NVIDIA's GTC Bombshell: OpenClaw Push, Vera CPU Debut, and a $1 Trillion Backlog Bet by 2027
Jensen Huang's GTC keynote wasn't just updates—it was a declaration of NVIDIA's AI supremacy. From OpenClaw endorsements to Vera's CPU ambitions and a staggering $1T backlog, here's the data behind the dazzle.
⚡ Key Takeaways
- NVIDIA projects $1T sales backlog by 2027, fueled by Blackwell, Rubin, and Vera CPU ramp.
- Jensen endorses OpenClaw but pushes NemoClaw fix, positioning NVIDIA in agent wars.
- Inference shift favors Vera; coding agents like Codex hit $1B ARR, demanding new hardware.
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Originally reported by Latent Space
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