NVIDIA GTC 2026: Vera Rubin platform, Groq 3 LPX, Feynman preview and $1T demand outlook
In his 2026-03-16 GTC keynote Jensen Huang detailed the Vera Rubin platform (seven chips, five rack-scale systems), a Groq 3 LPX inference rack, the Vera CPU, the Space-1 orbital module and NemoClaw agent stack, previewed the 2028 Feynman generation, and projected at least $1 trillion in Blackwell + Rubin revenue from 2025 through 2027.
Key facts
- Keynote 2026-03-16, San Jose
- Vera Rubin: full-stack platform of seven chips, five rack-scale systems and one supercomputer for agentic AI; includes Vera CPU and BlueField-4 STX storage
- Rack formerly called NVL144 is now VR200 NVL72 (72 packages of two dies)
- Groq 3 LPX rack: 256 LPUs, designed to sit beside Vera Rubin racks
- Feynman (2028): NVIDIA Rosa CPU, LP40 LPU, BlueField-5, CX10, Kyber interconnect (NVIDIA); reported TSMC A16 and 3D die stacking
- NVIDIA Space-1 Vera Rubin systems designed for orbital AI data centers
- Outlook: at least $1 trillion in revenue from 2025 through 2027
- NemoClaw: open-source stack for always-on OpenClaw assistants with the OpenShell policy runtime
- Nemotron Coalition of global labs launched to advance open frontier models
- DGX Station (GB300): 748GB coherent memory, up to 20 PFLOPS FP4
What happened
NVIDIA's GTC 2026 keynote laid out the Vera Rubin generation as a full agentic-AI platform (GPU, Vera CPU, networking, BlueField-4 STX storage), added a Groq-derived LPU rack for low-latency inference, extended the roadmap to Feynman (2028), and introduced software for always-on agents (NemoClaw) plus the Nemotron Coalition for open models.
Why it matters
It set the hardware roadmap that most frontier labs' 2026-2028 compute plans depend on, and signaled NVIDIA's push into inference-specialized silicon and agent software.
Changelog
- 2026-09-29: created
Related events
- NVIDIA posts $96.2B quarter; Vera Rubin in full production and deploying at major clouds ★★★★
- NVIDIA releases open Nemotron 3.5 Lightning and NeMo Switchyard model router ★★★
- NVIDIA GTC 2026 robotics: GR00T N2 world action model previewed, Cosmos 3 and GR00T N1.7 announced ★★★
- NVIDIA launches the Open Agent Safety Platform (OpenShell + Sentry) with 100+ partners; Perplexity publishes SPACE breakout tests ★★★
Sources (5)
- officialNVIDIA Blog - GTC 2026 live updates
- officialNVIDIA Newsroom - Nemotron Coalition
- pressCNBC - Nvidia GTC 2026 keynote
- pressJon Peddie Research - Nvidia GTC 2026 keynote
- videoNVIDIA GTC 2026 Keynote highlights (YouTube, NVIDIA)
id: 2026-03-16-nvidia-gtc-2026-vera-rubin-feynman · updated 2026-09-29 · open in the interactive timeline