NVIDIA’s GTC 2026 conference will run March 16-19 in San Jose with over 1,000 sessions covering AI factories, large-scale inference, robotics, digital twins and enterprise deployments. Jensen Huang will deliver the opening keynote on the company’s five-layer AI stack—spanning energy, chips, infrastructure, models and applications—and host a dedicated Q&A session for investors and analysts.

Under a multiyear agreement, NVIDIA pledged $2 billion to Coherent Corp, securing future access and capacity rights for advanced laser and optical networking products essential to next-generation AI infrastructure. The deal includes a multibillion-dollar purchase commitment to scale U.S.-based manufacturing and R&D for co-packaged optics solutions.

Morgan Stanley analyst Joseph Moore reinstated NVIDIA as the firm’s top semiconductor pick with an Overweight rating and a $260 price target. The upgrade reflects confidence in NVIDIA’s AI roadmap, expanding ecosystem and potential easing of component supply constraints, which could drive significant customer spending in 2026.