The Keynote

Five days before GTC 2026, Nvidia's pre-announcements reveal the strategy: an open-source agent platform that commoditizes orchestration, a surprise inference chip built with Groq, and a declaration that the chip company intends to own the full stack. On March 16, Jensen Huang will walk onto the floor of SAP Center to deliver his keynote at GTC 2026 — thirty thousand attendees, a hundred and ninety countries, and a promise to unveil "a chip that will surprise the world." But the chip may not be the surprise that matters most. Three signals have emerged in the week before the conference. Each is a product announcement. Together they are a thesis about where the AI economy concentrates. The Platform CNBC reported on March 10 that Nvidia is building NemoClaw — an open-source enterprise AI agent platform. Hardware-agnostic, running on chips from Nvidia, AMD, Intel. Jensen has been pitching it personally to Salesforce, Cisco, Google, Adobe, CrowdStrike. The platform follows OpenClaw's viral