Overview
- Nvidia CEO Jensen Huang said he expects about $1 trillion of purchase orders for the company’s Blackwell and Vera Rubin chips by the end of 2027.
- Microsoft became the first reported cloud provider to begin validating Nvidia’s Vera Rubin NVL72 rack‑scale AI system on March 14.
- Nvidia introduced Agent Toolkit, an open‑source platform with the OpenShell runtime and Nemotron‑based agents to help enterprises build autonomous AI agents.
- Reuters reporting cited in TechCrunch said Amazon plans to purchase roughly 1 million Nvidia GPUs for AWS by 2027, highlighting large‑scale demand.
- Investors reacted cautiously to GTC, with Nvidia shares slipping after the keynote even as New Street Research argued the order outlook points to upside versus 2027 expectations.