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   Huang takes the GTC stage
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   Plus: The latest with oil.
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          Tuesday, March 17, 2026
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           Jensen Huang says the next AI boom belongs to inference
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          Jensen Huang walked onto the SAP Center stage on Monday for his GTC keynote address and did what he does best: turning a product keynote into a zoning hearing for the future. The Nvidia founder opened GTC by promising a tour through “every single layer” of AI, then spent the next stretch arguing that the company isn’t just selling chips into a hot 
market. Nope. The company wants to define the whole physical plant of the AI economy: the compute, the networking, the storage, the software, the models, the factories, and — because subtlety is clearly out of season — maybe even the orbital data centers.
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          The keynote sprayed announcements in every direction, but the real message was tight. Huang wanted investors, customers and rivals to hear four things clearly: AI demand is still climbing fast enough to justify indecent
amounts of spending; inference is now the center of the battlefield; agents are supposed to spill out of chatbots and into the daily machinery of office work; and the next gold rush after digital AI is likely going to be physical AI, where robots, autonomous systems and industrial software burn through even more data and infrastructure.
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         <h1 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:24px;font-weight:bold;">
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           Today's Poll
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         <div class="editor-email-poll" data-pollid="6df7331c-ef5e-46e8-8d47-5e1107a69a10">
          <h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;font-weight:bold;">
           What actually keeps the AI spending boom 
going from here?
          </h2>
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           <br/>
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          <div class="editor-poll-answers classic">
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               <table border="0" cellpadding="0" cellspacing="0" style="border:none; border-spacing: 0; border-collapse: collapse; mso-table-lspace:0; mso-table-rspace:0; 
mso-margin-top-alt:0px; mso-margin-bottom-alt:0px; mso-padding-alt: 0px 0px 0px 0px;" width="100%">
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px">
                           <!--[if !mso]><!-->
                           <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">
                            Training bigger, better models
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                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10445282/222404108/9383161/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwMy0xNw&x=923654d0" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">Training bigger, better 
models</a><![endif]-->
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               <table border="0" cellpadding="0" cellspacing="0" style="border:none; border-spacing: 0; border-collapse: collapse; 
mso-table-lspace:0; mso-table-rspace:0; mso-margin-top-alt:0px; mso-margin-bottom-alt:0px; mso-padding-alt: 0px 0px 0px 0px;" width="100%">
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10px;padding-bottom:10px;mso-padding-bottom-alt: 10px; " width="100%">
                    <tbody>
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                      <td align="center" bgcolor="#105C8E" style="text-align:center;vertical-align:middle;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px" valign="middle">
                       <table bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; " width="100%">
                        <tbody>
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px">
                           <!--[if !mso]><!-->
                           <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">
                            Inference at a massive (massive!) scale
                           </a>
                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10445282/222404108/9383162/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwMy0xNw&x=e9e547b1" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">Inference at a massive (massive!) 
scale</a><![endif]-->
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10px;padding-bottom:10px;mso-padding-bottom-alt: 10px; " width="100%">
                    <tbody>
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                      <td align="center" bgcolor="#105C8E" style="text-align:center;vertical-align:middle;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px" valign="middle">
                       <table bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; " width="100%">
                        <tbody>
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px">
                           <!--[if !mso]><!-->
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                            Enterprise agents
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                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10445282/222404108/9383163/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwMy0xNw&x=52e6309d" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">Enterprise 
agents</a><![endif]-->
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                 </tr>
                </tbody>
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           <table border="0" cellpadding="0" cellspacing="0" style="margin: 0;" width="100%">
            <tbody>
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               <table border="0" cellpadding="0" cellspacing="0" style="border:none; border-spacing: 0; border-collapse: collapse; 
mso-table-lspace:0; mso-table-rspace:0; mso-margin-top-alt:0px; mso-margin-bottom-alt:0px; mso-padding-alt: 0px 0px 0px 0px;" width="100%">
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                  <td height="40" style="vertical-align:middle;text-align:center;font-family:Arial,Helvetica,sans-serif;font-size:15px" valign="middle">
                   <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: 1px solid #105C8E; display: block; " target="_blank">
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10px;padding-bottom:10px;mso-padding-bottom-alt: 10px; " width="100%">
                    <tbody>
                     <tr>
                      <td align="center" bgcolor="#105C8E" style="text-align:center;vertical-align:middle;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px" valign="middle">
                       <table bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; " width="100%">
                        <tbody>
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:15px">
                           <!--[if !mso]><!-->
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                            Physical AI
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                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10445282/222404108/9383164/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwMy0xNw&x=e91f52fb" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">Physical 
AI</a><![endif]-->
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          </div>
         </div>
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         <h1 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:24px;font-weight:bold;">
          <span style="font-family:Arial;font-size:24px">
           Here's what you need to know
          </span>
         </h1>
        </td>
       </tr>
       <tr>
        <td class="snippet td100" colspan="6" style="width:100%;position:static;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:15px">
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            <td class="td100" colspan="2" style="background-color:#EFEFEF;width:33.3333%;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:15px">
             <a aria-label="President Donald Trump in the Oval Office (Will Oliver/EPA/Bloomberg via Getty Images)" style="color:#105C8E;" target="_blank" title="President Donald Trump in the Oval Office (Will Oliver/EPA/Bloomberg via 
Getty Images)">
              <img alt="President Donald Trump in the Oval Office (Will Oliver/EPA/Bloomberg via Getty 
Images)" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FTrump%2520stern.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzM3NDIxNTQuMzYwMTA3fQ:1w2RMQ:MKWxjmquQ-5UBkEe4s5IMvycDXOLOIk_Kr4Ng4kaWAw" style="width:200px;max-height:338px;vertical-align:middle;border:0;" width="200"/>
             </a>
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            <td class="td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
             <div style="line-height: 1.4">
              <strong>
               <a data-linktext="Trump's proposed waiver isn’t enough alone for lower gas 
prices." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                Trump's proposed waiver isn’t enough alone for lower gas prices.
