Keep pulling the thread on Jensen Huang.
Demand for AI hardware currently exceeds the available supply.
NVIDIA is launching the Vera CPU, which the company claims will be the highest performance CPU in the world and is designed for agentic AI.
Jensen Huang predicts the buildout of Agentic AI infrastructure will last for a decade or more.
Jensen Huang predicts that the AI supply chain will struggle to keep up with demand for at least a decade, despite quadrupling every year.
NVIDIA's H200 GPUs are licensed for sale to customers in China.
Dell added 1,000 new clients for its AI Factory solutions in the most recent quarter, bringing the total to 5,000.
Eli Lilly is using 1,000 NVIDIA GPUs in a physical world production application.
Samsung is using AI in real-world production applications, not just for testing or evaluation.
Jensen Huang believes that companies like Eli Lilly and Samsung require on-premise AI because their secure and proprietary data is located on-prem.
NVIDIA and Dell collaborated to create a new long-term memory platform for AI agents called the Dell AI Data Platform, which is built on NVIDIA technology.
NVIDIA has developed an agent runtime called Nemo Claw, which operates within a secure container named Open Shell.
Michael Dell states that the adoption of agent frameworks within companies is causing a significant increase in demand for CPUs.