EP 36: NVIDIA GTC 2026: Everything That Matters - Recapped

Jensen Huang took the stage at SAP Center in San Jose on March 16th and announced that NVIDIA now expects one trillion dollars in chip orders through 2027 — double the forecast from just one year ago. Sam breaks down the five biggest stories from GTC 2026 in under 10 minutes. In this episode: the Vera Rubin platform (7 new chips, 5 rack types, built for inference and agentic AI), the Groq 3 LPU (NVIDIA's $20B inference play), NemoClaw (the enterprise-ready agentic AI stack built on viral open-source project OpenClaw), the autonomous vehicle announcement with Uber and seven major automakers, and the Nemotron Coalition for open frontier models. Whether you're building in ML, working in data, or just trying to stay ahead of where AI infrastructure is heading - this is your less than 15-minute briefing. Links: NVIDIA GTC 2026 Press Kit: nvidianews.nvidia.com/online-press-kit/gtc-2026-news Jensen Huang Keynote On Demand: nvidia.com/gtc/keynote Vera Rubin Press Release: nvidianews.nvidia.com/news/nvidia-vera-rubin-platform GTC 2026 Sessions On Demand: nvidia.com/gtc/