The Deep View: Nvidia GTC this week@ 3 things to watch

Nvidia GTC this week: 3 things to watch

Nvidia GTC 2026, the first marquee AI event of 2026 has arrived. And with the “Moore’s Law of AI” doubling every 4 months right now, we should expect plenty of news and announcements this week.

The Deep View will be on-the-ground at Nvidia GTC in San Jose, covering the most important developments in real time. That includes Nat Rubio-Licht, Faris Kojok, and yours truly.

These are the big trends we’re tracking:

Nvidia’s chip strategy for inference: Nvidia has owned the lion’s share of the AI market because of its technology advantage in GPUs. However, the market has been dominated by model training so far, and it’s about to shift to inference and the compute needed to run AI day-to-day as the number of people and organizations running AI grows dramatically. When it comes to inference, Nvidia has less of an advantage, and we’re seeing companies like Cerebras swoop in and take market share because they can run inference faster and less expensively. Nvidia made its $20B Groq deal to tackle inference. There are reports of a big inference announcement coming at GTC.

Robots and physical AI: Nvidia loves robotics. Jensen Huang is a wonderful storyteller and robots are a tangible, physical manifestation of the current advances in AI. I’m sure Nvidia will trot robots on stage during the main keynote on Monday, but will we learn more about practical advances of robots of various shapes and sizes, consumer and enterprise? Robots, especially humanoid robots, are advancing much faster in China right now. Can Nvidia and its partners offer a counterpoint? Also, keep an eye on announcements for autonomous vehicles, another form of physical AI. The economics are getting a lot better, opening up new possibilities. Nat will be tracking developments across these topics throughout the week.

Open models: Nvidia released its latest 120B-parameter model, Nemotron 3 Super, ahead of GTC and is also promising that Nemotron 4 Ultra, with four times as many paramters is coming soon. Nvidia is quickly becoming a leader in this space with models that are more open and are outperforming competitors. It’s worth following anything they announce about new models of any type, as it’s likely to have downstream effects on making AI more accessible and customizable for enterprises and lowering inference costs.

30,000+ attendees from more than 190 countries will gather at GTC.

NVIDIA CEO Jensen Huang and global technology leaders will showcase how AI is becoming essential infrastructure, spanning energy, chips, infrastructure, models and applications.

March 16–19 in San Jose. pic.twitter.com/unJw8ptAS7
— NVIDIA Newsroom (@nvidianewsroom) March 5, 2026

About michelleclarke2015

Life event that changes all: Horse riding accident in Zimbabwe in 1993, a fractured skull et al including bipolar anxiety, chronic fatigue …. co-morbidities (Nietzche 'He who has the reason why can deal with any how' details my health history from 1993 to date). 17th 2017 August operation for breast cancer (no indications just an appointment came from BreastCheck through the Post). Trinity College Dublin Business Economics and Social Studies (but no degree) 1997-2003; UCD 1997/1998 night classes) essays, projects, writings. Trinity Horizon Programme 1997/98 (Centre for Women Studies Trinity College Dublin/St. Patrick's Foundation (Professor McKeon) EU Horizon funded: research study of 15 women (I was one of this group and it became the cornerstone of my journey to now 2017) over 9 mth period diagnosed with depression and their reintegration into society, with special emphasis on work, arts, further education; Notes from time at Trinity Horizon Project 1997/98; Articles written for Irishhealth.com 2003/2004; St Patricks Foundation monthly lecture notes for a specific period in time; Selection of Poetry including poems written by people I know; Quotations 1998-2017; other writings mainly with theme of social justice under the heading Citizen Journalism Ireland. Letters written to friends about life in Zimbabwe; Family history including Michael Comyn KC, my grandfather, my grandmother's family, the O'Donnellan ffrench Blake-Forsters; Moral wrong: An acrimonious divorce but the real injustice was the Catholic Church granting an annulment – you can read it and make your own judgment, I have mine. Topics I have written about include annual Brain Awareness week, Mashonaland Irish Associataion in Zimbabwe, Suicide (a life sentence to those left behind); Nostalgia: Tara Hill, Co. Meath.

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