Your Daily Gist — March 17, 2026

Hi Quay, welcome to Daily Gist — your newsletters, distilled into conversation! We're watching the architect of the AI boom, Nvidia, rewire its entire future around the billion questions we ask models every day. Is Jensen Huang really betting a trillion dollars that the market for running these models will dwarf the market for building them? He is betting the farm on inference. Think of it like this: if the last two years were about building the wor