By Daniel Howley
Publication Date: 2026-03-18 18:55:00
Jensen Huang took the stage at Nvidia’s (NVDA) GTC event in San Jose, Calif., on Monday, clad in his usual leather jacket, to provide the world with an update about what the world’s most valuable company has been cooking up over the last few months.
Huang was as indefatigable as ever as he ran through his roughly two-and-a-half-hour keynote in front of some 30,000 attendees. But what’s come to be known as the Super Bowl of AI featured a noticeable shift in Nvidia’s overall AI strategy — a deeper focus on inferencing, or powering AI models, and agents.
Nvidia’s chips are traditionally known for their general-purpose use. They can train and run AI models, power robots, and serve as the backbone of self-driving cars.
And while Nvidia’s offerings are still the industry standard, upstart chip companies like Cerebras and Groq have begun designing and rolling out processors geared specifically toward running AI models, creating a potential threat to Nvidia’s formidable AI moat.
Huang and company answered that at GTC with a slew of announcements meant to prove Nvidia is the inferencing leader to beat, including the debut of its Groq 3 chip and rack system.
Nvidia didn’t just go further with its inferencing capabilities, though….
