Transcript
Commercial Announcer (0:00)
So good, so good, so good.
Nordstrom Rack Advertiser (0:02)
Spring styles are at Nordstrom Rack stores now and they're up to 60% off. Stock up and save on Rag and Bone, Madewell, Vince, All Saints, and more of your favorites.
Brian McCullough (0:12)
How did I not know Rack has Adidas?
Commercial Announcer (0:14)
Why do we rack for the hottest deal?
Brian McCullough (0:16)
Just so many good brands.
Nordstrom Rack Advertiser (0:17)
Join the Nordy Club to unlock exclusive discounts. Shop new arrivals first and more. Plus buy online and pick up at your favorite Rack store for free. Great brands, great prices. That's why you rack.
Brian McCullough (0:34)
Welcome to the Techboot write home for Tuesday, March 17th, 2026. I'm Brian McCullough. Today, all the headlines from Nvidia's big event yesterday. Can Apple make fetch happen with foldable phones? Because nobody else seems to be able to do it. One hour deliveries is the new Screw it, we're doing five razor blades and the robots are really coming to Disney theme parks right now. Here's what you missed today. In the world of tech, Nvidia held a big event yesterday and announced a whole bunch of things. For example, the Nvidia Grok 3LPX, an inference server rack featuring 256 Grok 3 LPUs, 125 gigabytes of SRAM and 40 PBPS of SRAM bandwidth available in the second half of this year. Also, Nemo Claw, which combines the OpenClaw agent platform with components of Nvidia's agent toolkit to add privacy and security controls. Also, a liquid cooled server rack with 256 Verus CPUs, each of which features 88 custom Olympus cores, blah blah blah blah blah blah blah. Then there was this. Just months after announcing DLSS 4.5 at CES, Nvidia has unveiled its next major upscaling technology for graphics, the DLSS5. The company is doubling down on AI for this next iteration, claiming DLSS5 infuses pixels with photo real lighting and materials using a real time neural rendering model when it arrives this fall. Quoting and Gadget so what does this mean in practice? In an OnStage demo at Nvidia's GTC 2026 keynote, CEO Jensen Huang showed off the technology with Resident Evil, Requiem, Hogwarts, Legacy, and Starfield. DLSS5 adds a noticeable amount of detail to a character's hair and skin tone, but it also appears it's being compared to those games without any DLSS features turned on. It's unclear how much of a difference it makes compared to DLSS 4.5 with path tracing and all of its features turned on. DLSS 5 takes a game's color and motion vectors for each frame as input, and uses an AI model to infuse the scene with photoreal lighting and materials that are anchored to source 3D content and consistent from frame to frame, Nvidia said in a blog post. The company also notes that the technology runs in real time and it works at up to 4k, but quoting in Gadget, you can sum up the gamer response to Nvidia's DLSS5 announcement with the ever relevant Fallout 4 meme. Everyone disliked that across social media and Reddit last night. I couldn't find anyone who's genuinely positive about the potential for DLSS5, which uses AI to add photorealistic lighting and materials to in game models and environments. Instead, it's mostly complaints about the feature being another avenue for AI slope. And you know what? I agree. It's not unusual to see gamers being reflexively angry about new technology on the Internet, especially when it's being pitched by Nvidia as the biggest breakthrough in computer graphics since its RTX 20 series GPUs arrived in 2018 with real time ray tracing. There was already plenty of suspicion around DLSS's original AI upscaling model, as well as the fake frames generated by later iterations. But the few demos we've seen of DLSS5 basically look like a yassified AI filters for popular games, end quote. This led Nvidia to subsequently rush out and say game developers, quote, have artistic control over DLSS5's effects following an overnight backlash alleging that the AI rendering tech alters the source material. Oh, there was also data centers in space, of course. Quoting CNBC Nvidia announced the launch of computing platforms for orbital data centers on Monday during its GTC 2026 conference, a highly anticipated next step for artificial intelligence in space. The final frontier has arrived, said CEO Jensen Huang. As we deploy satellite constellations and explore deeper into space, intelligence must live wherever data is generated. In a press release, the company said that its Vera Rubin Space 1 module, which includes the IGX, Thor and Jetson Orin, will be used on space missions led by multiple companies. The chips are specifically engineered for size, weight and power constrained environments. Partners include Axiom Space, Star, Cloud and Planet. Huang said Nvidia is working with partners on a new compute for orbital data centers. But there are still engineering hurdles to overcome. In space, there's no convection, there's just radiation, huang said during his GDC keynote. And so we have to figure out how to cool these systems out in space, but we've got lots of great engineers working on it, end quote. But after all that, what got most of the headlines was this, quoting Bloomberg at the heart of Huang's message, demand for computing power continues to soar, and Nvidia is uniquely equipped to meet the challenge. I believe that computing demand has increased by 1 million times in the past two years, he said. It is the feeling that we all have. It is the feeling every startup has, end quote. TechCrunch Nvidia CEO Jensen Huang threw out a lot of numbers, mostly of the technical variety, during his keynote Monday to kick off the company's annual GTC conference in San Jose, California. But there was one financial figure that investors surely took notice of his projection that there will be $1 trillion worth of orders for Nvidia's Blackwell and Vera Rubin chips, a monetary reflection of a booming AI business. About an hour into his keynote, Won noted that last year Nvidia saw about $500 billion in demand for its Blackwell and upcoming Rubin chips through 2026. Now, I don't know if you guys feel the same way, but $500 billion is an enormous amount of revenue, he said. Well, I'm here to tell you that right now, where I stand, a few short months after GTC DC, one year after the last GTC, right here where I stand, I see through 2027 at least $1 trillion, end quote. The Rubin computing chip architecture, which was first announced in 2024, has been described by Huang as the state of the art in AI hardware that outperforms its Blackwell predecessor. The company said in January, when it officially started production of Rubin, it would operate three and a half times faster than the Blackwell architecture on model training tasks and five times faster on inference tasks, reaching as high as 50 petaflops. Nvidia has said it expects to ramp up production in the second half of the year, end quote. So I guess foldables continue to not be a thing until Apple proves the market right. Question mark Samsung says it is winding down sales of its $2,899 Galaxy Z Trifold in South Korea and the US once it clears its inventory after just three months on the market. Quoting Bloomberg, the Korean company will begin by halting sales in its home market, then discontinue business in the US Once it clears remaining inventory. A company spokesperson said the move had been anticipated. This month, Samsung's website stopped teasing future restocks of the bleeding edge foldable, which has two hinges and unfurls into a large 10 inch tablet. It now simply says the Tri Fold is sold out. Buyers have successfully managed to find stock at Samsung Experience stores in Frisco, Texas and Queens, New York, in recent days, according to reports on social media and Reddit indicating that at least some units remain available for now. Samsung introduced the device late last year as a showcase of its engineering prowess, but the device's cost immediately relegated it to a niche purchase for the most affluent early adopters. It debuted in South Korea on December 12 at a price of 3.59 million won. A US release followed in January. Samsung has hyped the expansive screens. Multitasking potential Though the device has its share of compromises, the Tri Fold was only available for purchased directly from Samsung. Mobile carriers and retailers never offered it to consumers. Another hint of the Trifold's short lived fate. In an interview last month, Won Jun Choi, chief operating officer of Samsung's Mobile Experience business, said the company hadn't decided on whether the Tri Fold will get a sequel, citing its manufacturing complexity. But some of the device's core benefits, like a widescreen aspect ratio that's ideal for media consumption, could come to Samsung's less expensive foldables over time. End quote.