               </a>
              </strong>
              The White House said it could relax shipping rules under the Jones Act, a century-old maritime law requiring goods shipped between U.S. ports to be carried on U.S.-owned ships with an American crew.
             </div>
            </td>
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            <td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
             <!--[if mso]><img 
src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
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            <td class="td100" colspan="2" style="background-color:#EFEFEF;background-repeat:no-repeat;background-size:auto;vertical-align:top;width:33.3333%;font-family:Arial,Helvetica,sans-serif;font-size:15px">
             <a aria-label="Aaron Schwartz/CNP/Bloomberg via Getty Images" style="color:#105C8E;" target="_blank" title="Aaron Schwartz/CNP/Bloomberg via Getty Images">
              <img alt="Aaron Schwartz/CNP/Bloomberg via Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FScott%2520Bessent.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzM3NDIxNTQuMzYwMjc5fQ:1w2RMQ:Rb6GtnHz9O8F0NCoo7p-XR2VJLTGu-VHMlcwl7efcfE" style="width:200px;max-height:338px;vertical-align:middle;border:0;" width="200"/>
             </a>
            </td>
            <td class="td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
             <div style="line-height: 1.4">
              <strong style="color:#105C8E">
               <a data-linktext="The U.S. is letting Iranian oil tankers through the Strait of Hormuz." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                The U.S. is letting Iranian oil tankers through the Strait of Hormuz.
               </a>
              </strong>
              “The Iranian ships have been getting out already, and we've let that happen to supply the rest of the world,” Treasury Secretary Scott Bessent said on 
CNBC. "We think that there will be a natural opening that the Iranians are letting out.”
             </div>
            </td>
           </tr>
           <tr style="background-color:#EFEFEF">
            <td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
             <!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
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            <td class="td100" colspan="2" style="background-color:#EFEFEF;background-repeat:no-repeat;background-size:auto;vertical-align:top;width:33.3333%;font-family:Arial,Helvetica,sans-serif;font-size:15px">
             <a aria-label="The Strait of Hormuz. (Photo by FADEL SENNA / AFP via Getty Images)" style="color:#105C8E;" target="_blank" title="The Strait of Hormuz. (Photo by FADEL SENNA / AFP via Getty 
Images)">
              <img alt="The Strait of Hormuz. (Photo by FADEL SENNA / AFP via Getty Images)" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252Fstrait%2520of%2520hormuz.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3NzM3NDIxNTQuMzYwMzk5N30:1w2RMQ:80gjPRP4mt0_ljG0ekfuGEpnB-5OSAahZTmFhm92250" style="width:200px;max-height:338px;vertical-align:middle;border:0;" width="200"/>
             </a>
            </td>
            <td class="td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
             <div style="line-height: 1.4">
              <strong>
               <a data-linktext="Oil hits $104 a barrel as U.S. pushes to reopen the Strait of 
Hormuz." data-linktype="Normal" style="color:#105C8E;" target="_blank">
                Oil hits $104 a barrel as U.S. pushes to reopen the Strait of Hormuz.
               </a>
              </strong>
              Last week marked Brent's first settlement above $100 since 2022, capping a gain of more than 11%. At the pump, the national average for regular gasoline reached nearly $3.72 a gallon Monday — up 25% since the war began.
             </div>
            </td>
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