Nvidia GTC 2026: Everything Jensen Huang Announced at the Keynote

Jensen Huang stood on the GTC stage in San Jose on March 16 and doubled the AI infrastructure projections he made at the same conference one year ago. The NVIDIA CEO confirmed what the industry had been speculating about for months—his company acquired the Groq team and integrated their token accelerator technology into the product roadmap. 

Here's everything Jensen Huang announced at the NVIDIA GTC 2026 keynote.

1. NVIDIA Sees $1 Trillion in AI Infrastructure Demand Through 2027

Huang stated that from where he stands today, the company sees "through 2027 at least $1 trillion" in high-confidence demand and purchase orders for its Blackwell, Rubin, and future platforms. This doubles the $500 billion projection he made at GTC 2025 one year ago.

"I know why you're not impressed because all of you had record years," Huang told the audience, referring to NVIDIA's supply chain partners, including 50-year-old, 70-year-old, and 150-year-old companies that all hit revenue peaks in 2025. He added that he's "certain computing demand will be much higher than that."