Nvidia (NVDA) is scheduled to share key product updates at its 2026 GTC summit next week, all of which could fuel its shares higher. The annual event always has eyes on it, especially with shareholders looking to confirm that Nvidia remains the head of the AI wave. The show starts at 1 p.m. ET, when Huang will take the stage at San Jose’s SAP Center to provide developers, analysts, and the press with updates on what the company is preparing for the year ahead.
NVIDIA has been on a dealmaking spree over the past several months, ranging from agreements with chip companies to software firms. These deals could reflect in upcoming product unveilings or updates to the chip giant’s current slate. Additionally, Nvidia could also unveil its long-rumored laptop CPU at GTC. Per a report from The Verge, leaks show that the company is preparing to launch two chips, the N1 and N1X, that would power Windows laptops. The processors will run on ARM’s architecture, like those from Qualcomm (QCOM), but have a gaming-centric bent. NVIDIA’s GPUs are some of the most sought-after in the gaming community, and a CPU could be just as popular.
What Else to Expect from Nvidia at GTC 2026
Furthermore, outside of those announcements, Jensen Huang will provide additional details related to the company’s upcoming Vera Rubin AI platform, as well as Vera Ultra, slated for the second half of 2027. He could also offer up more information about Nvidia’s future Feynman GPU, scheduled for 2028. On the software side, Nvidia could debut its own platform for AI agents, according to Wired. The service, called NemoClaw, would allow companies to deploy agents across their systems.
Impact on NVDA Stock
NVIDIA (NVDA) continues to lead the way for the ongoing AI boom, with its stock becoming a favorite on The Street. YTD, NVDA is down 2% after a slow start to the week. However, shares are up over 73% in the last year, and a further 1,300% since March 2021. Its recent investments in select AI startups and companies like OpenAI, Groq, and Thinking Machines Labs have proven beneficial, and the AI giant does appear ready to keep forking out investments.
At press time, NVDA is trading near the top of its 52-week range and above its 200-day simple moving average. Like previous years, the Nvidia GTC event could spur enough investor optimism to fuel NVDA stock higher.