The Great Silicon Pivot: Global IT Industry Analysis (Week Ending 20 March 2026)
The global technology sector is currently undergoing a historic realignment towards physical AI infrastructure. At Nvidia’s GTC 2026, the industry focus shifted to token-powered computing and the new Vera Rubin platform, designed for autonomous agent swarms. Simultaneously, Meta secured a staggering $27 billion infrastructure deal with Dutch neocloud provider Nebius.
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