Startups & Funding

How to watch Jensen Huang’s Nvidia GTC 2026 keynote

CEO Jensen Huang will unveil a rumored inference-optimized chip and the open-source NemoClaw platform for enterprise AI agents.

Deep Dive

Nvidia's flagship GPU Technology Conference (GTC) kicks off next week in San Jose, with CEO Jensen Huang's keynote scheduled for Monday, March 16, at 11 a.m. PT. The two-hour address, which can be attended in person or livestreamed, will center on Nvidia's vision for the future of computing and AI. The broader three-day event is focused on the next wave of AI applications across key industries like healthcare, robotics, and autonomous vehicles.

On the software front, Nvidia is rumored to launch NemoClaw, an open-source platform designed to give businesses a structured way to build and deploy autonomous AI agents. This move would position Nvidia to compete with similar offerings from companies like OpenAI. On the hardware side, the company is expected to unveil a new chip specifically architected to accelerate the AI inference process—the critical stage where trained models generate responses. Faster, cheaper inference is seen as a major bottleneck to scaling AI applications broadly.

The event will also shed light on Nvidia's strategic $20 billion technology licensing deal with inference specialist Groq, including plans for the Groq team now working within Nvidia. Analysts like Kevin Cook from Zacks Investment Research highlight significant curiosity around this partnership. Attendees can expect a range of partnership announcements and live demonstrations showcasing Nvidia's expanding AI ecosystem, as the chipmaker aims to solidify its dominance beyond the AI training market (where it holds an estimated 80% share) into the increasingly competitive inference market.

Key Points
  • Rumored launch of 'NemoClaw,' an open-source platform for building and deploying enterprise AI agents.
  • Expected unveiling of a new chip architecture specifically designed to accelerate and reduce the cost of AI inference.
  • Details on Nvidia's $20 billion partnership with Groq and integration of the Groq team to scale inference technology.

Why It Matters

New hardware and software could lower costs and remove key bottlenecks, accelerating the real-world deployment of AI agents across industries.