Good morning, it’s Wednesday. NVIDIA just turned its GTC conference into the Coachella of AI, with over 25,000 tech bigwigs flocking to hear Jensen Huang unveil the Rubin chip — set to deliver 14x the power of today’s supercomputers. Stock may have dipped, but Huang’s confidence is through the roof.
Plus, in today’s Forward Future Original, we’re diving into how AI enhances decision-making, planning, and storytelling in professional services—without replacing the human touch.
Fair Warning: NVIDIA Took Over This Edition 😃
📊 MARKET PULSE
NVIDIA Unveils Next-Gen AI 'Superchips' Amid Stock Dip
NVIDIA’s GTC 2025 kicked off with a flurry of AI-driven announcements, led by CEO Jensen Huang. The company unveiled Blackwell Ultra, its next-generation GPU, along with a new AI model for humanoid robotics called Groot N1. NVIDIA also introduced two “personal AI supercomputers,” DGX Spark and DGX Station, designed for edge AI development. The company is deepening its automotive AI partnership with GM and collaborating with Google DeepMind and Disney on a new physics engine for robotic movement. However, Wall Street remained unimpressed—NVIDIAa’s stock dipped 4% post-announcements, possibly due to a lack of surprises. → Continue reading here.
🗞️ YOUR DAILY ROLLUP
Top Stories from NVIDIA GTC 2025
🔲 NVIDIA Unveils Vera Rubin GPU: Launching in H2 2026, Vera Rubin will feature a custom Vera CPU and deliver 50 petaflops for AI tasks — over twice the power of Blackwell. Rubin Ultra follows in H2 2027 with 100 petaflops, and Feynman arrives in 2028 with even more AI muscle.
🧮 NVIDIA Unveils DGX Spark, DGX Station: Powered by Grace Blackwell, DGX Spark (world’s smallest AI supercomputer) and DGX Station bring 1,000+ TOPS to desktops for faster AI development and research.
🌌 NVIDIA Launches Cosmos WFMs for AI Training: Cosmos Predict and Transfer enable faster, scalable AI training for robots and autonomous vehicles. Early adopters include Agility, Uber, and Skild AI. Cosmos Reason adds multimodal reasoning for physical AI development.
🦾 NVIDIA Unveils GR00T N1 Humanoid AI Model: GR00T N1 brings generalized reasoning and adaptive skills to humanoid robots, with System 1 for reflexes and System 2 for strategic decision-making. Early adopters include 1X, Boston Dynamics, and Agility Robotics.
⚛️ NVIDIA Opens Quantum Research Center: The Boston-based NVAQC will combine AI supercomputers with quantum hardware to tackle quantum error correction and complex hybrid algorithms. Partners include MIT, Harvard, and leading quantum firms.
🚘 NVIDIA Launches Halos for AV Safety: Halos combines NVIDIA’s chips, software, and AI models to enhance autonomous vehicle safety from cloud to car. It includes platform, algorithmic, and ecosystem safety, with partners like Continental, onsemi, and OMNIVISION onboard.
🌆 NVIDIA GTC
The Super Bowl of AI Takes Over San Jose
The Recap: NVIDIA’s annual GTC conference has evolved from a niche academic event into a blockbuster tech showcase. CEO Jensen Huang’s speech drew more than 25,000 attendees, highlighting NVIDIA's dominance in AI and unveiling the next generation of GPUs aimed at sustaining the company’s market lead.
More than 25,000 attendees, including top executives like Michael Dell and Jeffrey Katzenberg, packed the event, with hotel prices soaring to $1,800 a night
Jensen Huang, nicknamed “A.I. Jesus,” spoke for over two hours without a written speech, mirroring Steve Jobs’ stage presence
NVIDIA announced its upcoming Rubin GPUs, due in late 2026, which will enable a 14x increase in supercomputing power with lower energy consumption
Major tech firms like Amazon, Google, and Meta are developing their own AI chips, posing a challenge to NVIDIA’s dominance
AI infrastructure spending is projected to surpass $1 trillion annually by 2028, but profitability concerns linger
A small Chinese company, DeepSeek, built a high-performing AI model with fewer NVIDIA chips, briefly causing NVIDIA’s market value to drop by $600 billion in one day
Forward Future Takeaways:
NVIDIA’s dominance in AI remains strong, but growing competition from major tech firms and smaller disruptors like DeepSeek could challenge its grip on the market. The Rubin chip launch in 2026 will be pivotal in securing NVIDIA's position as AI infrastructure spending accelerates — but the long-term value of AI remains under scrutiny. → Read the full article here.
🏫 FORWARD FUTURE ORIGINAL
The Powerful Roles of AI
I still remember the moment everything changed for me. It was a Tuesday afternoon, and I was staring at my screen, watching an AI system draft a competitive analysis that would have taken me days to compile. This wasn't just a time-saver – it was a revelation. These large language models weren't just sophisticated tools; they were taking on distinct roles within my consulting practice, functioning almost like virtual team members with specialized skills.
Over the past eighteen months, I've come to view AI through this lens – not as technology that replaces humans, but as partners that dramatically amplify what we can accomplish. The metaphor that keeps coming to mind is that of a force multiplier – AI makes us faster, better, and smarter while enabling us to tackle increasingly complex challenges. → Continue reading here.
🛰️ NEWS
What Else is Happening
📽️ VIDEO
Can We Catch Bad AI Before It’s Too Late?
Anthropic tested whether humans can detect AI misalignment by planting hidden biases in a model and challenging teams to uncover them. Three of four teams succeeded, but external auditors with limited access struggled. Get the full scoop in Matt’s latest video! 👇
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