SAN JOSE, Calif. — March 17, 2026 — Nvidia’s annual GPU Technology Conference (GTC) begins today, with CEO Jensen Huang’s keynote address scheduled for 11 a.m. Pacific Time. The two-hour presentation will be livestreamed from the SAP Center in San Jose, California.
How to Watch the GTC Keynote
Viewers can watch the keynote address on the official Nvidia GTC website. The company also provides a YouTube livestream for the event. The conference itself runs from March 16 to March 19, featuring sessions on artificial intelligence applications across healthcare, robotics, and autonomous vehicles.
Huang’s speech is expected to outline Nvidia’s strategic vision for the future of computing and AI. Industry analysts anticipate significant announcements regarding both software platforms and new semiconductor hardware.
Expected Software and Hardware Announcements
On the software front, Nvidia is rumored to be preparing the launch of an open-source platform for enterprise AI agents. A report from Wired suggests the platform, tentatively called NemoClaw, would provide businesses with tools to build and deploy autonomous AI agents. This move would position Nvidia to compete with similar offerings from other AI software companies.
For hardware, the chipmaker may unveil a new processor designed specifically to accelerate AI inference. Inference is the process where a trained AI model generates responses or makes decisions. Achieving faster, more cost-effective inference is considered a critical step for the widespread deployment of AI applications.
Such a chip would represent an expansion of Nvidia’s market ambitions. The company already holds an estimated 80% share of the market for AI training chips. A new inference processor would be a direct challenge to competitors like Google and Amazon, which have developed their own custom chips for this purpose.
Strategic Partnerships and Industry Focus
The keynote and broader conference will highlight Nvidia’s partnerships and demonstrations of its technology across various sectors. One relationship drawing particular attention is with Groq, a company specializing in inference technology.
Nvidia reportedly paid $20 billion late last year to license Groq’s technology. Following the deal, Groq founder Jonathan Ross, president Sunny Madra, and other team members agreed to join Nvidia. Kevin Cook, a senior equity strategist at Zacks Investment Research, told TechCrunch that the industry is keen to learn how Nvidia plans to integrate and scale this licensed technology.
“There’s a lot of curiosity around this tie-up,” Cook said, referencing the acquisition and personnel moves. The GTC presentations may offer the first detailed look at this combined roadmap.
Nvidia’s Position in the AI Ecosystem
GTC serves as Nvidia’s primary venue for setting its annual agenda. The company uses the event to showcase how its hardware and software stack enables next-generation AI. With the rapid adoption of AI across global industries, Nvidia’s announcements are closely watched by developers, investors, and corporate technology leaders.
The focus on inference technology underscores a strategic pivot. As AI models are increasingly deployed in production environments, the demand for efficient inference hardware has surged. Success in this market is vital for Nvidia to maintain its dominant position as AI transitions from a training-heavy phase to a deployment-heavy era.
Today’s keynote will be followed by three days of technical sessions and industry panels. The full agenda is available on the GTC website for registered attendees.
Updated insights and analysis added for better clarity.
This article was produced with AI assistance and reviewed by our editorial team for accuracy and quality.
