NVIDIA's Jensen Huang Wants It All (GTC 2026)

NVIDIA is flexing its muscles at its annual GTC conference as CEO Jensen Wong says they will do over a trillion

Trillion dollars of business. Oh do two pinkies to the mouth

We're gonna walk you through Jensen's plan for total domination from new robots to open-claw integration to something

That has to do with Kate

This conference is gonna cover every single layer of the five layer cake of artificial intelligence

From lamp power and shelled the infrastructure to chips to the platforms the models

Yum-yum Kevin will also discuss what this means for you the human when everyone has an agent and all GPUs are going towards inference

The man just keeps on going up. There's a reason for that finally

AI is able to do productive work and

And therefore the inflection point of inference has arrived

And gamers don't worry if you're mad that you can't ever get a new graphics card ever again prepare to be big mad

Because AI enhanced graphics are here whether you want them or not. That's right

DLSS five is here and Gavin thinks they're super cool and all of you no wrong

He said that to me on the phone. I did not say that. I do think they're interesting Kevin

But I did not say that yeah, he actually did say that in fact he said he wants to use DLSS on us. No. No, I didn't I didn't say that. Oh, this is

Actually, I'm a kind of

I kind of dig it. This is AI for humans everybody is it?

Welcome everybody to AI for humans your weekly guide actually your biweekly guide to the world of AI

Yeah, what do you know we're doing hey we're going by Kevin we're a schedule fluid guys you you were correct comment section

You got us

Today we are talking about Nvidia's GTC, which is their big event Kevin did you know that GTC stands for

GPU technology conference did you know that I did not know that I didn't know it until about five seconds ago Gavin

And I wish I could use that Adam Sandler remote and rewind and unlearn it

The click you're talking about the clicker mode from that movie clip

Black would have been the easier draw sure, but I want to rewind

Teemo so the matter we're gonna talk yes, okay, let's talk about GTC

I do want to jump into this so first of all Jensen comes out in the leather jacket and he is just boss manning this conference

He comes out he's doing everything he you know what I found out he doesn't even use a prompt or for this thing

So he comes out he's got all this memorized

But I want to play one little clip here before we start to just kind of get a sense of what he's going for

Well

I'm here to tell you

That right now where I stand a few short months after GTC DC

One year after last GTC right here where I stand

PT SD no it's

He's going he's going he's going he's going P at a P it is PT it was pacific time

I see

Through a 20

Keep going keep playing it keep playing is he gonna say anything other than acronyms and individual letters. I'm going to say 27

At least one trillion dollars one trillion dollars Kevin one trillion dollars of his cash money

Carnot for new jackets. What is it? What is the one trillion in videos made one?

That is the money that is going to go through in video which is crazy to me

And it just there was a slide they put up where they are just show how much of what they're in like they are in

Every single factor of the modern tech economy. They're in every single factor of future tech economy

Demand is just going it's like insane to me when you watch this to be clear for the audio only automotive financial services

Healthcare and life sciences industrial that means you know water power you name it media and entertainment quantum

Retail consumer package goods robotics telcos they're in literally everything and as AI

Infuses its way into everything that will include your toothbrush that will include your dogs collar

That's going to include everything and also Kevin. You know what will really include which was kind of one of the bigger announcements of this conference was

D L SS 5 it's going to be in your video games in a much bigger way than you might have expected

Of course in video comes from video games

He did a little bit of a history thing where he talked it's been the twist the 20th year of kuda for those out there who celebrate

So congratulations kuda can almost drink a beer

But that is based on video games we used to make graphics cards just for video games and guess what Kevin

They introduced a new thing that is very interesting. It is an uprising tool for video games

It is called DLSS 5 and this is essentially like you and I have seen over the course the last couple of years

You can see up-resure video or up-resure photo with AI will be showing this on screen

But if you're not watching this you know, it's a slider back and forth and you see essentially an AI

Upressed image what when you're looking at these video this video like what are you feeling?

The the rage of the internet. I can feel them sharpening their pitch for take away that take away that

What are you feeling Kevin? I think it's super engineering look there

There are certainly times where up-res techniques can breathe new life into something

This is slightly different than previous takes at DLSS if you've seen AI

Up-res graphics in the past

They were just trying to imagine the pixels in between the pixels if you will or sharpen out the edges or something like that

This new approach actually takes like the frame color and the motion data and uses AI to add add

Not just in the hands, but add

Accurate lighting and materials and fine detail and they will claim

It's using the original models and colors and textures of the core game itself

So they're remaining true to the artist's vision

This is where some of the division is because when you look at the examples

It looks like it's painting details that don't exist in the course models as they are on the screen now my parents

