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Artificial Intelligence 13 March 2026 - 19 March 2026

Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Two CEOs from major U.S. firms are sounding the alarm for new grads: artificial intelligence isn’t just a buzzword—it’s already squeezing entry-level white-collar jobs. Bill McDermott at ServiceNow warned that graduate unemployment could spike sharply in a few years. BlackRock chief Larry Fink echoed the concern, saying the class of 2026 could be staring down the hardest path to office jobs in recent memory.
UBS Says CTAs Dumped 75% of Equities, Sees Sage AI Pricing Power and Reworks High-Yield Desk

UBS Says CTAs Dumped 75% of Equities, Sees Sage AI Pricing Power and Reworks High-Yield Desk

UBS reported Tuesday that commodity trading advisers—those trend-following, model-based funds—have slashed global equity holdings by 75% since the Middle East conflict erupted. The Swiss bank, meanwhile, stuck to its upbeat view on Sage’s AI pricing strength. In a separate update, UBS is said to be revamping a European high-yield trading desk focused on lower-rated corporate debt.
Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia is eyeing a revenue potential of at least $1 trillion for its AI chips through 2027, the company said, as it rolled out a batch of new hardware at its GTC event. The focus this time: inference—the process that lets AI models serve up results to real-world users. On Monday in San Jose, CEO Jensen Huang showed off a Vera CPU and a Groq-based system.
Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Late Monday, Intel announced its Xeon 6 chips will serve as host CPUs in Nvidia’s DGX Rubin NVL8, landing Intel in a fresh wave of AI server hardware revealed at Nvidia’s GTC event. The company called the host CPU “mission-critical.” Nvidia’s own specs detail each DGX Rubin NVL8 with two Xeon 6776P CPUs alongside eight Rubin GPUs.
SoundHound AI Stock Rises on Nvidia GTC Reveal as Cramer Warning Clashes With 10X Bull Case

SoundHound AI Stock Rises on Nvidia GTC Reveal as Cramer Warning Clashes With 10X Bull Case

Shares of SoundHound AI climbed roughly 3% early Monday in U.S. trading, after the voice AI firm announced plans to demo a fully on-device automotive assistant at Nvidia’s GTC event in San Jose this week. The stock hovered near $7.53 following the news. SoundHound described the system as running “entirely on the edge”—industry parlance for handling processing locally, not via remote cloud servers.
Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Shares of Super Micro Computer climbed roughly 2% to $31.37 Monday morning as Nvidia’s GTC conference got underway in San Jose, putting the AI-server specialist back in focus following a stretch of scrutiny over its ability to maintain breakneck growth. CEO Charles Liang says Supermicro is pushing ahead with rapid scaling for major AI and enterprise rollouts, with its Data Center Building Block Solutions already moving out in significant volume.
Palantir Stock Price Falls as Nvidia Pact, New AI Deals Face Wall Street Test

Palantir Stock Price Falls as Nvidia Pact, New AI Deals Face Wall Street Test

Palantir Technologies slipped roughly 2.7% to $149.41 late Friday morning, underperforming the broader U.S. market. This comes just a day after the company rolled out fresh AI and defense collaborations at its AIPCon event, among them a software agreement with Nvidia. Earlier, shares hit a session low of $148.88.
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