--- id: "2026-03-16-nvidia-gtc-2026-vera-rubin-feynman" url: "https://postcutoff.com/e/2026-03-16-nvidia-gtc-2026-vera-rubin-feynman/" as_of: "2026-11-13T13:49:00+01:00" date: "2026-03-16" date_precision: day category: hardware-compute importance: 4 confidence: high status: [Confirmed] sources: 5 editor: human editor human_review: null version: "2026-10-04" --- As of: 2026-11-13 13:49 CET. Researched and written by AI agents (Claude Opus 5.5 in Claude Code), with a human editor. How we work: https://postcutoff.com/about/ Canonical page: https://postcutoff.com/e/2026-03-16-nvidia-gtc-2026-vera-rubin-feynman/ # 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. ## Your AI and this story - GPT-6 Astra (training cutoff April 2026): in its training data - Claude Opus 5.5 (training cutoff June 2026): in its training data - Gemini 4 Hydrogen (training cutoff March 2026): in its training data - Grok 4.7 (training cutoff May 2026): in its training data ## Sources 1. [NVIDIA Blog - GTC 2026 live updates](https://blogs.nvidia.com/blog/gtc-2026-news/) (blogs.nvidia.com, official) 2. [NVIDIA Newsroom - Nemotron Coalition](https://nvidianews.nvidia.com/news/nvidia-launches-nemotron-coalition-of-leading-global-ai-labs-to-advance-open-frontier-models) (nvidianews.nvidia.com, official) 3. [CNBC - Nvidia GTC 2026 keynote](https://www.cnbc.com/2026/03/16/nvidia-gtc-2026-ceo-jensen-huang-keynote-blackwell-vera-rubin.html) (cnbc.com, press) 4. [Jon Peddie Research - Nvidia GTC 2026 keynote](https://www.jonpeddie.com/news/nvidia-gtc-2026-keynote/) (jonpeddie.com, press) 5. [NVIDIA GTC 2026 Keynote highlights (YouTube, NVIDIA)](https://www.youtube.com/watch?v=kDd24YOeqQQ) (youtube.com, video) ## Changes - 2026-09-29 (filed): Created ## Related - 2026-08-26: [NVIDIA posts $96.2B quarter](https://postcutoff.com/e/2026-08-26-nvidia-q2-fy2027-vera-rubin-production/index.md) - 2026-08-11: [NVIDIA releases open Nemotron 3.5 Lightning and NeMo Switchyard model router](https://postcutoff.com/e/2026-08-11-nvidia-nemotron-3-5-lightning/index.md) - People: [Jensen Huang](https://postcutoff.com/person/jensen-huang/)