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This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
NVIDIA GTC 2026 showcases major advances in physical AI with new frontier models (Cosmos 3, Isaac GR00T N1.7, Alpamayo 1.5) and infrastructure blueprints for scaling robots, vehicles, and factories. The event highlights how virtual worlds and digital twins are enabling enterprise-level physical AI deployments across industries.
NVIDIA GTC 2026 keynote highlights the 20th anniversary of CUDA, introduces DLSS 5 with AI-powered neural rendering, and surveys NVIDIA's accelerated computing platforms across automotive, healthcare, robotics, and other sectors. CEO Jensen Huang projects $1 trillion in computing revenue from 2025-2027 driven by massive AI demand.
NVIDIA CEO Jensen Huang highlighted an inflection point in AI inference during the GTC keynote, while Supermicro is partnering with NVIDIA to deliver turnkey 'AI Factory' infrastructure solutions built around the Blackwell platform.