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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
π¨π Global One SI - Prompt
πΊπΈ Donald Trump: - We should hold an extraordinary meeting of the Federal Reserve to immediately reduce the interest rate. - About oil prices: When this ends, oil prices and inflation will quickly drop. - Iran wants to make a deal. Iranian delegates are negotiatingβ¦
- Iran will use nuclear weapons immediately after obtaining them - within an hour or a day.
- A strike on Iran prevented a nuclear war, which could have escalated into a Third World War.
- βοΈThe war will end soon, but not this week.
βοΈTo be honest, I thought the stock market would drop much more. This is a high-level chess game.
- Maybe we'll postpone our trip to China a bit.
βοΈI believe I'll have the honor of capturing Cuba. I think I can do anything with Cuba, liberate or take over/lead it.
βͺAbout China and the Strait of Hormuz:
- China should be grateful to us. They should help us. I'm surprised they're not more eager to do so.
βͺAbout war and the nuclear threat:
- I don't want war. I want it less than almost anyone else. But if you think Iran should have nuclear weapons - there's something wrong with you, because they'll use them.
- The only question is whether they'll do it within an hour after obtaining them or within a day. They would blow up the entire Middle East, not just Israel.
- All those missiles that were launched against their neighbors were deployed a long time ago - long before they expected to use them so quickly. If we hadn't intervened, you would have had a nuclear war that escalated into a Third World War.
βͺAbout Mojtaba Khamenei and the Iranian leadership:
Now they say that the son might have also died. They're all dead. My main problem is that I have no idea who we're talking to now - because no one has ever heard of any of these people. They're all gone.
βͺAbout allies:
- There are several countries that support us very much. I'll name them soon. Some of them behaved very decently - one or two were just great. Who exactly - I'll say at the right moment.
- I heard that they're sending missiles to the UAE. I say: "That's strange - the UAE is something like a banker for Iran". Qatar, their neighbor - they also got along well. And suddenly - Saudi Arabia, Kuwait are being attacked. Bahrain is being attacked. All these countries are under attack. No expert would have predicted such a development of events.
- But the point is not whether we should have foreseen it. Even if we had known, we would still have had to do what we did.
βͺAbout the Strait of Hormuz:
- The Strait of Hormuz is a great place, but right now you probably wouldn't want to sail a boat there. And you know why? Not because of them - but because of us. We don't know if any mines have been laid at all, but the mere thought of it scares people whose ships are worth billions of dollars.
- We don't know if any mines have been dropped in the Strait of Hormuz.
βͺAbout Kharg Island:
- At some point, something will happen with the pipes.
- We destroyed the missile factories in Iran, and then more.
βͺAbout tariffs:
- I'll start imposing tariffs again after the Supreme Court's decision - I'll do it differently.
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π1
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π¨ OpenAI just gave its AI agents the ability to hire other AI agents.
Codex sub-agents can now spawn specialized workers explorers, reviewers, debuggers each with their own model, their own instructions, their own sandbox.
One agent reads your entire codebase while another writes the fix, a third reviews it, and a fourth monitors it in production.
All at the same time.
1.6 million developers already use Codex weekly and that number tripled in a single month.
Cisco, Nvidia, Ramp, and Rakuten have already rolled it out across their engineering teams.
OpenAI's own Codex team used early versions of the model to debug its own training pipeline.
The AI helped build itself.
The head of Codex said: "There's very little that is specific to coding." They plan to bring this to every job function.
This is not a developer tool anymore.
This is an autonomous workforce engine and it just learned how to delegate.
Codex sub-agents can now spawn specialized workers explorers, reviewers, debuggers each with their own model, their own instructions, their own sandbox.
One agent reads your entire codebase while another writes the fix, a third reviews it, and a fourth monitors it in production.
All at the same time.
1.6 million developers already use Codex weekly and that number tripled in a single month.
Cisco, Nvidia, Ramp, and Rakuten have already rolled it out across their engineering teams.
OpenAI's own Codex team used early versions of the model to debug its own training pipeline.
The AI helped build itself.
The head of Codex said: "There's very little that is specific to coding." They plan to bring this to every job function.
This is not a developer tool anymore.
This is an autonomous workforce engine and it just learned how to delegate.
β1
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$NVDA provides Blackwell compute.
$PLTR provides data governance, ontology & decision intelligence layer.
Together theyβve built an enterprise-grade sovereign AI system that can operate fully disconnected from the public internet while maintaining frontier model performance.
$PLTR provides data governance, ontology & decision intelligence layer.
Together theyβve built an enterprise-grade sovereign AI system that can operate fully disconnected from the public internet while maintaining frontier model performance.
