China Citic Securities: Positive on Nvidia GTC 2026 Conference to Further Strengthen Market Confidence in Sustained AI Industry Growth and Incremental Logic Realization

People’s Financial News, March 16 — Citic Securities pointed out that NVIDIA’s GTC 2026 conference is approaching. 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 details about the Rubin Ultra chip and more cabinet-related information at the conference, bringing innovations in data connectivity, power supply, and other architectural designs. The deployment of new products such as orthogonal backplanes and CPO is 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 NVIDIA’s GTC 2026 will further strengthen confidence in the sustained growth of the AI industry and the realization of incremental logic.