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Production is where weaknesses in AI systems are exposed. Workloads change. Architectures mix. Constraints show up fast. From NVIDIA GTC MiTAC Computing's Raymond Huang explains why flexibility must be built into the system, not added in later.

Six Five Media

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Jensen Huang built NVIDIA into a $5+ trillion company. Stock is up 20,000%+ since IPO. He invested in AI when: - Revenue was zero - Wall Street hated it - Stock kept falling Today, NVIDIA is the backbone of global AI. 13 timeless lessons on money, tech & business from Jensen:

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THAT MOMENT WHEN NVIDIA CEO JENSEN HUANG WAS ASKED ABOUT HIS COMMENTS ON CHINA BEATING THE U.S. IN THE AI RACE: “THAT’S NOT WHAT I SAID. WHAT I SAID WAS THAT CHINA HAS VERY GOOD AI TECHNOLOGY. THEY HAVE MANY AI RESEARCHERS. IN FACT, 50% OF THE WORLD’S AI RESEARCHERS ARE IN CHINA. THEY DEVELOP VERY GOOD AI TECHNOLOGY. THE MOST POPULAR OPEN-SOURCE AI MODELS IN THE WORLD TODAY ARE FROM CHINA. SO THEY ARE MOVING VERY, VERY FAST. THE UNITED STATES HAS TO CONTINUE TO MOVE INCREDIBLY FAST. OTHERWISE, THE WORLD IS VERY COMPETITIVE, SO WE HAVE TO RUN FAST.”

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Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

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$AMZN CEO Andy Jassy describes AI adoption as very barbelled, with most existing enterprise workloads still not using inference though he expects that to change significantly over time. "I think it's actually kind of useful to look at at least our view of what we see in the demand and adoption curve right now, which is we see this adoption curve in AI right now is very barbelled." "There is on one end of the barbell, the AI labs are consuming gobs and gobs of compute. And there are a few runaway successful generative AI applications like Claude Code and ChatGPT." "And on the other end of the barbell are enterprises who are getting real value from AI in cost avoidance and productivity. And these are things like automating customer service or business process automation or fraud." "In the middle of the barbell is all of the current enterprise production workloads, some of which are using inference in a pervasive way, but most of which aren't. And that is going to change very significantly over time." "And that will be, in my opinion, that will be the largest absolute segment, the existing production workloads in the enterprise and new businesses and workloads that startups build too."

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Jensen Huang, CEO of Nvidia: "In a few years every engineer is going to have and manage hundreds of AI agents" 15 minutes from the man whose chips run every AI system on the planet he's not predicting the future, he's describing what's already happening inside Nvidia right now most people have no idea how far behind they actually are with AI that's exactly why I wrote an article on Claude features most people don't even know exist read the article below and you'll already be ahead of 99% of people

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𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢

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The NVIDIA Vera Rubin platform is a multi-rack pod-scale system, built to process agentic AI and is now in full production. Built through extreme co-design, Vera Rubin unifies five connected rack-scale systems — the NVIDIA Vera Rubin NVL72, Vera CPU rack, Groq 3 LPX, Vera BlueField-4 STX, and Spectrum-6 SPX Ethernet — all purpose-built for global-scale agentic AI infrastructure. Vera Rubin delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution. Congratulations to Microsoft, Dell Technologies, and CoreWeave for each standing up their Vera Rubin NVL72 engineering racks. Learn more:

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Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race “That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T Dan Nystedt)

Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race “That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T Dan Nystedt)

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When AI meets a profession built on human connection, the reaction is not what you'd expect. Therapists are not uniformly afraid of AI. Many of them are asking a different question: if we were designing personal growth from scratch today, would we really build it as one hour a week? Current therapy is a result of constraints explains my guest Rosebud Co-Founder Sean Dadashi. Human attention. Cost. Insurance systems that require justification if you need a second session in the same week. AI does not remove all of those constraints, but it changes which ones you are designing around. That shift in framing is exactly how I talk to enterprise customers about AI. You are no longer limited by how something has always been done. The question is what becomes possible when you are not. Rosebud

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“The lobster is loose, and it’s not going back into the tank,” says OpenClaw🦞 founder Peter Steinberger 🦞. In this brand new talk from #TED2026 he shares why AI agents — built by you — are the future:

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