Love a motion smooth Gavin. Oh, they do. Oh my god. I know I love to take off

You know the old 4x3 video and up-res it to 8k

They're watching mission impossible in 4x3 in black and white

All the characters kind of just slide across everything everything looks like a soap opera

They love that stuff and I do think with certain games

There's a time in the place for this there's gamers that will line up for a new texture pack of the release of a final fantasy or whatever else

So I do think there's going to be clearly an audience for this

I we've seen already in the very short time that this was announced

There's definitely a hater contingent for this right and I think if you're like a hardcore gamer

Just the fact that it adds and it's only like 18 milliseconds of latency

But the fact that it is adding latency makes this like a deal breaker for some people right off the rip

Yeah, and I will say it's like in kind of the same thing we say with all AI stuff

It's like the worst it will ever be right now

And I think that one of the things I think they kind of screwed themselves over by is like there's actual changes

Like to your point in the background one of the shots of the Resident Evil shot

There's a sign that says cigarettes and the cigarette sign is gone

So maybe it's just that AI is trying to clean up our lives and not just get us to smoke

Starfield which is a video game that I played. I don't did you play starfield? I can't remember if you played starfield

Yeah, yeah, so one of the problems with starfield is they have these very dead looking characters right when you look at these characters straight on

They were very dead looking and we'll take you have an AI did not really fix that it made their skin nicer

It made the backgrounds nicer

It did make the environments really cool. There was one environment starfield really beautiful

But the eyes are still kind of dead and so it's not going to just fix things that are necessarily wrong with it

Digital Foundry as a very great YouTube channel. You should be following they got an insight look at this

Their video has a lot of other stuff one of the cooler parts that they showed was a shot from Assassin's Creed shadows

Which you haven't played that that's the one where you're in Japan

And one of the characters is up on top of the mount top of a building and he's seeing this forest and the forest looks amazing

Like when you look away like at the at the landscapes

I think facial stuff is going to be a little bit different

But yeah, but I did want to point out your point about the idea of how negative people are

Those comments are watching people just like light the internet on fire in fact one person

I want to call this one out

Fampus f a m p p i s said quote apply the slop filter. Please quote said no one ever so you are going to see a lot of negativity

I think we use the slop filter on our web cams every recording. We apply it directly to the forehead

Listen, I we we talk about and we you do say it often and I think it bears repeating that this is the worst that it will get

Right, it's easy to look at those examples and go. Oh, there's a halo of light around the character as it moves

Oh, the the background signage changes subtly. Oh the the the the rain details aren't exactly

Inline with the it's the worst that it's going to be yeah

It is going to get better. It's wild to me still that this system understands like hair skin fabric

Yeah has

Understanding of all that and can do it with I think it was like an average 16 millisecond hit

That's gonna drop down even more and I think beyond the oh, we're just gonna enhance our existing game

I think we're gonna see games designing for this. Yes. Yes. Yes ship ultra low-res geometry

Ultra low-res models and be like hey, this card has been trained on this blocky thing and suddenly like iDARB

Or the old NBA jam looks for you. Yeah, that would be so interesting to think about like how low

Poly could you make something and actually have her come out? Yeah, look at you go Kevin

I do want to ask like if if they didn't have the word AI attached to this

Would gamers be excited because that's my big question when you just look at what this is sure a gamer who didn't think this was AI might be like

I kind of changed it, but wow. I can see like so much better. It feels like a whole new gaming system

That's the thing I think is is a graphic Scott have hyperpixels. They cut the hyperpixels drag it on it

Hyperpixels dragons and AI and fiber scales on it. I'd be like oh, yeah

I need 10 10 carbon dragons, but no, I think you're right. I think AI kind of automatically yucks a lot of yums again

I understand people that are like that's not the artists intended vision or that's that's it's it's adding things to

The game that shouldn't be there, but also sometimes the artist push it as far as they can and maybe they wish yeah

That the the self shadowing on the eyes of the character would have been more defined like we're we're not necessarily able to say if the game developers

themselves are officially supporting the thing then

They're welcome to you're also welcome to hate it too, but you can't I forgot there was one

I saw Kevin I have to show you so so I guess Nintendo got involved in this and Nintendo decided that they were going to

Mario and I don't know if I buy this one necessarily because it seems to me like

This feels a little bit off like I'm not sure if I buy this one

So anyway if you're just listening go to the YouTube and watch it and check out what we've what we've done here

Is it turned him into Timothy Shalamay? I don't know

This is maybe that's the next star of the Mario movie

This is going to be a great meme and if anybody in our comments around our discord wants to do a DLSS 5 on all of the things even outside of video games

We are here for it. Please. Yes. We are okay. So very fast

There was a quick mention of Jensen talking about chips in space

Which has been this ongoing conversation if you remember a couple weeks ago

We talked about Elon discuss this idea of like all of his chips are going to be in space

In videos working on chips in space they have a way to figure it out

All we though he did mention the fact that like they're gonna have to figure out how to deal with heating and cooling up there

And and and Elon's idea was always like oh we can just use the coolness of space

Anyway, that's something they're working on but Kevin the bigger thing that came out of this

I think was this real open-cloth integration like leaning in

Oh, what's going on? What do you laugh about it?

