英伟达2026 GTC大会 黄仁勋演讲课件

2026AnnouncingDLSS

53D-GuidedNeuralRenderingStructuredDataistheGroundTruthofAI$120BStructuredDataEcosystem–TheGroundTruthofEnterprisesSource:Gartner

DBMS,2025Unstructured

Data

is

the

Context

of

AI100’sofZettabytesPerYearofUnstructuredData–GrowingExponentiallySource:IDC

Global

DataSphere,

2025“Working

with

IBM

and

NVIDIA,early

results

show

we

can

refresh

global

operationsdata

in

minutes

atreducedcost—makingacapabilitythatcanbeturned

intotangiblebusinessimpactinareassuchasmanufacturingorwarehousing.

”―ChrisWright,ChiefInformationandDigitalOfficerof

NestléIBM

watsonx.dataData

Engines:NVIDIAcuDFOpen

Formats:DataGovernanceandAccess

Control

ThroughoutNVIDIA

A100IBM

Storage

Scale83%CostSavingsCPU

GPU1,0007505002500Order-to-CashDataMartUpdates3min

vs

15min“Dell

AI

Data

Platform

with

NVIDIA

helps

us

build

scalableandrepeatabledatapipelines

that

drive

automation—processing

massive

data

volumes

inminutesinsteadofhoursanddeliveringtransformative

valueforourclients.”__AbhijitDubey,CEOof

NTT

DATADellAI

Data

PlatformDataOrchestration

EngineData

EnginesNVIDIAcuVS

NVIDIAcuDFHigh

PerformanceScale-OutStorageNVIDIACMXData

ProtectionandCyber

ResilienceNVIDIARTX

PRO6000

BlackwellDellAI

Factorywith

NVIDIAEnterpriseDataProcessing

FromHoursto

Minutes10TB

Dataset100806040200CPU

GPU3XFaster“Our

collaboration

with

NVIDIA

and

Google

Cloud

helps

us

innovate

faster

for

more

than

abillion

Snapchatters

worldwide.By

lowering

costs

and

scaling

experiments

across

petabytesof

data,we’re

delivering

AI-powered

experiences

more

quickly

andefficiently.”―SaralJain,CIO

ofSnapGoogleCloudAI

HypercomputerFlexibleConsumptionOpenSoftwareApacheSpark

EngineApacheSparkJobsNVIDIAcuDFComputeG2VM

(NVIDIA

L4GPUs)

G4VM

(NVIDIA

RTX

PRO

6000)GoogleKubernetes

EngineControl

plane,APIs,Scheduling

and

monitoringPerformance-optimized

HardwareDataprocManagedApacheSpark

and

HadoopNetworkingJupiter

NetworkStorageGCS

RapidGCS

Lustre50,00040,00030,00020,0000A/B

Experimentation

Platform

45kCPUsto

1k

GPUs76%CostSavingsCPU

GPU10,000AIOptimizedInfrastructureOpenSoftware,

FrameworksLiquid

CoolingStorageNetworkingGoogleDistributedCloudVertexAIGoogleKubernetesEngineCloud

RunGoogleComputeEngineBigQueryDataprocDataflowBigtableJAX

XLA

vLLMSystemBuildersandOEMsDataScience

andAnalyticsAIPlatformsNVIDIAAIPlatformAmazonSageMakerAISystemBuildersandOEMsAWSParallelClusterAWSNitroEnclavesAmazonBedrockAmazonEC2AmazonEKSAmazonEMRAmazonEFAAmazonBraketNVIDIAAIPlatformAWSBatchAzureKubernetesServiceSystemBuildersandOEMsAzureContainer

AppsMicrosoft365

CopilotMicrosoftFoundryMicrosoftBingWindows

365MicrosoftFabricFoundry

LocalNVIDIAAIPlatformOracleAutonomousAILakehouseSystemBuildersandOEMsOCIAIAcceleratorPacksOCISuperclustersOracle

AIDataPlatformOCIGenerativeAIOCIDataScienceOracleAIDatabaseNVIDIAAIPlatformOCIOKECoreWeaveKubernetesKubernetesSystemBuildersandOEMsCoreWeaveMissionControlCoreWeaveStorageCoreWeaveComputeCoreWeaveInferenceW&BInferenceW&BTrainingNVIDIAAIPlatformW&BModelsW&BWeaveCoreWeaveSlurm

onServiceRubix

Ontology

Pipeline

Builder

Fusion

Agent

Studio

Model

Studio

AIP

Logic

Model

Catalog

Workshop

AI

FDEDellNVIDIAAIPlatformInference

Frameworks

Agent

Frameworks/Protocols

Frontier

Model

Builders

Model

to

ProductionDL

FrameworksAI

for

Auto

AI

for

Customer

Support

AI

for

Engineering

AI

for

Healthcare

AI

for

Robotics

AI

for

Search

AI

for

Software

Development

AI

NativesNVIDIAAIPlatformInferenceInflectionArrives10,000X

ChatGPT

ComputeInferenceInflectionDrivesStrongGrowthNVIDIAFull-StackExpandingAItoAllRegionsand

