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March 17, 2026, 6:20 AM
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memeorandum
WeSmirchTop News
| Ian King / Bloomberg: |
Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end — Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …
More: TechCrunch, Financial Times, New York Times, Investing.com, Business Insider, Blockonomi, Reuters, Focus Taiwan, Semafor, Newser, Digital Journal, Ukrainian National News, Nikkei Asia, The Daily Upside, Benzinga, Associated Press, The Straits Times, Nikkei Asia, Tech in Asia, Bloomberg, CNBC, Wccftech, and DatacenterDynamics
X: @benbajarin, @dylan522p, @zerohedge, @mweinbach, @futurenvesting, @divestech, @ryanshrout, @firstadopter, @edludlow, @jimcramer, @realsimpleariel, @firstadopter, @firstadopter, @munster_gene, @sawyermerritt, @zerohedge, @firstadopter, @zerohedge, @zephyr_z9, @benbajarin, @munster_gene, @munster_gene, @wallstengine, and @ns123abc
| Dylan Martin / CRN: |
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, available in H2 2026 — Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack … | Frederic Lardinois / The New Stack: |
Nvidia announces NemoClaw, which combines the OpenClaw agent platform with components of Nvidia's Agent Toolkit to add privacy and security controls — At its annual GTC conference, Nvidia on Monday announced the Nvidia Agent Toolkit, which brings together open models, runtimes, open skills … | Tobias Mann / The Register: |
Nvidia unveils a server rack with 256 Vera CPUs, with each CPU featuring 88 custom Olympus cores and LPDDR5X memory for up to 1.2 TB/s of bandwidth — GTC Intel and AMD take notice. At GTC on Monday, Nvidia unveiled its latest liquid-cooled rack systems.| Sebastian Moss / DatacenterDynamics: |
More: Nvidia Newsroom, The Economic Times, SiliconANGLE, SpaceNews, CNET, The Deep View, Barron's Online, Yahoo Finance, CNBC, PCMag, and Tom's Hardware
X: @ns123abc and @sawyermerritt
| Richard Leadbetter / Digital Foundry: |
Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to game frames, arriving this fall to RTX 50-series GPUs — At its GTC 2026 event, Nvidia has revealed the next generation of DLSS. DLSS 5 isn't a frame-rate, frame generation or performance enhancing technology.
More: NVIDIA GeForce on YouTube, Nvidia Newsroom, Digital Foundry on YouTube, Thurrott, The Verge, GAMINGbible, Business Standard, TechCrunch, Dexerto, TechEBlog, Dark Horizons, TechSpot, Digit, DualShockers, Tech4Gamers, Push Square, Hindustan Times, MakeUseOf, IGN, The Register, Screen Rant, HotHardware, VideoCardz.com, 80 Level, Digital Trends, CGMagazine, Notebookcheck, The Verge, and VideoCardz.com
X: @gamersnexus, @ctnzr, @geforce_jacobf, @tomwarren, @videotechuk_, @bengeskin, @hardwarecanucks, @gothalion, @tomwarren, @rohankarmoon, @amongusgame, @ryanshrout, @tomwarren, @tomwarren, @synthpotato, @synthpotato, @modernvintageg, @mrbenb, @mweinbach, @nvidiageforce, @mischiefsyt, @frankl1trempl1, @bilawalsidhu, @synthpotato, and @geforce_jacobf
Bluesky: @dark1x, @papapishu, @dannyodwyer, @mickeytheretriever, @papapishu, @aegies, @jamesbjones.com, @seamoosi, and @digitalfoundry
Forums: Hacker News, r/gamedev, r/consoles, r/Games, r/CrimsonDesert, r/GraphicsProgramming, r/CriticalDrinker, r/aiwars, r/ArtistHate, r/unrealengine, r/assassinscreed, r/China_irl, r/TESVI, r/PHGamers, r/PHGamers, r/starcitizen, r/accelerate, r/gaming, r/residentevil, r/GeForceNOW, r/IndoGamer, r/NoSodiumStarfield, r/gamesEcultura, r/digitalfoundry, r/indotech, r/pcmasterraceFR, r/NintendoSwitch2, r/aiwars, r/linux_gaming, r/pcgaming, r/hardware, r/singularity, r/nvidia, and r/pcgaming
| Tyler Wilde / PC Gamer: |
More: Moneycontrol, Video Games Chronicle, Gameranx, Tech in Asia, mxdwn Games, Windows Central, Gizmodo, Windows Central, and XDA Developers
X: @geforce_jacobf and @bethesdastudios
Bluesky: @djangowexler, @ramiismail.com, and @pcgamer.com
Forums: r/PiratedGames, r/pcmasterrace, r/gaming, r/pcmasterrace, and r/pcmasterrace
| Berber Jin / Wall Street Journal: |
In an all-hands meeting, Fidji Simo described plans to shift OpenAI's strategy around coding and business users, urging staff to avoid “side quests” — A top leader urges staff not to be distracted by ‘side quests’ as the company plans shift of resources to coding, enterprise businesses
More: Gizmodo, Business Today, The Information, Reuters, Benzinga, Tech in Asia, and Digit
X: @andrewcurran_, @om, @webaficionado, @thestalwart, @buccocapital, @tristan, @aakashgupta, @jyarow, @mattzeitlin, @mikeisaac, @jakehalloran1, @the_analyst, @meetaiqi, @matt_slotnick, @zeffmax, @dariocpx, @tunguz, @scaling01, @bearlyai, @bucknsf, @ns123abc, @mweinbach, @fundamentedge, @signulll, @aiventurelog, @kenwheeler, @contrariancurse, @mikeisaac, @benspringwater, @zeffmax, @ziv_ravid, @deredleritt3r, @quinnypig, @berber_jin1, @scobleizer, @bonegpt, @missmi1973, @yuchenj_uw, and @institlpgp
| Sebastian Moss / DatacenterDynamics: |
Nvidia announces the Nemotron Coalition, which includes Thinking Machines Lab, Cursor, and Mistral, to develop an open model trained on Nvidia DGX Cloud — Locking in open source support — Nvidia has launched an open AI model development coalition, named Nemotron, and will provide compute.
More: Nvidia Newsroom, eeNews Europe, Nvidia Newsroom, Mistral AI, TestingCatalog, SiliconANGLE, GamesBeat, The New Stack, and Tom's Hardware
X: @beffjezos, @arthurmensch, @bfl_ml, and @nvidianewsroom
| Andrew J. Hawkins / The Verge: |
More: ZDNET, ZDNET, Nvidia Newsroom, Moneycontrol, MotorTrend, The Korea Herald, Hypebeast, NVIDIA, The Asia Business Daily, Yahoo Finance, TechEBlog, Benzinga, Business Wire, and CNBC
X: @dkhos, @sarfraz_maredia, and @andrewgordonmac
| Jacob Krol / TechRadar: |
How Disney Imagineering built an Olaf robot, set to arrive at Disneyland Paris this month, and taught it to move via reinforcement learning and simulation — The next-gen robot arrives at Disneyland Paris this month — It's been less than five months since Walt Disney Imagineering showed off …
More: Gizmodo, Benzinga, The Verge, IGN, WDW News Today, CNET, IGN, and Disney Experiences
| Manus: |
Manus introduces My Computer, a Windows and macOS app that enables its AI agent to interact directly with the user's local files, tools, and apps — Until today, Manus has lived entirely in the cloud. — The cloud sandbox has served Manus well. Inside an isolated, secure environment …
More: TestingCatalog. X: @joshkale, @cyb3rops, @jerrycap, @iruletheworldmo, @davidlee, @chatgpt21, @damianplayer, @kimmonismus, @oozn, @parkerortolani, @gavinpurcell, @jason, @gr00vyfairy, @manusai, and @manusai
Bluesky: @justhere4coffee, @tonystark, and @caseynewton
| Mistral AI: |
Mistral releases Small 4, its first model to unify reasoning, multimodal, and coding capabilities of its flagship Magistral, Pixtral, and Devstral models — Today, we are announcing Mistral Small 4. This model is the next major release in the Mistral Small family.
More: TestingCatalog, Simon Willison's Weblog, and MarkTechPost
| Sam Clark / Politico: |
EU countries introduce sanctions on hacking groups, including Iran's Emennet Pasargad, which hacked magazine Charlie Hebdo in 2023, and two Chinese companies — Countries impose measures on Iranian, Chinese companies providing hacking services. — BRUSSELS — European Union countries …
More: Council of the EU and Cyber Daily
| Marina Temkin / TechCrunch: |
Fuse, which offers AI-powered loan origination software to credit unions and other financial institutions, raised a $25M Series A — In 2023, after three years of building an automotive lending startup, Fuse co-founders Andres Klaric and Marc Escapa realized that LLMs could modernize something …
LinkedIn: Fuse
| Faiz Siddiqui / Washington Post: |
A group of Tennessee teenagers sues xAI, alleging its AI tools were used to create nude images of them by editing photos in which they were clothed — Three plaintiffs, two of whom are minors, accuse xAI of distribution, possession and production with intent to distribute child pornography.| Blake Brittain / Reuters: |
Encyclopedia Britannica and its Merriam-Webster subsidiary sue OpenAI for allegedly misusing their reference materials to train its AI models — Encyclopedia Britannica and its Merriam-Webster subsidiary have sued OpenAI in Manhattan federal court for allegedly misusing their reference materials …
More: U.S. District Court, TechCrunch, The Verge, Moneycontrol, BMI, Digital Trends, SmartCompany, Tech in Asia, Firstpost, Gizmodo, Tom's Guide, and PYMNTS.com
| Mia Dawkins / Bloomberg: |
The UK plans to spend £1B+ on quantum computing research over four years, including funding companies in pharmaceuticals, financial services, and energy — The UK will spend more than £1 billion ($1.3 billion) on quantum computing research over the next four years … | Carrie Budoff Brown / Politico: |
Q&A with Ted Sarandos on his visit to Brussels, Netflix's European investments, EU regulation, YouTube, TikTok, WBD, Trump's Susan Rice criticism, AI, and more — Netflix co-CEO Ted Sarandos arrives in Brussels on Tuesday with a clear message for EU regulators ahead of a looming review …
More: The Independent
| Nilay Patel / The Verge: |
Q&A with CEO Jim Lanzone on Yahoo being “very profitable”, its new AI search engine, focusing on sports content, including original video and podcasts, and more — Today, I'm talking with Jim Lanzone, who is the CEO of Yahoo. — It's basically impossible to sum up the Yahoo story …
Bluesky: @tyramaysue.com
| Arno Schütze / Bloomberg: |
Berlin-based Upvest, which builds trading APIs for neobanks and retail lenders, raised $90M in equity, sources say at a $735M valuation, up from ~$413M in 2024 — German fintech Upvest, which supplies brokerage technology to neobanks such as Revolut and to retail lenders …
More: Tech.eu and EU-Startups
| Horace Dediu / Asymco: |
As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move — The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.
More: DeLong's Grasping Reality, Wall Street Journal, and Daring Fireball
X: @lessin, @ayushmarda07, @milkroadai, @milkroadai, @beffjezos, @awnihannun, @thekitze, @hexxrl, @aughtdev, @jason, @duderichy, @peer_rich, @y_molodtsov, @__tinygrad__, and @gnoble79. LinkedIn: Mustafa Fahim. Forums: Hacker News
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| Hartley Charlton / MacRumors: |
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X: @mkbhd, @stalman, @naaackers, @brandonbutch, @vadimyuryev, @tgod34748, @zollotech, @stephenrobles, and @aaronp613. LinkedIn: Yasser Masood
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