What happened
At GTC 2026, Nvidia unveiled Vera Rubin GPUs (10x performance per watt over Blackwell), NemoClaw for enterprise-ready AI agents, DLSS 5 neural rendering, and a Nemotron coalition with Perplexity and Mistral. Huang declared the "ChatGPT moment of self-driving cars has arrived."
Reported by CNBC. Our analysis is below.
The EMOR AI take
$1 trillion in compute demand means AI infrastructure costs will keep falling as supply scales. Every generation of hardware makes the systems we deploy for clients faster, cheaper, and more capable.
Falling compute costs reach you as cheaper, faster AI on tasks you run every day, from answering calls to drafting replies. The practical move is to build now and let each hardware generation lower your operating cost automatically. You ride the price curve down without renegotiating anything.
What this means for your business
- Run AI cheaper as compute supply keeps scaling
- Let each hardware generation lower your operating cost
- Build now and ride the price curve down
Read the original report
CNBC
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