On March 16th, CITIC Securities expressed a positive stance regarding the upcoming NVIDIA GTC 2026 Conference, anticipating a further expansion of NVIDIA's chip product lineup. Beyond the six foundational chips of the Vera Rubin AI platform, the conference is poised to unveil more intricate details about the Rubin Ultra chip and server cabinets, heralding innovations in design architectures encompassing data interconnection and power supply solutions. Anticipation is also mounting for the practical implementation of novel products, such as orthogonal backplanes and Co-Packaged Optics (CPO) technology.

Moreover, NVIDIA is expected to introduce LPU inference chips, thereby broadening its inference chip offerings in tandem with the existing CPX chips. Furthermore, NVIDIA might shed light on the evolutionary path of its next-generation Feynman architecture and provide valuable perspectives on the trajectory of computing infrastructure and the broader AI landscape. CITIC Securities remains upbeat that this conference will serve as a catalyst, bolstering market confidence in the enduring growth of the AI sector and the realization of its incremental growth potential.