GTC's hardware blitz
NVIDIA’s GTC unveiled a multi‑chip Vera Rubin platform — seven chips including a Rubin GPU, a Groq 3 LPU claimed at 35x throughput/W, and an NVL144 rack rated at 3.6 exaflops (FP4) — plus Dynamo 1.0 OS and a NemoClaw mention (x.com). Jensen Huang also pushed a $1T Blackwell+Rubin market thesis and GTC showed DLSS 5 for games — signals that NVIDIA expects huge enterprise and consumer demand ( ).
NVIDIA said major frontier-model labs and hyperscalers signed on to Rubin-era systems, naming OpenAI, Anthropic, Meta and Mistral as early customers for the Vera Rubin platform. (nvidianews.nvidia.com)) NVIDIA's Vera CPU ships with 88 custom Arm cores and 176 threads, and the company has signaled Rubin GPUs will enter mass production in the second half of 2026. (datacenterdynamics.com)) NVIDIA paid roughly $20 billion for Groq assets and talent late in 2025 to secure LPU technology, a deal described as a licensing/asset transfer rather than a full merger in public filings. (cnbc.com)) Two Democratic senators, Elizabeth Warren and Richard Blumenthal, sent NVIDIA a March 19, 2026 letter requesting details of the Groq transaction to assess whether the structure was used to evade antitrust review. (warren.senate.gov)) NVIDIA’s own technical blog and product pages spell out the Groq 3 LPX integration and the claimed efficiency advantages for token-generation workloads at rack scale. (developer.nvidia.com)) NVIDIA presented Dynamo 1.0 as an open-source “inference OS,” and its press materials and cloud partners say Dynamo already has integrations with AWS, Azure, Google Cloud and OCI while boosting Blackwell inference throughput in NVIDIA benchmarks by up to seven times. (nvidianews.nvidia.com)) Microsoft said Azure was the first hyperscaler to validate and power on Vera Rubin NVL72 systems in its labs and rolled Vera/Nemotron support into its Foundry Agent Service at GTC. (blogs.microsoft.com)) NVIDIA released NemoClaw as an enterprise OpenClaw stack with a one‑command installer that bundles the OpenShell runtime and Nemotron models; the NemoClaw repo and company release note sandboxing, network policy and audit features for always‑on agents. (nvidianews.nvidia.com)) Game-industry reaction to DLSS 5 has been sharply mixed: Wired reported players calling the output uncanny, PCWorld said several studios were blindsided by demo uses of their games, and TechSpot flagged NVIDIA statements acknowledging DLSS 5 uses 2D frame data after users reported artifacting and hallucinations. (wired.com))
