AI BriefingNVIDIA GTC 2026: Real-Time Updates Toward the Future of AI
Key point
At GTC 2026, NVIDIA unveiled CUDA's 20th anniversary and DLSS 5, announcing its growth strategy driven by explosive AI computing demand.
Details
NVIDIA CEO Jensen Huang opened his GTC 2026 keynote by defining the token as the fundamental unit of modern AI. He celebrated the 20th anniversary of CUDA, emphasizing that CUDA is the core driving force of accelerated computing supporting the entire AI lifecycle.
In gaming, NVIDIA unveiled DLSS 5. Through 3D-guided neural rendering technology, realistic 4K performance can now be achieved in real time even on local hardware.
In data processing, NVIDIA detailed its acceleration efforts through collaboration with key partners including IBM, Dell, Google Cloud, AWS, Microsoft Azure, Oracle, and CoreWeave. It also highlighted NVIDIA's extensive CUDA-X library ecosystem spanning automotive, finance, healthcare, and robotics.
Driven by the rapid growth of 'AI-native' companies like OpenAI and Anthropic, demand for GPU computing has increased one million-fold in recent years. Jensen Huang projected that, fueled by this demand, NVIDIA would achieve at least $1 trillion in revenue between 2025 and 2027.
Finally, he pointed to Vera Rubin as the leap for next-generation computing, signaling overwhelming competitiveness in the inference market.
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