Group 1: NVIDIA GTC 2026 Conference Highlights - The GTC 2026 conference will take place from March 16 to March 19 in San Jose, California, and is anticipated to reveal significant technological advancements in AI computing [1] - NVIDIA's CEO Jensen Huang has indicated that the conference will feature "unprecedented" new chip designs, focusing on the Rubin platform and Feynman architecture [1] - The introduction of a new inference chip is expected to expand NVIDIA's product line and stimulate demand for SRAM and PCB materials [1] Group 2: Power Consumption and CPO Technology - The increasing power consumption of GPUs is driving the need for upgraded interconnect technologies, with the next-generation Feynman architecture potentially reaching power levels of 5000W [2] - CPO technology, which combines optical engines with switch chips, is projected to significantly reduce transmission energy consumption, making it advantageous in high-bandwidth scenarios [2] - NVIDIA is actively developing a CPO supply chain ecosystem in collaboration with optical communication firms like Coherent and Lumentum to support future AI infrastructure [2] Group 3: Growth in Optical Communication Industry - The year 2026 is anticipated to mark the commercial breakthrough of silicon photonics, with advancements in high-speed optical modules such as the 3.2T module [3] - The demand for high-speed optical modules is expected to rise as computing clusters expand, benefiting companies like Zhongji Xuchuang, Xinyisheng, Tianfu Communication, Guangxun Technology, and Yuanjie Technology [3] - The progression of CPO switches and optical interconnect technologies is likely to enhance the demand for optical components, benefiting firms like Taicheng Technology, Tengjing Technology, Dekeli, and Liante Technology [3]