CITIC Securities: Optimistic on Nvidia GTC 2026 Conference

K-LinePoet

2026-03-16 04:54:21

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CITIC Securities pointed out that NVIDIA’s GTC 2026 conference is approaching, and the company’s chip product lineup is expected to expand further. In addition to the full set of six core chips for the Vera Rubin AI platform, there is a possibility of unveiling Rubin Ultra chips and more details about cabinet designs at the conference, bringing innovations in data interconnection, power supply, and other architectural designs. The deployment of new products such as orthogonal backplanes and CPOs is also expected to become more visible. Meanwhile, NVIDIA may also release the LPU inference chip, which will expand its inference ecosystem alongside the CPX chip. Additionally, NVIDIA might outline the next-generation Feynman architecture upgrade, sharing insights and judgments on future computing infrastructure and the AI industry. The market is optimistic that GTC 2026 will further strengthen confidence in the sustained growth of the AI industry and the realization of incremental logic.

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