Nvidia’s GTC developers' conference begins on Monday and CEO Jensen Huang’s keynote speech on Tuesday will be the most eagerly anticipated moment.

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Nvidia (NVDA) kicks off its annual GTC conference on March 18 with a keynote by CEO Jensen Huang from the SAP Center in San Jose, Calif. The event, which runs through March 21, will feature workshops and training for developers and engineers,

Rubin chips won’t ship until next year, but expectations are sky-high. Analysts project Nvidia’s data center revenue to hit $237 billion by fiscal 2027, doubling its current size. By 2029, it could surpass $300 billion, growing at an average 30% annual rate, a staggering climb for a business that’s already surged sevenfold in two years.

Robots, quantum computing, and AI—so much AI. Nvidia GTC will be doing a deep dive into the future of AI, robotics and more.