A recording of Jensen Huang's Nvidia GTC 2026 keynote at the SAP Center in San Jose, California
Watch NVIDIA Founder and CEO Jensen Huang's GTC keynote as he unveils the latest breakthroughs in AI and accelerated computing. See how agentic AI, AI factor...
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Discussion
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@edludlow
Ed Ludlow
on x
“Financial services. The largest percentage of attendees at this GTC is from the financial services industry. I know. I am hoping it is developers, not traders.” -Jensen Huang at GTC.
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@mweinbach
Max Weinbach
on x
It's nice to hear Jensen call out GeForce so much to start GTC
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@benbajarin
Ben Bajarin
on x
Jensen is emphasizing something he has said a few years now on the strength of the NVIDIA ecosystem. Massive installed base and architecture compatibility.
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@lexnfx
Alexei Oreskovic
on x
450 companies sponsored Nvida's GTC conference! Jensen's got more tech execs handing him money than Trump did for his inauguration.
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@munster_gene
Gene Munster
on x
Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA
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@munster_gene
Gene Munster
on x
$NVDA keynote kicks off any minute. Its a tie for key topics today: 1. Rubin Demand 2. How they'll benefit from inference. My take: 1. Jensen will likely say Rubin demand continues to be off the charts, and that's what investors already know. Unfortunately a non event for
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r/nvidia
r
on reddit
NVIDIA GTC Keynote 2026
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@benbajarin
Ben Bajarin
on x
Exactly.
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@mweinbach
Max Weinbach
on x
Jensen says CPU only racks will be a multi billion dollar business for them
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@edludlow
Ed Ludlow
on x
Nvidia: $1 trillion through 2027. But note also that 60% of revenues to come from hyperscalers. [image]
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@munster_gene
Gene Munster
on x
The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA
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@benbajarin
Ben Bajarin
on x
Jensen is articulating what my main concern with Groq was in that as an independent solution why would I outsource all my inference. By integrating it as a part of the solution, it's just disaggregated but not 100% outsourced, which solves the problem.