Nvidia CEO Jensen Huang proclaims a chip for GTC in March 2026 that’s set to “shock the world” – and on the similar time contradicts hypothesis about an AI funding bubble.
In a few month, Nvidia GTC 2026 (“GPU Know-how Convention”) will happen: From March 16 to 19, there’ll as soon as once more be numerous discuss AI and high-performance knowledge facilities in San Jose, California.
In fact, Nvidia CEO Jensen Huang will likely be on the forefront, drawing consideration in an interview with the
The unknown chip permits for 2 potentialities
Huang’s assertion hints on the shock chip, however the Nvidia CEO leaves open which structure or product section it should serve. Two choices are conceivable:
- It’s a chip from the Vera Rubin household, i.e., one other AI accelerator. The brand new technology was already introduced final yr. Nvidia usually makes use of GTC for such AI bulletins: final yr, it was the (nonetheless) present Blackwell.
- A way more enticing possibility for the common consumer: the N1X processor. That is the primary ARM-based Nvidia CPU and, in accordance with present rumors, is ready to be launched by the tip of March.
You’ll find out extra in regards to the N1X chip right here: New CPUs from Intel and AMD plus a chip from Nvidia that might change every part.
AI bubble or AI growth?
The query of whether or not we’re within the midst of an AI bubble that might burst at any second and sweep away quite a few sectors of the financial system like a large wave has been occupying observers for months, if not years.
Given the billions being spent on knowledge facilities, AI infrastructure, and semiconductors, the talk is unlikely to finish anytime quickly, particularly since, in accordance with Huang, these investments are “solely simply starting.”
The Nvidia CEO has put a cease to hypothesis a few downturn within the AI growth, no less than from his standpoint. Time will inform whether or not he’s proper.
