Nvidia GTC 2026: What to expect from Jensen Huang’s keynote including next-gen GPUs, Groq-powered chip

Nvidia's GTC 2026 conference is being closely watched by investors looking for signals that the company's strategy of putting back its profits into the AI ecosystem is paying off. The conference, which begins on March 16 and runs till Friday, is expected to showcase Nvidia's latest advances in chips, data centers, its chip programming software CUDA, digital assistants known as AI agents, and physical AI such as robots, etc.

The event also comes at a time when the overall AI chip market is growing, with some analysts reportedly estimating that Nvidia's slice might shrink as the AI industry's focus moves beyond training AI models to inference, which can run on other kinds of chips, such as the TPUs (Tensor Processing Units) developed by Google and Amazon's Trainium chips.

Here are some of the things that we might likely see at Nvidia GTC 2026 in San Jose:

• New AI Chip: Nvidia is expected to introduce a new chip that has been developed by harnessing Groq's inference technology. Inference is one of the steps involved in developing large language models (LLMs), where the model is made to generate outputs on previously unseen data.
• Groq Integrations: Nvidia will showcase how it can plug Groq's ultra-fast inference technology into the company's existing CUDA platform. Analysts also expect Nvidia to roll out a new line of servers that will combine Groq's specialised chips with Nvidia's networking technologies to create a speedy and cost-efficient product.
• CPU-only Servers: Nvidia is likely to show off CPU-only servers at this year's GTC. In the recent earnings call, Huang reportedly talked up CPUs, signalling that the chip could be back in focus.
• Next-gen GPUs: Nvidia is expected to provide an updated roadmap of its next-gen GPUs, including the latest Vera Rubin family of chips which is due to ship in the second half of 2026.

The four-day GTC, short for GPU Technology Conference, has evolved into a major event for the chipmaker over the years, where it showcases its latest advances in chips, data centers, its chip programming software CUDA, digital assistants known as AI agents, and physical AI such as robots, etc.