Nvidia GTC Conference is approaching — which specific sectors will benefit?

Ask AI · How does Rubin architecture drive the arrival of the AI factory era?

According to media reports, NVIDIA GTC Conference will be held from March 16-19, 2026. As a global benchmark in AI computing power, this conference will unveil new generation GPU cores such as Rubin and Feiman, focusing on technological breakthroughs and commercialization progress in infrastructure components like CPO switches, power architectures, and liquid cooling.

According to official information, Jensen Huang will deliver a keynote speech from 11:00 to 13:00 Pacific Time on March 16 (02:00 to 04:00 Beijing Time on March 17). During the event, Huang will appear at the San Jose SAP Center to introduce NVIDIA’s plans for the coming year to developers, analysts, and the media.

Several brokerages have released forward-looking research reports, interpreting potential industry transformations and investment opportunities from different perspectives.

Guolian Minsheng Securities believes that NVIDIA has built a globalized core supply chain system covering key chips, optoelectronic devices, materials, and packaging manufacturing. The focus of this GTC is on the roadmap for next-generation AI chips and network architecture solutions, especially the technical details of scale-out network architectures (Quantum-X and Spectrum-X CPO switches).

Additionally, Guolian Minsheng Securities pointed out that driven by the NVIDIA GTC, the market’s main theme will continue to be “speed + power,” recommending close attention to related industries such as PCB, CPO, storage, power supplies, and cooling.

Guojin Securities states that for GTC 2026, key areas to watch include CPO, LPU, AI liquid cooling, AI power supplies, orthogonal backplanes, and the Feynman architecture. NVIDIA is expected to launch a new inference chip integrating Groq LPU technology to meet the high-performance, low-cost inference needs and industry competition. We believe that the ongoing upgrades of large models and the rise of AI applications like OpenClaw continue to drive strong demand for computing power. NVIDIA’s continuous technological upgrades and iterations enhance the value of AI hardware, maintaining a positive outlook on core AI computing hardware.

Cathay Pacific Haitong Securities reports that the most noteworthy aspect of GTC 2026 will not be the parameter updates of a single chip but whether NVIDIA will advance industry deployment through the systematized implementation of Rubin, the roadmap release of Feynman, and integrated upgrades in optical interconnect, power supply, and liquid cooling—pushing the industry from “buying GPUs” to “deploying AI factories.” Focus areas include AI chips, computing power, and storage.

Orient Securities points out that with GTC approaching, new updates on the Vera Rubin platform and the next-generation Feynman architecture are expected. The VR platform may adopt microchannel cold plate technology, likely requiring higher liquid cooling performance than the GB300 platform, which could further increase the value of liquid cooling systems. As NVIDIA and Google’s shipment expectations rise and chip cooling demands grow, domestic suppliers entering the overseas supply chain are expected to continue benefiting.

CITIC Securities notes that with GTC 2026 imminent, the company’s chip product lineup is likely to expand further. Besides the full set of six core chips for the Vera Rubin AI platform, more details about Rubin Ultra chips and server cabinets may be disclosed, bringing innovations in data interconnection and power supply architecture. The deployment of new products like orthogonal backplanes and CPOs is expected to gain further visibility. NVIDIA may also announce LPU inference chips to expand its inference ecosystem alongside CPX chips. Additionally, NVIDIA might outline future directions for Feynman architecture upgrades, sharing insights on future computing infrastructure and AI industry trends. We are optimistic that GTC 2026 will further strengthen market confidence in the sustained growth and incremental logic of the AI industry.

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