In a historic shift, Arm has announced its first in-house AI chip in its 35-year history, set to power Meta's data centers. This 'forbidden move' transitions the semiconductor giant from a neutral architect to a direct competitor of its own licensees, signaling a new era in the AGI infrastructure race.
At GTC 2026, Nvidia CEO Jensen Huang unveiled the 'Vera Rubin' GPU architecture and DLSS 5, projecting a $1 trillion sales trajectory driven by generative AI and photorealistic simulation. This article explores how Nvidia is redefining the boundaries of computing and graphics.