99.2%.
Thatβs the chance the Fed keeps rates unchanged at the March 18 FOMC meeting.
No cut. No pivot. Not yet.
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Most people talk about AI, drones, and autonomous warfare but few talk about the materials that make them possible...
Every autonomous system depends on a hidden layer of strategic minerals:
β’ Copper for electrical power systems
β’ Rare earths for high performance motors
β’ Lithium for battlefield energy storage
β’ Silver for high reliability electronics
β’ Gallium and germanium for radar and sensors
No materials means -> No autonomy.
The future of warfare is not only a technology race. It is also a resource race.
The strategic minerals behind autonomous war in the infographic.
#Copper. Rare earths. #Lithium. #Silver. #Gallium. #Germanium.
These materials power the machines shaping the future battlefield.
Every autonomous system depends on a hidden layer of strategic minerals:
β’ Copper for electrical power systems
β’ Rare earths for high performance motors
β’ Lithium for battlefield energy storage
β’ Silver for high reliability electronics
β’ Gallium and germanium for radar and sensors
No materials means -> No autonomy.
The future of warfare is not only a technology race. It is also a resource race.
The strategic minerals behind autonomous war in the infographic.
#Copper. Rare earths. #Lithium. #Silver. #Gallium. #Germanium.
These materials power the machines shaping the future battlefield.
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$NVDA CEO Jensen Huang just said βRobotics is a $50 trillion industry.β
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$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications.
Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
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Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS.
The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD & Databricks.
The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD & Databricks.
$NVDA NVIDIA today announced that its latest accelerated computing platforms are unlocking a new era of space innovation, bringing AI compute to orbital data centers (ODCs), geospatial intelligence and autonomous space operations.
NVIDIA Space-1 Vera Rubin Module, IGX Thor and Jetson Orin platforms deliver data-center-class performance and edge AI inferencing for orbital data centers, geospatial intelligence and autonomous space operations.
NVIDIA Space-1 Vera Rubin Module, IGX Thor and Jetson Orin platforms deliver data-center-class performance and edge AI inferencing for orbital data centers, geospatial intelligence and autonomous space operations.
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$NVDA CEO Jensen Huang says Nvidia will scale AI systems using both copper and optical networking.
He emphasized that future NVLink architectures will combine copper, optics and co-packaged optics to expand system scale and capacity.
$LITE, $AAOI, $CRDO
He emphasized that future NVLink architectures will combine copper, optics and co-packaged optics to expand system scale and capacity.
$LITE, $AAOI, $CRDO
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$NVDA is positioning itself as the operating system powering the robotaxi ecosystem.
By embedding its compute platform across global automakers, Nvidia aims to own the software and infrastructure layer beneath the autonomous vehicle race.
By embedding its compute platform across global automakers, Nvidia aims to own the software and infrastructure layer beneath the autonomous vehicle race.
π¨π Global One SI - Prompt
$NVDA NVIDIA today announced that its latest accelerated computing platforms are unlocking a new era of space innovation, bringing AI compute to orbital data centers (ODCs), geospatial intelligence and autonomous space operations. NVIDIA Space-1 Vera Rubinβ¦
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$NVDA The most powerful company in AI just announced it is leaving Earth.
NVIDIA has been quietly building a GPU designed to operate in outer space.
They are calling it the Space-1 Vera Rubin Module and it is already being deployed by six real companies.β
This chip delivers 25 times more AI computing power than the H100 GPU, the chip that currently runs the world's most advanced AI systems.
All of that, in orbit.β
Here is the problem with space computing.
There is no air, fans or water cooling up there.
Heat can only escape as infrared radiation.β
Jensen said it plainly on stage today: "In space there's no conduction, no convection, just radiation."
They have to engineer entirely new cooling systems just to keep these machines alive.β
And the energy problem? Solved by the sun itself.
Satellites in orbit receive constant, uninterrupted solar power, eliminating the need for backup generators or the power grid entirely.β
Think about what this actually means.
Earth's data centers consume billions of gallons of water every year for cooling and space based GPUs need zero water.β
The companies already signed on include Starcloud, Axiom Space, Aetherflux, Kepler Communications, Planet Labs, and Sophia Space.
These are real contracts, real missions.β
On the ground, NVIDIA's Vera Rubin architecture just cut the cost of running AI by 90% compared to last year's chips.
One-tenth the token cost and the economics of AI just broke open.
Microsoft, Google, AWS, and CoreWeave are all deploying Vera Rubin in their next-generation data centers.
The entire AI infrastructure of the planet is being rebuilt right now.β
And now NVIDIA wants to extend that infrastructure beyond the planet.
The space module is not available yet but the groundwork is already laid.
This is where the next war for AI compute gets fought.
The company that controls compute, controls the AI era.
NVIDIA has been quietly building a GPU designed to operate in outer space.
They are calling it the Space-1 Vera Rubin Module and it is already being deployed by six real companies.β
This chip delivers 25 times more AI computing power than the H100 GPU, the chip that currently runs the world's most advanced AI systems.
All of that, in orbit.β
Here is the problem with space computing.
There is no air, fans or water cooling up there.
Heat can only escape as infrared radiation.β
Jensen said it plainly on stage today: "In space there's no conduction, no convection, just radiation."
They have to engineer entirely new cooling systems just to keep these machines alive.β
And the energy problem? Solved by the sun itself.
Satellites in orbit receive constant, uninterrupted solar power, eliminating the need for backup generators or the power grid entirely.β
Think about what this actually means.
Earth's data centers consume billions of gallons of water every year for cooling and space based GPUs need zero water.β
The companies already signed on include Starcloud, Axiom Space, Aetherflux, Kepler Communications, Planet Labs, and Sophia Space.
These are real contracts, real missions.β
On the ground, NVIDIA's Vera Rubin architecture just cut the cost of running AI by 90% compared to last year's chips.
One-tenth the token cost and the economics of AI just broke open.
Microsoft, Google, AWS, and CoreWeave are all deploying Vera Rubin in their next-generation data centers.
The entire AI infrastructure of the planet is being rebuilt right now.β
And now NVIDIA wants to extend that infrastructure beyond the planet.
The space module is not available yet but the groundwork is already laid.
This is where the next war for AI compute gets fought.
The company that controls compute, controls the AI era.
β1