NVIDIA’s GTC 2026 keynote, held at the SAP Center, showcased groundbreaking advancements in artificial intelligence and computing. CEO Jensen Huang announced the introduction of DLSS 5, which enables real-time, photoreal 4K performance, marking a significant leap in gaming and graphics technology.
During the keynote, Huang celebrated the 20th anniversary of CUDA, a pivotal technology that has transformed accelerated computing. He stated, “This conference is going to cover every single layer of the five-layer cake of artificial intelligence,” emphasizing the comprehensive nature of the event.
Huang revealed that NVIDIA’s computing demand has surged by an astonishing 1 million times over the last few years, reflecting the rapid evolution of technology and its applications. The company expects to generate at least $1 trillion in revenue from 2025 through 2027, underscoring its strong market position.
In addition to DLSS 5, NVIDIA announced the Vera Rubin architecture designed for agentic AI, alongside the upcoming Feynman architecture, which will feature the new CPU, NVIDIA Rosa. These innovations are set to enhance AI capabilities across various sectors.
NVIDIA is also expanding its open model ecosystem with the Nemotron Coalition, aiming to foster collaboration and innovation in AI development. Huang noted, “Every single company in the world today has to have an OpenClaw strategy,” highlighting the necessity for businesses to adapt to the evolving technological landscape.
The company is collaborating with Uber to integrate robotaxis into its ride-hailing network, supported by partnerships with automotive leaders such as BYD, Hyundai, Nissan, and Geely. This initiative reflects NVIDIA’s commitment to advancing autonomous vehicle technology.
Furthermore, NVIDIA introduced the OpenShell runtime and NemoClaw stack for secure AI deployment, which will enhance the safety and reliability of AI applications. The integration of NVIDIA’s physical AI models with industrial software and robotics leaders signifies a new era of automation and efficiency.
With 450 sponsors, 1,000 sessions, and 2,000 speakers at GTC 2026, the event has become a pivotal gathering for industry leaders and innovators. The $150 billion investment into venture startups in the last year illustrates the growing interest and potential in AI and computing technologies.
As NVIDIA continues to push the boundaries of technology, observers are keen to see how these advancements will shape the future of AI and computing. Details remain unconfirmed regarding the full impact of these innovations on the market.