NVDA Shares Slip After-Hours Despite A Slew Of New Product Announcements At GTC 2026

• The CEO also announced seven new chips for Vera Rubin, the Nvidia Vera CPU, Nvidia Vera Rubin DSX AI Factory reference design, and DLSS 5, AI-driven 3D computer graphics. 
• The company also announced the Nvidia NemoClaw stack for the OpenClaw agent platform.
• Huang also said that Nvidia is expecting revenue of at least $1 trillion through 2027 amid high demand for computing infrastructure.

Nvidia Corp. (NVDA) founder and CEO Jensen Huang unveiled multiple products at the company’s GPU Technology Conference (GTC) 2026 on Monday in a keynote speech of more than two hours.

Despite the impressive product list, shares of the company slipped in extended trading hours, declining about 0.2% at the time of writing, trimming gains after trading up during the conference.

Huang also said that Nvidia is expecting revenue of at least $1 trillion through 2027 amid high demand for computing infrastructure.

Significant Announcements

Among the many announcements, Huang launched the Nvidia Groq 3 Language Processing Unit, or LPU, a low-latency inference accelerator for the Nvidia Vera Rubin Platform.

“We united, unified two processors of extreme differences, one for high throughput, one for low latency. It still doesn’t change the fact that we need a lot of memory,” Huang said. “And so we’re just going to add a whole bunch of Groq chips, which expands the amount of memory it has.”

The CEO also announced seven new chips for Vera Rubin, the Nvidia Vera CPU, Nvidia Vera Rubin DSX AI Factory reference design, and DLSS 5, AI-driven 3D computer graphics.

To improve deployment of accelerated storage infrastructure capable of the long-context reasoning required for agentic AI, the company announced Nvidia BlueField-4 STX, a modular reference architecture to support enterprises, cloud and AI providers.

The company also announced the Nvidia NemoClaw stack for the OpenClaw agent platform, the Nvidia Physical AI Data Factory Blueprint as an open reference architecture to unify and automate training data, and announced that it was expanding its open model families to power the next wave of agentic, physical and healthcare AI.

Analyst Take

Wedbush said on Monday that Huang’s keynote speech reinforced Nvidia’s position "at the top of the AI demand curve for 2026 and beyond," according to TheFly.

The analyst told investors in a note that the founder’s announcements had clarified that the AI revolution was accelerating, not decelerating, adding that the CEO "raised the bar significantly" by announcing the company’s $1 trillion revenue target.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around NVDA shares jumped to ‘bullish’’ from the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.

Shares of NVDA surged more than 53% in the past year.

Meanwhile, the SPDR S&P 500 ETF Trust (SPY) is up more than 17% over the past 12 months, the Invesco QQQ Trust (QQQ) ETF is up 24%, and the VanEck Semiconductor ETF (SMH) has gained over 72% in the same time.

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