Startups & Funding

How to watch Jensen Huang’s Nvidia GTC 2026 keynote — and what to expect

CEO Jensen Huang's keynote will focus on Nvidia's future in AI, with rumored hardware and software launches.

Deep Dive

Nvidia's flagship GPU Technology Conference (GTC) 2026 begins March 16 in San Jose, with CEO Jensen Huang's keynote scheduled for 11 a.m. PT on Monday. The two-hour address, which can be livestreamed, will set the tone for the three-day event focused on AI's future across industries. The conference is Nvidia's primary stage for announcing new products, championing partnerships, and outlining its vision for computing, with a particular emphasis on accelerating AI adoption.

On the software front, Nvidia is rumored to be launching 'NemoClaw,' an open-source platform for building and deploying enterprise AI agents. This move would position Nvidia to compete with similar offerings from companies like OpenAI, providing businesses a structured way to create software that can autonomously execute multi-step tasks. On the hardware side, anticipation is building for a new chip specifically designed to accelerate AI inference—the process where trained models generate responses—which is seen as a critical bottleneck for scaling AI applications broadly.

The event will also shed light on Nvidia's strategic moves, including its plans for the technology licensed from inference chip company Groq, for which it reportedly paid $20 billion late last year. With Groq's founder and president now at Nvidia, the industry is keen to see how the company integrates this tech to dominate not just the AI training market, where it holds an estimated 80% share, but also the increasingly competitive inference market against custom chips from Google and Amazon. The conference will feature a range of partnership announcements and live demonstrations showcasing Nvidia's AI capabilities.

Key Points
  • Rumored launch of 'NemoClaw,' an open-source platform for building enterprise AI agents, challenging similar tools from OpenAI.
  • Anticipated reveal of a new chip designed to accelerate AI inference, targeting a key bottleneck for widespread AI application scaling.
  • Keynote will address Nvidia's strategy for its $20B Groq technology license and integration, crucial for inference market dominance.

Why It Matters

New chips and software platforms could lower costs and accelerate the deployment of powerful AI agents across all business sectors.