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Nvidia GTC 2026: $1 Trillion in Blackwell + Rubin Orders — Bubble or the Launch of the AGI Era?
Jensen Huang's GTC 2026 keynote dropped the biggest number in tech history: $1 trillion in Blackwell + Rubin orders through 2027. Vera Rubin unveiled (336B transistors, 288GB HBM4, 22 TB/s, 50 PFLOPS per GPU). We dissect who is buying — OpenAI, Anthropic, Meta, xAI — and ask the real question: bubble peak or AGI infrastructure?