# Inference

Huang’s GTC Playbook: NVIDIA Repackages AI as Token Factories — Hardware, Agents and a $1tn Inference Bet

At GTC Huang declared a structural shift from training to inference, unveiling a hardware and software roadmap — Vera Rubin systems, Groq LPU integration, Kyber racks, and OpenClaw/NemoClaw agent frameworks — he says could create at least $1 trillion in revenue by 2027. The announcements reframe AI as a token‑generation business that will reshape data centre design, software stacks and corporate IT strategy.