Nvidia’s GTC 2026: What New Chips and AI Tools Might Show

Nvidia is about to start its week‑long GPU Technology Conference, and everyone expects the company to drop fresh products and outline its future plans. CEO Jensen Huang will speak on Monday at 2 p. m. ET, and viewers can watch the live stream online. The event is likely to reveal details on the upcoming Rubin Ultra chip, set for next year, and the Feynman GPU expected in 2028. A Wired report hints that Nvidia may also launch a platform called “NemoClaw” for AI agents, while analysts will look closely at software that supports robotics and real‑world AI applications.Last year’s conference highlighted the Blackwell Ultra chip and Vera Rubin platform, helping Nvidia earn nicknames like “Woodstock of AI” and the “Super Bowl of Tech. ” This year, however, some experts caution that investors might be more skeptical because many AI stocks have seen weaker sentiment and the industry’s future direction is still uncertain. UBS analysts noted that Nvidia may struggle to deliver game‑changing insights that would spark a major stock surge. Despite these concerns, most Wall Street analysts remain bullish on Nvidia. Out of 13 tracked ratings, 12 label the stock a “buy, ” and the average target price is about $264—suggesting potential upside of around 45% from Friday’s close. Nvidia shares were flat on Friday, ending the year down about 3% for 2026 so far. Still, they have added roughly half their value compared to the same time last year.