CITIC Securities has expressed that the NVIDIA GTC 2026 Conference is on the horizon, with expectations that the company will further diversify its chip product lineup. Beyond the six fundamental chips of the Vera Rubin AI platform, the conference is poised to unveil more intricate details regarding the Rubin Ultra chip and its associated cabinets, heralding innovations in design architectures, particularly in data interconnection and power supply mechanisms. The conference is also anticipated to heighten the visibility of the implementation of novel products, such as orthogonal backplanes and Co-Packaged Optics (CPO). Concurrently, NVIDIA may introduce LPU inference chips, thereby broadening its inference capabilities in tandem with CPX chips. Moreover, NVIDIA is likely to delineate the upgrade paths for its forthcoming Feynman architecture and offer insights into the trajectory of computing infrastructure and the AI industry. CITIC Securities remains optimistic that this conference will serve as a catalyst to fortify market confidence in the AI industry's enduring growth and the realization of its incremental logic.