GTC 2026 Keynote Debrief
Scale-up copper & optical, Groq, CPUs, tiered inference economics, SaaS is not dead
This is our emergency episode, recorded the night of the keynote.
Three things from Jensen’s GTC 2026 keynote were notable:
Scale-up is going copper and optical
Nvidia is selling lots of standalone CPUs, calling it a multi-billion-dollar business
The Groq 3 LPX chip is real, fabbed by Samsung and shipping Q3
We cover the full Vera Rubin data center system, tiered inference economics, CPO in production, and take a detour into whether the vibe-coding era actually kills SaaS (we think not).
You can find it on podcast players too, e.g. on Spotify and Apple Podcasts.
This interview is lightly edited for clarity. Transcript is available for paid subscribers who prefer to read vs watch.