Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5–10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ …
Elon Musk are walking with Eric Trump and his wife in a small group behind Trump and a group of about ten US and China leaders going to a limo after getting off Air Force One. Elon Musk arrives with President Trump and the U.S. delegation in Beijing, China. pic.twitter.com/yqCGkMCkbH — America (@america) May 13, …
Nvidia Vera Rubin platform with the Rubin GPU and Vera CPU is a full-stack systems with CPO. It is the next-gen successor to Blackwell. The Vera CPUs are for agentic workloads. There is Groq LPU integration for inference disaggregation. there is projected $1T in combined Blackwell/Rubin orders through 2027. It will have 10x better inference …
It is being reported that xAI will rent tens of thousands of GPUS to AI coding company Cursor. It is about $2.5-18 per hour for GPU rentals. For 10,000 GPUs it would be $15-40 million of rent. For 50,000 GPUs it would be $75 million to $200 million per month. If XAI was renting half …
Eric Schmidt and other AI leaders (Karpathy, Musk, Anthropic executives) have described recursive self-improvement (RSI)—AI autonomously designing, testing, and deploying better versions of itself—as the pivotal transition from narrow, human-guided progress to potentially explosive, closed-loop intelligence growth. RSI is not yet fully autonomous across the entire AI stack with no human oversight but narrow versions …
Nvidia has 19 car company partners for robotaxi. Those car companies have deployed cars with driver assist but they do not have unsupervised robotaxi. The LIDAR needed for driver assist is produced in substantial volume but only a few thousand are produced for robotaxi grade LIDAR sensors. The car partners have not bought and installed …
Tesla has the world’s most advanced AI (not OpenAI). Autopilot runs superhuman edge AI on HW4 (only 20–50W — same as human brain) while Nvidia B300/Rubin use 1,500–2,000W+. AI5 will jump to 800W for more tasks (distributed inference), but efficiency still unmatched. FSD 14.3 (10x parameters, reasoning model) incoming — “the last big piece” for …
Nvidia has new level 4 chips for autonomous driving. Will this kill Tesla? They have 19 car partners who collectively can make 18 million cars per year. How many Nvidia Thor chips are installed in those cars ? How many cars have those partners created that are gathering data right now for self driving? Have …
Microsoft is threatening to sue OpenAI over the February 2026 Amazon $50B investment and $100B cloud-expansion deal. Microsoft says the Frontier agent platform on AWS (stateful runtime) violates the Azure exclusivity for stateless OpenAI APIs that was in the original ~$13B Microsoft investment agreements (updated Sept 2025). Microsoft publicly restated Azure remains the exclusive cloud …
Nvidia has a structured data enablement strategy. Nvidia provides libaries, software and hardware to index and search data faster. The Indexing and retrievals are way faster 10-40X faster in most cases. How cuDF + cuVS Work Together (The GTC 2026 “Ground Truth” Pipeline) Unstructured data (PDFs, videos, logs, emails, sensor streams) → embedding model (NeMo, …
Jensen Huang GTC 2026 Keynote Highlights (March 16, 2026) NemoClaw Launch NVIDIA unveiled NemoClaw, an enterprise-ready, secure version of OpenClaw (open-source AI agents platform). This is the enterprise ready OpenSource form of Openclaw. Openclaw is by some measures the most successful open source project ever. Surpassing Linux in some ways. Nemoclaw adds privacy guardrails, sandboxing …