By Geoff Weiss
Publication Date: 2026-03-13 09:00:00
Nvidia’s GTC conference has become its biggest stage for outlining the future of AI.
The annual event increasingly attracts a broader crowd. At past gatherings, with Denny’s pop-ups and Taiwan-inspired night markets, Nvidia CEO Jensen Huang has unveiled sweeping product roadmaps for its GPUs and other AI chips. It’s also announced major pacts with tech giants and governments alike.
This year’s event comes on the heels of a blockbuster earnings report that barely nudged the company’s stock and raises questions about how long the AI spending boom can last.
Polymarket users are even wagering how many times Huang will utter phrases like “GPU” onstage.
Here’s what analysts and investors will be watching:
1. A new inference chip
Inference, or running trained models, is AI’s next act. Expect Nvidia to make a big statement as competitors — from cloud giants to a slew of chip startups — encroach on this space.
Huang previously teased “several new chips the world has never seen before,” and The Wall Street Journal reported in February that Nvidia is readying an inference-focused product incorporating technology from AI startup Groq, with OpenAI expected to be a key customer.
The chip’s design could have big supply chain implications. Inference relies heavily on memory, and with high bandwidth memory (HBM) in tight supply, investors will see whether Nvidia leans more on SRAM — a fast, on-chip memory…