Holding Breath: Industry Awaits Vera Rubin Architecture at NVIDIA GTC

On March 15, 2026, a day before the start of the year's main technology conference, NVIDIA GTC, the market held its breath. The main intrigue is the official presentation of the next-generation "Vera Rubin" architecture and the roadmap update for the "Feynman" project.

GTC has long ceased to be just a hardware exhibition; it is where the budgets (CAPEX) of hyperscalers are formed for years to come. Jensen Huang is expected to shift the focus from brute force for LLM training to ultra-efficient inference solutions and hardware support for Agentic AI. Any NVIDIA announcements tomorrow will instantly affect the stock prices of competitors (AMD, Intel, Cerebras) and determine the cost of computing quotas in the clouds for all of 2026.

Source: NVIDIA Blog / Reuters