Nvidia GTC to Reveal 80,000-Unit Optic Switch; CEO Withdraws from India AI Summit
Analysts expect Nvidia’s GTC to unveil a second-generation co-packaged optic switch built on TSMC technology, aiming for 80,000 units by 2027 alongside SRAM-based LPU racks for ultra-low-latency AI inferencing. CEO Jensen Huang canceled his appearance at next week’s India AI Impact Summit, though Nvidia stressed commitment to India’s AI market.
1. GTC Conference Highlights
GF Securities anticipates Nvidia’s annual GTC will introduce a second-generation co-packaged optic switch developed with TSMC technology, projecting an 80,000-unit production run by 2027. Attendees may also see previews of SRAM-based language processing unit racks designed for faster token generation and ultra-low latency, alongside potential updates on Feynman GPUs and Kyber NVL576 racks as part of Nvidia’s AI inferencing push.
2. CEO Withdrawal from India Summit
CEO Jensen Huang canceled his scheduled appearance at the India AI Impact Summit on Feb. 16-20 due to unforeseen circumstances, though Nvidia stressed its ongoing commitment to India’s expanding AI ecosystem. The summit will proceed with global leaders such as French President Emmanuel Macron, Alphabet CEO Sundar Pichai, OpenAI CEO Sam Altman and an inauguration by Indian Prime Minister Narendra Modi.