If you want a clear indicator of how central information technology — and AI in particular — has become to the global economy, look no further than NVIDIA GTC. In 2025, roughly 20,000 attendees packed into San Jose’s SAP Center. A year later, the conference drew nearly 35,000 in-person attendees and 187,000 virtual registrations. For Huang’s keynote, scheduled for 11 a.m. on Monday, March 16, attendees began lining up outside as early as 6:30 that morning.
Once a gathering for developers and even hobbyist gamers, NVIDIA GTC has evolved to include the who’s who of modern computing. This year, NVIDIA CEO Jensen Huang was joined by industry leaders like Michael Dell, HPE President and CEO Antonio Neri, and Perplexity CEO Aravind Srinivas. U.S. Secretary of Commerce Howard Lutnick’s attendance reinforced the increasingly close link between the American AI and national economic and industrial strategy.
Here are our top three takeaways from Huang’s keynote, along with what IT leaders should keep in mind as they make infrastructure investment decisions in the year ahead.
3 takeaways from NVIDIA GTC keynote address
Together, these three insights capture the direction of travel for infrastructure investment.
1. Tokens and inference are redefining the scale of AI workloads
Huang highlighted the industry’s shift toward agentic AI systems — machines that don’t just respond to prompts but generate code, create their own interactivity, and solve problems with increasing autonomy. Those capabilities dramatically expand the volume of inference required to support deployed AI systems, pushing inference workloads nearly 100,000 times higher than they were just a few years ago. In turn, that surge is placing significant strain on high-bandwidth memory at the upper end of the stack, creating downstream risk for the memory supply chain.
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