US EditionNvidia CEO Set to Reveal New Chips and Software at AI Megaconference GTC
NVIDIA revealed new AI platforms promising up to 10x inference cost reduction and reported Q4 revenue up 73%, signaling strong enterprise demand for AI compute.
- At GTC in San Jose, NVIDIA CEO Jensen Huang discussed advances including the NemoClaw platform during his keynote on March 16.
- Jensen Huang, NVIDIA CEO, framed the push as driven by agentic AI and rising compute demand, saying enterprise customers are racing to invest in AI infrastructure as an industrial factory buildout.
- NVIDIA highlighted Blackwell Ultra's up-to-50x performance and Vera Rubin's 10x inference cost reduction, alongside Q4 FY2026 revenue of $78 billion and Q1 FY2027 guidance at $78 billion.
- NVIDIA stock rallied as investors reacted to the keynote, with composite sentiment score 64.47 bullish and analysts holding 58 buy ratings and a $267.54 price target.
- Despite dominant market share, NVIDIA faces growing competition from other chipmakers and customer in-house chips, holding over 90% market share today, while analysts expect share loss from in-house ASIC programs starting in 2027 and note $2 billion investments in co-packaged optics and laser suppliers.
27 Articles
27 Articles
At the developer conference, CEO Jensen Huang presents a series of new products and collaborations with which he wants to further fuel the AI revolution. In the next two years, he sees sales of AI chips at least one trillion dollars.
Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints
Nvidia CEO Jensen Huang declared the arrival of the "agentic AI inflection point" at the company's GTC 2026 conference, unveiling a vast ecosystem of hardware, software, and industrial partnerships.
Nvidia CEO Jensen Huang continues to drive the AI boom: The new supercomputer "Vera Rubin" starts earlier than planned, and the first systems are already running at Microsoft.
NVIDIA Rises as CEO Jensen Huang Takes the Stage at GTC Event
Quick Read The data supports bullish sentiment for NVIDIA (NVDA) as the company has reported Q4 FY2026 revenue of $68.13B, up 73.2% year over year, with Data Center revenue of $62.31B up 75% year over year and full-year FY2026 revenue of $215.94B. Jensen Huang’s GTC keynote detailing the Vera Rubin platform promising up to 10x reduction in inference token cost versus Blackwell is resetting investor sentiment as NVIDIA aims to extend its domina…
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- 37% of the sources are Center, 36% of the sources lean Right
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