Nvidia officially launches its GTC 2026 developer conference this Monday in San Jose, California, with CEO Jensen Huang scheduled to deliver his highly anticipated keynote address at 11 a.m. PT / 2 p.m. ET.
What to Expect from GTC 2026
As Nvidia’s premier annual event, GTC (GPU Technology Conference) serves as the primary stage for the chipmaker to unveil new hardware, solidify strategic partnerships, and define its long-term vision for the future of computing. Spanning from March 16 to March 19, the conference will dive deep into AI advancements across critical sectors such as healthcare, robotics, and autonomous vehicles. Huang’s two-hour keynote will anchor these discussions, focusing on Nvidia’s central role in the evolving AI landscape.
How to Watch the Keynote
You can catch the keynote in person at the SAP Center or follow the official livestream via the event’s website. For convenience, the YouTube livestream is available below.
Software and Hardware Rumors
The rumor mill suggests significant announcements regarding both software and hardware. On the software front, reports indicate that Nvidia may launch an open-source platform for enterprise AI agents, tentatively named NemoClaw. This platform would provide businesses with a framework for deploying autonomous AI agents, positioning Nvidia to compete directly with existing market offerings from companies like OpenAI.
Hardware-wise, all eyes are on a new chip specifically designed to accelerate AI inference. While Nvidia currently dominates the training market with roughly 80% share, the inference market—where AI models generate responses—is becoming increasingly competitive due to custom silicon from Amazon, Google, and others. A faster, more efficient chip for inference could effectively remove one of the final barriers to large-scale AI deployment.
The Groq Connection
Industry analysts, including Kevin Cook of Zacks Investment Research, are closely watching for updates on Nvidia’s relationship with Groq. Following Nvidia’s reported $20 billion licensing deal for Groq’s technology last year, there is significant interest in how this integration will evolve. The curiosity is further fueled by the transition of key Groq leadership and technical staff—including founder Jonathan Ross and president Sunny Madra—to Nvidia to help scale the licensed technology.
