英伟达的GTC 2026大会将在当地时间3月16日至19日在美国加利福尼亚州圣何塞举行，核心聚焦AI基础 设施竞赛的新时代。作为AI芯片领域的领军者，英伟达此次重磅预告，被认为将进一步巩固其在AI基 础设施领域的领先地位。 "我们准备了多款世界前所未见的全新芯片。这并非易事，因为所有技术都已逼近物理极限，但有了这 样一支团队（由英伟达和SK海力士的内存工程师组成），没有什么是不可能的。"黄仁勋表示。 周四美股盘前，AMD、英特尔继续下跌，盘中跌幅均一度接近1%。截至北京时间20:20，AMD跌幅收 窄至0.18%，英特尔跌0.57%，美光科技跌约0.2%。前一个交易日，AMD、英特尔均逆市跳水，收盘分 别下跌1.46%、1.56%。 有分析指出，英伟达的最新举动明确了其CPU布局野心，将对英特尔、AMD等竞争对手带来压力。 据《上海证券报》，2月19日，英伟达创始人兼首席执行官黄仁勋在接受媒体采访时，对即将到来的 GTC 2026大会进行预热，明确表示将在会上揭晓"世界前所未见"的全新芯片，引发业界广泛关注。 记者｜曾静娇 见习记者林芊蔚 编辑｜谭婷 业内猜测新产品主要方向 虽然黄仁勋尚未明确透露具体产品细节 ...

Core Viewpoint - Nvidia's CEO Jensen Huang announced the unveiling of "unprecedented" new chips at the upcoming GTC 2026 conference, which is expected to further solidify Nvidia's leadership in the AI infrastructure sector [1]. Group 1: Upcoming Products - The new products are speculated to focus on two main directions: the Rubin series derivative chips, such as the previously exposed Rubin CPX, and the next-generation Feynman architecture chips, which are considered revolutionary and may utilize broader SRAM integration and 3D stacking technology [3][4]. - Nvidia has already launched the Vera Rubin AI series at CES 2026, with six chips entering full-scale production [3]. Group 2: Strategic Partnerships - Nvidia emphasizes that extensive acquisitions and collaborations are key to maintaining its lead in the AI race, highlighting partnerships with excellent collaborators and startups across the entire AI technology stack [3]. - A recent strategic partnership with Meta was announced, focusing on local deployment, cloud, and AI infrastructure, which will support Meta's large-scale data center optimized for training and inference [4].

Core Insights - NVIDIA's CEO Jensen Huang announced the unveiling of "unprecedented" new chips at the upcoming GTC 2026 conference, scheduled for March 15 in San Jose, California, focusing on the new era of AI infrastructure competition [1][7]. Group 1: New Chip Developments - Multiple new chips described as "unprecedented" are expected to be showcased, with speculation around two main directions: the Rubin series derivative chips and the next-generation Feynman architecture chip, which is anticipated to be revolutionary [2][8]. - The Rubin CPX and the Vera Rubin AI series, which has six chips in full production, are part of the expected announcements [2][8]. - The Feynman architecture is expected to optimize for inference scenarios, potentially integrating larger SRAM and LPU to overcome current performance bottlenecks, significantly impacting cloud service providers and enterprise customers reliant on AI inference capabilities [3][9]. Group 2: Strategic Partnerships and Investments - NVIDIA has established a long-term strategic partnership with Meta, focusing on local deployment, cloud, and AI infrastructure, which includes the large-scale deployment of NVIDIA CPUs and millions of Blackwell and Rubin GPUs [4][10]. - The partnership aims to support Meta's long-term AI infrastructure roadmap by building a large-scale data center optimized for training and inference [10]. - NVIDIA has also become a significant investor in the tech industry, recently liquidating its entire stake in Arm Holdings for approximately $140 million, while still planning to utilize Arm's IP in its server CPUs [5][11].