NVIDIA
Targeting the "high-growth, high-conviction AI native sector" of neoclouds.
NVIDIA: " Starting this year, AWS will add more than one million Blackwell and Rubin GPUs"
Deep in a chip announcement, the suggestion that Microsoft is turning AI agents into first-class operating-system entities, with OpenClaw ready to use it.
New Vera standalone CPU sets NVIDIA up to be "the world leading CPU supplier", claims Huang.
DeepSeek V4 and Qwen3.6-27B, both out last week, put pressure on Western models – especially for pricing.
NVIDIA dominates results but others find their own wins.
NVIDIA will seemingly not shy away from association with the security nightmare that is OpenClaw, naming its Nemo version in homage.
"We made fundamentally different architecture decisions about our CPUs..."