Nvidia

• CERAWeek by S&P Global in Houston (March 23-27, 2026) features speakers from Amazon Web Services, Google, Microsoft, NVIDIA, Meta, Dell, Applied Materials, and AMD on AI, data centers, and energy. • Programming focuses on AI's impact on energy power demand, data center innovation, chip design, robotics, workforce, and investment strategies. • New 'Bridge' venue connects energy and tech leaders; includes Energy Venture Day with 40+ startups and TEX-E collegiate pitch competition.

• US prosecutors in the Southern District of New York charged three individuals affiliated with Super Micro Computer, including co-founder Yih-Shyan Liaw, with smuggling Nvidia AI chips to China. • The scheme involved illegally diverting billions in advanced semiconductors intended for US servers to unauthorized Chinese entities, violating export controls. • This case highlights escalating US efforts to curb AI technology transfers amid national security concerns over China's military advancements.

• Red Hat and NVIDIA announced collaborative initiatives focused on delivering production-ready enterprise AI solutions grounded in open source principles, emphasizing choice, control, and flexibility for CIOs and CTOs. • The announcements were made at NVIDIA GTC, showcasing Red Hat's open approach to AI and its integration with NVIDIA's enterprise AI platforms for hybrid cloud environments. • The partnership reflects industry trends toward open source-based enterprise AI deployments as organizations seek to avoid vendor lock-in while scaling AI workloads across hybrid cloud and on-premise infrastructure.

• Elon Musk stated Tesla and SpaceX AI will continue large Nvidia chip purchases even as Tesla advances its AI5 chip, optimized for edge compute in Optimus and Robotaxi. • Tesla's Terafab AI chip manufacturing facility is set to launch within seven days from March 14, potentially by March 21. • Musk praised Nvidia CEO Jensen Huang, noting AI5's efficiency in half-reticle format could halve fab needs, with AI6 potentially matching dual AI5.

• NVIDIA CEO Jensen Huang announced at GTC in San Jose a forecast of $1 trillion in sales from Blackwell and Rubin chips by late 2027, doubling the prior $500 billion estimate through 2026. • The company unveiled a new inference system generating 700 million tokens per second, 350 times faster than the Hopper generation, to counter custom chips from competitors like Google. • NVIDIA's DRIVE platform for robotaxis, valued at $1.2 trillion by Morgan Stanley, is adopted by Uber and BYD, with Uber's fleet launching in 2028; data center revenue hit $192 billion last year, up 66%.

• Nvidia announced at GTC 2026 that it has locked in $1 trillion in orders for its Blackwell and Vera Rubin chips through 2027, far exceeding annual revenue and signaling massive AI infrastructure investment across the industry. • Major hyperscalers including Amazon, Microsoft, and Google have significantly ramped up investments in AI data centers and infrastructure, competing to build massive language models and prepare for exponential growth in AI workloads. • Blackwell chips have already begun shipping while Vera Rubin is positioned to deliver major boosts to AI training and inference performance, addressing the current AI infrastructure race among tech giants.

• Nvidia has announced plans to achieve $1 trillion in revenue over the next seven quarters, requiring average quarterly revenue of approximately $143 billion, nearly triple current levels. • The company must add around $65 billion in quarterly revenue from current levels, equivalent to Amazon Web Services' or AMD's annual sales each quarter. • Success depends on sustained AI infrastructure demand, increased production capacity, and supply chain optimization, with projections suggesting Nvidia could need to reach $200 billion per quarter by end of 2027.