Zaid

The way I think of it is like generative AI is like, you know, it can read memos, it can send emails, it can book meetings, it can follow up with clients, it can update the CRM, it can compare vendors and file expense reports, all with minimal human input.

Now these tools are relatively new, but pretty powerful already.

Anthropic has clawed code, OpenAI has codex, and then there's OpenClaw, which has gone insanely viral.

So we're at a point now where AI agents can do real economic transactions, even going as far as sending and receiving money.

We're actually gonna talk more about that in a bit.

So this is leading to a transformation of the AI industry.

In fact, Nvidia CEO Jensen Huang thinks that we're at an inflection point.

So let's talk about what this means for the AI economy and why Jensen Huang thinks that the rise of AI agents could add an extra $500 billion to Nvidia's revenues.

So we're starting to see the rise of agentic AI.

So let's talk about why investors are paying attention.

See, for the last few years, AI has been about training large language models.

That required tens of thousands of GPUs.

It consumed enormous amounts of energy.

These giant data centers packed with GPUs ran 24 seven for weeks or months at a time to train these models.

Companies like OpenAI, Anthropic, Meta, and Google have been spending tens of billions of dollars on training AI models for the last few years.

but now the focus is shifting from training AI models to actually using them.

That is called inference.

Inference is when an AI model answers questions from a user and generates output.

Inference is also what powers AI agents to execute their tasks.

A very simplified analogy that I can think of is AI training is like someone going to business school.