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Public story · 2026-03-11 · source-backed
GTC 2026 runs March 16-19 in San Jose. Expected: Vera Rubin architecture deep-dive (VR200 NVL72 delivering 3.3x inference performance vs Blackwell Ultra), possible Feynman architecture early samples (TSMC A16 1.6nm with silicon photonics — optical signals replacing electrical for data transmission). Huang hosting a developer-tool-focused panel with leaders from Cursor, Thinking Machines Lab, LangChain, and Mistral. If Vera Rubin delivers 3.3x inference, it fundamentally changes agent economics. Tom's Guide
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Jensen Huang delivers his GTC 2026 keynote March 16 at SAP Center (11am PT), promising "a few new chips the world has never seen before" with focus on agentic-optimized CPUs and a CPU-only rack — representing a strategic shift from GPU-centric toward heterogeneous inference ha...
NVIDIA is building a new inference processor integrating Groq's Language Processing Unit technology (acquired December 2025). The chip uses on-chip SRAM instead of HBM, delivering up to 80 TB/s memory bandwidth (~10x H100). OpenAI committed to 3 GW of dedicated inference capac...
At his June 1 GTC Taipei keynote, Huang reframed computing as stating intent to an AI that writes code or calls tools, and revealed Vera Rubin, the next platform after Blackwell, purpose-built for agentic training and inference. When the hardware roadmap is explicitly indexed...
On the August 26 earnings call Huang said "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," and dismissed the AGI debate as "kind of senseless" in favor of whether AI does profitable work (CNBC). N...
Announced July 27 with Microsoft, IBM, Red Hat, Palantir, CrowdStrike, Cloudflare, Databricks, Hugging Face, LangChain, Nous Research, Reflection AI, Thinking Machines Lab, SpaceXAI and the Linux Foundation. Huang's framing is pointed: during the Hugging Face incident "closed...
Huang used his inaugural X post on July 24 to publish "Open Weights and American AI Leadership," a three-page letter on Nvidia's own servers signed by 25 companies including Meta, Microsoft, IBM, Mistral, Mozilla, Hugging Face, a16z, Palantir and the Linux Foundation. Within a...
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