Just the reality of what you and I have chosen to discuss each and every week to go yeah

Yeah, the chips in space. Yeah, we're gonna launch these space data centers

We're gonna cool it with the vastness of the vacuum that is space and there's no timeline or partners

But no, we're gonna figure it out, but here's the really big thing

I mean the chips is basically to me and I'm curious to know what other people out there think it feels like a pop a pipe dream right now

I know it's not I know that there's science that can do it

But there is no actual way to beam down the data yet in a significant way

So it does feel like to me it's like everybody's got to check the chips in space part off of their resume or off of the thing like

I've done chips in space

Okay, yeah, okay, well you could like jensen used like healing talked about it for like five minutes

It was a three-hour keynote and he spent five minutes anyway

The bigger thing here is that they actually had Peter Seinberger the creator of open-cloth in the audience

And they have worked on a whole new integration of open-cloth

within the Nvidia platform that they're calling Nemo-cloth

And this is a little strange and weird that we're mixing names here

But so Nemo-cloth is based on around the name of Nemo Toronto which is one of their other platforms

But the big idea here kev is that they are trying to make open-cloth

Accessible for SaaS businesses meaning that you could trust your enterprise data

With an open-cloth service and and the idea that this could really open door and by the way

Gents they made a whole video about open-cloth

They went like off about open-cloth. They really loved it so I

There are a couple I think a big part of it for them is they really want to boost open source

Open-cloth one of the things jensen said in the presentation was that it is the

It is the biggest open-source project of all time at least according to GitHub that it took two weeks to be Linux

In terms of how many GitHub stars it has which is pretty crazy

Anyway, I'm curious as somebody you've spent a lot of time with open-cloth

And I've actually been talking to like I mentioned last week my brother-in-law who's been doing a lot of open-cloth stuff

Where do you kind of stand on the idea that like in video could give open-cloth big boost and that it could make this kind of enterprise ready?

I was did not see this one coming

We're interested yeah with with the open-cloth at all

I think a lot of people that especially the early adopters got into it and they're like okay

Yep, this will go especially once open AI got involved right and kind of snatched up a Peter

We're like okay, this thing's gonna have legs here and then the bigs will go make their own version

I did not for and this is my short-sightedness

I did not count Nvidia as one of the bigs that would take this and run with it in a way

I figured andthropic's gonna put more

Cloth like teachers into their sweet Gemini and Google

They're gonna do the same Microsoft don't have an offering

I didn't expect Nvidia to do it and that to me is so fascinating

Because we saw other slides where they announced all the big foundational partners that they work with right Gavin

They have a lot of code inside and they had codex and they had all the big partners are there

But like don't forget

They can also serve the open source models and they have

What one trillion running through their veins so they can spend something like this up

And I think look making it enterprise secure

In addition to the stability issues and everything else

But I think making it enterprise secure was sort of the number one thing because that's what held even some normies back

For using it was this notion of like I don't know that I can trust it with the keys to my personal kingdom

Yeah, and what I find interesting about Nvidia is they win

No matter who wins right like that's the thing you can take away from a presentation like this

They are winning across the board

And all they need is one of these people to survive like to be and by the way if in an open source world

Nvidia does great because as Justin pointed out again and again

Inference runs on GPUs right meaning that inference if you're if you're new to someone new to the space

That's where the AI has to think about things before it gives you an answer

It's not just the training of a model

It's the real time calling of the data going back and forth

So for Jensen

He's open clause great right because it brings more people on board and it brings more open source models on board

And it doesn't matter how much they're paying for the opening eye token or the cloud code token

It's more about getting more and more people on board with the AI trade

Well, here's the other thing you know you go to an Apple store and they're sold out of Mac minis because people were snatching those

Up to just run open claw which it's crazy overpowered for that but they did it regardless

Nemo claw gonna run on RTX graphics cards gonna run their RTX pro gonna run on the dgx station

Probably gonna run on their their spark their little super computers

So they have a vested interest in making sure it runs really really well on their hardware because I bet they saw that moment and oh no

What's going on? I'm just thinking I'm not financial advice

But am I supposed to buy Nvidia stock at this point? Is that what I'm supposed to do here?

