0:00 The Economics of Tokens: Scaling Intelligence via High-Throughput Tokenomics
3:15 Welcome to GTC 2026
6:02 20 Years of CUDA
10:23 GeForce
13:50 DLSS 5
16:19 Structured Data is the Ground Truth of AI
19:45 NVIDIA's Vertical Integration
20:16 IBM Reinvents Data Processing With NVIDIA
38:26 CUDA-X
38:31 NVIDIA Foundational Technology Montage
43:15 AI Natives
46:01 Inference Inflection Arrives
50:43 "The inflection point for inference has arrived."
52:23 Inference Inflection Drives Strong Growth
1:00:53 How Nvidia delivers industry’s lowest token cost - 50x perf/watt leads to 35x lower cost 1:04:50 InferenceMAX King
1:06:13 NVIDIA is the Global Standard for AI Inference at Scale
1:06:46 AI Factories are the Industrial Infrastructure of the AI Era
1:07:56 A Decade of AI Infrastructure Innovation: From NVIDIA DGX-1 to NVIDIA Vera Rubin 1:11:26 NVIDIA Vera Rubin
1:13:53 NVIDIA Vera Rubin, NVLink and Groq
1:15:29 NVIDIA Spectrum-X Switch, Co-Packaged Optics, Vera and NVIDIA BlueField-4
1:17:38 Rubin Ultra
1:19:41 Inference Performance and Efficiency Drive Company Results
1:29:16 Uniting Processors of Extreme Performances
1:32:52 NVIDIA Groq 3 LPX
1:33:30 Announcing NVIDIA Launch Partners
1:35:26 NVIDIA Vera Rubin: 7 Chips – 5 Rack Systems
1:36:28 NVIDIA Extreme Co-Design Delivering X-Factors Every Year
1:40:05 NVIDIA DSX AI Factory Platform
1:42:15 How AI Factories Maximize Tokens, Power, and Profit With NVIDIA DSX
1:45:40 Space-1 Vera Rubin Module
1:46:23 NemoClaw for OpenClaw
1:47:47 OpenClaw: The ChatGPT Moment for Long-Running, Autonomous Agents
1:57:01 NVIDIA Nemotron and Open Models
1:57:29 How NVIDIA Open Models Power Every Industry’s AI
2:01:46 Announcing Global AI Leaders Join NVIDIA Nemotron Coalition to Advance Open Frontier Models
2:04:43 Announcing NVIDIA NemoClaw Reference OpenClaw
2:05:22 Physical AI and Robotics
2:08:33 The Age of Physical AI and Robotics
2:13:00 Olaf Takes the Stage With Jensen Huang
2:14:55 Official Keynote Closing Video | GTC 2026