NVIDIA GTC 2026 in San Jose was, to say the least, a whirlwind. If last year's conference was about the economics of tokens, this year's was about something bigger: the moment AI agents stop being a promise and start being infrastructure. Two announcements made that clear. Most people in the room were focused on the hardware specs. But the real story is what these two releases mean together, and why the window to get ahead is narrowing fast.