Useful artificial intelligence has arrived, and if Nvidia Chief Executive Jensen Huang is right, it is about to reshape not only data centers but also the structure of the global economy and the tech labor market. In his GTC Taipei 2026 keynote, Huang laid out his vision for the “age of agents,” agentic AI systems that don’t just answer questions but also observe, reason, plan and act across distributed infrastructure.
Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”
Nvidia Corp.‘s latest networking innovations meet the needs of a new kind of network that supports the unique demands of artificial intelligence factories. Ethernet is no longer a generic plumbing choice but an enabler of high-performance AI. With today’s unveiling of Multipath Reliable Connection, or MRC, on Spectrum-X Ethernet, Nvidia is pushing Ethernet even deeper into AI-native territory — and doing so in partnership with OpenAI Group PBC and Microsoft Corp.
Nvidia Corp. and Google LLC used the search giant’s annual Cloud Next event to deepen their long-running partnership, creating a full-stack “artificial intelligence factory” that integrates Google’s AI Hypercomputer infrastructure with Nvidia’s latest solutions, including Blackwell, open models and agentic and physical AI tooling. With this announcement, Google expands its distribution of Nvidia’s accelerated computing stack, while customers gain a faster, lower-risk path from AI experimentation to large-scale deployment.
For years, the “wall” between storage and networking administrators has been a fixture of the enterprise data center. I spent the early part of my career as a network engineer and the arena of storage was a bit of a black box, and for most companies, that’s still the case. This is because these networks operated differently.