Mar. 16 at 8:30 PM
$PATH Jensen Huang explicitly featured UiPath (PATH)during his GTC 2026 keynote earlier today, March 16.
Huang highlighted UiPath as a critical partner in the "Applications" layer of his "Five-Layer Cake" AI model. He specifically noted that UiPath's process automation expertise is essential for orchestrating the long-running, autonomous AI agents that Nvidia is now prioritizing.
Key Takeaways from the Keynote:
The "Orchestration" Shout-out: Huang stated that while Nvidia provides the "brains" (NIM microservices and the new Vera Rubin chips), companies like UiPath provide the "hands" that allow AI to execute complex, multi-step tasks across enterprise systems.
The Deloitte/ERP Connection: In a move that surprised some analysts, Huang mentioned that UiPath’s push into agentic AI, potentially through its partnership with Deloitte, is positioned to **disrupt the traditional ERP (Enterprise Resource Planning) market.
