James Altucher:

Nvidia GTC 2026: CEO Jensen Huang Sees $1 Trillion in Orders for Blackwell and Vera Rubin Through '27

At Nvidia's annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027.

Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia's earnings report last month, Finance chief Colette Kress said the company expects growth this year to exceed what was included in that estimate.

Huang said demand is booming from startups and big companies alike. Nvidia shares rose about 2% on Monday.

"If they could just get more capacity, they could generate more tokens, their revenues would go up," Huang said at GTC in San Jose, California.

Nvidia is scheduled to roll out Vera Rubin later this year. The system, which is made up of 1.3 million components, will deliver 10 times more performance per watt than its predecessor, Grace Blackwell, the company claims. That's a significant development when energy consumption is one of the most critical issues facing the AI build-out.

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Ray Blanco:

Robot Goes Berserk in California Restaurant, Dragged Away by Staff After Smashing Tableware

Humanoid robots are rapidly gaining hype, from battlefields to the factory floor.

But there are clear growing pains when it comes to sharing spaces with our new automaton friends. Just this month, a video circulated online showing a robot being escorted away by cops after startling an old lady.

Now, a different robot appears to have gotten carried away while performing a dance routine at a hot pot restaurant in San Jose, California.

A video on social media shows the dancing robot knocking over tableware, smashing plates, and sending chopsticks flying. An orange apron the robot is wearing reads "I'm good" in big letters across the front, perfectly adding to the chaotic scene.

Staffers at the restaurant were forced to intervene. One employee can be seen holding the robot by the scruff of its neck while navigating her phone, presumably searching the bot's app for controls.

In the end, it took three workers to restrain the robot, who were all forced to duck periodically to avoid being smacked by its waving and sauce-covered hands. While it must've been a hilarious sight to behold, some netizens struck a more ominous tone.

"This is how the 'Terminator' timeline actually begins," one user tweeted. "Not with a bang, but with a boogie."

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Greg Guenthner:

Bitcoin Shows 'Resilience' Amid Iran War, Outshines Gold and Stocks

Bitcoin (BTC) traded near $74,000 on Tuesday as strategists highlighted its relative strength despite market jitters amid the Iran war.

"Bitcoin and crypto markets have looked resilient in the face of the Middle East conflict, outperforming Gold and equity indices," Bernstein analyst Gautam Chhugani wrote on Monday.

Since the Iran war broke out on Feb. 28, the world's largest digital token has risen 10%. The S&P 500 has declined 2% over the same period, while gold has dropped almost 4%.

Strategists point to exchange-traded funds (ETFs) inflows of $2.1 billion over the past three weeks due to increasing allocations through wealth managers and institutional funds, including pension and sovereign funds.

Additionally, digital asset treasury giant Strategy (MSTR) has been increasing its exposure, adding 66,231 tokens year to date at an average cost of around $85,000.

Chhugani argued that while bitcoin retail holders "have panic sold" in recent months, "long term holders remain resilient."

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