NVIDIA GTC 2026: Mystery Chip, Vera Rubin, Feynman — Everything You Need to Know

[user nl]

Interesting preview / overview of things to come today and this week at GTC 2026:

The keynote by Jensen Huang can be viewed at many links, e.g. here is youtube's link:

 

[Xebec]

This is still going on. TIL IBM invented SQL in the (early?) 1970s. Nvidia announced DLSS5, which appears to mostly improve human faces in games.

Later on, I also saw Jensen had a Semianalysis slide up, and even mentioned Dylan Patel by name.

 

[Xebec]

Nvidia's Vera Rubin appears to be focused on improving higher end / "higher value" AI inference workloads. Where Blackwell improved "35X over Hopper" for "Free and Medium tiers", Vera Rubin only improved 2-3X at the lower tiers (still good!), but brings a "35X improvement" at the high end.

A later slide showed the effect of adding Groq-3 chips (heavy on SRAM, optimized more for latency than bandwidth) to Vera Rubin arrays, and that pushed the speed further 'to the right', enabling even higher end tiers (more guarenteed tokens/second for customers).

 

[user nl]

I watched it and an amazing show! He was really pushing OpenClaw, comparing it to Linux. With the extra security and OpenShell improved to NemoClaw.

The song/recap at the end was also really nicely done. See from here: