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Mar 18, 2026 7 min

The Trillion Dollar Leather Jacket

from YPO Technology Network AI Brief

This week, Nvidia held its annual GTC developer conference — and Jensen Huang used it to announce that the AI infrastructure market will generate one trillion dollars between 2025 and 2027. What we cover: Blackwell Ultra and the Feynman chip roadmap NemoClaw — Nvidia open-source agentic AI framework The Groq acquisition Robotics and physical AI — Isaac GR00T N1.5 Enterprise partnerships — Adobe, Salesforce, SAP, ServiceNow CEO action this week: Ask your CTO two things. Are we experimenting with NemoClaw or any agentic frameworks? And as we deploy more autonomous agents, how does our compute cost scale?

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The Trillion Dollar Leather Jacket

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