Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton

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It goes beyond the title with direct discussion of like, it's, yeah, including: Today is Thursday, October 1st, 2026.

1. 01and Jensen comes out on stage at one of the keynotes he gives and he says, like, this is the iPhone moment and we going to aggregate all of the underlying compute and you going to
2. 02It really did feel like NVIDIA had some leverage, biggest company in the world very shortly after
3. 03We're building a planetary scale AI factory