NVIDIA GTC 2026 — the world's most closely watched AI conference — has officially opened in San Jose, California, with founder and CEO Jensen Huang delivering a landmark keynote from the SAP Center to 30,000 attendees from 190 countries. Huang declared that AI is no longer an application or a model: "It is essential infrastructure. Every company will use it. Every nation will build it." The conference formally unveils the Vera Rubin platform now in full production, the anticipated NemoClaw open-source enterprise AI agent platform, the $20 billion Groq LPU inference integration, Nemotron 3 Super for agentic reasoning, physical AI leadership across robotics and autonomous systems, and a five-layer AI technology stack that Huang says is powering "one of the largest infrastructure expansions in history."

Alphabet reported a strong Q4 2025 with revenue and EPS beating consensus, driven by accelerating AI-led growth across Search, YouTube, and especially Google Cloud. Management highlighted major traction for Gemini 3 (deeper engagement in the Gemini app and tighter integration into Search’s AI Mode / AI Overviews), along with rapid enterprise adoption (including millions of paid Gemini Enterprise seats). However, the company’s projected 2026 capital expenditures of $175–$185 billion—far above Wall Street expectations—sparked immediate market debate: investors applaud the growth opportunity, but worry about near-term margin pressure and ROI timing, leading to short-term share price volatility after the print.

NVIDIA shares experienced significant pre-market volatility, dropping as much as 4% as investors reassess the massive GPU infrastructure buildout in light of the "algorithmic efficiency revolution" pioneered by DeepSeek and others. The Chinese AI lab's achievement of GPT-4-level performance using 20x less compute has triggered fundamental questions about whether the projected $1 trillion AI infrastructure investment is overbuilt. While NVIDIA remains dominant in AI hardware, market analysts are recalibrating demand projections as efficient algorithms potentially reduce the need for massive GPU clusters.

Elon Musk’s SpaceX has officially acquired/merged with xAI, consolidating Musk’s two largest private businesses into a single mega‑company that also encompasses X (formerly Twitter), which xAI previously acquired in 2025. Multiple outlets report the tie‑up values SpaceX at ~$1T and xAI at ~$250B, for a combined valuation around $1.25T. Musk and SpaceX frame the rationale around an ambitious plan to build space-based AI data centers to address power and cooling constraints on Earth—an idea he has been promoting more aggressively in recent months.

Elon Musk's xAI has announced the restart of the Dojo3 supercomputer project, signaling an ambitious push to build one of the world's most powerful AI training infrastructures. This strategic move combines Tesla's Dojo legacy with xAI's frontier AI ambitions, positioning the company to compete with OpenAI, Google, and Meta in the compute arms race.