NVIDIA held the main AI conference of the year in San Jose.

 New architecture: 7 chips, 5 rack-mount systems. 10x the performance per watt of Blackwell. Shipments by the end of 2026.

 In December 2025, NVIDIA acquired the technology of the startup Groq for $20 billion. Groq was making chips for running models, not training them. Groq 3 LPU: the first product from this deal. The market is good at training models, but running them quickly and cheaply for millions of users is a different challenge. NVIDIA is now closing both.

 Huang stated that combined orders for Blackwell and Vera Rubin will reach $1 trillion by 2027. A year ago, the forecast was $500 billion. That's a doubling in 12 months.

. NVIDIA has partnered with Uber to launch robtaxi services in 28 cities on four continents by 2028. BYD, Hyundai, Nissan, and Geely are building Level 4 cars on the NVIDIA Drive platform. Level 4 means the car drives itself, no driver needed.

 Space-1 Vera Rubin: AI data centers that will operate in orbit. The idea is to process data from satellites directly in space, without wasting time and bandwidth transmitting it to Earth.

 NVIDIA announced a generation AFTER Vera Rubin, which hasn't even been released yet.

**NVIDIA held the main AI conference of the year in San Jose.**
Six things you need to know:

**Vera Rubin.** New architecture: 7 chips, 5 rack-mount systems. 10x the performance per watt of Blackwell. Shipments by the end of 2026.

**Groq 3.** In December 2025, NVIDIA acquired the technology of the startup Groq for $20 billion. Groq was making chips for running models, not training them. Groq 3 LPU: the first product from this deal. The market is good at training models, but running them quickly and cheaply for millions of users is a different challenge. NVIDIA is now closing both.

**$1 trillion.** Huang stated that combined orders for Blackwell and Vera Rubin will reach $1 trillion by 2027. A year ago, the forecast was $500 billion. That's a doubling in 12 months.

**Robotaxis**. NVIDIA has partnered with Uber to launch robtaxi services in 28 cities on four continents by 2028. BYD, Hyundai, Nissan, and Geely are building Level 4 cars on the NVIDIA Drive platform. Level 4 means the car drives itself, no driver needed.

**Space.** Space-1 Vera Rubin: AI data centers that will operate in orbit. The idea is to process data from satellites directly in space, without wasting time and bandwidth transmitting it to Earth.

**Feynman.** NVIDIA announced a generation AFTER Vera Rubin, which hasn't even been released yet.