GTC pivots to agentic AI
Jensen Huang’s near‑three‑hour GTC keynote pushed NVIDIA from chatbots into “agentic AI,” debuting NemoClaw, Vera CPU, Dynamo 1.0 and DLSS 5 as core pieces of that shift (x.com)(cnet.com). The keynote framed agent stacks as cross‑industry tools for gaming, healthcare and robotics — a clear platform play, not just new chips (x.com)(cnet.com).
The Vera CPU announced at GTC is an 88‑core rack CPU with roughly 1.2 TB/s memory bandwidth, which NVIDIA says delivers about 50% higher rack‑scale throughput and roughly 2× efficiency versus typical server CPUs. (investor.nvidia.com) NVIDIA described Dynamo 1.0 as an open‑source "inference operating system" for AI factories and says it has entered production, with claims of up to a 7× boost to inference throughput on Blackwell GPUs in real deployments. (nvidianews.nvidia.com) NemoClaw packages NVIDIA’s Nemotron models with a new OpenShell runtime and is designed to install the stack in a single command for deployments on RTX PCs, DGX Station and DGX Spark hardware. (investor.nvidia.com) Technical descriptions of NemoClaw show three enforcement layers — a kernel‑level deny‑by‑default sandbox, an out‑of‑process policy engine, and a privacy router that keeps sensitive data on local models while routing heavier reasoning to cloud models. (particula.tech) The Nemotron 3 family revealed ahead of GTC includes a 120B‑parameter Nemotron‑3 Super that serves with only ~12B active parameters per token and supports context windows up to 1,000,000 tokens; NVIDIA has published the model repo and accompanying technical paper. (huggingface.co) DLSS 5 reorients DLSS toward real‑time neural rendering that adds photoreal lighting and material detail to frames, and NVIDIA said DLSS 5 support will arrive on RTX 50‑series GPUs in a rollout starting in fall 2026. (nvidia.com) To commercialize the stack at scale, NVIDIA showed new rack products — including Groq 3 LPX inference racks and Vera Rubin NVL72 racks slated for second‑half 2026 availability — and listed cloud partners such as GMI Cloud among early Dynamo/OpenShell adopters. (crn.com)
