Overview
- Nvidia CEO Jensen Huang projected roughly $1 trillion in Blackwell and Vera Rubin purchase orders through 2027, with New Street Research arguing the company has added about $500 billion of orders since October 2025 and could exceed 2027 expectations.
- Nvidia unveiled Agent Toolkit to build autonomous enterprise agents, featuring the OpenShell runtime for policy controls and open-source agents such as AI‑Q and cuOpt.
- Microsoft on March 14 became the first cloud provider to begin validating Nvidia’s Vera Rubin NVL72 rack‑scale system, an early step toward next‑generation deployments.
- Oracle reported $553 billion in remaining performance obligations tied to AI and cloud contracts and is pursuing about $50 billion in financing, with roughly $30 billion already raised to fund data‑center expansion as OCI revenue rose 84% year over year to $4.9 billion.
- Capacity intermediaries gained ground as Microsoft signed a five‑year Nebius deal worth up to $19.4 billion and Meta agreed to a five‑year $3 billion contract, even as Nvidia’s stock slipped following GTC on continued investor skepticism.