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Nvidia CEO Jensen Huang bids to own the entire AI factory stack
Nvidia dominated tech news this week, as its hold on the artificial intelligence factory boom only tightened at its annual GTC conference in San Jose.
It introduced a raft of updated chips and software as well as partnerships with just about everyone in sight. Check out our extensive coverage below for all the details, and tune in today starting at 10 a.m. PDT for a day of interviews on theCUBE with many of those partners plus analysts from theCUBE Research and elsewhere.
As his company’s market cap hovers above $4 trillion, CEO Jensen Huang (pictured) just keeps rolling, predicting revenue will double to $1 trillion — or more! — by the end of 2027 from the previous two-year period. And China chip sales are just starting up again too.
At this bigger-than-ever GTC, Huang made it clear that Nvidia is gunning to command the levers of the entire AI factory hardware and software stack, though of course it’s leaving plenty of room for other hardware providers such as Dell, Hewlett Packard Enterprise, Cisco Systems and others to use its chips in their computers and networking gear.
As Huang sees it, there’s no choice but to make sure all the pieces of the AI factory, from chips to storage to networking to AI models (including its own) to the software orchestrating everything (including its own CUDA computing platform and programming model), work together as seamlessly as possible — what he calls “extreme co-design.” “We are a vertically integrated computing company,” he declared this week. “There is no other way.” That doesn’t quite make Nvidia the Apple of AI, but they rhyme now.
The reason for this emphasis is that what matters now is less training of massive new models, which Nvidia’s graphics processing units are aces at, than inference — the process of providing answer to queries. For that, a different kind of processing works better and costs a lot less — and that’s why Nvidia is rushing to market later this year a language processing unit chip from Groq, whose team it acquired in December for $20 billion. And it’s also why it’s pairing its own Rubin GPU with its own Vera central processing unit in a tightly integrated unit. “Inference is not a one-chip pony,” Ian Buck, VP and GM of Nvidia hyperscale and high-performance computing, told me in an interview. “Inference is harder because it has a real-time component.“
The greater emphasis on inference helped prompt an expanded deal with Amazon Web Services that include not only 1 million GPUs but LPUs and Nvidia’s Spectrum-X networking chips — all this even though AWS is constantly designing its own chips, networking and more.
This is especially important in the dawning age of agentic AI. Millions or even billions of agents will be talking to each other constantly and interfacing with software humans use at speeds that leave us in the dust.
Elsewhere, in another nod to the need to reduce the cost of AI inference, both OpenAI and Mistral released new, more hardware-efficient but still quite capable models.
OpenAI continued its quest for enterprise business with the planned acquisition of the Python tooling startup Astral. It needs to get cracking, because Anthropic leads in AI tools among enterprises by a mile.
Jeff Bezos wants to use AI to transform manufacturing in a wide variety of industries, and this week he reportedly gallivanted around the Middle East and Southeast Asia to raise a cool $100 billion to do it.
Next week are two big enterprise shows that SiliconANGLE and theCUBE will be covering onsite: RSAC, the cybersecurity conference in San Francisco, for which many companies announced products in a vain attempt to beat the crowd, and KubeCon+CloudNativeCon EU in Amsterdam.
Here’s all of this week’s enterprise and emerging tech news and views from SiliconANGLE and beyond:
AI and data: Nvidia is the AI factory now
Analysis and food for thought
The AI spending flip: Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time (per Axios)
AI agent goes rogue at Meta, exposing sensitive company and user data to employees without proper access (per The Information)
The human skill that eludes AI: Why can’t language models write well? (per The Atlantic) But they’re going to anyway: Your AI agent can now create, edit and manage content on WordPress.com Ugh. Massive slop incoming. So we’ll have AI-written posts, with headlines rewritten by Google AI, probably read by a bunch of AI agents. Who needs people?
Apple’s cheap AI bet could pay off big He hopes. Yet he could be right: Apple is way behind in AI — and still making a fortune from it (per Wall Street Journal)
Why tech bros are now obsessed with taste (per The New Yorker)
Coverage from Nvidia GTC
Nvidia CEO Jensen Huang reveals chip sales in China are about to restart
Special Breaking Analysis from theCUBE Research’s Dave Vellante: Nvidia moves even further down the stack: Why STX signals a new battleground in storage for AI factories
Nvidia launches NemoClaw, Agent Toolkit to enhance AI agents
Nvidia expands open AI model portfolio and enlists partners for frontier development
Nvidia reinvents the CPU for the age of agentic AI
Upping the stakes for AI infra, Nvidia launches turbocharged Vera Rubin platform
Nvidia introduces platform for large-scale AI training and inference
Dell expands AI Factory with new data platform, infrastructure and agentic AI features
HPE broadens AI factory with new Blackwell servers, private cloud upgrades and Rubin infrastructure
Nvidia builds partnerships in effort to connect AI-driven robots to the real world
Beyond the plumbing: How Cisco and Nvidia are industrializing the ‘token economy’
The AI workforce is now ‘hirable’: How Nvidia is rewiring healthcare from the inside out
Nvidia expands physical AI with communication and data processing infrastructure blueprints
Nvidia introduces BlueField-4 STX reference architecture for AI storage systems
Nvidia previews Vera Rubin Space-1 Module for orbital data centers
Akamai launches Nvidia AI Grid intelligent orchestration for distributed inference across 4,400 edge locations
Nvidia GTC 2026: Jensen Huang’s Groq ‘Mellanox moment’ and the inference land grab
GTC preview: Inside the AI factory — The $1T infrastructure war under the hood of the AI economy
Nvidia and AWS expand compute capacity in the agentic AI era: AWS will start deploying Groq LPUs and more than 1 million Nvidia GPUs, as well as its Spectrum-X networking platform.
