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  • Info
125. Nvidia and the $1 Trillion AI Factory Land Grab
March 20, 2026
TheCUBE Research’s John Furrier and Dave Vellante are on-site at NVIDIA GTC in San Jose for the latest theCUBE Pod episode, bringing a clear-eyed look at what’s actually unfolding in AI right now. From Blackwell to Vera Rubin, they walk through how infrastructure is evolving as enterprises move beyond pilots and start building for real-world scale. They unpack Jensen Huang’s trillion-dollar demand projection and what it signals for the AI economy. The focus shifts to inference as the new monetization layer, with OpenClaw, NemoClaw and Grok pointing toward a ... Read more
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