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Nvidia CEO Siap Ungkap Chip dan Software Baru di GTC 2026

Nvidia CEO Siap Ungkap Chip dan Software Baru di GTC 2026

Nvidia menggelar konferensi developer tahunan GTC 2026 di San Jose, California, mulai 16 Maret 2026. CEO Jensen Huang akan menyampaikan keynote pada pukul 11 pagi waktu Pasifik (18:00 GMT), di arena hoki berkapasitas 18.000 orang.

Sorotan Keynote Huang

Huang diprediksi mengungkap chip AI generasi baru bernama Feynman, dinamai fisikawan Richard Feynman. Ia juga akan bahas strategi hardware dan software Nvidia di tengah evolusi cepat AI, termasuk data center, software CUDA, AI agent sebagai asisten digital, serta AI fisik seperti robotika.

Perusahaan ini, pemimpin pasar chip AI dengan kapitalisasi pasar $4,3 triliun, menghadapi kompetisi ketat di sektor inference computing. Investor menantikan konfirmasi bahwa investasi Nvidia di ekosistem AI tetap menguntungkan.

Konteks Pasar AI

Perusahaan seperti OpenAI, Anthropic, dan Meta beralih dari training model AI ke layanan jutaan pengguna setelah investasi miliaran dolar di chip Nvidia. Nvidia juga aktif di software open-source AI, bersaing dengan China, sementara negara seperti Arab Saudi bangun sistem AI custom pakai chip mereka.

Kompetitor, termasuk klien Nvidia sendiri, kembangkan chip sendiri untuk rebut pangsa pasar. Huang mungkin jelaskan investasi $2 miliar di Lumentum dan Coherent untuk laser antar-chip.

Dampak bagi Industri

GTC 2026 jadi panggung utama Nvidia tunjukkan adaptasi di era AI inference. Konferensi empat hari ini tarik 30.000 peserta, soroti masa depan computing. Saham Nvidia naik 2,9% jelang acara, tunjukkan antusiasme pasar.

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