FX.co ★ GTC 2026: Jensen Huang marks dawn of new AI era in San Jose

Currency of future: magic of tokenization

Huang began his presentation with the fundamental concept of a token. This year, tokens have become the "atoms" of the global economy, a unit of meaning generated by AI. Nvidia has redefined its production. Huang emphasized that the efficiency of modern civilization is now measured not in barrels of oil but in the number of tokens created per watt of energy used. On a massive screen behind him, billions of glowing particles assembled into complex structures, visualizing the invisible flow of data that now permeates every aspect of our business and daily lives.

Vera Rubin: exponential powerhouse

The highlight of the evening was the Vera Rubin architecture, named after the legendary astronomer. Huang presented a chart that silenced the audience: over the last ten years, Nvidia's computing performance has increased 40 million times. Vera Rubin is not just a new GPU; it represents a quantum leap in training next-generation models. The new platform enables AI training with four times fewer resources compared to Blackwell, while reducing the cost of each generated token by 90%.

Orbital mind: AI beyond Earth

Huang officially declared Nvidia's expansion beyond the atmosphere. The Vera Rubin Space Module is the first specialized chip for orbital data centers (ODC). In partnership with SpaceX, Axiom Space, and Kepler Communications, the company is starting to deploy computing power in space. This solution addresses two major challenges faced by terrestrial systems: energy scarcity and cooling difficulties. The vacuum and endless solar energy make orbit an ideal location for "AI factories." The space module provides 25 times more power for inference than the H100.

Deal of the century: inference on Groq steroids

The announcement of the integration of Groq technologies after a $20 billion deal was a response to criticism about the slow performance of GPUs in model execution tasks. The new Groq 3 LPU (Language Processing Unit) does not compete with Vera Rubin but complements it. Together, they deliver fantastic efficiency: a 35-fold increase in the number of tokens per watt compared to previous systems. This solution targets the "inference economy," where revenue is generated not from training cycles but from billions of instantaneous user responses.

NemoClaw: era of autonomous agents

The world of chatbots has officially been declared a thing of the past. Huang introduced NemoClaw, a platform for creating autonomous AI agents, or "claws." To demonstrate the power of the system, Jensen showcased his avatar with massive crab claws that mirrored his movements in real time. The audience laughed, but the message was serious: Nvidia is creating an operating system for personal AI. NemoClaw enables companies to deploy agents that make decisions autonomously, manage files, and interact with other systems in a secure environment.

Sovereign AI map: geopolitics of code

The geopolitical section of the presentation brought a tense silence. On a large screen, Huang unveiled the Sovereign AI map showing countries building national AI infrastructure based on Nvidia's solutions. The brightly highlighted areas of Europe, India, Japan, and the Middle East contrasted sharply with the large gray blot that represented Russia. This was no coincidence: Huang stated directly that data is a national treasure, and every country must own its "intellectual sovereignty."

Robot Olaf: digitized empathy

The technical demonstration culminated in the appearance of the Olaf robot, created in collaboration with Disney Imagineering. The snowman from "Frozen" not only walked but also demonstrated a new level of physical intelligence. Olaf learned to balance on unstable surfaces within just a few hours of simulation in the Omniverse environment, utilizing deep reinforcement learning algorithms. Huang emphasized that Nvidia's robots, such as Isaac, are not cold mechanisms but rather entities capable of learning and interaction.

Campfire finale: AI with human face

The presentation concluded unexpectedly with a cozy scene. A video appeared on screen, showing Jensen and a group of various model robots sitting around a virtual campfire. The robots joked about tokens, discussed open-source code, and sang a country song about the conference. The main slogan of the finale read: "We are not building Terminators. We are building friends." With this gesture, Huang aimed to alleviate global concerns about a potential machine uprising. He positioned AI as a companion meant to expand human capabilities rather than replace them.