By Sharon Goldman
Publication Date: 2026-03-12 16:32:00
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: a preview of Nvidia GTC…the end of computer programming as we know it…Atlassian cuts 10% of its workforce in AI drive…and AI money floods into the U.S. midterms.
As basketball fans gear up for March Madness next week, AI industry watchers turn to their own late-winter frenzy: Nvidia GTC, the annual developer conference of what is now the world’s most valuable company.
For the past two years, I’ve headed to San Jose for what has become far more than a gathering of the Nvidia faithful. It has evolved into a highly-anticipated moment for CEO Jensen Huang to step on stage before nearly 20,000 attendees at the packed SAP Center and hit the equivalent of dozens of three-pointers in his keynote—with loud cheers at every “swish” of Nvidia news. There’s even a three-hour “pre-game” show, which this year features the CEOs of several Nvidia partners.
And that’s just the first day. The event has grown so popular that last year I struggled to find space to meet people, or even to sit down for minute.
While I won’t be able to attend in person this year, I’ll be watching the announcements—as well as playing what has become a game of “Which black leather jacket will Jensen wear?”
There has already been a stream of previews, strong hints and rumors about what will be shared at GTC. Here’s a sampling:
