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The Orbital Data Center Race: Why Jensen Huang's Space Computing Bet Could Reshape the LEO Economy

Jensen Huang does not typically understate his ambitions. The Nvidia chief executive has spent years positioning his company as the indispensable infrastructure layer for artificial intelligence, and he delivered on that framing at GTC 2026 in San Jose on March 16. The two-hour keynote covered agentic AI systems, a $1 trillion revenue projection through 2027, and a new generation of Vera Rubin computing platforms. Then, near the end of the prepa…
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New Space Economy broke the news in on Monday, March 30, 2026.
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