Nvidia GTC 2026: Jensen Huang shifts focus from chips to AI agents with NemoClaw launch
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How to watch Jensen Huang's Nvidia GTC 2026 keynote -- and what to expect | TechCrunch
Nvidia kicks off its annual GTC developer conference in San Jose, California, on Monday with CEO Jensen Huang's keynote scheduled for 11 a.m. PT / 2 p.m. ET. GTC -- which stands for GPU Technology Conference -- is Nvidia's flagship annual event, running from March 16 to March 19. The chipmaker
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Nvidia GTC 2026: What to expect at AI Burning Man
From Groq-ing about tokenomics to OpenClaw and the silicon that powers it, our predictions for the hottest ticket in town Nvidia has a bit of a problem. Popular generative AI workloads like code assistants and agentic systems generate massive quantities of tokens and need to move them at speed.
[3]
Nvidia CEO set to reveal new chips and software at AI megaconference GTC
SAN JOSE, California, March 16 (Reuters) - Nvidia (NVDA.O), opens new tab CEO Jensen Huang is set to detail the company's hardware and software plans to a large crowd in San Jose, California, at the company's annual developer conference on Monday. During a keynote address at a hockey arena with a
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Column: Jensen Huang doesn't need a new chip. He needs a new moat.
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. Nvidia dominated the first era of AI -- CEO Jensen Huang is making sure it owns the next one. He's turning Nvidia from a chipmaker that's helping to drive a market cycle into
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Nvidia Debuts New A.I. Product at GTC Developer Conference
Kalley Huang reported from San Jose, Calif. Tripp Mickle reported from San Francisco. For three years, Jensen Huang, the chief executive of Nvidia, has described his company's chips as the Swiss Army knife of artificial intelligence. They were an all-purpose tool ideal for building and running
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NVIDIA GTC 2026 opens today
NVIDIA's GTC 2026 opens in San Jose today with 30,000 attendees, a keynote at the SAP Center, and announcements that could reshape the next two years of AI infrastructure, from Vera Rubin deep-dives to an enterprise agent platform and a gigawatt deal with Mira Murati's startup. San Jose goes green
[7]
Nvidia to focus on competition-beating AI advances at megaconference
SAN FRANCISCO, March 13 (Reuters) - When Jensen Huang strides onto the stage of a packed hockey arena to kick off Nvidia's (NVDA.O), opens new tab annual developer conference on Monday, he is likely to reveal products and partnerships geared toward keeping the AI chipmaker atop a growing array of
[8]
Nvidia shares are rising before its big AI conference. Here's what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event will offer fresh insight into the durability of the artificial intelligence spending boom and the chipmaker's next generation of processors. The stock advanced about 2% Monday ahead of
[9]
Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage
Nvidia shifted its CPU strategy in February with an announcement that standalone processors are now deployed in Meta data centers. Nvidia's graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance
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Nvidia may soon unveil a brand-new AI chip. A closer look at the $20 billion bet to make it happen
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI computing race: Nvidia was spending a reported $20 billion to license technology from chip startup Groq and hire key employees, including its CEO, who previously helped Google create what's
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CEO Jensen Huang Wants You to Know Nvidia Is More Than Just an AI Chipmaker
Get personalized, AI-powered answers built on 27+ years of trusted expertise. Nvidia CEO Jensen Huang wants you to know the chipmaker at the heart of the AI boom is far more than just a semiconductor company, and that its growth story is only getting started. "We're going to accelerate
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How to Watch Jensen Huang's Keynote at the Nvidia GTC 2026
* Jensen Huang's keynote starts March 16 at 11AM PT * Livestream will be available on Nvidia's official website * The AI event is expected to host over 30,000 attendees Nvidia's annual GPU Technology Conference (GTC) has become one of the most closely watched events in the artificial
[13]
Nvidia CEO Huang starts keynote at AI megaconference GTC
Nvidia CEO Jensen Huang has started his keynote at the chipmaker's annual developer conference in San Jose, California, where he is set to detail its hardware and software plans. Shares of Nvidia - the world's most valuable listed company with a market capitalization of more than $4.3 trillion -
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NVIDIA May Finally Abandon Its "One GPU Does Everything" Mantra at GTC 2026, and Here's What to Expect
We are heading towards GTC 2026, one of the most important events within the AI world, and this year, we are expecting a massive shift in how computing is perceived. The race for AI infrastructure has evolved signifcantly over the past few years, as evolving compute requirements have forced
[15]