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Jensen Huang says every company will need an OpenClaw agentic system strategy by calling it βthe new computer.β
He claims OpenClaw became the most popular open-source project in $NVDA history within weeks and comparing its impact to Linux reshaping the software stack.
He claims OpenClaw became the most popular open-source project in $NVDA history within weeks and comparing its impact to Linux reshaping the software stack.
This week in small-cap defense:
π― $ONDS β 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.
π°οΈ $RKLB β watch for launch manifest updates. Electron cadence accelerating.
π€ $AVAV β post-earnings momentum. Backlog is the story, not the revenue miss.
β $KRKNF β Covelya integration progress. Undersea economy thesis building.
The convergence is happening faster than the market is pricing.
π― $ONDS β 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.
π°οΈ $RKLB β watch for launch manifest updates. Electron cadence accelerating.
π€ $AVAV β post-earnings momentum. Backlog is the story, not the revenue miss.
β $KRKNF β Covelya integration progress. Undersea economy thesis building.
The convergence is happening faster than the market is pricing.
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π¨ Drone Strike Hits Dubai International Airport
A drone reportedly struck a fuel tank at Dubai International Airport, the worldβs busiest international hub.
β’ Flights temporarily suspended
β’ Large smoke plume visible across the city
β’ Airport operations disrupted
π¬An attack on a major global aviation hub signals the conflict is expanding beyond oil infrastructure, raising risks for energy markets, aviation, and global trade routes.
#Dubai #oott
A drone reportedly struck a fuel tank at Dubai International Airport, the worldβs busiest international hub.
β’ Flights temporarily suspended
β’ Large smoke plume visible across the city
β’ Airport operations disrupted
π¬An attack on a major global aviation hub signals the conflict is expanding beyond oil infrastructure, raising risks for energy markets, aviation, and global trade routes.
#Dubai #oott
π₯1
π¨π Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$PL
Planet today announced its initiative to revolutionize how satellite imagery is processed, enhanced, and analyzed.
Planet and NVIDIA are collaborating on ways to adopt GPUs to accelerate processing imagery and delivering insights.
Planet is leveraging NVIDIAβs Blackwell and NVIDIA IGX Thor platforms to transform raw pixels into analysis-ready insights in a few seconds instead of hours.
Planet today announced its initiative to revolutionize how satellite imagery is processed, enhanced, and analyzed.
Planet and NVIDIA are collaborating on ways to adopt GPUs to accelerate processing imagery and delivering insights.
Planet is leveraging NVIDIAβs Blackwell and NVIDIA IGX Thor platforms to transform raw pixels into analysis-ready insights in a few seconds instead of hours.
π¨π Global One SI - Prompt
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π¨ LMFAO! PRESIDENT TRUMP: "These gorgeous B-2 bombers, give me that bomber, Andrew. Let me just hug that little sucker, give me that bomber over there!"
"This looks small, but in person, it's really big!" πΊπΈπ€£
"This looks small, but in person, it's really big!" πΊπΈπ€£
Just today, $NVDA CEO Jensen Huang mentioned, $NVDA will scale AI systems using optics.
Top companies that develop optical technologies that are set to be winners in next generation AI cycle-
1. $LWLG - Electro-Optic Polymer Lead
2. $LITE - High Speed Laser Optics Leader
3. $AAOI - AI Transceiver Supply Leader
4. $COHR - Integrated Photonics Powerhouse
5. $AXTI - Semiconductor Substrate Specialist
6. $CIEN - Optical Networking Innovator
Top companies that develop optical technologies that are set to be winners in next generation AI cycle-
1. $LWLG - Electro-Optic Polymer Lead
2. $LITE - High Speed Laser Optics Leader
3. $AAOI - AI Transceiver Supply Leader
4. $COHR - Integrated Photonics Powerhouse
5. $AXTI - Semiconductor Substrate Specialist
6. $CIEN - Optical Networking Innovator
π¨π Global One SI - Prompt
$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.
Jensen Huang says the next phase of AI will be driven by applications.
