Agentic AI

Jensen Huang just told the world Nvidia expects $1 trillion in revenue by 2027. That’s double last year’s forecast. But the real story from GTC 2026 isn’t the number — it’s the machine that’s supposed to earn it. Vera Rubin Isn’t a Chip. It’s an Ecosystem. Stop thinking about Nvidia as a GPU company. The star of this year’s GTC is the Vera Rubin platform — a five-rack-scale AI supercomputer built from seven different chips, each purpose-designed for a specific slice of the AI workload. ...

The AI cost curve didn’t just bend — it snapped. Chinese AI lab MiniMax just released M2.7, a model that scores within spitting distance of Claude Opus 4.6 and GPT-5.4 on coding benchmarks, runs on modest hardware, and costs $0.30 per million input tokens. That’s roughly 17x cheaper than Opus on input and 21x cheaper on output. But the price isn’t even the headline. The headline is how they built it: M2.7 helped build itself. ...

Thirty thousand people just descended on San Jose for what might be the most important tech keynote of 2026. NVIDIA’s GPU Technology Conference kicks off today, and Jensen Huang has promised to “surprise the world.” He’s not bluffing. The Training Era Is Over. Welcome to Inference. For three years, the AI hardware playbook was brain-dead simple: buy GPUs, train bigger models, repeat. NVIDIA rode that formula to a $4.4 trillion market cap — the most valuable public company on Earth. ...

There’s a moment in every technology wave where someone takes a floating concept and packages it so cleanly that the mainstream has to pay attention. For AI agents, that moment might be right now — and it’s coming from the company that’s been quietly eating Google’s lunch. Perplexity dropped two products at its inaugural Ask 2026 developer conference that could reshape how we think about computers entirely. The first is called Personal Computer. The second is Computer for Enterprise. And if even half their internal claims hold up, we’re looking at a genuine inflection point. ...

Forget March Madness. The real buzzer-beater lands Monday when Jensen Huang takes the stage at San Jose’s SAP Center for GTC 2026 — and the pre-game leaks suggest this could be the most consequential tech keynote in years. NVIDIA is now the world’s most valuable company at roughly $4.6 trillion. GTC has evolved from a niche developer gathering into a market-moving, policy-shaping global event. Nearly 20,000 attendees from 190 countries. Millions on the livestream. And an entire industry holding its breath. ...

There’s a moment in every technology cycle where something shifts from “impressive demo” to “wait, this actually works.” OpenAI’s GPT-5.4, launched this week, might be that moment for agentic AI. For the first time, OpenAI’s flagship model can natively control a computer — clicking buttons, navigating apps, writing and executing code — and it does it better than most humans on standardized benchmarks. On OSWorld-Verified, which measures an AI’s ability to operate a desktop via screenshots and keyboard/mouse input, GPT-5.4 scored 75%. The human baseline? 72.4%. ...