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125. Nvidia and the $1 Trillion AI Factory Land Grab
March 20, 2026
John Furrier of SiliconANGLE Media, Inc. and Dave Vellante of SiliconANGLE Media, Inc. present a post‑GTC discussion on NVIDIA's announcements and the broader implications for artificial intelligence, AI infrastructure and commercialization. The hosts draw on analyst experience and theCUBE Research to analyze NVIDIA's product and system-level updates, including Blackwell, Vera Rubin, OpenClaw, Groq LPUs and Omniverse, and they assess how NVIDIA's vertical co-design and software emphasis reshape developer workflows, enterprise adoption and the emerging neoclou...Read more