NVIDIA Starts Installing Chips on Roads | Rewire Evening News Update

marsbitPubblicato 2026-03-17Pubblicato ultima volta 2026-03-17

Introduzione

NVIDIA CEO Jensen Huang announced at GTC that the company's data center orders for Blackwell and Vera Rubin platforms are projected to exceed $1 trillion by 2027, doubling last year's estimates. He emphasized that computing demand will far surpass this figure. Beyond data centers, NVIDIA is expanding its autonomous driving ecosystem, adding BYD, Geely, Nissan, and Isuzu to its Drive Hyperion platform. A partnership with Uber aims to deploy robotaxis in Los Angeles and San Francisco by early 2027, expanding to 28 markets by 2028—a moment Huang calls "the ChatGPT moment for autonomous driving." In related news, Uber co-founder Travis Kalanick revealed his stealth robotics startup, Atoms, after eight years of operation. The company focuses on automating physical infrastructure, mining, and robotic platforms. Kalanick is reportedly acquiring autonomous driving firm Pronto, with Uber's support, signaling a strategic re-entry into automation. Meanwhile, Murata Manufacturing, the world's largest MLCC supplier with over 40% market share, raised prices for AI server and automotive-grade components by 15-35%, effective April 1. This marks its first major price hike in three years and highlights hidden cost pressures in AI infrastructure supply chains. The SEC is also considering allowing public companies to switch from quarterly to semi-annual financial reporting, reducing compliance costs and potentially benefiting tech firms making long-term AI investments. Additional updates inc...

After labeling the trillion-dollar orders, Jensen Huang has brought BYD and Geely to the autonomous driving table.

1| Jensen Huang's Trillion Dollars Doesn't Even Include the Roads

This morning, at GTC, Jensen Huang announced that procurement orders for Blackwell and Vera Rubin will exceed $1 trillion by 2027. This number is double last year's estimate. He added, "We are supply-constrained, and I am sure the demand for computing will far exceed this number."

But the $1 trillion is only the data center's account. On the same day, NVIDIA announced that BYD, Geely, Nissan, and Isuzu have joined the Drive Hyperion platform to develop Level 4 autonomous driving. Robotaxis developed in collaboration with Uber will be deployed in Los Angeles and San Francisco in the first half of 2027, covering 28 markets by 2028. Jensen Huang called this the "ChatGPT moment for autonomous driving."

(Source: CNBC / TechCrunch / The Verge)

2| Kalanick, After Lying Low for Eight Years, Is Betting That the Physical World Has Not Yet Been Automated

Uber co-founder Travis Kalanick has revealed his secretly operated robotics company, Atoms, which has been running for eight years. Formerly known as CloudKitchens and City Storage Systems, the company has thousands of employees, none of whom were allowed to list the company name on LinkedIn. Its three business lines focus on food infrastructure, mining automation, and robotic chassis. In a public letter, he wrote a defining statement: "Software has automated language and mathematics, but the full automation of the physical world remains an untapped frontier."

According to Fortune, Kalanick is about to acquire the autonomous driving company Pronto, founded by former Uber colleague Anthony Levandowski, with support from Uber. Eight years ago, when he was ousted from Uber, autonomous driving was still Waymo's solo show. Eight years later, he has returned with robotics, and NVIDIA just announced the "ChatGPT moment for autonomous driving" in the same week. The timing is not a coincidence—it's a signal.

(Source: All-In Podcast / Fortune / TechCrunch)

3| Murata Raises Prices by 35%, the Hidden Bill for AI Infrastructure Has Arrived

According to 36Kr, citing a Shanghai Securities News report, Murata Manufacturing, the world's largest MLCC supplier, has initiated a comprehensive price increase for AI servers and high-end automotive-grade products, with a range of 15% to 35%, effective April 1. Murata holds over 40% of the global MLCC market share and 70% of the AI server MLCC market share. This is the first large-scale price adjustment in three years.

Everyone is counting the price of GPUs. No one is counting the price of that capacitor on the circuit board. Murata's monopoly in passive components for AI servers is no less than NVIDIA's monopoly in GPUs—it just doesn't host a GTC. When the invisible layer of the supply chain starts pricing scarcity, the $1 trillion infrastructure bill will only go up.

(Source: 36Kr / Shanghai Securities News)

4| SEC Wants Public Companies to Submit Reports Only Twice a Year

According to TechCrunch, citing a WSJ report, SEC Chairman Paul Atkins is discussing with exchanges the possibility of allowing public companies to switch from quarterly to semi-annual reporting. The reason is that the compliance cost of quarterly financial reports is too high, discouraging companies from going public. This is the biggest potential change in the U.S. public company disclosure system in over 50 years.

For tech companies betting heavily on AI infrastructure, submitting two fewer reports means having to explain "where the money went" two fewer times. The AI capital expenditure that Meta burns through in a quarter can now be hidden in the larger numbers of a semi-annual report. The beneficiaries of deregulation are, first and foremost, those companies that need time to prove the correctness of their long-term investments.

(Source: TechCrunch / WSJ)

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Picsart has launched an AI Agent market, allowing creators to "hire" AI assistants on demand. The first four Agents are now available, with weekly additions. Creative tool platforms are shifting from selling features to selling labor. (Source: TechCrunch)

Domande pertinenti

QWhat major announcement did Jensen Huang make at GTC regarding Blackwell and Vera Rubin orders?

AJensen Huang announced that the GTC orders for Blackwell and Vera Rubin are projected to exceed $1 trillion by 2027, which is double last year's estimate. He also stated that demand for computing would far surpass this number.

QWhich automotive companies did Nvidia announce have joined the Drive Hyperion platform for L4 autonomous driving development?

ANvidia announced that BYD, Geely, Nissan, and Isuzu have joined the Drive Hyperion platform to develop L4 autonomous driving technology.

QWhat is the significance of Murata Manufacturing's price increase for MLCCs in the context of AI infrastructure?

AMurata Manufacturing, the world's largest MLCC supplier with over 40% global market share and 70% in AI server MLCCs, raised prices by 15-35% for AI servers and high-end automotive products. This highlights hidden costs in AI infrastructure and indicates that the $1 trillion infrastructure bill could increase due to supply chain constraints.

QWhat change is the SEC considering for corporate reporting, and how might it benefit tech companies investing heavily in AI?

AThe SEC is discussing allowing public companies to switch from quarterly to semi-annual reporting to reduce compliance costs. This would benefit tech companies heavily investing in AI by allowing them to explain large capital expenditures less frequently, masking short-term costs in broader semi-annual reports.

QWhat did Travis Kalanick reveal about his secret robotics company Atoms, and what is its focus?

ATravis Kalanick revealed Atoms, a secret robotics company operational for eight years with thousands of employees. It focuses on automating the physical world through three business lines: food infrastructure, mining automation, and robotic chassis. He stated that while software has automated language and math, the physical world remains largely unautomated.

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