Money matters
Jeff Bezos is planning to raise $100 billion to speed up manufacturing automation
OpenAI acquires open-source Python tooling startup Astral
IBM closes $11B deal for Confluent
IT automation startup Standard Template Labs raises $49M
Deeptune raises $43M to accelerate AI learning through virtual training gyms
BusRight bags $30M to ensure school buses always arrive, right on time
Corridor raises $25M Series A round to secure AI coding at the source
Hosted.ai raises $19M to pool GPU capacity, increasing the efficiency of neocloud infrastructure
Autoscience builds automated research lab for machine learning models with $14M
Multiply raises $9.5M to launch ‘self-learning’ advertising platform
Respan raises $5M to bring proactive observability to AI agents
New models and services
OpenAI to create desktop super app, combining ChatGPT app, browser and Codex app
OpenAI, Mistral AI release new hardware-efficient language models
Google expands availability of its Personal Intelligence tool
Snowflake previews project to automate workflows with AI agents
Snowflake invests in Bedrock Data to strengthen agentic AI system governance
Google upgrades its Stitch AI interface development tool
Vibe coding startup Cursor launches programming-optimized Composer 2 model
Workday introduces Sana: an AI knowledge discovery and work automation platform
Nutanix rolls out software solution to scale enterprise agentic AI rollouts at lower cost
Swa launches multi-agent generative AI orchestration solution for enterprise businesses
Accenture and Databricks accelerate enterprise adoption of AI applications and agents
Qualtrics adds AI-powered synthetic data and research tools to speed customer insights
Policy
Court rules Perplexity’s AI bots can stay on Amazon
Teens launch lawsuit against xAI over Grok deepfakes
Around the enterprise: AWS’ AI rocket ride
Money matters
Amazon CEO Andy Jassy forecasts cloud revenue to hit $600B by 2036, thanks to AI
On-demand GPU startup Andromeda raises funding at $1.5B valuation
Turquoise vows to bring transparent pricing and same-day payments to healthcare after raising $40M
Nebius secures $27B AI infrastructure commitment from Meta Platforms
Frore Systems scores $143M in funding at a $1.64B valuation to help AI chips run cooler
Earnings
Foxconn expects AI demand to remain strong, sees limited Mideast impact
Docusign beats on revenue, outlook for next year is optimistic
New products and services
Dell workstations get major AI-focused upgrades
Hammerspace storage platform feeds distributed data directly to GPUs
Anori, new spinout from Alphabet’s X, goes after one of the world’s most expensive bureaucratic nightmares (per TechCrunch)
Policy
Super Micro co-founder, employee and contractor smuggled Nvidia chips to China, US prosecutors charge
Cyber beat: Getting out ahead of RSAC
New services
Menlo Security takes on AI agent risk with new browser security platform
Rubrik unveils Google Workspace protection offering with rapid recovery and air-gapped backups
Torq unveils Agentic Builder to automate security workflows from natural language intent
NinjaOne launches AI-driven vulnerability management to speed detection and remediation
Cato Networks rolls out Neural Edge and AI Security to protect enterprise AI workloads
1Password introduces Unified Access platform and partner API for AI agent security
Okta unveils new framework to manage AI agents and upcoming Okta for AI Agents platform
Panther rolls out AI SOC Platform with agents that learn and improve over time
SpecterOps adds Okta, GitHub and Mac coverage to BloodHound Enterprise platform
Theori launches Xint Code AI platform to uncover hidden vulnerabilities in massive codebases
Vanta unveils agents and enterprise features to streamline governance, risk and compliance workflows
Money matters
Oasis Security raises $120M to secure nonhuman identities across AI and cloud environments
Automated vulnerability detection startup Xbow nabs $120M
Surf AI launches agentic security operations platform with $57M funding round
RunSybil raises $40M to automate offensive security with AI agents
Cybersecurity startup Raven raises $20M for runtime application security platform
Manifold raises $8M to secure autonomous AI agents on enterprise endpoints
Attack & response
Researchers discover zero-day DarkSword exploit chain in iOS 18
Elsewhere in tech: Zuck’s metabomb
The long farewell to Mark Zuckerberg’s metaverse (per the New York Times)
Verily steps out from under Alphabet’s shadow after raising $300M to advance precision health
Amazon acquires startup Rivr to test robots for ‘doorstep delivery’
Uber to invest up to $1.25B in Rivian robotaxis
Mastercard agrees to buy stablecoin platform BVNK for up to $1.8 billion
RoboForce raises $52M to develop physical AI robots for industrial labor
Comings and goings: Zuck’s neutron bomb
Report: Meta could lay off 20% of its staff and replace many of them with AI workers
Microsoft CEO Satya Nadella is shaking up Copilot organization leadership, bringing the Copilot system across commercial and consumer together as “one unified effort,” Nadella said in a post. Jacob Andreou will lead the Copilot experience across consumer and commercial as EVP of Copilot. Ryan Roslansky, Perry Clarke and Charles Lamanna will lead M365 apps and the Copilot platform. The changes are intended to enable Mustafa Suleyman, head of Microsoft’s AI group, to focus on developing generative AI models.
Jasjeet Sekhon from Bridgewater Associates joined Google DeepMind as chief strategy officer.
Agentic AI cybersecurity platform Kai appointed Alfredo Hickman chief information security officer.
AI search infrastructure startup You.com promoted Saahil Jain to chief technology officer.
What’s next
Events
March 23-26: RSAC, San Francisco: SiliconANGLE and theCUBE will be onsite at the biggest cybersecurity conference of the year.
March 23-26: KubeCon+CloudNativeCon EU, Amsterdam: TheCUBE will onsite with interviews and analysis, and SiliconANGLE will have the major news.
Photo: Robert Hof/SiliconANGLE
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