Nvidia’s (NVDA) GTC 2026, the firm’s biggest event of the year, kicks off in San Jose, Calif., on Monday with a keynote from CEO Jensen Huang.
The present begins at 2 p.m. ET, when Huang will take the stage at San Jose’s SAP Center to present builders, analysts, and the press with updates on what the firm is getting ready for the year forward.
The leather-jacket-clad CEO’s keynotes are often plagued by a litany of product launches and updates, and we’ll doubtless see the identical at this year’s event.
Nvidia has been on a dealmaking spree over the previous a number of months, ranging from agreements with chip firms to software program corporations, and we’re all however assured to study extra about how the AI chip big is integrating these applied sciences and capabilities into its personal choices.
One of Nvidia’s most fascinating offers over the previous 12 months was its nonexclusive settlement to use chipmaker Groq’s inferencing applied sciences in December. As half of the transfer, Nvidia additionally employed Groq founder Jonathan Ross, president Sunny Madra, and different firm leaders.
Groq designs chips it calls language processing items, or LPUs, which are designed for inferencing, or working, AI fashions. The firm claims its processors can run massive language and different AI fashions up to 10 instances extra effectively than GPUs.
As the business continues to evolve from primarily coaching AI fashions to inferencing, firms are more and more in search of chips that may energy AI software program at a decrease value. Nvidia has touted its GPUs’ effectivity, however both integrating Groq’s know-how into its personal processors or revealing a devoted inference chip might assist dispel considerations that clients will go for extra specialised processors fairly than Nvidia’s GPUs in the future.
On a distinct notice, Nvidia might additionally unveil its long-rumored laptop computer CPU at GTC. According to The Verge, leaks present that the firm is getting ready to launch two chips, the N1 and N1X, that will energy Windows laptops.
The processors will run on Arm’s structure, like these from Qualcomm (QCOM), however have a gaming-centric bent. Nvidia’s GPUs are some of the most sought-after in the gaming group, and a CPU might be simply as fashionable.
Nvidia’s chips already energy Nintendo’s (NTDOY) Switch and Switch 2 consoles, and so they’ve been utilized in different computer systems earlier than, so a laptop computer CPU wouldn’t be all that unusual. It would additionally hold Nvidia in avid gamers’ good graces amid its huge pivot towards the information middle.
But don’t expect the chips to generate the type of huge revenues that Nvidia’s GPUs and networking merchandise do. Sales of the firm’s gaming section totaled $22.5 billion in 2025, whereas its information middle enterprise introduced in $193.5 billion.
