Keynotes (Product Announcements)
-
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.
-
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
-
Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo
Nvidia’s CES announcements didn’t have much for consumers, but affects them all the same.
-
AWS re:Invent, Agents for AWS, Nova Forge
AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one.
-
Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, OpenAI’s restructuring and Microsoft’s collar trade.
-
iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.