CEO Jensen Huang opened conference with thesis that company sees orders for equipment worth at least $1 trillion by end of 2027 (twice as much as a year ago).
He said, "industry has reached a turning point: models have already been learned, now they need to be launched cheaply and quickly."
➡️ What NVIDIA announced?
1️⃣ Vera Rubin
The main announcement of the conference was the full launch of the Vera Rubin platform. The GPU is built on a 3-nm TSMC process, contains 336 billion transistors and 288 GB of HBM4 memory.
The NVL72 rack provides a total bandwidth of 260 TB/s over NVLink 6. The NVIDIA CEO estimated that this exceeds the total bandwidth of the entire Internet. The inference performance has increased by 5 times compared to Blackwell due to the NVFP4 format.
Vera Rubin is not just a GPU. Along with it, NVIDIA announced its own CPU Vera, designed for orchestration and memory management in large agent systems.
The evolution of the CPU Vera is already mapped out for three generations ahead: Vera Ultra will appear in the second half of 2027, and the next architecture Feynman - in 2028.
2️⃣ NemoClaw
NemoClaw is NVIDIA's own open-source platform for creating and deploying corporate AI agents. It is deployed locally on NVIDIA equipment, without dependence on the cloud, and allows you to assign a name, personality, and a set of tools to agents. This is a direct response to OpenClaw and NVIDIA's attempt to gain a foothold not only in hardware, but also in the software layer of the AI stack.
3️⃣ N1X
N1X is an ARM processor for PCs, developed in collaboration with MediaTek. The chip contains 20 custom ARM cores and an integrated GPU with the performance of the RTX 5070. The target market is Windows laptops and workstations with local inference.
4️⃣ DLSS 5
DLSS 5, which NVIDIA calls the main breakthrough in computer graphics since the debut of ray tracing in 2018, is a technology based on a new model of real-time neural rendering, which saturates pixels with photorealistic lighting and materials.
The release of the technology is scheduled for the fall of 2026. Among the partners are already Ubisoft, Bethesda, Capcom, Tencent, and Warner Bros. Games.
5️⃣ Largest partnership deal
As we wrote earlier, NVIDIA has entered into a multi-year strategic partnership with Thinking Machines Lab: the company will deploy at least 1 GW of Vera Rubin systems for training AI models. This is the first deployment of the new platform on such a scale.
GTC will continue until March 19. About 1000+ sessions on Robotics, Physical AI and open models.
Watch broadcast on Youtube or read Article
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