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NVIDIA Corporation (NVDA) Presents at NVIDIA GTC AI Conference 2026 Prepared Remarks Transcript

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NVIDIA CEO Jensen Huang unveiled three core platforms at GTC 2026: CUDA-X for accelerated computing, systems infrastructure, and the new AI factories framework designed to scale enterprise AI workloads globally. The conference emphasized NVIDIA’s ecosystem-driven approach, with 450 sponsoring companies and 1,000 technical sessions covering AI’s "5-layer cake"—from infrastructure to chips—reflecting its $100 trillion industry reach. Huang highlighted AI factories as a transformative platform, positioning NVIDIA beyond GPUs into full-stack AI infrastructure, signaling a strategic shift toward industrial-scale AI deployment and automation. Early-stage investors and tech leaders like Sequoia Capital’s Alfred Lin and Conviction’s Sara Guo were featured, underscoring NVIDIA’s deep venture ties and cross-industry collaboration in shaping AI’s future. GTC 2026 drew record attendance, with 2,000 speakers and VIPs, reinforcing NVIDIA’s role as a hub for AI innovation and platform-driven technological convergence.
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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call NVIDIA Corporation (NVDA) NVIDIA GTC AI Conference 2026 March 16, 2026 2:00 PM EDT Company Participants Jen-Hsun Huang - Co-Founder, CEO & Director Presentation Unknown Attendee Welcome to the stage, NVIDIA Founder and CEO, Jensen Huang. Jen-Hsun HuangCo-Founder, CEO & Director Welcome to GTC. I just want to remind you, this is a tech conference. All these people are lining up so early in the morning, all of you in here, it's great to see you. GTC. GTC, we're going to talk about technology. We're going to talk about platforms. NVIDIA has 3 platforms. You think that we mostly talk about one of them. It's related to CUDA-X. Our systems is another platform. And now we have a new platform called AI factories. We're going to talk about all of them. And most importantly, we're going to talk about ecosystems. But before I start, let me thank our pregame show hosts. I thought they did a great job. Sara Guo of Conviction; Alfred Lin, Sequoia Capital, NVIDIA's first venture capitalist. Gavin Baker, NVIDIA's first major institutional investor. These 3 people are deep in technology, deep in what's going on. And of course, they have just a really broad reach of technology ecosystem. And then, of course, all of the VIPs that I hand selected to join us today, All-Star team. I want to thank all of you for that. I also want to thank all the companies that are here. NVIDIA, as you know, is a platform company. We have technology, we have our platforms. We have rich ecosystem. And today, there are probably 100% of the $100 trillion of industry here, 450 companies sponsored this event. I want to thank you, 1,000 technical sessions, 2,000 speakers. This is -- this conference is going to cover every single layer of the 5-layer cake of artificial intelligence from land, power and shell, the infrastructure to chips to the

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