Nvidia's GTC 2026 Begins Monday -- AI Factories, Next-Gen Chips And What Analysts Expect From Jensen Huang - NVIDIA (NASDAQ:NVDA)
The annual developer conference of NVIDIA Corporation (NASDAQ:NVDA), known as NVIDIA GTC (GPU Technology Conference), is set to commence on Monday. The conference, which will be held between March 16-19, has become a significant event for AI industry enthusiasts and will take place at the SAP
[16]
What To Expect From Nvidia's GTC -- the So-Called 'Woodstock of AI'
Get personalized, AI-powered answers built on 27+ years of trusted expertise. The week ahead could be a big one for AI chip leader Nvidia -- and the AI trade. Nvidia (NVDA), the world's most valuable company, is set to kick off its weeklong GPU Technology Conference Monday. The company is widely
[17]
Nvidia CEO to showcase next-gen AI chip Feynman at developer megaconference GTC
Nvidia CEO Jensen Huang will unveil the new AI chip Feynman at the company's developer conference. The event will also focus on Groq technology for inference computing. Nvidia faces growing competition in the AI chip market. Investors will look for assurance that Nvidia's investments are paying
[18]
Intel To Show Up at NVIDIA's GTC at the Perfect Time, as Agentic AI Turns CPUs Into the New Bottleneck
Intel is now coming to NVIDIA's GTC mega-event, not just a guest this time, but rather the company will play an important role in dictating the future of NVIDIA's compute capabilities. For those unaware, this year's GTC is expected to feature several major announcements that will influence NVIDIA
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Jensen Huang may Announce New Nivida-Groq Chip at the GTC Conference
The Nvidia GTC conference could be the idea platform for Huang to launch a new chip that would scale up their inference capabilities Nvidia CEO Jensen Huang needs no invitation to speak about the future of AI and how his company is spearheading the datacentre momentum. In recent times, Huang has
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Nvidia to focus on competition-beating AI advances at megaconference
Jensen Huang will unveil Nvidia's AI innovations at its developer conference. The company faces increasing competition from rivals and customers developing their own chips. Nvidia is investing heavily to maintain its lead in the AI chip market. Analysts expect shifts in the AI landscape, with a
[21]
Nvidia CEO set to reveal new chips and software at AI megaconference GTC
Nvidia CEO Jensen Huang is set to detail the company's hardware and software plans to a large crowd in San Jose, California, at its annual developer conference on Monday. Shares of the company were up more than two per cent in morning trading. During a keynote address at a hockey arena with a
[22]
NVIDIA GTC 2026 Live Updates: Jensen Huang Keynote, AI Chips, Agentic AI Announcements Expected
CEO Jensen Huang's keynote will likely outline NVIDIA's strategic direction across chips, networking and AI software platforms. Observers expect announcements around infrastructure scaling and enterprise adoption trends, reinforcing NVIDIA's ambition to remain central to the rapidly evolving AI
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Nvidia Valuation Faces New Test as AI Chip Roadmap Expands | Investing.com UK
Shares of Nvidia Corporation (NVDA) surged on Monday as CEO Jensen Huang took the stage at the company's annual GTC developer conference in San Jose, California. The four-day event, widely dubbed the "Super Bowl of AI," is expected to deliver major announcements on next-generation chips, software
[24]
Nvidia to focus on competition-beating AI advances at megaconference
When Jensen Huang strides onto the stage of a packed hockey arena to kick off Nvidia's annual developer conference on Monday, he is likely to reveal products and partnerships geared toward keeping the AI chipmaker atop a growing array of competitors. Taking over the heart of Silicon Valley for
[25]
Nvidia to Unveil Future of AI Strategy at GTC Conference
Nvidia's annual GTC developer conference opens today, Monday, in San Jose, California, with a keynote presentation by Jensen Huang held in an arena with a seating capacity of over 18,000 people. Huang is expected to detail the group's hardware and software plans in the face of the rapidly evolving
[26]
Nvidia CEO set to reveal new chips and software at AI megaconference GTC
SAN JOSE, California, March 16 (Reuters) - Nvidia CEO Jensen Huang is set to detail the company's hardware and software plans to a large crowd in San Jose, California, at the company's annual developer conference on Monday. During a keynote address at a hockey arena with a capacity of more than
[27]
NVIDIA GTC 2026 conference: 5 things you should expect
NVIDIA's annual GTC conference, often called the "Woodstock of AI," kicks off in San Jose this week. Past editions celebrated the raw power of generative AI, but this year Jensen Huang is expected to shift the conversation toward Agentic and Physical AI. NVIDIA is no longer just a chipmaker. It
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At Nvidia's annual GTC developer conference in San Jose, CEO Jensen Huang unveiled NemoClaw, an open-source platform for building AI agents, marking a strategic pivot beyond hardware. The chipmaker also detailed its $20 billion Groq technology integration to accelerate AI inference and showcased next-generation Rubin GPUs, positioning itself as the operating system for AI's future.
