After Huang Renxun labeled the trillion-dollar orders, he brought BYD and Geely onto the self-driving table.

1｜Huang Renxun's trillion is not yet accounting for the roads

This morning, Huang Renxun announced at GTC that the procurement order for Blackwell plus Vera Rubin will exceed 1 trillion dollars by 2027. This figure is double the estimate from last year. He added, "We are facing a supply shortage; I am sure that demand will far exceed this number."

But 1 trillion dollars is just the account of data centers. On the same day, NVIDIA announced that BYD, Geely, Nissan, and Isuzu have joined the Drive Hyperion platform to develop L4-level autonomous driving. The robot taxis in collaboration with Uber will land in Los Angeles and San Francisco in the first half of 2027, covering 28 markets before 2028. Huang Renxun called this the "ChatGPT moment of autonomous driving."

(Source: CNBC / TechCrunch / The Verge)

2｜Kalanick lurked for eight years, betting on the physical world not yet being automated

Uber co-founder Travis Kalanick revealed his secretly operated robot company Atoms that has been in operation for eight years. Formerly known as CloudKitchens and City Storage Systems, it has thousands of employees, none of whom are allowed to write the company name on LinkedIn. The three business lines cut into food infrastructure, mining automation, and robotic chassis. He wrote a defining sentence in his open letter, "Software has already automated language and mathematics, but the complete automation of the physical world remains a foray into uncharted territory."

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 pushed out of Uber, autonomous driving was still a one-man show by Waymo. Eight years later, he returns with robots, while NVIDIA coincidentally announced the "ChatGPT moment of autonomous driving" in the same week. The timing is not a coincidence; it is a signal.

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

3｜Murata raised prices by 35%, the hidden bill for AI infrastructure has arrived

According to reports by 36 Krypton citing Shanghai Securities News, the world's largest MLCC supplier, Murata Manufacturing, has initiated a comprehensive price increase for AI servers and high-end automotive-grade products, ranging from 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 prices of GPUs. No one is counting the price of the capacitor on the circuit board. Murata's monopoly on passive components in AI servers is comparable to NVIDIA's monopoly on GPUs, except it doesn't hold GTC. When the invisible layer in the supply chain begins to price scarcity, the 1 trillion dollar infrastructure bill will only rise.

(Source: 36 Krypton / Shanghai Securities News)

4｜The SEC wants listed companies to submit homework only twice a year

According to TechCrunch citing WSJ, SEC Chairman Paul Atkins is discussing with exchanges the possibility of allowing listed companies to switch from quarterly reports to semi-annual reports. The reason is that the compliance costs of quarterly financial reports are too high, which suppresses companies' willingness to go public. This is the largest potential change in the disclosure system for U.S. public companies in over 50 years.

For tech companies betting on AI infrastructure, submitting homework twice less means explaining twice less "where the money went." The AI capital expenditure that Meta burns in a quarter can now be hidden in the big numbers of the semi-annual report. The beneficiaries of deregulation are primarily those companies that need time to prove the correctness of long-term investments.

(Source: TechCrunch / WSJ)

Also worth noting ↓

Alibaba established the Alibaba Token Hub business group, simultaneously distributing AI tool Token quotas to all employees. Employees can use paid tools like Wukong and Qoder series for free, and purchases of Bai Lian Coding Plan or external AI development tools can be reimbursed. From "encouraging trials" to "standard configuration for everyone," Token is turning into a second means of production for big company employees. (Source: 36 Krypton)

The FDIC is preparing to stop the extensive insurance for stablecoin deposits. If it goes through, users holding stablecoins will not be able to obtain FDIC deposit protection from the issuer. The narrative of stablecoins as "similar to deposits" has just had its last safety rope pulled away by regulators. (Source: Payments Dive)

Netanyahu faces deepfake conspiracy theories spreading on social media, forcing the Israeli government to respond. The so-called "evidence" includes extra fingers in videos and coffee cups defying gravity. During wartime, deepfakes have transitioned from a technical issue to a national security issue. (Source: The Verge)

Picsart launched the AI Agent marketplace, where creators can "hire" AI assistants on demand. The first four Agents have gone live, with new ones added weekly. The creative tool platform is transitioning from selling features to selling labor. (Source: TechCrunch)

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