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tz-plus logo The new AI infrastructure elite: NVIDIA, Eaton, and South Korea's champions on the front lines!

L. Kulikov
Reading Time: 3 minutes

Once a year, the GTC in San José shows the direction of the global AI industry – in 2026, the message is clear: Not a downturn, but acceleration. While geopolitical headwinds and volatile prices cause nervousness, NVIDIA cements its role as the pace setter of physical AI infrastructure – and pulls a second row of winners like Eaton, Samsung, Hyundai , and Infineon along with it. At the center is NVIDIA's transformation from a pure GPU supplier to a comprehensive AI ecosystem provider. With the new Vera CPU, the Rubin accelerators, and...

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