NVIDIA's annual GTC 2026 conference this week delivered one of the most consequential AI infrastructure announcements of the year.
CEO Jensen Huang took the stage at the SAP Center in San Jose to unveil the NemoClaw open source stack — a platform designed to let developers build and deploy always-on autonomous AI agents directly from their desktops and enterprise environments.
The announcement signals a clear shift in the AI industry's direction: from prompt-based tools to persistent agents that can reason, plan, write code, call external tools, analyze data, and autonomously complete long-running tasks.
NVIDIA IGX Thor, a new industrial-grade edge computing platform for physical AI, also became generally available at GTC, with early deployments in construction, manufacturing, logistics, and healthcare. Caterpillar is developing an AI assistant for in-cab workers using the platform.
NVIDIA's own State of AI report released at GTC revealed that 88% of companies surveyed say AI has increased annual revenue, with 30% reporting gains above 10%. Agentic AI adoption is accelerating particularly fast in telecommunications (48%) and retail (47%).
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