NVIDIA Reframes AI Infrastructure As Systems Era

At GTC 2026, NVIDIA, led by Jensen Huang, outlined a strategic shift toward vertically integrated AI infrastructure emphasizing systems over chips. The company highlighted ~40 enterprise models, inference-first architectures, Nemotron, OpenClaw, and an AI Data Platform, framing "AI factories" as predictable, always-on deployments and suggesting demand that could approach a $1 trillion orderbook by 2027. This reframes investment and operational priorities.