Once a year, NVIDIA gathers everyone interested in the future of artificial intelligence at its GTC conference. Not in theory, but in practice – through hardware, software, and partnerships. This year, the event took place in San Jose, and as always, the centerpiece was the keynote address by the company's CEO, Jensen Huang.
GTC is not a consumer electronics show. It's attended by engineers, researchers, and representatives from major tech companies. However, it's worth following the announcements even without a specialized background, as this is often where the tone for the entire industry is set for the coming months.
Jensen Huang on Stage
Huang's keynote is always a genre of its own. He has a knack for talking about chips and computing systems as if they were part of a thrilling story about the future. This time was no exception.
In his speech, he outlined the direction NVIDIA is heading: the company is increasingly positioning itself not just as a graphics card manufacturer, but as a platform player in the AI field. Simply put, it's not just about hardware, but about an entire ecosystem – from training models to deploying them in real-world products.
Special attention was given to the topic of physical AI – systems that interact with the real world, such as robots, autonomous vehicles, and industrial automation. NVIDIA has been developing this area for several years, but it has now clearly taken center stage.
Hardware: Always in the Spotlight
NVIDIA remains a company known primarily for its chips. And GTC 2026 was no exception – new hardware solutions took up a significant portion of the program.
The company unveiled updates to its lineup of AI computing systems. In short: everything is faster, more efficient, and increasingly focused on working with large language models and generative AI. The scale of the tasks this hardware is designed for is hard to grasp in everyday terms – we're talking about data centers that simultaneously handle millions of requests.
Robots and the Physical World
Perhaps one of the most prominent themes of the conference was robotics. Not in a distant future sense, but through concrete demonstrations of how AI is learning to control physical objects.
NVIDIA showed how its platform can be used to train robots in simulation and then transfer those skills to the real world. This is crucial because training a robot directly on a physical rig is time-consuming and expensive. Simulation allows them to «run through» millions of scenarios in a short time and then apply the results to a real device.
This approach is being increasingly used in manufacturing, logistics, and medicine. And judging by what was shown at GTC, NVIDIA is betting big on this market.
AI Agents: From Tool to Action
Another recurring theme was AI agents. These are systems that don't just answer questions but perform tasks: planning, making decisions, and interacting with other programs and services.
If a typical chatbot is an assistant that gives advice, an agent is one that goes and gets things done. For example, it can analyze data, compile a report, send an email, and book a meeting – all without human intervention at every step.
Several demonstrations of such systems across various industries were presented at the conference. NVIDIA is actively developing the infrastructure to create these agents – and this is no longer just a concept, but a working solution that companies are beginning to implement.
Partnerships and the Ecosystem
GTC is also where NVIDIA announces its partnerships. This year, representatives from major technology and industrial companies, all of whom build their products on NVIDIA's platforms in one way or another, took the stage.
This is telling in itself: when the CEOs of the world's largest corporations attend a chip manufacturer's conference, it's a clear signal of the central role the company plays in the current tech cycle.
The Takeaway
GTC 2026 is, fundamentally, a statement of position. NVIDIA is saying, «We don't just supply AI hardware; we're building the platform that will power the next generation of technology – from language models to robots.»
For developers, this means new tools and more powerful hardware. For businesses, it means ready-made solutions for automation. For those just following the industry, it's further confirmation that AI is ceasing to be a purely software phenomenon and is increasingly entering the physical world.
Many open questions remain. How quickly will all this find real-world application? What will competition look like in the physical AI segment? Can infrastructure keep up with the growing demand for computation? The conference provides a direction, but not all the answers.