nextbigfuture

Nvidia has a structured data enablement strategy. Nvidia provides libaries, software and hardware to index and search data faster. This is the $120 billion ecosystem Nvidia identified. The Indexing and retrievals are way faster 10-40X faster in most cases. How cuDF + cuVS Work Together (The GTC 2026 “Ground Truth” Pipeline) Unstructured data (PDFs, videos, logs, emails, sensor streams) → embedding model (NeMo, etc.). cuVS indexes the embeddings (CAGRA/IVF-PQ) → semantic retrieval. Retrieved context + facts → fed into cuDF DataFrames for cleaning, joining, aggregating, and turning into structured tables. Result hundreds of zettabytes of “dark data” become queryable, trustworthy structured ground truth. NVIDIA supplies GPU-accelerated software (cuDF + cuVS) and AI agents (NemoClaw) so enterprises, CSPs, and data platforms can securely transform their own hundreds of zettabytes of unstructured data (PDFs, videos, logs, emails, sensor streams, etc.) into structured, queryable ground truth inside their existing ecosystems. @herbertong @nvidia #GTC

Qatar could take up to 5 years to fix the damage to liquid natural gas facility. Costing up to $20 billion per year. Qatar Energy update on Ras Laffan missile strikes (18-19 Mar 2026) LNG Trains 4 & 6 hit: 12.8 MTPA lost (17% of exports). Repair: up to 5 yrs → long-term force majeure declared. ~$20B annual revenue hit. Impacts Europe/Asia (esp. China, SK, Italy, Belgium). - Pearl GTL (Shell-operated): 1 of 2 trains offline min 1 yr. - Associated losses: condensates 24%, LPG 13%, naphtha 6%, etc.

Elon says Tesla FSD 14.3 is in testing right now. Wide release in a few weeks. Just in time for Cybercab production start in April

NVIDIA ROBOTAXI READY? IS TESLA DOOMED Nvidia has new level 4 chips for autonomous driving. Will this kill Tesla? @elonmusk They have 19 car partners who collectively can make 18 million cars per year. How many Nvidia Thor chips are installed in those cars ? Jensen must have announced orders of many chips for many cars? The Nvidia system will use LIDAR? There must have been many new orders for more robotaxi grade LIDAR for the millions of cars that Nvidia will enable with robotaxi ready systems. Jensen must have had BYD demonstrate a BYD car with Level 4 driving. Surprising since BYD said all of their cars starting in 2025 would have a BYD made Gods Eye driving system. Why is BYD switching from Gods Eye to Nvidia? I thought BYD had solved their autonomous driving.

@jameyjam3 @ProfessorPape Iran has less than 10% of Iranian missiles and will soon have no Iranian missiles.

@nextbigfuture @ProfessorPape argentines didn't have the iranian missiles

I told Piers Morgan: the biggest mistake right now is thinking Iran is losing. By disrupting the Strait of Hormuz, it has already gained leverage—and efforts to reopen it could deepen the escalation. This is the escalation trap. x.com/piersuncensore…

Microsoft is threatening to sue OpenAI over the February 2026 Amazon $50B investment and $100B cloud-expansion deal. Microsoft says the Frontier agent platform on AWS (stateful runtime) violates the Azure exclusivity for stateless OpenAI APIs that was in the original ~$13B Microsoft investment agreements (updated Sept 2025). Microsoft publicly restated Azure remains the exclusive cloud provider of stateless OpenAI APIs and told OpenAI privately they will sue if breached. @elonmusk @herbertong @openai @Microsoft @NVIDIAAI @amd @RandyWKirk1 @WR4NYGov Elon Musk fraud lawsuit (filed 2024, headed to jury trial April 2026) accuses Altman of breaching the founding nonprofit/open mission when OpenAI went for-profit and took Microsoft’s money. Musk invested ~$38M early and claims he was misled. The judge found enough evidence for a jury to decide credibility. Musk is seeking ~$134B in damages. October 2025, OpenAI signed a 6GW AMD Instinct GPU deal (double-digit billions for AMD and potential 10% equity stake for OpenAI) literally weeks after the massive 10GW NVIDIA strategic partnership announcement (Sept 22, 2025). Altman takes huge money for exclusivity from one partner then quickly shops around or stretches terms. In November 2023, the OpenAI board (including Ilya Sutskever) explicitly fired Sam Altman for not consistently candid communications, which they said hindered their oversight. Behind the scenes, Ilya and the independent directors (Helen Toner and Tasha McCauley) accused him of a deeper pattern of lying, withholding information, manipulation, and outright deception.

Sports blockchain ecosystem allows the tokenization of real assets. Blockchain can enable better ticketing (transparent, fewer fees, fewer intermediaries, preventing scalping, prioritizing the biggest fans). Media rights and stadium equity are being fractionalized. Smart contracts can automate the distribution of broadcast revenues. nextbigfuture.com/2026/03/blockc…

What Just Happened?! BUY THE BOOK - AI Rising: How to Thrive in the Age of Abundance a.co/d/131Y5aT #elonmusk #tesla #artificialintelligence #biography #magic

some more example and more specific

Nvidia has a structured data enablement strategy. Nvidia provides libaries, software and hardware to index and search data faster. This is the $120 billion ecosystem Nvidia identified. The Indexing and retrievals are way faster 10-40X faster in most cases. How cuDF + cuVS Work Together (The GTC 2026 “Ground Truth” Pipeline) Unstructured data (PDFs, videos, logs, emails, sensor streams) → embedding model (NeMo, etc.). cuVS indexes the embeddings (CAGRA/IVF-PQ) → semantic retrieval. Retrieved context + facts → fed into cuDF DataFrames for cleaning, joining, aggregating, and turning into structured tables. Result hundreds of zettabytes of “dark data” become queryable, trustworthy structured ground truth. NVIDIA supplies GPU-accelerated software (cuDF + cuVS) and AI agents (NemoClaw) so enterprises, CSPs, and data platforms can securely transform their own hundreds of zettabytes of unstructured data (PDFs, videos, logs, emails, sensor streams, etc.) into structured, queryable ground truth inside their existing ecosystems. @herbertong @nvidia #GTC

Spacex launches 50 starlink satellites in 24 hours. What can take a year or more for most competitors @SpaceX

Nvidia security geniuses have made nemoclaw. An enterprise ready and secure form of openclaw. It will be the operating system for agentic ai $nvda

Extreme codesign enables an increase in 2 years 350 times more token throughput Nvidia

Rubin ultra will slide in vertically. With new nvlink in the back

Nvidia Rubin ultra. Connects 144 GPUs in a Kyber rack.

Nvidia has copackaged optics. Vera Rubin is in production. All are in production. Twice the compute per watt of any competitor

Vera Rubin is now liquid cooled by hot water. All liquid cooled. Not cables. Nvidia GTC 2026 @WR4NYGov

Nvidia has the lowest token cost and rhe highest performance per watt. Jensen is the token king

Jensen see $1 trillion or more of revenue GTC 2026. Nvidia