Post-GTC: Who is Winning the AI Infrastructure War?

NVIDIA GTC 2026 is over. The $1 trillion forecast is out. Meta fired 20% of its workforce. Here is who is winning and losing.

The Scoreboard

NVIDIA: $1T forecast, owns the ecosystem.
Meta: $130B spend, 20% layoffs.
Amazon: $100B+ diversified.
Microsoft: $80B OpenAI partnership.
Google: $75B vertical integration.
Apple: $1-2B partnership strategy.

Winner: NVIDIA

Sells to everyone. 10x efficiency advantage. Software moat unmatched.

High Roller: Meta

$130B gamble. 20% fired. Outsourcing to Nebius.

Key Takeaway

$650B total spend. Largest tech investment ever. NVIDIA wins either way.