Azeem Azhar

Today I want to talk about what Jensen Huang, the boss of Nvidia, said at Nvidia's GTC Jamboree where the firm lays out its view of where we are and where we are going.

Now I want to focus on one particular dimension and it may not have been obvious if you had watched any of the videos from GTC or read any of the reporting that came out of it.

It's a dimension that will accelerate all the things that we are being promised about the future.

And that dimension is AI inference.

Inference is when an AI model responds to us, ideally with what we want it to respond to, whether it's a recommendation for a lawnmower summarizing your boss's emails so you don't have to read every interminable word, or whether it's getting an image for a presentation you have to give.

All of that arises because of inference.

I've been peeling back the layers of what Jensen Huang said to figure out what it's really telling us about where AI is today and where it's heading.

So do stick with me because I think the shape of the future is really starting to become visible.

NVIDIA is the world's most valuable company.

It's a $4 trillion behemoth.

That value changes with the winds and the waves and the ends and the oars of the market.

It is the leader in providing AI accelerator chips, the GPUs upon which

Virtually all of our AI interactions reside.

Now, like me, Jensen has seen something in OpenClaw, that piece of open source software that lets you run an AI agent that's as close to the AI agents of 1980s science fiction as you can imagine.

Now, a couple of weeks ago, I said that OpenClaw is the most exciting piece of technology that I have seen since the web browser back in 1992.

Now, I really mean that.

I remember really clearly using it back in that summer of 92.

I had to go to a computer room that was in the basement.

It was...

VDU display, so green screen.