Keep pulling the thread on Jensen Huang, Michael Dell.
Dell added 1,000 new clients for its AI Server and AI Factory offerings in the most recent quarter, bringing the total to 5,000.
The AI industry is shifting from content generation models like the original ChatGPT to 'agentic AI' models that can perform work and are being deployed in production.
Companies implementing AI technology in their workflows are achieving productivity improvements of 10x, 20x, or even 100x.
NVIDIA is launching the Vera CPU, which it claims is the world's highest-performance CPU and is specifically designed for agentic AI workloads.
Jensen Huang predicts there will be hundreds of billions of AI agents in the world.
The primary supply constraints for building AI systems are memory and advanced node semiconductors.
The primary bottleneck in the AI supply chain is the overall global production capacity, which is insufficient to meet demand, rather than any single company's planning.
Jensen Huang predicts the buildout of Agentic AI infrastructure will last for a decade or more.
Jensen Huang predicts that the next major technology wave after Agentic AI will be physical AI and robotics.
The production capacity of the AI hardware supply chain is more than doubling, and possibly quadrupling, annually.
Jensen Huang predicts that despite rapid growth, the AI supply chain will struggle to meet demand for at least the next decade.
NVIDIA's H200 GPUs are licensed for sale in China.