Wedoany.com Report on Mar 16th, CITIC Securities recently released a research report stating that the highly anticipated NVIDIA GTC 2026 conference is approaching, and it is expected that the company will further expand its chip product portfolio at this conference. In addition to the full set of six core chips included in the previously announced Vera Rubin AI platform, more technical details of the Rubin Ultra chip and its supporting cabinet may be disclosed for the first time at the conference. This will introduce innovative designs at the architectural level in areas such as data interconnectivity and power delivery.
The research report analysis suggests that as information on the Rubin product series becomes clearer, expectations for the implementation of supporting next-generation hardware technologies will also rise. Among these, the commercial visibility of cutting-edge solutions such as orthogonal backplane design and co-packaged optics (CPO) is expected to further improve. These technologies are crucial for enhancing data transmission efficiency in ultra-large-scale computing clusters and reducing power consumption density.
Simultaneously, CITIC Securities expects NVIDIA to officially launch the LPU inference chip at this GTC conference. This chip, together with the already disclosed CPX chip, will form NVIDIA's complete product portfolio in the field of AI inference, further solidifying its competitiveness in the cloud and edge inference markets. As generative AI applications shift from the training phase to large-scale inference, the strategic importance of inference chips is rapidly increasing.
At the longer-term technology roadmap level, the report points out that NVIDIA may also provide its first outlook on the upgrade direction of the next-generation Feynman architecture at this conference. As the next-generation GPU architecture following Rubin, the design philosophy of Feynman will directly influence the evolution path of AI computing power in the coming years. Company executives are expected to share forward-looking judgments on the future form of computing infrastructure and AI industry trends at that time.
CITIC Securities concludes by expressing optimism that the NVIDIA GTC 2026 conference will further strengthen market confidence in the continued growth of the AI industry and the ongoing realization of incremental logic. As the product roadmap gradually becomes clearer, collaborative innovation across the industry chain's upstream and downstream is also expected to accelerate its implementation.
