NVIDIA GTC 2026 Jensen Huang Keynote

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NVIDIA GTC 2026 Jensen Huang Keynote Speech

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If CES is the showcase for consumer electronics, then GTC is the "Super Bowl" of global AI!

From March 16 to 19, NVIDIA's GTC 2026 conference will kick off in San Jose, California, USA.

At 2:00 AM Beijing time on Tuesday, March 17, 'AI Godfather' Jensen Huang, dressed in leather, will return to the SAP Center in San Jose to deliver a keynote speech that sets the tone for AI development in the coming year!

This time, however, the attention from the audience is more intense than ever. Since breaking through the $200 mark last October, recently$NVIDIA (NVDA.US)$the stock price has been oscillating at high levels within the range of $170-$200.The market is waiting for an answer: Can GTC become the spark that ignites a new wave of momentum?

Jensen Huang has already teased in advance: This GTC will unveil a "world-shocking chip."What exactly is this chip? The market is buzzing with speculation.GTC 2026 may see the official debut of its enhanced version, Rubin Ultra, and could even provide a sneak peek into the preliminary technical roadmap of the next-generation Feynman architecture.Will AI inference efficiency and computing power infrastructure experience another disruptive upgrade?

We may also witness more breakthroughs:

>> The 'new ace' of inference computing power

As AI shifts from training to inference, how will NVIDIA address the challenge of achieving low-cost, high-efficiency solutions? A new inference chip rumored to integrate Groq LPU technology may make its debut at this conference, potentially reshaping the competitive landscape of AI chips.

>> The "iPhone Moment" for Physical AI and Robotics

This year's theme dives deep into "Physical AI," and NVIDIA may showcase how the Cosmos foundational world model empowers robots, enabling them to perceive and adapt to the real world. From humanoid robots to autonomous driving, AI is stepping out of the screen.

>> CPO Technology Roadmap

As computing clusters scale up, Co-Packaged Optics (CPO) technology has become a key bottleneck breakthrough. Nomura Orient International Securities points out that investors are expecting NVIDIA to disclose more roadmap details of its Co-Packaged Optics (CPO) technology. Attention will also focus on related information about its horizontally scalable network infinite bandwidth (Quantum-X) and Ethernet (Spectrum-X) co-packaged optical switches, along with announcements of potential supply chain partners. Is the next big风口 in the optical communications industry just around the corner?

>> Is NVIDIA also 'shrimp farming'?

As the OpenClaw frenzy continues to unfold, NVIDIA has made a strong entry. Reports suggest that it plans to launch NemoClaw, an open-source AI agent platform similar to OpenClaw. This indicates that NVIDIA is breaking away from its closed CUDA ecosystem and moving towards attracting industry-wide developers through an open-source platform. A breakthrough in software strategy may become another key highlight of GTC.

The GTC conference is known for its 'turning stone into gold' effect. Every technology disclosure not only solidifies NVIDIA’s leading position but also triggers significant movements across the entire industrial chain.This year’s GTC will, for the first time, comprehensively present the AI five-layer cake — spanning energy, chips, infrastructure, models, and applications — showcasing how each layer leverages its unique ecosystem to form synergy and collectively drive explosive growth in global AI infrastructure.From liquid cooling, advanced packaging, to optical modules and core robotic components, who will be the next lucky winner blessed by 'Huang's magic'?

The Bull Circle will provide full live coverage of this event; everyone is welcome to subscribe and watch as we witness the next milestone for AI together!

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