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Watch On We currently expect the keynote to run about two hours, which is typical for Nvidia. However, we've seen keynotes as short as 90 minutes and as long as two and a half hours before. Although we expect much of the keynote to focus on enterprise AI and Nvidia's "AI factories," there's a decent chance we'll hear some consumer announcements around Nvidia's long-rumored N1X chip, as well.
Just hours ago, full specs for the N1X and N1 leaked , and that follows a tease from Nvidia and Microsoft promising "a new era of PC" at Computex. Otherwise, however, we don't expect to hear anything related to GeForce. There have been murmurs that Nvidia could reintroduce older GPUs to fight rising component prices, but that seems unlikely at the moment.
Watch On Leading up to the keynote, Nvidia is hosting GTC Live, which is a pregame event presented by Bruce Lu (Goldman Sachs, Taiwan Semiconductor Research) and Tracy Tsai (Gartner, VP Analyst).
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
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- https://www.tomshardware.com/tech-industry/nvidia-keynote-computex-2026-gtc-taipei-where-to-watch#main
- https://www.tomshardware.com
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