NVIDIA CEO Jensen Huang introduced the Vera Rubin AI platform at GTC 2026. This next-generation architecture succeeds the current Blackwell chips. The company is shifting focus toward AI inference and the deployment of agentic AI.
New software stacks OpenClaw and NemoClaw allow enterprises to build and manage AI agents securely. These tools position NVIDIA as a full-stack AI platform rather than a hardware-only manufacturer.
Huang projects $1 trillion in combined sales for Blackwell and Rubin chips through 2027. Expanded partnerships with AWS and Microsoft will facilitate large-scale infrastructure deployment.
The stock market responded with measured trading despite the landmark announcements. Analysts suggest NVIDIA's massive market capitalization may limit immediate price surges.