Nvidia's new chip: 10x power, OpenClaw freed
NVIDIA unveils Vera Rubin AI chips with 10x efficiency, plus NemoClaw for secure AI agents, targeting $1T computing market by 2027.
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Jensen Huang: The Computing Power Anxiety of Tech Companies Is as Big as $1 Trillion
Today, NVIDIA’s GTC conference officially kicked off in San Jose, California, and this year’s Keynote is destined to be repeatedly quoted by CEOs of major companies.
“We have redefined computing, just like the personal computer revolution and the internet revolution. We are now at the beginning of a brand new platform shift,” said Jensen Huang, co-founder and CEO of NVIDIA.
Back in October of last year, Huang stated that he expected global corporate spending on Blackwell and Rubin systems to reach $500 billion over the five quarters ending in late 2026. Now he says this market will reach $1 trillion between 2025 and 2027, with 60% of the business coming from hyperscale cloud computing.
The figure doubled directly, driven by AI reaching the “inference inflection point.” If AI was previously “training furiously” in the lab, it has now fully entered the stage of “inference and generation.” Demand for computing power has not peaked — it has only just begun to explode.
“So, is this reasonable?” For much of the remainder of the Keynote, Huang addressed this very question.
