Gate News reports that on March 16, according to 1M AI News monitoring, industry analyst Patrick Moorhead released an analysis ahead of GTC 2026 opening, focusing on NVIDIA’s key topics in today’s speech: whether they can demonstrate a complete roadmap for collaborative operation of training GPUs, pre-fill accelerators, Groq decoding processors, and CPUs under a unified software layer. The analyst pointed out that if achieved, GTC 2026 would mark NVIDIA’s platform transformation; if not, the narrative would shift toward large cloud providers developing their own chips.
Confirmed facts outlined in the report include: the Vera Rubin NVL72 rack (containing 72 Rubin GPUs and 36 Vera CPUs, interconnected via NVLink at 6 links with 3.6TB/s each) has been deployed across AWS, Google Cloud, Microsoft, and Oracle cloud providers, with mass production ramping up in the second half of the year; Rubin GPUs achieve 5 times the inference performance of Blackwell with 1.6 times the transistor count, reaching 50 Petaflops for inference and 35 Petaflops for training; the $20 billion Groq acquisition has been completed, introducing founder Jonathan Ross and about 80% of the engineering team under a non-exclusive licensing framework, surpassing the scale of the 2019 $7 billion Mellanox acquisition.
The analyst expects today’s speech to officially introduce NemoClaw (NVIDIA’s open-source platform for enterprise AI agents) and to showcase the roadmap for the 2028 Feynman architecture (which reports suggest will use TSMC’s A16 1.6nm process), with Ross also expected to appear on stage.
The report also highlights three risks: Groq’s integration at the scale of large cloud providers remains unverified, and the $20 billion cost for unproven technology is high; energy constraints are the biggest variable for 2027, with nearly 40% of new data centers concentrated in Texas due to abundant power, but coastal areas face real bottlenecks; NVIDIA’s data center AI market share is expected to shrink from over 90% in the next two years to about 70%.
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