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智通港股早知道 | 美联储官员对货币政策走向分歧明显 英伟达(NVDA.US)将发布全新芯片
Zhi Tong Cai Jing· 2026-02-19 23:48
当前内容仅限订阅用户查看 (原标题:智通港股早知道 | 美联储官员对货币政策走向分歧明显 英伟达(NVDA.US)将发布全新芯 片) 精品VIP投研内容 立即订阅 VIP ...
重磅预告!黄仁勋将在GTC 2026发布“世界前所未见”芯片
Huan Qiu Wang Zi Xun· 2026-02-19 02:37
Core Insights - Nvidia's CEO Jensen Huang announced a new chip set to be revealed at the upcoming GTC 2026 conference, which is expected to further solidify the company's leadership in AI infrastructure [1][4] - The GTC 2026 conference will take place on March 15 in San Jose, California, focusing on a new era of AI infrastructure competition [4] Product Development - The specific model of the new chips has not been disclosed, but speculation suggests they may belong to two major series: the Rubin series and the next-generation Feynman series [4] - The Rubin series includes six new chip designs that have already entered mass production, while the Feynman series is described as "revolutionary" and may utilize SRAM and 3D stacking technology [4] Market Positioning - Nvidia is adapting to quarterly changes in AI computing demands, with a focus on overcoming latency and memory bandwidth bottlenecks in its upcoming products [4] - The company emphasizes that extensive collaboration and investment are key to maintaining its leading position, with a strategy that spans the entire AI industry chain, including energy, semiconductors, and data centers [4]