85 articles in Data Engineering & Analytics · Free
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Jensen Huang's AI factory thesis: data centers are evolving from storage facilities to AI inference factories that generate tokens as their primary output. Verified September 2026 against GTC 2026 keynote and NVIDIA investor day materials.
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NVIDIA DGX Spark now powers the Perplexity Computer — a portable AI workstation running Perplexity's agent stack locally. Verified September 2026 against NVIDIA newsroom and Perplexity.
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NVIDIA CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin systems through 2027 — double the company's prior $500B estimate. Verified September 2026 against CNBC, Axios, and the GTC 2026 keynote.
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