Pulse #225: Davos 2026 - GPU Diplomacy and robots walking the streets
A high-signal recap of the conversations from Davos 2026. The world’s elite are no longer debating if AI will change everything, but how fast the substrate of compute and robotics will scale.
🏛️ GPU Diplomacy: The New Global Currency
High-end compute (NVIDIA Blackwell and beyond) is now the primary lever of geopolitical power. The US-China AI race is intensifying, with “GPU Diplomacy” becoming a formal part of international relations as nations secure their own sovereign AI infrastructure.
🤖 The Real-World Deployment
Humanoid robots are no longer confined to lab demos. Conversations at Davos confirm that 2026 is the year of “Workplace Integration.” We are seeing robots walking the streets and entering factory floors as a solution to global labor shortages and the drive for radical productivity.
🔋 Energy & Intelligence
The link between energy abundance and intelligence scaling was a major theme. The Hyper-Scalars are now the world’s largest energy investors, securing nuclear and next-gen solar to power the data centers of the singularity.