Everything Nvidia Just Announced at GTC 2026: 7 Chips, 5 Racks, 1 Giant Bet on Agentic AI

Nvidia’s GTC conference kicked off yesterday, and it’s basically the company’s Super Bowl. Actually, at this point, it might as well be the official Super Bowl of the whole AI industry. No other event has brought together as many industries, companies, AI influencers, VCs, and startups in one place. We say all this not to give you FOMO, but to clarify for non-tech people: this event is a big deal. 

Now, last year at GTC, Jensen said he saw $500B in high-confidence demand. In this year’s keynote, he declared, “at least $1 trillion through 2027.” He also dropped a stat that puts the whole era in context: 40 million times more compute in just 10 years.

The centerpiece of all this is the Vera Rubin platform, seven new chips, and five rack types designed to function as one massive AI supercomputer. It pairs Rubin GPUs and Vera CPUs with the new Groq 3 LPX inference accelerator (the chip that will actually run your AI queries), delivering up to 35x higher inference throughput per megawatt. Actually, make that 50x.

Dylan Patel from amazing AI chip analyst firm SemiAnalysis (who got an epic shout-out; see below) ran his own benchmarks and accused Jensen of “sandbagging” (deliberately lowballing the number so the real results look even more impressive). Jensen’s response? “He’s not wrong.” 

What does that make Nvidia? Basically, it makes Nvidia the Inference King…

Here’s what else dropped

• NemoClaw: Jensen called OpenClaw “the operating system for personal AI” and compared it to Linux and HTML. NemoClaw wraps it with enterprise security (OpenShell) so agents can’t leak sensitive data or execute code they shouldn’t. More on this below.
• Dynamo 1.0: Now in production as the “operating system” for AI factories, boosting Blackwell inference by up to 7x. AWS, Azure, Google Cloud, and Oracle all onboard.
• Nemotron Coalition: A new alliance with Mistral, Cursor, Perplexity, Black Forest Labs, and others to build open frontier models. Nemotron 3 is already top-3 on the OpenClaw leaderboard.
• Robotics: Robotaxis launching with Uber across 28 markets by 2028 (BYD, Hyundai, Nissan, Mercedes, Toyota, GM). Jensen called AVs “the first multitrillion-dollar robotics industry.” Disney’s Olaf robot, trained in Nvidia’s Newton physics simulator, walked out on stage and got roasted by Jensen (“I thought you’d be taller”).
• DLSS 5: Neural rendering this fall. Hollywood-level visuals in real time.
• Space-1: A Vera Rubin Module going to orbit. AI in space. Not a metaphor.

Why this matters to you (AI Economics 101)

Jensen showed a chart he says every CEO will study. Here’s the TL;DR:

• Your data center has a fixed amount of power. It will never get more.
• So the only number that matters is tokens per watt (how much AI output you squeeze from each watt). More tokens per watt = more revenue.
• Vera Rubin generates 5x as much revenue per gigawatt as Blackwell. With Groq, 35x at the premium tier.
• Jensen predicts tokens will be priced in tiers from free to $150/million, and every engineer will soon get an annual token budget alongside their salary.

Jensen’s clearest line of the day: “Every single SaaS company will become an AGaaS company”, or an agent-as-a-service company, and that everyone needs an OpenClaw strategy.

What you can do right now

NemoClaw is basically that strategy. OpenClaw but make it safe is huge for businesses. You can deploy your own instance on Nvidia’s Brev console for $0.13/hr ($3.12/day), or try it free via OpenShell. The NemoClaw GitHub repo also has everything you need; just give those two repos to your AI and ask it to help you set it up.

In sum, the enterprise IT industry is being rebuilt from tools-for-humans to agents-that-do-the-work, and Nvidia wants to own every layer of that stack. So what, does Nvidia just own everything now? Guess that makes Jensen not just the Inference King, but the AI King!

Editor’s note: This content originally ran in the newsletter of our sister publication, The Neuron. To read more from The Neuron, sign up for its newsletter here.

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