NVIDIA began its GTC 2026 conference today, March 16, in San Jose, California. CEO Jensen Huang’s keynote outlines a vision for industrial-scale data centers known as AI factories. These facilities require massive investments in power, cooling, and real estate.
The infrastructure demands drive growth across the semiconductor and hardware sub-sectors. The conference signals a shift from generative models toward physical and agentic AI.
Disney will demonstrate AI-powered robotics in real-world environments during scheduled sessions. Discussions on agentic AI focus on autonomous systems capable of executing complex workflows. This transition to physical deployment triggers a new wave of capital expenditure for the technology ecosystem.