Nvidia to Debut Blackwell Ultra at GTC as Broadcom Posts 106% AI Revenue Growth
Nvidia will debut Blackwell Ultra and Feynman chip architectures at GTC 2026 (March 16-19) for 30,000 attendees, bolstering its GPU and networking leadership. Broadcom’s AI processor revenue jumped 106% y/y to $8.4bn and targets $100bn by 2027, challenging Nvidia’s dominance by 2030.
1. Company Showcase at GTC 2026
At GTC 2026 (March 16-19) in San Jose, Nvidia expects 30,000 attendees from 190 countries as CEO Jensen Huang presents its full AI stack, highlighting physical AI, AI factories, and agentic AI initiatives.
2. Next-Generation Chip Architectures
Nvidia will unveil its Blackwell Ultra and Feynman architectures, featuring enhanced processing cores and networking capabilities designed to accelerate large-scale AI model training and inference.
3. Hyperscaler AI Spending Surge
Hyperscalers plan over $700 billion in AI infrastructure spending in 2026, positioning Nvidia’s leading GPUs and networking solutions to capture significant market share given growing demand for high-performance computing.
4. Broadcom's Rising AI Chip Revenue
Broadcom’s custom ASIC processors generated $8.4 billion in AI revenue, up 106% y/y, with projections to exceed $100 billion by 2027, setting the stage for intensified competition with Nvidia through partnerships with Google, Meta, OpenAI, and Anthropic.