You’re reading The AI Recap - Your weekly roundup of the most important AI news and stories. Written by the team at Release Notes.
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Weekly News Roundup
Major Stories
#1. Nvidia GTC 2026: Agentic AI is the platform shift
Jensen Huang's keynote was a masterclass in making infrastructure feel exciting. The highlights:
Vera Rubin, Nvidia's next-gen chip, delivers 10x performance per watt over Blackwell and ships later this year. Huang projects $1 trillion in orders between Blackwell and Vera Rubin through 2027.
NemoClaw, an enterprise-grade agentic AI platform, signals Nvidia's move up the stack from chips into the software layer.
Physical AI was the boldest claim: "Every industrial company will become a robotics company." Uber, BYD, Hyundai, Nissan, and Geely all announced autonomous vehicle programmes on Nvidia's Drive Hyperion platform.
A new Vera CPU purpose-built for agentic workloads (2x efficiency, 50% faster single-thread than traditional CPUs).
Why it matters for PMs: Nvidia is betting its entire roadmap on agentic AI and physical AI. If you're building AI features today, the infrastructure layer is locking in around agents, not chatbots. The companies building on this stack now will have a compounding advantage.
#2. OpenAI is losing ground on every front. The data is in.
Three independent datasets now tell the same story:
Consumer traffic: SimilarWeb shows ChatGPT's share of gen AI website traffic fell from 75% to 60% over the past 12 months. Gemini surged from 8% to 20%.
Enterprise adoption: Ramp's AI Index shows Anthropic now captures 73% of companies buying AI tools for the first time (it was 50/50 just 10 weeks ago). OpenAI had its largest monthly adoption decline ever recorded.
Enterprise spend: Ramp data shows Anthropic overtook OpenAI in enterprise subscription spend. Nearly 1 in 4 businesses on Ramp now pay for Anthropic, up from 1 in 25 a year ago.
The Pentagon story from two weeks ago (covered in a previous AI Recap) accelerated this, but the trend was already moving. Anthropic's refusal to drop safety guardrails for military use turned a policy fight into a brand. ChatGPT app deletions spiked 295%, Claude downloads jumped 51%, and Claude hit #1 in the App Store.
Why it matters for PMs: The Anthropic vs OpenAI battle is core reminder of the power of focus, and the dangers of trying to solve everything for anyone. AI & vibe coding have removed a lot of the bottle necks around building product, however the ability to choose what to build and to stay focused has never been more important.
Other news
Cursor doubles ARR to $2B in 3 months and launches Automations (event-driven AI coding agents triggered from Slack, GitHub PRs, Linear issues, PagerDuty)
Anthropic launches the Claude Partner Network with $100M committed. Accenture, Deloitte, Cognizant, and Infosys signed as anchor partners. New Claude Certified Architect credential. (Link)
xAI raises $20B Series E to expand its Colossus supercomputer and launches the Grok Imagine API for video and image generation
Robotics funding surge: Mind Robotics and others raised $1.2B+ in a single week for AI-powered robots targeting industrial, household, and logistics use cases
ChatGPT hits 900M weekly active users, 50M paying subscribers
Lovable hits $400M ARR with 146 full-time employees, averaging $2.74 million per employee
Jensen Huang says the next AI boom belongs to inference, framing data centres as "AI token factories"
Overall AI adoption hits 47.6% of businesses (Ramp AI Index, February 2026), a record high
Got an AI story I missed? Hit reply and send it my way.
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Ideas Worth Sharing
The Ramp AI Index. I touched on some of the headlines above, but its full of great data. Read the full report here.
Jensen Huang's full GTC keynote (2+ hours). Worth watching even if you only catch the first 30 minutes on Vera Rubin and the "token factory" framing. The Olaf from Frozen physical AI demo is genuinely impressive. (Watch it)
"What 638 practitioner voices reveal about PM's AI transformation" by David Haberlah. A data-driven look at how the PM role is actually changing (not just how pundits say it should). AI-related content in top PM newsletters went from 4% in early 2023 to 67% by Q1 2026. (Read it)
