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WSJ Tech News Briefing

Inside Nvidia’s Age of Inference

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 17 March 2026

⏱️ 13 minutes

🧾️ Download transcript

Summary

Nvidia made its name making chips for training AI models, but a new kind of computing is the talk of the town at the tech powerhouse’s annual conference. WSJ’s Robbie Whelan explains how the world’s biggest company is trying to pivot in the face of inference-mania. Plus, WSJ reporter Kate Clark on how software engineers are faring as (occasionally bossy) bot managers. Katie Deighton hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

I think the potential of Agenic is to rethink how work gets done overall.

0:05.0

It challenges all sorts of traditional orthodoxies around how organizations execute the work at hand.

0:11.3

That's Jason Gersatus, CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI.

0:17.9

Join him later to learn why agents are a game changer for businesses across industries.

0:26.8

Welcome to Tech News Briefing. It's Tuesday, March 17th. I'm Katie Dayton for the Wall Street

0:32.7

Journal. Silicon Valley has a bot obsession. Software engineers used to burning the midnight oil, churning

0:39.6

out lines and lines of code, and now using AI models to do the dirty work for them to varying

0:45.5

degrees of success. We're learning how the sudden shift in definition of tech work is changing

0:50.7

the coding culture of the Bay Area. Then we're heading south to NVIDIA's annual AI conference in San Jose,

0:57.9

where the word inference is on everybody's lips.

1:01.3

Our reporter on the ground will be with us to explain how we got here.

1:06.9

But first, software engineers prone to working solo

1:10.6

are finding themselves as managers of

1:12.7

ambitious but sometimes unruly workers.

1:16.0

And those workers, they're not human.

1:18.9

Tech heads are increasingly employing fleets of AI assistance to do their work.

1:23.6

So much so that asking, what are your bots up to, has become one of the hottest questions in Silicon Valley.

1:29.8

WSJ reporter Kate Clark has been following the trend.

1:33.5

So, Kate, set the scene for us.

1:35.7

It's a beautiful day in San Francisco.

1:38.2

The crowds are descending on Dolores Park and people are sitting in the sun with their laptops open.

1:46.2

What exactly is going on here?

...

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