IndustriesTokensperWattDrivesFactory

RevenuePerformanceDrivesTokenCostInferenceXbyGB300NVL7250XHigherPerf/

WattH200NVL8Competition50100

150

200Interactivity(TPS/User)9,000,0008,000,0007,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,00000H200NVL8Competition35XLowerCostGB300NVL720

50

100

150

200NVIDIAExtremeCo-DesignRevolutionizedTokenCost“GB

NVL72Inference

King”$4.50$4.00$3.50$3.00$2.50$2.00$1.50$1.00$0.50$0.00DeepSeekR10528·FP4·1K/1K·

Source:

SemiAnalysis

InferenceXInteractivity

(TPS/User)NVIDIAistheGlobalStandardforAIInferenceatScaleAllLeadingInference

End-PointsRun

on

NVIDIAKimi

K2.5ReasoningAIFactoriesaretheIndustrialInfrastructureof

theAI

EraInferenceistheWorkloadTokensaretheNewCommodityComputeis

RevenueInferencePerformanceandEfficiencyDriveCompanyResults50

1002004006008001,000+InteractivityTPS/UserQwen

3235Billion32KKimi

K2.51Trillion128KGPT

MoE2Trillion128KGPT

MoE2Trillion400KGPT

MoE2Trillion400K$0$3$6$45$150InferencePerformanceandEfficiency

DriveCompanyResults1.8

M1.6

M1.4

M1.2

M1.0M0.8

M0.6

M0.4

M0.2

MFreeMediumHighPremium

UltraThroughput

TPS/MWInferencePerformanceandEfficiency

DriveCompanyResults1.8

M1.6

M1.4

M1.2

M1.0M0.8

M0.6

M0.4

M0.2

M100InteractivityTPS/UserMediumKimi

K2.51Trillion128K$3FreeQwen

3235Billion32K$0Throughput

TPS/MWHopper20050Blackwell

NVL72HopperInteractivityTPS/UserMediumKimi

K2.51Trillion128K50FreeQwen

3235Billion32K0.8

M0.6

M0.4

M0.2

M1.8

M1.6

M1.4

M1.2

M200HighGPT

MoE2Trillion128K35XInferencePerformanceandEfficiency

DriveCompanyResults1.0M$0

$3

$6Throughput

TPS/MWInferencePerformanceandEfficiency

DriveCompanyResultsBlackwellNVL721.8

M1.6

M1.4

M1.2

M1.0M0.8

M0.6

M0.4

M0.2

MPremiumGPT

MoE2Trillion

400K$45200InteractivityTPS/UserMediumKimi

K2.51Trillion128K$3FreeQwen

3235Billion32K$0HighGPT

MoE2Trillion128K$6Throughput

TPS/MWHopper35X40010050RubinNVL722X2XBlackwellNVL723XHopper10X50100200

400InteractivityTPS/User1.6

M1.4

M1.2

M0.8

M0.6

M0.4

M0.2

MPremiumGPT

MoE2Trillion

400K$45MediumKimi

K2.51Trillion128K$3FreeQwen

3235Billion32K$0HighGPT

MoE2Trillion128K$61.8

MInferencePerformanceandEfficiency

DriveCompanyResults1.0MThroughput

TPS/MWFreeMediumHighPremiumTotalAnnualQwen

3Kimi

K2.5GPT

MoEGPT

MoERevenue235

Billion32K1Trillion128K2Trillion128K2Trillion400K$0$3$6$45$150B$100BAnnual

RevenuePerGigawatt$50B$0BNVIDIAVeraRubin

Unlocks$150BRevenueOpportunity

5X

$30B

Blackwell

Rubin$150BRubinNVL722X2XBlackwellNVL723XHopper10X50

100

200

400InteractivityTPS/User1.6

M1.4

M1.2

M0.8

M0.6

M0.4

M0.2

MPremiumGPT

MoE2Trillion

400K$45MediumKimi

K2.51Trillion128K$3FreeQwen

3235Billion32K$0HighGPT

MoE2Trillion128K$61.8

MInferencePerformanceandEfficiency

DriveCompanyResults1.0MThroughput

TPS/MWRubinNVL72

2X

2X

BlackwellNVL72

3X

35XHopper10XInferencePerformanceandEfficiency

DriveCompanyResults1.8

M1.6

M1.4

M1.2

M1.0M0.8

M0.6

M0.4

M0.2

M50

100200

400PremiumGPT

MoE2Trillion

400K$45MediumKimi

K2.51Trillion128K$3FreeQwen

3235Billion32K$0HighGPT

MoE2Trillion128K$6InteractivityTPS/UserThroughput

TPS/MW0.0M3XHopper

