2026년 2월 16일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) may have a chance to change the narrative next month. GF Securities believes its annual GTC conference could act as a reset button not only for Nvidia shares, but for the broader semiconductor sector.
Analysts expect GTC to spotlight a second-generation co-packaged optic switch, likely built with Taiwan Semiconductor's (NYSE:TSM) technology. While volume may not scale until 2027, with projections around 80,000 units, the roadmap itself could reassure investors. There is also speculation about a new language processing unit rack using SRAM-based on-chip memory aimed at faster token generation and ultra-low latency, strengthening Nvidia's push in AI inferencing. Updates on its Feynman GPUs and Kyber NVL576 racks may round out the event.
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The backdrop matters. Large-cap AI semis have lagged over the past 3 months amid liquidity concerns and questions about hyperscaler spending. GF sees similarities to the 2Q24 pullback that was followed by a strong rally once cloud capex guidance improved.
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