Ronak Shah

Exciting progress from the Corespan team: we are expanding our optical switch portfolio and operationalizing it across the data center with our control plane, Corespan Composer. Many hours of work by the Composer team to support the new generation of APIs for optical circuit switches.

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I’ve worked for over 30 years in EDA, IP and the semiconductor industry and I find Anirudh’s keynotes refreshingly genuine, insightful and engaging. I recommend CadenceLive.

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Wow. This Hammerspace & Secuvy partnership announcement is a game changer for organizations who want to deploy trusted AI applications now without having to expand their storage hardware investment.

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Nvidia's GTC Keynote exploded with energy and ambition! Let's get you up to speed!! Pre-game: The pre-game energy was electric, featuring a "who's who" of the industry. From the CEOs of Perplexity and LangChain to partners like CoreWeave and Palantir. The message was clear, we are no longer just talking about models, we are talking about the industrial revolution of intelligence. Then, it began. Jensen graced the stage, and as his words stated flowing, the market was poised to move at the slightest sign of revenue potential. When you're the highest valued company in the world, a high-impact statement from the CEO can move mountains and shape quarters.  5 Takeaways: 1️⃣ The $1 Trillion Path Previously projected at $500 billion, Jensen is now forecasting that NVIDIA will reach $1 trillion in orders by 2027. This is powered by the transition to the Vera Rubin architecture (the successor to Blackwell). The demand has increased 1 million times in just two years. NVIDIA is no longer a chip company; it is an AI Factory enabler. 2️⃣ The Token-Based Economy The "Inference Inflection" has arrived. Jensen repeated this several times like a mantra. While the last few years were about training, the real value has shifted to inference (the AI "thinking" and producing work). In this new economy, every company will be either a generator or a consumer of AI tokens to run their business. 3️⃣ The 5 Layers of the AI Cake (see image) The "Cake" was a perfect post-lunch metaphor for NVIDIA’s full-stack strategy. ✅ Energy: (Intelligence = Electrons + Heat Management). ✅ Engine: The Chips (specifically the new Vera Rubin architecture). ✅ AI Factory: The infrastructure ✅ Brains: The Models ✅ Applications: The Value Layer 4️⃣ OpenClaw & NemoClaw: The Agentic Shift (see image) OpenClaw is being called the "Linux moment" for Agentic AI. It has become the fastest growing open source project in history, providing the operating system for autonomous agents or "claws". NemoClaw: NVIDIA introduced Nemoclaw to provide the "guardrails" (security & privacy) needed for businesses to safely turn over the keys to AI agents.   Also, gotta love the image of Jensen with lobster claws. 5️⃣ Physical AI The "Newton" physics Engine was the star here. While there were over 100 robots on display, the show stealer was the snowman Olaf from Disney's Frozen. He was trained entirely in simulation (Omniverse) to navigate the physical world and interact in real-time, proving that AI is moving from the screen into our physical reality. 🤖 Special Mention: Campfire Keynote Summary Outro - (see image) Jensen exited the stage by featuring a digitally animated, campfire song with a collection of robots and his own likeness recapping the major moments of the keynote. This song, the vibe and the accompanying visuals were the perfect touch to end an amazing display of technology achievement and human ingenuity! #NVIDIAGTC #AIInfrastructure #NemoClaw #AgenticAI

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