Nvidia CEO Jensen Huang announced at GTC 2026 that the company is restarting H200 chip production lines for the Chinese market, having obtained approvals from both U.S. and Chinese governments and received multiple customer orders. The H200 is a version designed to address U.S. export restrictions, and manufacturing operations have already begun.

Despite NVIDIA unveiling major AI and gaming technologies at the GTC conference, its stock price was unable to continue rising. Analysts believe this is due to market profit-taking following positive news. At the same time, investors are paying close attention to the actual profitability of AI investments and the sustainability of cloud computing expenditures, leading to cautious stock price movements. NVIDIA's industry leadership remains unchanged, but the market is now more cautious about the alignment between valuation and growth.

On March 17, following the GTC conference, NVDA contracts on the Hyperliquid platform experienced volatility, with prices briefly touching $189, now rebounding to $183.1, closing with a gain of 1.65%. Micron Technology and SanDisk showed strong performance, rising 3.68% and 6.35% respectively. Whale holdings in SNDK achieved unrealized gains of $740,000.

Nvidia unveiled Vera CPU at GTC conference, its first processor designed for Agent AI and reinforcement learning, featuring 88 proprietary cores with multi-task parallel processing support. Its high-bandwidth memory reduces power consumption, and multiple cloud service providers and hardware manufacturers have already planned integration. It is expected to enhance AI programming and streaming data processing performance, with shipments anticipated in the second half of the year.

NVIDIA released the Agent Toolkit open platform at the GTC conference, with its core being the open-source secure runtime OpenShell, aimed at providing security protection for AI Agents. Huang Renxun pointed out that AI will expand from generative reasoning to action, and the enterprise software industry will evolve toward specialized Agent platforms. The platform collaborates with multiple security tools, and 17 software vendors have already integrated with it.

Nvidia announced at its GTC conference the launch of the Space-1 space computing module, which integrates 2 Rubin GPUs and 1 Vera CPU, delivering AI inference computing power 25 times that of the H100, and supports on-orbit data processing. Founder Jensen Huang pointed out that thermal dissipation challenges in space remain to be solved. Initial partners include multiple space enterprises, but the launch timeline has not been determined.

Nvidia's DLSS 5 technology, unveiled at the GTC conference, achieves real-time 4K photorealistic rendering by fusing traditional 3D graphics with generative AI. CEO Jensen Huang stated that this approach can create content that is both beautiful and controllable, and indicated that this technology will be widely applied across multiple industries.

Nvidia CEO Jensen Huang announced at GTC 2026 that the Vera Rubin platform will enter full-scale production, integrating seven new chips designed to build a supercomputer specifically for agentic AI. Compared to the previous generation, the GPU count has been reduced to one-quarter while inference capabilities have improved significantly. Combined orders are projected to reach $1 trillion between 2025 and 2027. Multiple cloud service providers and system vendors will launch related products in the second half of the year.

NVIDIA CEO Huang Renxun announced the launch of the NemoClaw tool at the GTC event, which is deeply optimized specifically for the open-source AI agent platform OpenClaw, allowing users to install it with one click. NemoClaw combines the NVIDIA Agent Toolkit to ensure data privacy and security.

Industry analyst Patrick Moorhead released an analysis report focusing on Nvidia's GTC 2026 keynote, examining whether it can showcase a collaboration roadmap for GPUs, accelerators, and CPUs. A successful presentation would signify a transformation, while a failure could benefit cloud providers in developing their own chips. The report confirms several facts and predicts that the keynote will introduce the NemoClaw platform and the Feynman architecture roadmap, while also highlighting risks such as Groq integration, energy constraints, and market share challenges.