Jensen Huang takes the stage at GTC on Monday with 30,000 people watching. Nvidia is expected to unveil NemoClaw — an open-source enterprise AI agent platform — along with a Groq-powered inference chip and Rubin architecture updates promising 10x lower cost per token. The Super Bowl of AI kicks off at the SAP Center in San Jose.
Meanwhile Anthropic just dropped $100 million on a partner network to make Claude the default enterprise AI — while simultaneously fighting the Pentagon in court over AI use in weapons systems. One hand building the future of enterprise software, the other arguing in federal court about where AI shouldn't go.
Morgan Stanley is warning that an AI breakthrough is imminent and most of the world isn't ready. When Wall Street starts using the word imminent, something is shifting. Watch the keynote Monday 11 AM PT.