35X50

100

20040035XPerformanceEfficiencyDrivesCompanyResults1.8

M1.6

M1.4

M1.2

M1.0M0.8

M0.6

M0.4

M0.2

M$6

$45

$1502XBlackwell

NVL72FreeMediumQwen

3

Kimi

K2.5235

Billion

1

Trillion32K

128K$0

$3PremiumGPT

MoE2Trillion

400K35X600InteractivityTPS/UserUltraGPT

MoE2Trillion400KHighGPT

MoE2Trillion128KRubin

+

LPXRubin

NVL72Throughput

TPS/MW1,000+8002XFreeQwen

3235

Billion32K$0MediumKimi

K2.51Trillion128K$3HighGPT

MoE2Trillion128K$6PremiumGPT

MoE2Trillion400K$45UltraGPT

MoE2Trillion400K$150NVIDIAVeraRubin

+

LPXUnlocks$300B

RevenueOpportunity$300B$150B$30B$300B$250B$200B$150B$100B$50B$0B Blackwell

Rubin

VR+LPX10XAnnual

RevenuePerGigawattTotalAnnualRevenueGroq

3

LPU500MB

SRAM150

TB/s

SRAM

Bandwidth1.2

PFLOPs

(FP8)98B

TransistorsUnitingProcessorsofExtremePerformances288GB

HBM422TB/s50PFLOPs

(NVFP4)336B

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+

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(HBM4)RubinGPUGroq

3

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SRAM

Bandwidth

55X

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(NVFP4)336B

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+

2.5T

(HBM4)RubinGPUKV

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NVL72Groq3

LPXInputFPGALPU

C2C

Spine

Connectors8

LPUsBF4AIInferenceComputeSRAM

CapacityMemoryBandwidthScale-UpDensityScale-UpBandwidth315

PFLOPS128

GB40PB/s256

Chips640

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3

LPXHostCPULPUC2C

LinksAvailable2H26AI

LabsOEMsandODMsAnnouncingNVIDIAVeraRubinNVL72LaunchPartners10X

Perf/W|

3.6

EF

NVFP4

|1.6

PB/s

HBM4

|

260

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NVLink6CloudOEMsandODMsCloudAnnouncingNVIDIAVeraCPULaunchPartners256Vera

CPUs|300

TB/s

LPDDR5X

|

ETL

Spine

|

6.5X

ThroughputAnnouncingNVIDIABlueField-4STXLaunchPartnersCloud5x

Tokens/sec|50

Tb/s

Networking

BW

|

16TB

Shared

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GPUs600K300KAI

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EB/s100EB/sTokens

per

Second2M700MNVIDIAVeraRubin7Chips–5

Rack

SystemsAIFactoryfortheAgenticAIFrontierNVIDIAExtremeCo-DesignDeliveringX-FactorsEveryYearFromChipstoRacks

toAI

FactoriesFeynmanRubinCX91600G2026Spectrum7204T,CPOLP30

LP35NVFP4GraceCPUVeraCPU2024OberonNVL72OberonNVL72NVL576BlueField-3BlueField-4Spectrum6102T,

CPOKyberNVL144LP40NVLinkRosaCPUFeynmanDieStacking

CustomHBMNVLink6

Switch

3600GB/sNVLink

7Switch

3600GB/sKyberNVL144NVL1152NVLink8

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5

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51TRubin

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HBM3eCX10CX8

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FacilitiesReference

Designs,Best

Practices,

MethodologiesNVIDIADSXAIFactory

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PlatformAcceleratesScalable,Energy-EfficientAIFactoryDeployment

DSX

Max-Q

DSX

Exchange

DSX

Flex

DSXSim

AnnouncingNVIDIASpace-1VeraRubin

ModuleInferenceInflectionArrivesAnnouncingNVIDIANemoClawforOpenClawAgents–