🚀 Nvidia has $1T sales pipeline

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Market Overview
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Year To Date Performances:

1. At Nvidia’s GTC 2026 keynote in San Jose, CEO Jensen Huang unveiled a massive $1 trillion order pipeline for the Blackwell and Vera Rubin architectures through 2027, effectively doubling previous revenue estimates. The shift toward "Agentic AI"—autonomous systems like the viral OpenClaw project—is driving an insatiable demand for tokens, prompting Nvidia to introduce the Vera Rubin system, which claims 10 times the performance per watt of its predecessor. Highlighting Nvidia's recent $20 billion acquisition of Groq, Huang also debuted the Groq 3 Language Processing Unit (LPU), featuring a 256-chip "LPX" rack that reportedly boosts GPU token-per-watt performance by 35 times. Beyond the data center, Nvidia expanded its dominance in autonomous machines, announcing a 28-city global robotaxi fleet with Uber and new Level 4 vehicle partnerships with Nissan and BYD powered by the Drive Hyperion platform.

2. President Donald Trump announced on Monday that the White House has requested to postpone a high-profile summit with Chinese President Xi Jinping in Beijing by "a month or so" to allow him to remain in Washington during the ongoing war with Iran. Originally scheduled for the end of March, the meeting’s delay highlights the strain the conflict has placed on the administration’s "Phase Two" trade agenda, especially as the U.S. launches new investigations into Chinese trade practices following the Supreme Court’s recent strike-down of major tariffs. While Trump characterized the move as a simple matter of needing to be present to manage the war, the request follows his recent public demands that China—a major buyer of Iranian crude—assist in breaking the blockade of the Strait of Hormuz. Though Treasury Secretary Scott Bessent attempted to frame the potential rescheduling as purely logistical, the delay signals a cooling in relations as both superpowers navigate the fallout of the energy crisis and shifting maritime security roles.

3. During an executive order signing on Monday, President Donald Trump escalated his second-term "aggressive foreign policy" by stating he expects to have the "honor" of "taking Cuba." Claiming the island is a "weakened" and "failed nation" with "nice land" but no resources, Trump asserted he could "do anything [he] wants" with the territory, whether through a "friendly takeover" or a negotiated deal. This rhetoric follows a string of bold military and territorial maneuvers, including the ongoing war in Iran and the recent capture of Venezuelan leader Nicolás Maduro. With a U.S. blockade currently cutting off Cuba's access to Venezuelan oil, the administration appears to be leveraging a manufactured energy crisis to force Havana into a resolution that aligns with Trump’s long-standing ambitions to acquire or fundamentally transform the Caribbean nation.

   Headlines

   1. Apple has acquired MotionVFX.

   2. Oil prices have fallen as US allies have promised to join the country in protecting carriers travelling through the Strait of Hormuz.