NVIDIA CEO Jensen Huang and Global Technology Leaders to Showcase Age of AI at GTC 2026
Rhea-AI Summary
NVIDIA (NASDAQ: NVDA) announced GTC 2026, March 16-19 in San Jose, with Jensen Huang delivering the keynote on March 16 at 11 a.m. PT. The event will host more than 30,000 attendees, 1,000+ sessions, 240+ Inception startups, hands-on training, and an investor Q&A on March 17 at 9 a.m. PT.
GTC will cover the full five-layer AI stack: energy, chips, infrastructure, models and applications, with live and virtual programming available.
Positive
- None.
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
NVDA gained 2.99% with key peers also higher: AVGO +3.32%, AMD +2.46%, MU +2.79%, TSM +1.03%, NXPI +1.32%, pointing to a broader semiconductor AI tailwind.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 17 | AI infrastructure deal | Positive | +1.6% | Strategic AI infrastructure partnership with Meta for hyperscale data centers. |
| Feb 03 | Industrial AI partnership | Positive | -2.8% | Long-term collaboration with Dassault Systèmes on industrial AI platform. |
| Jan 26 | AI factories expansion | Positive | -0.6% | Expanded CoreWeave collaboration and $2.0B investment for AI factories. |
| Jan 21 | AI infrastructure deployment | Positive | +3.0% | AZIO AI and EVTV scalable AI infrastructure reference deployment announcement. |
| Jan 12 | AI drug discovery lab | Positive | +0.0% | NVIDIA–Lilly co-innovation AI lab with up to $1B joint investment. |
AI-related announcements for NVDA have produced mixed but generally modest single-day moves, with an average reaction of 0.23% and a blend of positive and negative follow-through.
Recent AI-tagged news for NVIDIA shows a steady build-out of its ecosystem. Partnerships with Meta and Dassault Systèmes focused on hyperscale and industrial AI platforms, while collaboration with CoreWeave targeted multi-gigawatt AI factories. A co-innovation lab with Lilly aimed at AI-driven drug discovery added a life-sciences dimension. These events position GTC 2026 as a focal point to showcase progress across infrastructure, models, and industrial AI use cases.
Historical Comparison
Past AI-tagged headlines moved NVDA an average of 0.23% in either direction. Today’s 2.99% gain ahead of GTC 2026 sits above that typical single-day response.
AI-tagged history shows NVIDIA expanding from hyperscale and industrial partnerships into large-scale AI factories and life-sciences AI, with GTC 2026 positioned as a showcase for this broader AI infrastructure strategy.
Market Pulse Summary
This announcement positions GTC 2026 as a flagship AI event, with more than 30,000 attendees, 1,000+ sessions, and extensive hands-on training across the AI stack. It underscores NVIDIA’s role in AI infrastructure, spanning energy, chips, models, and applications. Historically, AI-related headlines have produced modest average moves of 0.23%, so investors may focus on specific product details, partner updates, and the scheduled financial analyst Q&A on March 17 to refine their views.
Key Terms
accelerated computing technical
AI factories technical
digital twins technical
quantum computing technical
CUDA technical
AI-generated analysis. Not financial advice.
Huang’s Keynote, 1,000+ Sessions and Breakthroughs Across the AI Stack Headline the World’s Leading AI Conference
SANTA CLARA, Calif., March 03, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced that GTC, the world’s premier conference on AI and accelerated computing, will take place March 16-19 this year in San Jose, California. More than 30,000 attendees — spanning developers, researchers, business leaders and AI-native companies — will gather from over 190 countries to explore how AI is becoming essential infrastructure, powering a new industrial era.
“GTC is the epicenter of the AI industrial era,” said Jensen Huang, founder and CEO of NVIDIA. “AI is no longer a single breakthrough or application — it is essential infrastructure. Every company will use it. Every nation will build it. From energy and chips to infrastructure, models and applications, every layer of the stack is advancing at once, and you’ll see that all come to life at GTC.”
What to Expect at GTC 2026
Keynote: Huang will deliver the keynote from SAP Center on Monday, March 16, at 11 a.m. PT. The keynote will outline NVIDIA’s latest advancements across the full AI stack, from accelerated compute and AI factories to open models, agentic systems and physical AI, setting the industry’s direction for the year ahead. The keynote will be livestreamed and available on demand at nvidia.com. Registration is not required to view the keynote online.
AI Is a Five-Layer Cake: GTC will showcase every layer of AI spanning energy, chips, infrastructure, models and applications. Through keynotes, sessions and demos, attendees will see how each layer has its own ecosystem of partners, technologies and skilled jobs, and how the coordination of these layers is driving one of the largest infrastructure expansions in history.
