This year, the focus was on physical AI, and in my experience something on the line of: 30% Data Centers, 30% GPUs and Hardware, 30% Robotics, 10% Software.

#Highlights from the conference

• $1 Trillion AI Infrastructure Boom, Jensen projects $1 trillion in cumulative orders for Blackwell + Vera Rubin systems through 2027 (2x 2026 estimates).
• Vera Rubin Platform Unveiled, next-gen full-stack AI platform features seven new chips, five rack-scale systems, a new Vera CPU for Agentic AI, and BlueField-4 storage. It promises major efficiency gains and starts shipping later in 2026, with even denser designs (like Kyber) coming in 2027.
• NemoClaw, everyone and their grandma are launching a personal AI agent, so now is NVIDIA turn.
• Inference Inflection & Token Economics, a massive leap in token generation performance (up to 350x in some tiers) position inference as the new economic engine of AI, with "tokens" becoming the core commodity.
• Physical AI, Gaming & Ambitious Vision, advances in robotics (e.g., Disney's Olaf), DLSS 5 for gaming, and bold plans for space-based AI data centers (Vera Rubin Space-1). Emphasis on full AI factories, open models (Nemotron ecosystem), and simulating infrastructure with Omniverse.

#🙌 Andrej Karpathy’s lab has received the first DGX Station GB300 -- a Dell Pro Max with GB300.

As you may have notice Karpathy has been shipping no stop lately, Nanochat, AutoResearch, AgentHub (github for agents). So Jensen gifted him a new machine.

Sources: tweet

Apple launched M5 Pro and M5 Max for the new 14- and 16-inch MacBook Pros, positioning them as the ultimate powerhouse for local LLMs.

Key specs
	•	Unified memory: up to 128 GB
	•	Memory bandwidth: 614 GB/s (M5 Pro: 307 GB/s)
	•	GPU: up to 40 cores, each with a Neural Accelerator
	•	CPU: up to 18 cores (6 “super cores” + 12 performance)

Highlights
	•	First Apple silicon with matrix hardware in every GPU core
	•	4× faster LLM prompt processing vs M4
	•	8× faster AI performance vs M1 🚀

Prices
	•	14” M5 Pro: $2,199 (was $1,999)
	•	16” M5 Max configs: $7K+
	•	MacBook Neo (A18 Pro): ~$599 retail ($499 education)

Sources: tweet