Feynman architecture debut? NVIDIA GTC conference may launch 1.6nm chip

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The current market is paying close attention to the GTC conference. NVIDIA may announce its next-generation chip with codename Feynman at GTC and, for the first time, publicly showcase a product direction adopting TSMC's A16, 1.6nm process. This will shift market focus regarding NVIDIA’s computing power roadmap from Vera Rubin further into the future cycle.

According to Wccftech citing Korean media Chosun Biz, NVIDIA’s GTC 2026 keynote planning has “gone beyond Vera Rubin”, and this year’s event may see Feynman make its debut. GTC 2026 will open on March 15, with the event returning to San Jose, California, USA.

Jensen Huang previously stated that his keynote will showcase "never-before-seen" technology. For investors, such comments often indicate that a new round of product launch rhythm and key supply chain decisions are about to be confirmed, especially the choices regarding advanced process nodes and packaging forms.

If Feynman does adopt TSMC’s A16, Wccftech believes that NVIDIA will be the first, and possibly the only, large-scale mass production customer for this node in its initial phase. This will make the market expectations for ramping up advanced capacity and yield more closely tied to NVIDIA.

At the same time, the market is also evaluating whether Feynman will introduce Groq’s LPU unit to reduce latency, but this could also significantly increase design and manufacturing complexity, impacting the mass production timetable.

GTC 2026 Focus May Shift from Vera Rubin to Feynman

The Chosun Biz report points to a key signal: NVIDIA is ready to shift the narrative focus at GTC 2026 from Vera Rubin to Feynman.

Similar to the past way of announcing new architectures at the conference, Feynman’s showcase may focus on a capability overview, architecture outline, and mass production timeline, rather than unveiling all details at once.

Currently, technical information about Feynman is still limited, but even an announcement from a “one generation ahead” perspective is enough for the market to reprice its product iteration rhythm for the coming years and the level of reliance on advanced upstream processes.

TSMC A16, 1.6nm Node: Key Variables for SPR and Initial Customer Structure

According to Wccftech, Feynman may be among the first chips to adopt TSMC’s A16, 1.6nm process. A16 is described as a major leap in the semiconductor field, featuring Super Power Rail (SPR) technology, and dubbed “the world's smallest node technology.”

Even more notable is the customer structure. Wccftech believes that NVIDIA will be the first large-scale mass production customer for the A16 node in its initial phase, and “possibly the only customer.”

Meanwhile, mobile customers may not adopt this standard until a later phase since it requires architectural transformation. For the market, this means that the early production capacity utilization and ramp-up of A16 will likely revolve around NVIDIA’s product strategy to a considerable extent.

Groq LPU On-Package Speculation: Latency Becomes a New Battleground for GPU Vendors

Beyond process node iteration, Feynman is assigned another potential clue: analysts speculate that it may integrate Groq’s LPU hardware stack for the first time. The basis for this discussion is that latency is becoming one of the key optimization metrics for GPU vendors.

For packaging and integration, the market speculates NVIDIA may choose a "hybrid bonding" path, adopting the LPU unit as an on-package option, a realization method reminiscent of AMD’s X3D processors.

However, Wccftech also notes that this would significantly increase design and production difficulty, meaning that even if the direction is clear, the realization timeline will still rely more on engineering complexity and manufacturing maturity.

Mass Production Timetable: Production Expected to Start in 2028, Shipments in 2029-2030

Regarding commercialization pace, Wccftech predicts: Feynman's production is expected to start in 2028, with customer shipments likely in 2029 to 2030, depending on NVIDIA's strategy.

This also explains why GTC 2026 is more likely to be a “forward-looking” release, emphasizing architecture outlines and roadmaps to establish expectations for the next-generation platform first, which will then gradually translate to mass production and delivery.

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