Amazon Web Services (AWS)

OpenAI shifts from building data centers amid IPO concerns

CNBC's Morning Squawk summarizes market-moving headlines: U.S. President Donald Trump said strikes on Iran's energy infrastructure would be postponed for five days after productive talks, sending futures and oil prices swinging. The White House announced ICE agents will assist at U.S. airports to ease long TSA security lines amid a DHS shutdown. A California jury found Elon Musk liable for defrauding Twitter investors, with potential damages up to $2.6 billion. OpenAI is scaling back some data-center and spending plans as it prepares for a potential IPO, with CEO Sam Altman citing supply-chain and weather challenges. The newsletter also reports wealthy investors are increasingly buying colored gemstones as an inflation hedge, citing high auction prices for rare stones.

NVIDIA's Agent Stack, Xiaomi's MiMo‑V2‑Pro, Bezos $100B Bet

At Nvidia’s GTC keynote Jensen Huang framed Nvidia’s role in the emerging agentic and robotics ecosystem and highlighted open-source and enterprise tooling such as NemoClaw. TechCrunch’s Equity hosts (Kirsten Korosec, Sean O’Kane and a colleague) recapped the keynote and discussed implications for Nvidia’s strategy. The conference included a high-profile demo: a robot version of Disney’s Olaf that began rambling and had its microphone cut off during the presentation, provoking debate about social and operational risks for deploying character robots in public spaces. The coverage notes NemoClaw is presented as an open-source enterprise agent stack (built with the OpenClaw creator), and observers raised questions about social integration, safety and the practical challenges of rolling robotics into consumer experiences.

Nvidia GTC Keynote: $1T AI Chip Bet and Demos

At Nvidia’s GTC keynote CEO Jensen Huang delivered a roughly 2.5-hour presentation showcasing new chips, demos and strategy while projecting massive market opportunity and sales. Huang reiterated an "OpenClaw"-era positioning for Nvidia, highlighted demos and new hardware including Blackwell and Vera Rubin inference systems (a Vera Rubin chip co-designed with Groq), and projected $1 trillion in purchase orders for Blackwell and Vera Rubin chips by the end of 2027. He also made large market-size claims (a $35 trillion AI agent ecosystem and $50 trillion physical AI/robotics). TechCrunch reports the keynote did not buoy Wall Street — Nvidia’s stock fell as investors expressed caution about AI uncertainty and bubble risk — even as Nvidia reported strong fundamentals (revenue up 73% year‑over‑year) and Nvidia confirmed Amazon/AWS plans to buy 1 million GPUs by 2027 (per Reuters).