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NVIDIA GTC 2026: Jensen Huang to spotlight Next-gen GPUs and Groq Deal

NVIDIA’s annual GPU Technology Conference (GTC) 2026 began on Monday, March 16, with CEO Jensen Huang set to deliver a highly anticipated keynote at the SAP Center in San Jose, California. The four-day event is closely watched by investors and industry analysts as NVIDIA showcases its latest innovations in AI, GPUs, data centers, robotics, and AI agents.

This year, the spotlight is on NVIDIA’s strategy of reinvesting profits into the AI ecosystem, a move investors are monitoring to gauge its effectiveness amid a growing field of AI chip competitors.

Next-Gen Chips and Groq Integration

Reports indicate that Huang will reveal a new AI chip developed using technology from Groq, the AI inference startup NVIDIA acquired for $20 billion last year. The non-exclusive licensing deal, which included recruitment of Groq’s key personnel, is NVIDIA’s largest technology purchase to date.

The company is also expected to demonstrate how Groq’s ultra-fast inference capabilities integrate with NVIDIA’s CUDA platform. Analysts predict a new line of servers combining NVIDIA’s networking technology with Groq’s specialized chips, aimed at accelerating AI inference while reducing costs.

Additionally, NVIDIA may showcase CPU-only servers, signaling renewed focus on central processors alongside its dominant GPU lineup. An updated roadmap for next-generation GPUs, including the Vera Rubin family set to ship in the second half of 2026, is also anticipated.

AI Platforms, Physical AI, and Robotics

Beyond chips, NVIDIA is likely to highlight its open-source AI agent platform, NemoClaw, designed to rival existing solutions with enterprise-grade security, privacy protection, and scalable automation. The platform will integrate with NVIDIA’s NeMo framework and support multiple hardware architectures, including Intel, AMD, and NVIDIA processors.

Robotics and physical AI are expected to feature prominently, building on last year’s keynote that introduced Newton, a physics engine-powered robot, and the Groot N1 AI foundation model. Analysts say physical AI could emerge as a multi-trillion-dollar industry in the coming decades, with applications spanning autonomous systems, healthcare, and industrial automation.

With a mix of hardware, software, and AI-driven robotics, NVIDIA GTC 2026 promises to provide a comprehensive view of the company’s vision for the future of AI and computing.