Core Insights - 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 AI infrastructure [1][4] - The GTC 2026 conference will take place from March 16 to 19 in San Jose, California, focusing on the new era of AI infrastructure competition [1] - Huang emphasized that the development of these new chips is challenging due to technological limits, but with a strong team, including engineers from SK Hynix, they believe nothing is impossible [1] Product Speculation - Although specific product details were not disclosed, there are two main directions speculated for the new products: 1. Derivative chips from the Rubin series, such as the Rubin CPX, with the Vera Rubin AI series already in mass production [3] 2. The potential early reveal of the next-generation Feynman architecture chip, which may feature revolutionary designs and advanced integration techniques [3] Strategic Partnerships - Huang highlighted that extensive acquisitions and collaborations are key to maintaining NVIDIA's lead in the AI race, with investments across the entire AI technology stack [4] - On February 17, NVIDIA announced a long-term strategic partnership with Meta, focusing on local deployment, cloud, and AI infrastructure, which will involve large-scale deployment of NVIDIA CPUs and GPUs [4]

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].