NVIDIA and the $1T AI Buildout for the Agent Era

Their new combined architecture can deliver up to 35x higher inference throughput per megawatt and up to 10x more...

What I Read This Week: a summary of the content that I consumed this past week… Caught My Eye… 1) NVIDIA and the $1T AI Buildout for the Agent Era On March 16, 2026, at NVIDIA’s GTC keynote, Jensen Huang said, “I believe that computing demand has increased by 1 million times in the last 2 years… the inference inflection has arrived.” He now sees at least $1 trillion in revenue from Blackwell and Rubin between 2025 and 2027, up from the $500B forecast last year. NVIDIA’s Vera Rubin platform integrates seven specialized chips into a unified rack, delivering 10x the inference efficiency and…

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