S34E35 - [DAILY NEWS RUNDOWN] The Inference Inflection, Samsung’s HBM4E Alliance, and the £1B Quantum Shield (March 17th 2026)

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🚀 Welcome to AI Unraveled. Today, we unravel the "Inference Inflection." Nvidia CEO Jensen Huang has declared a new phase of the AI boom, backed by a $1 trillion order backlog. Meanwhile, Samsung and the UK government are making massive billion-dollar bets to secure the hardware and quantum foundations of the next decade.

March 17th marks the 'Woodstock of AI.' We unravel Nvidia's $1T vision, Samsung's hardware breakthroughs, and Gartner's dire warning for CISOs. While the world watches robots on stage, we're watching the $26B open-source gap...