Key global financial headlines from last night and this morning include:
1. Tepid international response to Trump's joint护航 patrol plan for the Strait of Hormuz 2. NVIDIA launches space computing service to deploy AI into orbit 3. Jensen Huang: Blackwell and Rubin chip orders to exceed $1 trillion by 2027 4. NVIDIA introduces new neural rendering technology DLSS 5 5. Meta to spend up to $270 billion on Nebius computing power 6. US Interior Secretary: Iran war spurs Asian interest in US energy imports
Tepid international response to Trump's joint护航 patrol plan for the Strait of Hormuz European and Asian allies, who have frequently clashed with Trump over the years, showed little enthusiasm for the US President's request to participate in a war he initiated and claims to have won. Reactions to Trump's call for assistance in reopening the Strait of Hormuz ranged from cautious and冷淡 to outright refusal. European officials have begun debating whether to redirect naval forces currently deployed in the Red Sea to the Strait of Hormuz, but such a move requires unanimous approval from member states, with countries like Germany expressing opposition. In Asia, key US allies including Japan and South Korea have not committed to deploying ships. "Some countries are very eager, some are less so, and I suspect some won't participate at all," Trump told reporters in Washington on Monday when asked which nations would respond. "They should step up and help us, because we've been keeping them out of wars for years."
NVIDIA launches space computing service to deploy AI into orbit On the evening of March 16, 2026, NVIDIA announced its space computing service plan at the GTC conference. The NVIDIA Space-1 Vera Rubin module, IGX Thor, and Jetson Orin platforms are designed for size, weight, and power-constrained environments, offering data-center-level performance and edge AI inference for orbital data centers, geospatial intelligence, and autonomous space operations. The NVIDIA Space-1 Vera Rubin module is the latest component of NVIDIA's space-focused accelerated platform. Compared to the NVIDIA H100 GPU, the Rubin GPU on this module can provide up to 25 times the AI computing power for space-based inference, delivering next-generation computational capabilities for ODCs (Orbital Data Centers), advanced geospatial intelligence processing, and autonomous space operations.
Jensen Huang: Blackwell and Rubin chip orders to exceed $1 trillion by 2027 NVIDIA CEO Jensen Huang delivered a keynote speech at the GTC conference in San Jose, California, forecasting that cumulative purchase orders for the Blackwell and Vera Rubin generations of chips will reach $1 trillion by 2027. Last year, the company had projected these two chip technologies would represent a $500 billion revenue opportunity. Following NVIDIA's earnings report last month, CFO Colette Kress stated that the company expects growth this year to exceed prior estimates. Huang noted that demand is surging from both startups and large enterprises.
NVIDIA introduces new neural rendering technology DLSS 5 On the evening of March 16, 2026, NVIDIA launched DLSS 5, marking a significant breakthrough in computer graphics since the company introduced real-time ray tracing technology in 2018. DLSS 5 introduces a real-time neural rendering model capable of infusing pixels with realistic lighting and material effects. It bridges the gap between rendering and reality, enabling game developers to create unprecedented levels of realistic computer graphics previously achievable only in Hollywood visual effects.
Meta to spend up to $270 billion on Nebius computing power Meta will pay up to $270 billion over the next five years to utilize the AI infrastructure of cloud service provider Nebius Group NV, as the company heavily invests to compete with industry leaders in cutting-edge AI models. Dutch company Nebius stated on Monday that it will begin providing Meta with $120 billion worth of dedicated computing capacity starting early 2027. Meta has also committed to purchasing up to an additional $150 billion in computing power from facilities Nebius is building for third-party clients. Nebius, a so-called "Neocloud" company operating data centers, has a strategic partnership with NVIDIA. This expenditure represents one of the largest single contracts signed by Meta, highlighting the Instagram and Facebook parent company's aggressive pursuit of additional computing capacity to support AI product development. Last year, Meta signed another agreement with Nebius worth $30 billion.
US Interior Secretary: Iran war spurs Asian interest in US energy imports US Interior Secretary Doug Burgum stated that disruptions to oil and天然气 transportation caused by the Middle East conflict have generated new interest among Asian countries in importing more energy from the United States. "They are seeking to diversify their energy supplies," Burgum said following a two-day meeting with Asia-Pacific nations in Tokyo. The near-closure of the Strait of Hormuz, a passage for approximately one-fifth of global oil and天然气 supplies, coupled with the shutdown of Qatar's world-largest liquefied天然气 export facilities, provided a significant backdrop for discussions at the first Indo-Pacific Energy Security Ministerial Meeting and Business Forum.
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