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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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