GoKawiilThursday is the final day of Nvidia's 2026 GTC and it's been a long week. GTC is the chip maker's biggest conference of the year and 2026 was no exception. We got a lot of news about agentic AI, physical AI and robotics, so let's dive in.
CEO Jensen Huang delivered a nearly 3-hour-long keynote on Monday, setting the stage for the chip maker's vision for 2026. There were some new releases, like the Vera CPU and DLSS 5. As the biggest company in the world (by market cap), it made sense that we heard about some new partnerships, including with T-Mobile, Adobe and Disney, whose Olaf droid, based on its Frozen friendly snowman, that really wowed.
Huang said he expects to see $1 trillion in orders for its Blackwell and Vera Rubin systems through 2027, raising previous estimates. But it isn't as audacious coming from a company that's valued at an eye-watering $5 trillion and is the world's biggest company by market cap. Nvidia's chips are among the most in-demand resources for companies to build and maintain their AI models. Along with the massive level of spending in the tech industry, Nvidia's skyrocketing valuation has many financial and tech experts worried about an AI "bubble."
This year likely will be a turning point for AI stalwarts such as Nvidia. Tech companies are pouring cash into data center construction to handle demand for AI services and create enough energy to power their AI ambitions. Environmental and labor concerns abound, along with very real worries that AI disruptions in the workplace will leave many people without jobs.
Nvidia has been the leader in AI chip production and, therefore, the backbone of companies like Anthropic, Google and OpenAI. Everything the company says and does gives us insight into where this complex, still-evolving industry may be headed next.