Nvidia Unveils NemoClaw Platform at GTC Developer Conference
Nvidia kicked off its annual GTC developer conference in San Jose, California, on March 16, with CEO Jensen Huang delivering a two-hour keynote address to more than 18,000 attendees at the SAP Center
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. The GPU Technology Conference, running through March 19, served as the stage for what analysts are calling Nvidia's most significant strategic shift yet—moving beyond its dominance in AI chip manufacturing to position itself as the operating system for artificial intelligence4
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Source: BNN
The centerpiece announcement was NemoClaw, an open-source platform designed to give businesses a structured way to build and deploy AI agents—software that can carry out multistep tasks autonomously
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. "Every company in the world should have an agentic system strategy," Jensen Huang declared during his keynote. "This is the new computer now"4
. The chip-agnostic platform positions Nvidia to compete directly with similar offerings from companies like OpenAI, while extending its reach beyond hardware into the software layer that will define how enterprises deploy generative AI applications.
Source: ET
Groq Integration Addresses AI Inference Bottleneck
Nvidia's $20 billion licensing deal with Groq, finalized in December, took center stage as the chipmaker addressed one of its most pressing competitive vulnerabilities. The integration combines Nvidia's training-focused GPUs with Groq's SRAM-heavy dataflow architecture, which excels at AI inference—the process by which AI models generate responses in real time
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. While Nvidia commands an estimated 80% share of the AI training market, it has faced intensifying competition in inference from custom chips built by Google, Amazon, and upstarts like Cerebras1
.Groq's technology can achieve token generation rates exceeding 500 to 1,000 tokens per second, dramatically outpacing GPU-based architectures in latency-sensitive scenarios
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. This capability proved decisive when Cerebras won OpenAI's business earlier this year to power its Codex model—a deal that underscored the gap in Nvidia's portfolio2
. As companies like OpenAI, Anthropic, and Meta shift from training AI models to serving hundreds of millions of users, faster and cheaper inference has become critical3
.New Hardware and Software Signal Computing Power Evolution
Beyond software, GTC showcased Nvidia's relentless hardware innovation. The Rubin GPUs, first revealed at CES in January, pack up to 288 GB of HBM4 memory with 22 TB/s of bandwidth and deliver 35-50 petaFLOPS of dense NVFP4 performance—a 5x uplift over current Blackwell-generation parts
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. Available in eight-way HGX platforms or NVL72 rack systems that cram 72 Rubin SXM modules into a single configuration, these chips represent a major leap in computing power for data centers2
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Source: Gadgets 360
However, with thermal design power estimates reaching 1.8kW or higher, liquid cooling has become mandatory—a requirement that could benefit AMD's air-cooled alternatives
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. Speculation suggests Nvidia may release a single-die, air-cooled version with five or six HBM stacks to address buyers reluctant to invest in liquid cooling infrastructure2
.The conference also provided updates on the standalone Vera CPU, featuring 88 custom-Arm cores with simultaneous multithreading and confidential computing features previously exclusive to x86 platforms
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. Meta has already begun evaluating Vera CPU for datacenter deployment, marking Nvidia's expansion beyond specialized HPC applications into mainstream computing2
. Additional details emerged about next-generation Feynman GPUs and Kyber racks—600kW systems designed to accommodate 144 GPU sockets, each housing four Rubin Ultra GPU dies2
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.Related Stories
Strategic Pivot Reflects Changing AI Landscape
With a market capitalization exceeding $4.3 trillion, Nvidia remains the world's most valuable listed company and central to the global AI ecosystem
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. Nations including Saudi Arabia are building custom AI systems using its chips, and Nvidia continues as one of the few large U.S. companies releasing open-source AI software—a critical battleground in U.S.-China AI competition3
.Yet the NemoClaw launch signals recognition that hardware dominance alone won't secure Nvidia's future. By extending its CUDA software libraries to incorporate Groq's dataflow architecture and offering an open-source platform for AI agents, the chipmaker is building what analysts describe as a new moat
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. The three-day event focused on AI applications across healthcare, robotics, and autonomous vehicles, with partnership announcements demonstrating Nvidia's reach across industries1
.Kevin Cook, senior equity strategist at Zacks Investment Research, noted that the integration of Groq founder Jonathan Ross, Groq president Sunny Madra, and other team members into Nvidia will be crucial for scaling the licensed technology
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. As popular generative AI workloads like code assistants and agentic systems generate massive quantities of tokens at speed, Nvidia's ability to combine GPU excellence with Groq's inference capabilities could dramatically raise the performance curve while reducing cost per token2
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