Overview
- CEO Jensen Huang told GTC attendees he sees at least $1 trillion in purchase orders through 2027 for Nvidia’s platforms.
- New Street Research put Nvidia on its 2026 best-ideas list, saying the company has added about $500 billion of orders since October and could exceed 2027 expectations.
- Nvidia introduced Agent Toolkit with the OpenShell runtime to help enterprises build autonomous AI agents with policy-based security, networking, and privacy controls.
- TechCrunch reported, citing Reuters and Nvidia’s confirmation, that Amazon plans to buy about 1 million GPUs and other AI infrastructure by the end of 2027 for AWS.
- Investor reaction to GTC was muted and Nvidia shares fell during the keynote, reflecting concerns over valuation, customer concentration, and the durability of AI spending.