Westworld For Real

The episode covers NVIDIA's GTC 2026 keynote as the main focus, with announcements on AI hardware, space data centers, and soaring chip demand, plus skepticism around new graphics tech. It also touches on Samsung's foldable retreat, Amazon's ultra-fast deliveries, OpenAI's business pivot, and Disney's robot character debut.

NVIDIA GTC Announcements

NVIDIA unveiled hardware like the Grok 3 LPX inference server rack (256 LPUs, 125GB SRAM, available H2 2026), Nemo Claw for secure agents, and a liquid-cooled Vera CPU rack. It announced orbital data centers using Vera Rubin Space One modules (with IGX Thor and Jetson Orin chips) for partners like Axiom Space, addressing space cooling challenges from radiation. CEO Jensen Huang projected $1 trillion in orders for Blackwell and Vera Rubin chips through 2027, up from $500 billion last year, citing a million-fold computing demand surge; Rubin offers 3.5x faster training and 5x inference than Blackwell, ramping H2 2026.