Thursday, February 26 · ~45s read

Hey 👋 Here's your signal for today:

🔥 Nvidia's Vera Rubin Delivers 10x More Performance Per Watt Than Blackwell
CNBC got an exclusive first look at Vera Rubin — Nvidia's next rack-scale AI system — at its Santa Clara HQ; the system's 72 Rubin GPUs and 36 Vera CPUs push 10x more performance per watt than Grace Blackwell, due to ship H2 2026. With energy costs the biggest bottleneck in the AI buildout, a 10x efficiency jump isn't incremental — it directly changes what hyperscalers can afford to run.

⚡ A Substack Post Spooked Wall Street — S&P Fell 1%, Uber and Amex Dropped 6%
Citrini Research published a scenario (not a prediction) depicting AI agents pushing US unemployment past 10% by June 2028, and markets reacted as if it were a forecast: the S&P slipped more than 1% and companies named in the post — Uber, Mastercard, DoorDash, American Express — each fell 4–6%. The signal isn't that the scenario is credible — it's that investor anxiety about AI disruption is now hair-trigger sensitive to even speculative narratives.

📌 Canva Acquires Cavalry and MangoAI to Push Into 2D Animation
Canva announced twin acquisitions — Cavalry (motion design tool) and MangoAI (AI-powered animation) — as it extends its creative platform well beyond static design. For creative professionals already living in Canva, this closes the gap between static design and full video/animation without switching tools.

🛠️ Tool Spotlight — Copy.ai
Beyond copy generation — Copy.ai's GTM workflows automate your entire content pipeline from research to publish. If your marketing team still manages that process manually, this is a serious upgrade. Start free → https://copy.ai

That's your Thursday signal. See you tomorrow.

— The AI Decoded Team

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