NVIDIA's annual GPU Technology Conference opened in San Jose on March 16, drawing more than 30,000 attendees from over 190 countries for what has become the premier gathering of the artificial intelligence industry.
CEO Jensen Huang used his keynote address to frame a shift in how the industry should think about AI. Rather than treating it as a product category or a research endeavor, Huang argued that AI has become foundational infrastructure, comparable to electricity or the internet in its importance to modern enterprise operations.
The conference comes at a pivotal moment for the company and the broader AI sector. NVIDIA recently announced a multiyear strategic partnership with Coherent to develop advanced optics technologies designed to scale next-generation data center architecture. The collaboration aims to address one of the key bottlenecks in AI infrastructure: the physical limitations of moving data between chips at the speeds that modern AI workloads demand.
GTC 2026 features sessions covering everything from autonomous vehicles and robotics to healthcare AI and climate modeling. But the dominant theme is clear: how to build and operate the physical systems that make large-scale AI possible.
For companies still evaluating their AI strategies, GTC serves as a barometer. The size and scope of the event suggest that enterprise AI adoption is accelerating, not plateauing, despite recent market volatility in tech stocks and broader economic uncertainty driven by the ongoing conflict in the Middle East.
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