$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows

He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell.

$NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.

$NVDA CEO Jensen Huang praised $NBIS during his keynote.

Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.

Jensen Huang calls $NBIS and $CRWV word class AI clouds

Nebius:
• $27B AI cloud deal with Meta
• 5GW Partnership with Nvidia
• $2B investment from Nvidia

CoreWeave:
• Multi billion dollar cloud deal with Anthropic
• $21B cloud deal with Meta
• $2B investment from Nvidia

$NVDA CEO Jensen Huang says future AI data centers could cost $80B to $100B per gigawatt.

$INTC plans to launch a new AI chip this year to compete with $NVDA and $AMD.

The new GPU called Crescent Island is built for inference and targets the AI serving market with a lower-cost, air-cooled alternative.

Microsoft’s MacBook Pro competitor is here: Surface Laptop Ultra

- 15" Mini-LED touchscreen display
- Up to 2000nits of peak HDR brightness
- Large haptic touchpad
- Nvidia RTX Spark (20-core ARM CPU)
- Blackwell GPU (6144 CUDA Cores)
- Up to 128GB unified memory
- 1 petaflop of AI compute
- HDMI, 3x USB-C, 1x USB-A
- SD card slot | 3.5mm Jack

Available this fall

🚨 The NVIDIA RTX Spark Superchip is here! 🚀

It’s official, a new era for Windows PCs with a 1-petaflop AI APU in ultra-slim laptops & compact desktops.

Key Specs:
• ⚡ Blackwell GPU: 6,144 CUDA cores
• 🧠 20-core NVIDIA Grace CPU (Arm)
• 💾 128GB unified memory
• 🔥 Runs 120B LLMs locally + massive 3D/12K video workflows
• 📱 Thin laptops (~14mm) + efficient small PCs

vs RTX 5070 (discrete desktop GPU):
• Same 6,144 CUDA cores ✅
• Spark: 128GB unified (vs 12GB GDDR7) → massive AI advantage
• Spark: Integrated superchip + ~1,000 AI TOPS (vs ~988 TOPS)
• Spark: Ultra-efficient for on-device agents & all-day battery
• 5070: Higher power (250W), raw gaming muscle in big towers

The PC evolves from tool → Local AI token factory. Coming Fall 2026 from ASUS/Dell/HP/Lenovo/Surface etc.

What do you think game changer for Localmaxxers?

$OKLO $CCJ $SMR $LEU $NNE | France, Italy, and eight other EU nations urge Brussels to recognize nuclear power as a clean energy source for data centers.

The leaked letter warns that the upcoming sustainability label fails the rule of technological neutrality.

$OKLO $UUUU $LEU $CCJ $UEC | India targets a rapid expansion of power generation capacity to nearly 300GW next year to tackle historic high peaks in grid demand.

New Delhi leans heavily on nuclear energy policy overhauls to reach 100GW target by 2047.

Mizuho Securities raises Intel $INTC price target to $128 from $100 while maintaining a Hold rating.

Analysts point to structural server demand and internal software cost cutting to support the expanded equity valuation model.

$MP $UUUU $UAMY $USAR $ALOY $CRML | Florida based REalloys secures a 15 year rare earth supply deal with Greenland's massive Tanbreez project.

Locking down an independent Arctic pipeline reduces future U.S. reliance on volatile supply chains and Chinese dominated African mines.

$KULR

A couple weeks ago I highlighted $KULR as one of the cleanest reversal setups on my watchlist.

Since then:

✅ Falling wedge breakout confirmed
✅ Trendline broken
✅ Volume continues improving
✅ RSI pushing toward bullish territory
✅ OBV showing accumulation

Now the chart is approaching what may be the most important level on the entire chart:

The 200-week moving average.

This is where narratives start changing.

If buyers reclaim that level, many traders who ignored the first move may suddenly start paying attention.

Feels like the reversal story is still unfolding.

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Jensen just launched NVIDIA Cosmos 3.

Pitched as the first fully open omnimodel for physical AI: a mixture-of-transformers (reasoning + generation) with native vision reasoning and generation across text, image, video, sound, and action.

Tops open-model leaderboards on physics, world generation, and action policy.

Three jobs in one:
- VLM for robots and autonomous vehicles
- world model that simulates environments and predicts future states
- backbone for world-action models trained on specific tasks

Three options
- Super (32B): for post-training robotics models that need the highest physics accuracy and generation quality.
- Nano (8B) for high-quality video and action reasoning in fractions of a second.
- Edge, coming soon, for real-time inference at the edge.

$NVDA/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$NVDA/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$BABA $RR $TSLA $GRAB $PONY | Nvidia targets global humanoid robot partnerships across the US, Europe, and South Korea alongside China’s Unitree.

Integrating custom Blackwell chips directly into global robot bodies adds built in cybersecurity layers.

$MU $SNDK $WDC $INTC $ASML | Samsung officially overtakes Micron to become the world’s largest automotive memory chip supplier for the first time.

An S&P Global Mobility report shows a 40% market share grab fueled by heavy semiconductor demand from premium EV makers.