These are who benefits the most:
Automotive / Mobility - $MBLY $AEHR $JOBY
Financial / AI software - $PLTR
Healthcare & Life Sciences - $TEM $HIMS
Industrial / Automation - $GE $HON
Media / Consumer AI - $META $GOOGL $NFLX
Retail / Cloud / Data - $AMZN $NBIS
Robotics / Physical AI - $TSLA $RCAT $ONDS $SERV
Telco / Networking - $ANET $COHR $LITE
Advanced Compute - $NVDA $AMD $AVGO $INTC $ALAB $IREN
These are who benefits the most:
Automotive / Mobility - $MBLY $AEHR $JOBY
Financial / AI software - $PLTR
Healthcare & Life Sciences - $TEM $HIMS
Industrial / Automation - $GE $HON
Media / Consumer AI - $META $GOOGL $NFLX
Retail / Cloud / Data - $AMZN $NBIS
Robotics / Physical AI - $TSLA $RCAT $ONDS $SERV
Telco / Networking - $ANET $COHR $LITE
Advanced Compute - $NVDA $AMD $AVGO $INTC $ALAB $IREN
π¨π Global One SI - Prompt
π¨ OpenAI just gave its AI agents the ability to hire other AI agents. Codex sub-agents can now spawn specialized workers explorers, reviewers, debuggers each with their own model, their own instructions, their own sandbox. One agent reads your entire codebaseβ¦
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Subagents are now available in Codex.
You can accelerate your workflow by spinning up specialized agents to:
β’ Keep your main context window clean
β’ Tackle different parts of a task in parallel
β’ Steer individual agents as work unfolds
You can accelerate your workflow by spinning up specialized agents to:
β’ Keep your main context window clean
β’ Tackle different parts of a task in parallel
β’ Steer individual agents as work unfolds
β1
π¨π Global One SI - Prompt
Subagents are now available in Codex. You can accelerate your workflow by spinning up specialized agents to: β’ Keep your main context window clean β’ Tackle different parts of a task in parallel β’ Steer individual agents as work unfolds
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π¨ Do you understand what OpenAI just quietly dropped?
> AI agents can now create other AI agents.
> Not a human spinning up an agent... The AGENT spinning up MORE agents.. On its own. In parallel. While you sleep.
> It's not one AI doing your job anymore.. It's one AI hiring a TEAM of AIs to do your job. Delegating. Managing. Like a boss.
You're not being replaced by AI. You're being replaced by AI's employee.
And AI's employee just got employees of its own.
> AI agents can now create other AI agents.
> Not a human spinning up an agent... The AGENT spinning up MORE agents.. On its own. In parallel. While you sleep.
> It's not one AI doing your job anymore.. It's one AI hiring a TEAM of AIs to do your job. Delegating. Managing. Like a boss.
You're not being replaced by AI. You're being replaced by AI's employee.
And AI's employee just got employees of its own.
β1
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π¨ Do you understand what you're looking at right now?
$1,000,000,000,000.
Count the zeros. Twelve.
That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips..
> Jensen Huang just said $NVDA Nvidia will make $1 trillion from AI chips by 2027.. One trillion dollars. From one product. In one industry. That didn't exist 3 years ago..
> Every company fighting the AI war - OpenAI, Google, Meta, Amazon, xAI - is buying their weapons from the same arms dealer..
> Nvidia doesn't care who wins. They sell bullets to every side.
> DeepSeek wiped $600B off Nvidia in January.. Jensen recovered in two weeks and just came back asking for a trillion.. This man doesn't flinch.
The entire AI revolution has one chokepoint. One company. One man. One leather jacket.
And he just named his price.
$1,000,000,000,000.
Count the zeros. Twelve.
That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips..
> Jensen Huang just said $NVDA Nvidia will make $1 trillion from AI chips by 2027.. One trillion dollars. From one product. In one industry. That didn't exist 3 years ago..
> Every company fighting the AI war - OpenAI, Google, Meta, Amazon, xAI - is buying their weapons from the same arms dealer..
> Nvidia doesn't care who wins. They sell bullets to every side.
> DeepSeek wiped $600B off Nvidia in January.. Jensen recovered in two weeks and just came back asking for a trillion.. This man doesn't flinch.
The entire AI revolution has one chokepoint. One company. One man. One leather jacket.
And he just named his price.
β1
π¨π Global One SI - Prompt
π¨ Do you understand what you're looking at right now? $1,000,000,000,000. Count the zeros. Twelve. That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips.. > Jensen Huang just said $NVDA Nvidiaβ¦
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Most people see a product roadmap
I see a subscription model disguised as hardware
Every 2 years the entire AI industry is forced to upgrade
$AMZN $GOOGL $MSFT $META, they all just signed the contract
Jensen Huang figured out how to make trillion dollar companies his recurring revenue.
$NVDA
I see a subscription model disguised as hardware
Every 2 years the entire AI industry is forced to upgrade
$AMZN $GOOGL $MSFT $META, they all just signed the contract
Jensen Huang figured out how to make trillion dollar companies his recurring revenue.
$NVDA
π―1