To The Moon

$NVIDIA(NVDA)$'s GTC would be hosted from 16-19 March, the event would focus on the latest advancements in AI chips and industry application trends. I would think that the focus could be on the inference side of AI. GTC 2026 is indeed shaping up to be the "Inference GTC," where Nvidia shifts the conversation from merely building models to running them at massive scale and lower costs. With the event running from March 16–19, the focus is on moving past the "AI anxiety" of high spending and toward a model of sustainable profitability. Here is how the Rubin and Feynman architectures are set to reshape the landscape: 1. The Inference Revolution: Rubin and "Feynman" Nvidia is rebranding inference as a "System Problem" rather than just a "Chip Problem.