It's got a flag

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You've committed to it Kevin

Someone's gonna do the DLSS 5 on me in the halfway through and then the other half my face is Kevin Rose

Oh

Man, well, we'll see what happens. Maybe I can be Alex. I'll break maybe there's like all the old people united one big thing

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All right, Kevin the other big thing that came out of this in GTC was they brought out the robots and the robots are always really interesting

I remember you and I covered this me last year maybe was last year before

They talked a lot about simulated environments for robots, right?

Remember there was a whole thing about how you put a robot in a simulated environment

Well, this year it's clear that a lot of these robots are actually doing this and the most interesting part of this to me

Was you know the little Olaf robot that they've rolled out across Disneyland now. It's like about I don't know about this tall

Like upsell my desk like this tall

They had the the Olaf robot come out

But the more interesting part was looking at what they designed for the Olaf robot before they put it into

Practice in Disneyland

They had a whole simulated environment where it was able to kind of learn how to walk through kind of dirty snow

In some way and different things and like that feels like the future of this kind of integrated robot

Say I and right now Olaf doesn't feel like the thing that can kill us

You know because he's cute and he's got those little sticks for arms

But at some point someone's gonna be simulating that in a much bigger way and a practice of war

But we're seeing just the cute version of it right now. Give me just a very cute version

So I appreciate you know there's a workstation somewhere where they replace those little twig arms with AKs

They've got a tiny little Olaf learning to waddle over marbles with two death machines strapped to his arm

I love it. I like yeah, I do it

Are you think they're gonna replace the cold buttons with thermite and and Olaf?

Oh waddle in

Let if somebody in our audience try to make the terminator

Click shot of where the terminator steps on the skull

But make it with Olaf and we will give you a special shout out. We'll give you a special shout out

Yeah, I want to see when he comes down like when the little bubble forms and he's teleport and it's usually like a naked Arnold

Let's see Olaf make it Olaf you want to make it Olaf

No, you want to see naked Olaf. I don't know what's under the snow. I guess he'd be melted at that point the point is

I want to see his snow. I guess it's just nothing. It's just snow. Are we sure?

Are we sure there's nothing under the snow? Well the robot they're definitely fall off all in

And Legos yes

The other guy's very cool about gtc

There was a video game that came out from the same guy that made there's a great mind sweeper thing about the straights of horror music

Came out about a week ago and he made that videos like a casual game

He made a video game called gtc which is good till cancelled and this is essentially a vampire survivor's game

Where you play as jensen and you fling chips at people coming towards you and investors looking for money

I played this Kevin for longer than I would like to admit. It is very fun

It is it is a it is a web based game and it goes on

It's not it like you can level up. There's level ups and power ups throughout it

So like just a very fun cool

vibe coded thing and the last thing I want to say is there's a great podcast

You should all listen to to give you some more insight into this now. This one

This is this podcast too, but dorkish potel did an interview with

Dylan Patel who jensen shattered out in the keynote

Dylan Patel runs semi-analysis and semi-analysis kind of does a lot of data and research about the chip world and the

And the energy world and all the stuff that kind of matters in the hardware world and in this interview

Dylan talks a lot about the bottlenecks may not be energy as much as people think energy is going to be like

There's a lot of conversations around like one-get-go-odges five-get-go-odges

Yes, we need space the labs. Okay. Yeah

He was saying the bigger bottleneck is more likely going to be the small pieces that have to come together to get these chips

Like there's like there's a company called ASMR. I think in the Netherlands

That makes just the small piece of all of these kind of processes that have to come together to make the fabs

Which is the machine that makes the chip

To all of this stuff is this crazy big thing

And so there's all these little pieces that could go wrong

And so just to be clear like yeah, by the way

I mean or graphics cards too right like all this stuff

But just you like is a little bit of like in you know

Invidia and jensen is here kind of selling the big cell

That's a nice little kind of way to kind of look at some of the realistic situation

We may be in in the next two to five years when it comes all that

I

Think it's a bubble. What are your thoughts?

Fab are you okay? Are you okay? What did you just have gas was that the bubble the gas?

You just mean just being all right just being real. We'll see you all on friday

We have a very special thing that Kevin has been vibe coding that we're gonna

We're gonna premiere on friday and maybe have playable at some point right? That's the idea

I'm gonna release it open source when anybody can do it

Oh great fantastic play a game of doom and then just whisper new enemies and weapons into the game

Like I don't know shoot a juicy hamburger at guy fieti

Oh

All right, okay, I'm can't wait also like and subscribe this video

We're gonna come to you twice a week. We're trying to make a little shorter video

This will still go up on audio, but like and subscribe

But we're very happy you guys are here with us. Thank you so much for watching and we'll see you on friday. Bye bye