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NVIDIA unveiled the Vera Rubin platform at GTC 2026, secured commitments for over one million GPUs from AWS alone, and introduced NemoClaw to put its infrastructure inside every AI agent deployment.
Hyperscale cloud operators are on track to spend more than $600 billion on infrastructure in 2026, but more than 36 data center projects representing $162 billion in investment are already blocked or delayed by power constraints.
Meta's five-year commitment to Dutch cloud provider Nebius covers $12 billion in dedicated capacity and up to $15 billion in flexible compute, including an early deployment of NVIDIA's Vera Rubin chips.
A red-team startup's autonomous agent gained full read-write access to Lilli, McKinsey's internal AI platform, exposing tens of millions of chat messages and hundreds of thousands of client files.
Jensen Huang takes the SAP Center stage March 16 with 30,000 attendees from 190 countries. Vera Rubin is confirmed in mass production; a preview of the Feynman architecture is widely anticipated.
Beijing committed hundreds of billions of dollars to domestic AI and semiconductor production in early March, aiming for full self-sufficiency as U.S. export restrictions continue to tighten.