Generating Trillions of Dollars in Revenue! Jensen Huang Releases Major Positive Signal, Multiple Concept Stocks Attract Capital Attention

NVIDIA’s annual GTC conference arrives as scheduled, with Jensen Huang announcing multiple major technological breakthroughs during his keynote speech and making a bold prediction of a $1 trillion industry.

NVIDIA Unveils a $1 Trillion Blueprint

On March 16th, local time, NVIDIA CEO Jensen Huang delivered a keynote speech at the NVIDIA GTC conference in San Jose, California.

He stated that NVIDIA’s new generation AI acceleration chip architecture Blackwell and the next-generation Rubin products will generate at least $1 trillion in revenue by the end of 2027. This figure is double NVIDIA’s own forecast from last year, highlighting that the AI infrastructure investment wave continues to expand rapidly.

In terms of products, NVIDIA showcased the new Vera Rubin platform and Rubin Ultra architecture, as well as CPO integrated optical switches and the LPU inference system developed in collaboration with Groq. The new architecture will use GPUs for model pre-filling and primary computation, while LPU handles low-latency token decoding to significantly improve AI inference efficiency.

Among them, Rubin Ultra will adopt a completely new Kyber rack architecture, vertically stacking 144 GPUs to increase density and reduce latency, with mass production expected in the second half of 2027; Spectrum-6 SPX uses CPO technology, delivering five times higher optical power efficiency and ten times higher network reliability. Additionally, NVIDIA demonstrated the Space-1 Vera Rubin module, deploying data center-level AI computing power to satellites and orbital data centers, with computing power equivalent to 25 times that of H100.

On the software and ecosystem front, NVIDIA launched DLSS 5 and the “One-Click Shrimp Farming” platform NemoClaw, and announced the formation of the Nemotron alliance to collaborate with global AI labs on developing open foundational models. They also released open-source AI agent toolchains to help enterprises build custom AI agents. In application ecosystems, NVIDIA announced several automakers joining its robotaxi-ready autonomous driving platform and showcased a robotics project in partnership with Disney.

Institutions Optimistic About AI Computing Investment Opportunities

Wanlian Securities believes that increased capital expenditure and growing token usage are expected to continue driving demand for AIDC infrastructure. Breakthroughs in CPO technology development and its application in cabinets are likely to further boost demand for 800G and 1.6T solutions and increase market penetration. From a mid- to long-term perspective, it is recommended to continue focusing on investment opportunities along the AI computing industry chain and integrated space-ground solutions.

Dongwu Securities notes that future optical interconnects will be driven by diverse network connection scenarios such as Scale-out, Scale-up, and Scale-across, with the overall industry market space expected to maintain rapid growth.

The firm pointed out that various technological solutions have independent market expansion foundations and long-term, broad, and sustainable industry development opportunities. It recommends focusing on different investment priorities at various stages.

“Confident that NVIDIA’s GTC 2026 will further strengthen market confidence in the sustained growth of the AI industry and the realization of incremental logic,” CITIC Securities stated. Focusing on the inflation of the computing power chain, amid global demand exceeding expectations, upstream sectors are expected to remain prosperous and see continued price increases, making this the most certain “prosperity and growth” theme for current tech sector allocations.

Retail Investors Rush to Buy Multiple Concept Stocks

According to Eastmoney Concept Board, nearly 60 A-share stocks are related to NVIDIA concepts, with a total market value exceeding 2.7 trillion yuan. Leading the pack is Industrial Fulian, with others like Shenghong Technology and Yingweike also surpassing 100 billion yuan in market cap, along with QH Tech, Inspur, Tsinghua Unigroup, and Magtech.

Since the beginning of this year, NVIDIA concept stocks have shown varied performance, with about 60% of stocks rising. Top gainers include Litong Electronics, which surged 1.3 times, and companies like Helin Micro and Robotech, which increased by 86.82% and 62.42%, respectively. Hongchang Electronics, Shunwang Technology, Magtech, and Hangjin Technology saw gains between 20% and 50%.

Data from Eastmoney Choice shows that since March, 17 NVIDIA concept stocks received net financing inflows. Notably, Shenghong Technology attracted 627 million yuan in financing, and Poke New Materials saw leveraged funds increase by 207 million yuan. Beidou Star, Inspur, Digital China, and others each had net financing exceeding 100 million yuan.

Shenghong Technology, a leader in AIPCB, was highlighted in a recent Guosheng Securities report, which noted the company’s deep grasp of AI development opportunities and optimistic about the performance boost from new capacity releases and new customer expansion.

Robotech, which previously acquired FiconTEC—one of the few global suppliers capable of providing fully automated packaging and testing equipment for 800G/1.6T and above silicon photonics and CPO—revealed in late February that FiconTEC had signed two complete automated production line orders with a major Swiss client for manufacturing its OCS core modules.

(Article source: Eastmoney Research Center)