The Rundown OpenAI Changes Strategy, Nvidia Predicts $1 Trillion in AI Revenue
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Mar 17, 2026 NVIDIA unveils new chips, predicts massive AI revenue and outlines an inference-focused strategy. A major partnership aims to bring NVIDIA software to robo-taxis. OpenAI reportedly trims experimental projects to prioritize enterprise products. Airline demand lifts Delta’s outlook while Eli Lilly faces a downgrade amid weight-loss market concerns. Regulators may consider moving to semiannual financial reporting.
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Oil Drop Triggered US Market Relief Rally
- US stocks outperformed international markets after oil fell ~5% and the Strait of Hormuz reopened, sparking a relief rally.
- S&P was up 1% and Nasdaq 1.2% while Japan, South Korea, France, and Switzerland fell 8–10% this month.
Crypto Outperformed Gold During Recent Shock
- Crypto outperformed gold amid the crisis: Bitcoin rose ~10% to $74,000 and Ethereum ~20% to $2,300 while gold fell about 5% to near $5,000 an ounce.
- This divergence suggests risk-on flows favored crypto over traditional safe havens in this episode.
Nvidia Sees Trillion Dollar Inference Opportunity
- NVIDIA projects at least $1 trillion in revenue from Blackwell and Rubin chips through 2027, doubling prior forecasts tied to an extended AI boom.
- Jensen Huang unveiled a full-stack inference push combining Rubin chips and Grok power processors to dominate AI inference and agents.