Today, I want to talk about what Jensen Huang, the boss of Nvidia, said at

NVIDIA's GTC jamboree, where the firm lays out its view of where we are and where we are

going. Now, I want to focus on one particular dimension, and it may not have been obvious if you

had watched any of the videos

from GTC or read any of the reporting that came out of it. It's a dimension that will accelerate

all the things that we are being promised about the future. And that dimension is AI inference.

Influence is when an AI model responds to us, ideally with what we wanted to respond to,

whether it's a recommendation for a lawnmower, summarizing your boss's emails so you don't have

to read every interminable word, or whether it's getting an image for a presentation you have to give.

All of that arises because of inference.

I've been peeling back the layers of what Jensen Huang said to figure out what it's really

telling us about where AI is today and where it's heading. So do stick with me because I think

the shape of the future is really starting to

become visible.

NBritia is the world's most valuable company. It's a $4 trillion dollar behemar. That value changes with the winds and the waves and the ends

and the oars of the market. It is the leader in providing AI accelerator chips, the GPUs,

upon which virtually all of our AI interactions reside. Now, like me, Jensen has seen something in OpenClaw, that piece of open source

software that lets you run an AI agent that's as close to the AI agents of 1980s science fiction

as you can imagine. Now, a couple of weeks ago, I said that OpenClaw is the most exciting piece of

technology that I have

seen since the web browser back in 1992. Now, I really mean that. I remember really clearly

using it back in that summer of 92. I had to go to a computer room that was in the basement.

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