Nvidia just wrapped up its GTC keynote in San Jose, California. CEO Jensen Huang spoke for nearly three hours, and it was all about how the world’s biggest company (by market cap) is building the hardware, software and infrastructure needed to continue its domination of the AI industry.
The biggest announcement is Nvidia’s partnership with Disney to combine AI and robotics, which culminated in an Olaf droid. The cheery snowman from Frozen made a surprise appearance on stage with Huang. The company introduced a new agentic AI platform for developers, called NemoClaw, inspired by the viral AI agent OpenClaw. We even got a small teaser about how Nvidia is thinking about building data centers in outer space.
Nvidia’s chips are among the most in-demand resources for companies to build and maintain their AI models. The company is currently valued at an eye-watering $5 trillion — an unmatched feat that, along with the massive level of spending in the industry, has many financial and tech experts worried about an AI “bubble.”
At CES this January, Huang talked about physical AI, or the tangible hardware components that can bring AI to life, so to speak. Robotics is expected to play a big part in the development of physical AI.
This year will very likely be a turning point for AI stalwarts like Nvidia. Tech companies are pouring cash into data center construction to handle demand for AI services and create enough energy to power their AI ambitions. Environmental and labor concerns abound, along with very real worries that AI disruptions in the workplace will leave many folks without jobs. Nvidia has been the leader in AI chip production and, therefore, the backbone of companies like OpenAI, Google and Anthropic. Everything the company says and does gives us insight into where this complex, still-evolving industry may be headed next.
is on the ground in San Jose and will bring you all the live updates as they come. Follow along here for all the latest on Nvidia GTC.
