"Unprecedented in the world"! Chips, breaking news! Jensen Huang's latest statement

See you on March 16!

On February 19, according to foreign media Wccftech, NVIDIA founder and CEO Jensen Huang teased the upcoming GTC 2026 conference, clearly stating that a “world-first” new chip will be unveiled at the event, sparking widespread industry attention.

It is understood that NVIDIA’s GTC 2026 conference will be held from March 16 to 19 local time in San Jose, California, focusing on a new era of AI infrastructure competition.

As a leader in AI chips, NVIDIA’s major preview is believed to further solidify its leading position in the AI infrastructure field.

Jensen Huang stated, “We are ready with many new chips that are first in the world. Nothing is easy because all technologies have reached their limits.” However, he did not disclose specific models but clearly implied that this new hardware will push current physical limits to the extreme. Tech media NeoWin interpreted this as highly likely to be a mature product based on the Rubin architecture.

Earlier, several tech giants endorsed Rubin

It is reported that on January 5 this year, NVIDIA officially launched the NVIDIA Rubin platform, kicking off a new generation of AI. The platform consists of six new chips designed specifically to build extraordinary AI supercomputers. NVIDIA Rubin sets a new benchmark, enabling the construction, deployment, and secure operation of the world’s largest and most advanced AI systems at the lowest cost, accelerating mainstream AI adoption.

Huang Huang said at the time, “The increasing demand for AI training and inference comes at the right time. With our annual release of a new AI supercomputer and the meticulous co-design across six new chips, Rubin marks a critical step forward in AI.”

The Rubin platform introduced five innovative technologies, including the new generation NVIDIA NVLink interconnect, Transformer engine, confidential computing and RAS engine, and NVIDIA Vera CPU. These breakthroughs will accelerate the development of proxy AI, advanced inference, and large-scale mixture-of-experts (MoE) models at a token cost as low as one-tenth of the NVIDIA Blackwell platform. The GPU count used for MoE model training on the Rubin platform is only a quarter of that on the previous generation, speeding up AI adoption and proliferation.

At that time, many tech leaders endorsed NVIDIA’s new Rubin platform:

OpenAI CEO Sam Altman said, “Intelligence scales with compute power. As we increase compute, models become stronger, capable of solving more complex problems, and having a greater impact on humanity. The NVIDIA Rubin platform helps us continue this process, bringing advanced intelligence to everyone.”

Anthropic co-founder and CEO Dario Amodei said, “The efficiency improvements of the NVIDIA Rubin platform represent a major infrastructure advance, enabling longer context memory, better reasoning, and more reliable outputs. Our collaboration with NVIDIA empowers our safety research and cutting-edge models.”

Microsoft Chairman and CEO Satya Nadella said, “We are building the world’s most powerful AI superfactory to handle any workload with maximum performance and efficiency, regardless of location. With the addition of NVIDIA Vera Rubin GPUs, we will empower developers and organizations to create, infer, and scale in a revolutionary way.”

Lenovo Chairman and CEO Yang Yuanqing said, “Lenovo plans to adopt the new generation NVIDIA Rubin platform, combined with our Neptune liquid cooling solution and our global scale, manufacturing efficiency, and service coverage advantages, to help enterprises build AI factories as intelligent acceleration engines, speeding insights and innovation. We are jointly shaping the AI-enabled future, ensuring AI becomes a standard for every enterprise.”

NVIDIA previously revealed that the Rubin platform is now in full production. The first batch of cloud providers deploying Vera Rubin instances in 2026 includes AWS, Google Cloud, Microsoft, OCI, and NVIDIA cloud partners CoreWeave, Lambda, Nebius, and Nscale.

Microsoft will deploy NVIDIA Vera Rubin NVL72 rack-scale systems as part of its new generation AI data centers (including future Fairwater AI superfactory bases). The Rubin platform aims to deliver unprecedented efficiency and performance for training and inference workloads, providing the foundation for Microsoft’s next-generation cloud AI capabilities. Microsoft Azure will launch a highly optimized platform to help customers accelerate innovation in enterprise, research, and consumer applications.

The “upstream selling shovels” narrative is still ongoing

Large tech companies continue to increase their spending plans for AI infrastructure, but NVIDIA’s stock price has remained largely stagnant for months, despite being one of the biggest beneficiaries of this massive investment.

Since the high point in late October 2025, the overseas market has been clouded by AI anxiety. From that peak to now, NVIDIA’s stock price has fallen by 6.49%, with a maximum drawdown exceeding 20%.

Huang Huang previously stated that some people’s “AI doomsday” narratives are affecting the entire world and discouraging potential investors. He believes that there has been a “narrative war” in the AI field, with some viewing the prospects as bleak and perilous, while others remain optimistic. Although dismissing both extremes as overly simplistic, he acknowledged that overly pessimistic views are negatively impacting reality.

A recent report from Huafu Securities pointed out that the “upstream selling shovels” narrative is still ongoing, with Chinese and US tech giants maintaining large capital expenditures in 2026. Based on examples like Amazon, Google, Microsoft in the US stock market, and Alibaba, Tencent, Baidu among Chinese concept stocks, Bloomberg consensus expects these Chinese and US internet giants to collectively spend about $404.488 billion in 2026, an approximately 18% increase year-over-year. Moreover, except for Tencent, the capital expenditure of these companies exceeds 50% of their operating cash flow.

In fact, the cooperation between tech giants and NVIDIA is deepening further. On February 17, US tech giant Meta and NVIDIA announced a new long-term partnership. This collaboration includes large-scale chip deployment and comprehensive hardware and software optimization.

According to disclosures from both companies, a core aspect of this partnership is Meta deploying millions of NVIDIA chips in its data centers, including Blackwell architecture GPUs, next-generation Rubin architecture GPUs, and Arm-based Grace CPUs. This marks the first large-scale independent deployment of NVIDIA Grace CPUs, challenging the traditional x86 architecture monopoly. Additionally, Meta plans to introduce more powerful Vera series processors in 2027 to further enhance its high-efficiency AI computing layout.

Huafu Securities believes that, from a narrative perspective, the US-China AI industry is still in the transition phase from “upstream selling shovels” and “new technological demands” to the third stage of “empowering entire industries.” Specifically, first, the “upstream selling shovels” narrative remains, with large capital expenditures by US and Chinese tech giants in 2026. Second, new technological demands are driving large models to be applied on edge devices, with fields like humanoid robots and autonomous driving moving from technical validation to large-scale development, in the “1-100” industry expansion stage. Third, once AI technology matures, “empowering entire industries” could further unleash growth dividends.