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The Trillion Dollar Leather Jacket
Nvidia annual GTC developer conference just wrapped, and Jensen Huang used it to announce that the AI infrastructure market will generate one trillion dollars between 2025 and 2027.
What we cover:
- Blackwell Ultra and the Feynman chip roadmap
- NemoClaw — Nvidia open-source agentic AI framework and why free software that sells chips is the most efficient go-to-market in enterprise tech history
- The Groq acquisition
- Robotics and physical AI — Isaac GR00T N1.5
- Enterprise partnerships — Adobe, Salesforce, SAP, ServiceNow
The question for your business: Ask your technology lead two things. Are we experimenting with NemoClaw or any agentic frameworks? And as we deploy more autonomous agents, how does our compute cost scale?
The AI Executive Brief is published daily. Subscribe wherever you get your podcasts.
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By Stephen ForteNvidia annual GTC developer conference just wrapped, and Jensen Huang used it to announce that the AI infrastructure market will generate one trillion dollars between 2025 and 2027.
What we cover:
- Blackwell Ultra and the Feynman chip roadmap
- NemoClaw — Nvidia open-source agentic AI framework and why free software that sells chips is the most efficient go-to-market in enterprise tech history
- The Groq acquisition
- Robotics and physical AI — Isaac GR00T N1.5
- Enterprise partnerships — Adobe, Salesforce, SAP, ServiceNow
The question for your business: Ask your technology lead two things. Are we experimenting with NemoClaw or any agentic frameworks? And as we deploy more autonomous agents, how does our compute cost scale?
The AI Executive Brief is published daily. Subscribe wherever you get your podcasts.