Visit ⁠⁠Episode Post for Show Notes⁠

NVIDIA unveiled new AI-focused chips at its GTC conference, including the Blackwell Ultra series launching this year and the next-gen Vera Rubin GPUs set for 2026. CEO Jensen Huang emphasized the company’s shift to an annual release cycle, a departure from its previous biennial schedule. This move reflects NVIDIA's response to the growing AI market and increasing competition. This and more ⁠on the Rundown⁠.

Episode Time Stamps:
0:00 - Welcome to the Rundown
2:29 - ⁠Taara Spun Out from Google's Parent Company Alphabet⁠
6:41 - ⁠Intel Names Lip-Bu Tan as New CEO⁠
12:38 - ⁠DevOps Gets Empowered by Semaphore Going Open Source⁠
16:38 - ⁠Microsoft’s New Quantum Chip Greeted with Major Skepticism⁠
22:04 - ⁠Solo.io Launches Kagent for Agentic AI-Driven Cloud Ops⁠
25:37 - ⁠Amazon, Google, and Meta Nuclear Datacenters by 2050⁠
29:38 - ⁠NVIDIA Reveals Rubin AI and Blackwell Ultra⁠
40:58 - ⁠The Weeks Ahead⁠
44:02 - Thanks for Watching

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