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:

1. Blackwell Ultra and the Feynman chip roadmap
2. NemoClaw — Nvidia open-source agentic AI framework
3. The Groq acquisition
4. Robotics and physical AI — Isaac GR00T N1.5
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?