
Nvidia is set to launch its annual GTC developer conference in San Jose, California, starting Monday, with CEO Jensen Huang's highly anticipated keynote scheduled for 11 a.m. PT / 2 p.m. ET. Known as the GPU Technology Conference, GTC is Nvidia's premier event, running from March 16 to March 19. This year, the event is expected to shine a light on Nvidia's pivotal role in the future of computing and artificial intelligence (AI). Attendees can join the keynote in person at the SAP Center or stream it live on the conference's website. Spanning three days, the conference will delve into the future of AI across various sectors, such as healthcare, robotics, and autonomous vehicles. Among the anticipated announcements is the rumored launch of an open-source platform for enterprise AI agents named NemoClaw, initially reported by Wired. This platform aims to provide companies with a structured framework for creating and deploying AI agents capable of executing complex tasks autonomously, positioning Nvidia to compete with offerings from firms like OpenAI. On the hardware side, speculation is rife about a new chip designed to enhance the AI inference process—the phase in which an AI model applies its learning to generate outputs or make decisions. This step differs from the training process, which demands significantly more computational resources. Improving the speed and cost-effectiveness of AI inference is critical for the widespread adoption of AI applications. The introduction of this chip could further solidify Nvidia's dominance in the training market, where it already holds about 80% of the share, while also expanding its reach into the inference market, which is becoming increasingly competitive with players like Google and Amazon. Additionally, attendees can expect a series of partnership announcements and demonstrations that will highlight Nvidia’s impressive AI capabilities across different industries. According to Kevin Cook, a senior equity strategist at Zacks Investment Research, there is significant interest in the future of Nvidia's collaboration with Groq, the inference company Nvidia reportedly acquired for $20 billion last year. The involvement of key figures from Groq, including founder Jonathan Ross and president Sunny Madra, who have joined Nvidia, is expected to play a crucial role in advancing the technology licensed from Groq.
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