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 …
The pre show is done. Which had Gavin Baker and Alfred Lin. And many CEO of Robotaxi and AI companies The AI YouTuber and venture capitalist who headed up (or co-hosted/led) the NVIDIA GTC preshow is Sara Guo the GTC Pregame Live with Alfred Lin (Sequoia partner) ahead of a recent GTC event. Sarah Guo, …
Can Nvidia Earnings Save the stock market? Looks like yes. Earnings was $68 billion for this quarter and they are guiding to $78 billion for next quarter (which means a likely $80-81 billion actual next quarter). This is still without any China revenue kicking in. Trump will visit to China in March 2026. Trade/tech issues …
Jensen Huang revealed that latest Nvidia technology and applications including the new Ruben GPU chips. Vera Rubin addresses skyrocketing AI computation demand (models 10x larger yearly, reasoning adds compute). Post-training uses reinforcement learning and inference is multi-token. Tokens use increase 5x yearly. Costs decline 10x yearly due to race. NEWS: Nvidia has released a new …
The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA and Groq clarified that it is not a full company acquisition. The deal is structured as a non-exclusive licensing agreement for Groq’s inference technology, combined with NVIDIA hiring key Groq personnel. Groq’s founder and …
