NVIDIA's CEO, Jensen Huang, has posted a rather interesting blog post about the state of the AI industry from a much broader perspective, and he has summarized it in a "five-layer" cake. Jensen Has Basically Summed Up AI Into a Five-Layer Cake, Claiming that the Opportunity Still Hasn't Been Realized There is no doubt that Team Green is one of the biggest catalysts of the ongoing AI infrastructure buildout, given that the company not only provides essential compute resources but also several other utilities to the world that we'll discuss ahead. As we move towards GTC 2026, NVIDIA's CEO recently […]

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NVIDIA's ambitions for China are glooming down with each day, as a new report indicates the AI giant is now looking to scale back H200 production in favour of ramping up Vera Rubin production. NVIDIA Plans to Shift H200 Production Towards Vera Rubin, as it Prefers 'Consistency' Over Revenue We have reported extensively on the NVIDIA-China saga in the past as well, and one of the more common trends in these stories is that both NVIDIA and China seem to be running in cycles, trying to catch each other. We'll discuss this aspect further ahead, but for now, according to […]

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NVIDIA's CEO has talked about the 'agentic AI' inflection point at the Morgan Stanley conference, and he has called out OpenClaw as the "most important" software release of our times. NVIDIA's CEO Says that Agentic AI Has Brought Uses 1,000x Higher Tokens, Bringing In Immense Compute Demand Jensen has talked about AI being a "5-layer cake", and one of the more interesting layers that yields the most returns to hyperscalers and frontier labs is the applications layer. OpenClaw and AI agents are examples of how AI, when placed in a hyper-personalized environment, yields results that replicate human workloads. NVIDIA's CEO […]

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