Nathaniel Whittemore

Elon may not need XAI to beat OpenAI.

Speaking of compute crunch, Jensen Huang has secured NVIDIA's memory supply in a new multi-year deal with SK Hynix.

The two-year deal will deepen ties between the two companies.

SK Hynix will continue to be NVIDIA's largest memory supplier as we head deeper into the shortage.

And in addition, NVIDIA will join as a design partner on new memory chips for physical AI, personal AI, and AI infrastructure.

The deal also secures NVIDIA's supply of high bandwidth memory as they begin to ramp production of next-generation Vera Rubin chips.

Announcing the deal at a press conference in Seoul, Hwang said, We procure and buy from SK Hynix already billions and billions of dollars each year, and it's going to grow substantially.

Now, a big part of NVIDIA's story this year has been Jensen traveling the globe to secure a supply chain, taking a very face-to-face approach to critical dealmakings.

Last month, he was in Taipei to shore up his fab allocation with TSMC, and Reuters wrote that in his trip to Seoul, you could find him dining on grilled pork belly and local spirit soju with the company's top corporate bosses, throw a baseball pitch, and meet with a well-known gamer.

Last week, a video went viral of Jensen sitting down at the NVIDIA booth during a Taipei conference sipping a beer with executives.

And while of course there's an element of marketing to the candid moments, it is also very clearly a critical part of Jensen's supply chain strategy.

This new deal was reportedly sealed over a chicken and beer meeting with SK Group chairman Shea Taiwan at a local restaurant.

And while the dining is casual, the stakes of the moment for Nvidia are very high.

As he exited the restaurant on Sunday, Huang told the press, "...demand is enormous.

Everything in the entire industry supply chain, from wafers to silicon photonics to cable connectors, is in a state of supply shortage."

Now, if a lot of the headlines today were about the infrastructure side of AI, the main episode is all about some shifts in how we actually use AI, and that is what we turn to now.

One of the most important AI questions right now isn't who's using AI, it's who's using it well.

KPMG and the University of Texas at Austin just analyzed 1.4 million real workplace AI interactions and found something surprising.

The highest impact users aren't better prompt engineers, they treat AI like a reasoning partner.

They frame problems, guide thinking, iterate, and push for better answers.