GTC, Nvidia’s biggest conference of the year, starts this week in San Jose. We're on the ground covering all the major developments. CEO Jensen Huang will give a keynote address focusing on — what else?

Nvidia Corp., looking to cement its place at the heart of the artificial intelligence boom, laid out plans for more powerful chips, a model for robotics, and “personal AI supercomputers” that will let developers work on desktop machines.

Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.