1,000+ Sessions: From AI factories and large-scale inference to robotics, digital twins, scientific computing, quantum computing and enterprise AI deployments, GTC sessions will dive into building, scaling and optimizing every layer of the AI stack and how they interconnect in real-world production environments. Huang will host a discussion on the state of the art in open frontier models and what comes next with industry leaders from A16Z, AI2, AMP Coalition, Black Forest Labs, Cursor, Reflection AI and Thinking Machines Lab.
GTC Live Keynote Pregame Show: The pregame show will feature industry leaders discussing accelerated computing beyond AI as well as the five-layer stack behind the largest infrastructure buildouts in human history — in addition to the ecosystem required to deliver it worldwide. Virtual attendees can catch the pregame show live online on Monday, March 16, at 8 a.m. PT. Notable speakers include Perplexity CEO Aravind Srinivas, LangChain CEO Harrison Chase, Skild AI CEO Deepak Pathak, OpenEvidence CEO Daniel Nadler and Mistral AI CEO Arthur Mensch.
Hands-On Training and Certification: Developers and engineers can gain in-demand skills across AI, accelerated computing, networking, data science and physical AI through nine full-day workshops, 60+ hands-on labs and onsite certification opportunities. Self-paced courses, educator programs and one-on-one training consultations will also be available, helping grow the workforce needed to support the expanding AI infrastructure buildout.
Startups, Investors and the AI Ecosystem: More than 240 NVIDIA Inception startups will showcase technologies spanning physical AI, robotics, generative AI and enterprise applications. Dedicated startup and venture programming, AI Day with leading venture firms and NVentures engagement sessions will connect founders and investors building across every layer of the AI industrial stack.
Developer and Research Tracks: At GTC, developers can learn directly from NVIDIA engineers and partners, and plug into the global ecosystem building the next wave of AI applications. Technical deep dives, CUDA® sessions and infrastructure workshops will explore large-scale model training, inference optimization and deploying AI services across cloud, edge and sovereign environments.
More than 150 poster presentations will highlight cutting-edge research from the global AI community, spanning model innovation, robotics, systems architecture and new AI applications.
AI Across Industries and Around the World: GTC will turn downtown San Jose into an AI campus, spanning 10 venues. Cesar Chavez Park will host a Day and Night Market featuring food, entertainment and live programming. The All-In Podcast will host interviews from the show floor on Wednesday, March 18. Student and Community Day on Thursday, March 19, will open GTC to the broader community at a discounted rate.
Virtual programming with customized regional content and programming is also available through the online session catalog.
A Global Lineup of Leaders: Representatives from organizations building every layer of the AI industrial system — including cloud platforms, model labs, application developers and robotics companies — will share how AI is driving productivity and transformation across every industry.
Participating organizations include Adobe, Agile Robots, Agility Robotics, AI2, AMP Coalition, Black Forest Labs, Canva, CodeRabbit, Cohere, Crusoe Energy Systems, Cursor, Dassault Systèmes, Decagon, General Motors, Genspark, Google DeepMind, Hugging Face, IBM Research, idealworks, Inception Labs, Johnson & Johnson, Kimi (Moonshot AI), L'Oréal, Lucid Motors, Magic AI, Meta, Microsoft, OpenAI, Poolside, Physical Intelligence, Reflection AI, Runway, Siemens, Shopify, Snap, Tesla, Together AI, Thinking Machines Lab, Uber Technologies, Universal Robots, the U.S. Department of Energy, Vention and others.
NVIDIA Financial Analyst Q&A
NVIDIA will hold a Q&A session for investors and analysts on Tuesday, March 17, at 9 a.m. PT. The webcast will be available at investor.nvidia.com.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Corporate Communications
NVIDIA Corporation
press@nvidia.com
Certain statements in this press release including, but not limited to, statements as to: the timing, size, themes, sessions, speakers, participants, availability and impact of GTC, including the GTC keynote and the Quantum Day; Every company using AI and every nation building AI; from energy and chips to infrastructure, models and applications, every layer of the stack advancing at once all coming to life at GTC; AI pushing the limits of what's possible — turning yesterday's dreams into today’s reality; from large language models and conversational AI to cloud computing and scientific breakthroughs, NVIDIA’s full-stack platform driving the next industrial revolution; AI powering the everyday brands that shape people’s lives; NVIDIA training the workforce of the future; the availability of professional certifications for onsite attendees; and the timing and availability of the financial analyst Q&A are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems; as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company's website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo and CUDA are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9b805860-f8b2-4fad-ab0f-243b4cdb2f79
FAQ
When is NVIDIA CEO Jensen Huang's GTC 2026 keynote and how can I watch it (NVDA)?
What are the scale and scope of GTC 2026 attendance and sessions for NVDA investors?
Will NVIDIA host investor-focused events at GTC 2026 and when is the NVDA analyst Q&A?
What developer and training opportunities does GTC 2026 offer for engineers interested in NVDA technologies?
How will startups and venture groups participate at GTC 2026 and what does this mean for NVDA's ecosystem?
