NVIDIA launches its GTC 2026, a premier AI and accelerated computing conference in San Jose from March 16–19, drawing more than 30,000 attendees from over 190 countries.

CEO Jensen Huang frames AI as essential infrastructure spanning every industry, with GTC highlighting progress across the full AI stack from accelerated compute to open models and physical AI.

Huang will deliver the flagship keynote at the SAP Center on March 16 at 11 a.m. PT, with the event offering livestream and on-demand access.

The article notes that the piece reflects the author’s opinions and is not investment advice.

Analysts remain bullish on Nvidia, with the majority rating it Strong Buy and an average target price suggesting about 44% upside from the period’s levels.

GTC features a global lineup of leaders and a virtual program catalog, including major players such as Adobe, Google DeepMind, IBM Research, Microsoft, OpenAI, Tesla, Uber, and more.

GF Securities expects GTC to act as a catalyst for the semiconductor sector, with anticipated announcements like co-packaged optics and a potential SRAM-based LPU rack to speed up token generation and reduce latency.

CFO Colette Kress notes hyperscalers as the largest data-center customers, while the CEO emphasizes agentic AI’s inflection point and the role of Vera Rubin and NVLink in sustaining enterprise AI leadership.

Developer and research tracks will provide deep technical sessions, CUDA talks, and workshops on large-scale model training, inference optimization, and deploying AI services across cloud, edge, and sovereign environments.

The conference’s developer and research tracks will include hands-on content like nine full-day workshops, extensive labs, and opportunities for on-site certification.

The reporting notes geopolitical context involving U.S.–China engagement and potential upside from Chinese markets, though no outcome is guaranteed from GTC 2026.

GTC presents an AI five-layer stack—energy, chips, infrastructure, models, and applications—each with its own ecosystem and a broad showcase of infrastructure expansion driven by AI.