On Monday, Jensen Huang walked onstage at GTC 2026 and delivered what might be the most consequential keynote in NVIDIA's history. $1 trillion in purchase orders for Blackwell and Vera Rubin through 2027. A walking, talking Olaf robot trained in Omniverse and powered by Jetson. IGX Thor now generally available for factories and hospitals, already deployed by Caterpillar, Medtronic, Hitachi Rail, and KION . Autonomous vehicles with BYD, Hyundai, Nissan, and Geely . An entirely new class of agentic infrastructure with NemoClaw layering security on top of OpenClaw. A new metric for AI ROI: tokens per watt. Jensen called it the "inflection of inference." AI is no longer a thing that chats. It reasons, it acts, and it's moving into the physical world at a pace that should make every infrastructure engineer get lots of CRAZY IDEAS. Almost all of the commentary since has focused on the chips, the robots, and the trillion-dollar demand signal.…