If you want a clear understanding of the impact of core information technology, especially artificial intelligence, on the global economy, look no further than NVIDIA GTC. In 2025, approximately 20,000 attendees packed the SAP Center in San Jose. One year later, the conference attracted nearly 35,000 in-person attendees and 187,000 virtual registrants. Huang’s keynote address is scheduled for 11 a.m. Monday, March 16, and attendees started lining up outside as early as 6:30 that morning.
Once a gathering of developers and even gaming enthusiasts, NVIDIA GTC has grown into a gathering of the biggest names in modern computing. This year, NVIDIA CEO Jensen Huang was joined by industry leaders including Michael Dell, HPE President and CEO Antonio Neri and Perplexity CEO Aravind Srinivas. The attendance of U.S. Commerce Secretary Howard Lutnick reinforced the growing connection between U.S. artificial intelligence and national economic and industrial strategy.
Here are three takeaways from Huang’s keynote and what IT leaders should keep in mind as they make infrastructure investment decisions in the year ahead.
3 key points from NVIDIA GTC keynote
Together, these three insights shed light on where infrastructure investment is heading.
1. Tokens and inference are redefining the scale of AI workloads
Huang highlighted the industry’s shift toward agentic AI systems—machines that not only respond to prompts but can also generate code, create their own interactivity, and solve problems with increased autonomy. These capabilities dramatically expand the amount of inference required to support deployed AI systems, increasing inference workloads by nearly 100,000 times compared to just a few years ago. This surge, in turn, puts significant pressure on high-bandwidth memory at the upper end of the stack, creating downstream risks in the memory supply chain.
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