Today I want to talk about what happened at the most important tech event of the year… Nvidia’s GTC.
It’s an event the entire investment community waits for, because it shows where the world of technology is heading. And what we saw in the first two days… was honestly impressive.
I’ll start with Jensen Huang, Nvidia’s CEO, who went on stage and made a statement that really shifted the narrative.
Nvidia now sees demand reaching $1 trillion by 2027.
And as he clarified, that figure only includes the Blackwell and Rubin programs. It doesn’t even factor in things like storage, CPUs, networking, and other future systems. In simple terms, the total could end up being much higher.
Yes, that big.
To put it into perspective, just last year they were talking about $500 billion. So within a year, they doubled their projections. Not because they’re overly optimistic, but because demand is forcing them to.
AI is changing. Until now, we were mostly talking about chatbots and tools that answer questions. But now we’re moving into something completely different: agents.
AI that doesn’t just respond, but actually takes action. It makes decisions, executes tasks, and collaborates with other systems. It’s like having a digital employee.
And that shift is creating massive demand for tokens.
Tokens are essentially the “output” of AI. The more tokens you can generate, the more work you can perform, which means more value can be created.
This is exactly where Nvidia sits at the center. Their systems can generate tokens faster and more efficiently than competitors.
And it’s not just Jensen saying this.
Analysts are starting to confirm it.
Wedbush called the $1 trillion figure a “stunner” and made it clear that the AI revolution isn’t slowing down, it’s accelerating.
JPMorgan highlighted something even more important. Nvidia is no longer just a chip company. It has evolved into a full platform combining hardware, software, and infrastructure. That makes it extremely difficult to replicate.
In fact, estimates suggest that for every $1 spent on Nvidia, around $8 to $10 of value is created across the ecosystem. Overall, we’re looking at $3 to $4 trillion in AI-related investments in the coming years.
Since I mentioned AI agents, this brings me to the next big announcement: OpenClaw.
It’s an open-source system that allows anyone to build AI agents. Jensen compared it to Linux and HTML, technologies that became the foundation of the modern internet.
And one thing he said really stood out to me: every company in the world will need an OpenClaw strategy. Because every company will eventually operate with AI agents.
But there’s a challenge.
These agents have access to data, interact with other systems, and can take actions. That means control and security become critical.
This is where Nvidia steps in with NemoClaw.
It takes OpenClaw and makes it enterprise-ready. In other words, secure, controlled, and fully integrated into business environments.
So Nvidia isn’t just trying to sell chips anymore. It’s trying to become the operating system of the AI era.
And again, everything comes back to tokens. Many people are starting to describe them as the new oil. Without tokens, nothing in AI works. And whoever produces them most efficiently… wins.
So far, that leader is Nvidia.
And just when it felt like that was already a lot, Nvidia pushed even further.
They’re now talking about bringing AI… into space, through orbital data centers.
The idea is actually simple. Data centers consume enormous amounts of energy. In space, there’s abundant solar power. So why not move computation there?
They’ve already started working with companies like Axiom Space and are developing chips that can operate in space conditions.
Of course, there are huge challenges. Cooling systems, launch costs, infrastructure. But the key point is that the race has started.
And Nvidia isn’t alone. Google, SpaceX, and other major players are also moving in this direction.
