The Race to Put AI Agents Everywhere

17 Mar 2026 · 27 min
Episode

17 Mar 2026 · 27 min

0:00

NVIDIA's Jensen Huang predicts a trillion-dollar AI revenue run-rate by 2027 as companies race to deploy AI agents. Meta commits $27 billion to Nebius for GPU capacity, while OpenAI reorganizes around a new Stargate division focused on leasing compute. The OpenClaw open-source agent stack has spawned dozens of variants, with enterprise versions from Notion, Perplexity, and others signaling that Q2 will be about productizing agents for mainstream business use.

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