But the new operating system is of

course the old operating system plus

large language models. Large language

models in a lot of ways is the modern

version of DirectX.

>> And for all the young ladies in the

room, this way you can make babies.

>> I always bring a bottle of whiskey.

>> It's okay to clap.

>> They need to make babies.

>> The new 007 game, I'm looking forward to

playing it. I look a little bit like him

and we're working with so many

companies. Cadence and Crowd Strike and

DO and Palanteer

>> make a baby.

>> If you can hire a software engineer and

you could generate

$9 trillion dollars worth of productive

work, why wouldn't you want to hire more

software engineers? This is going to

show up in our economy somehow soon.

>> To be fair, he didn't specify if it show

up in the economy in a good way.

a global economic crisis would also show

up in the economy.

Nvidia's keynote at Computex or GTC has

concretely stated what we've been

inferring for a while now. But

ultimately, our customers, our partners

don't want to buy computers, they want

to build AI factories. All of the CPUs

until now

were created for people. We were the

users.

We were the users. We were the renters.

This is CPU

for agents. All the CPUs of the past we

built for humans. This CPU is built for

agents. And these agents are going to be

using the CPUs with very little

patience. There'll be a lot more agents

than there are people. And then there

the agents are very impatient. Nvidia

has realized that the total adjustable

market of humans is low. We created CPUs

for humans in the past and humans there

only 1 billion of us.

>> Now some of you might be objecting to

that saying technically there's 8.3

billion humans Jensen but he's talking

about the ones who matter to him. Jensen

needs to increase the TAM beyond the 1

billion relevant humans and find a way

to sell billions more computers to

somebody. And to do that, he's going to

sell them for use by agents, as they

call them, to get more than the couple

hundred million PC sales per year and

grow into the billions. But Jensen's

also going to need something else for

his AI dreams, and that is babies to

feed the AI factories. The good news,

Jensen Juan is just the aphrodesiac we

need to make them. Speaking of babies,

and for all the young ladies in the

room, this way you can make babies in

addition to the four young people who

got married,

they need to give they need to make

babies. Make a baby. Speaking of babies,

and then and then speaking of babies.

Speaking of babies, but babies require

energy and energy requires food. And Sam

Alman already told us that humans

inefficiently use food and energy to

train for 21 years or so to eventually

do work for the rich.

>> One of the things that is always unfair

in this comparison is people talk about

how much energy it takes to train an AI

model relative to how much it costs a

human to do one inference query. But it

also takes a lot of energy to train a

human. It takes like 20 years of life

and all of the food you eat during that

time. Probably AI has already caught up

on an energy efficiency basis measured

that way.

>> And Jensen agrees

>> because human labor needs rice,

but AI labor needs electricity.

>> Jonathan Swift would be so proud to see

his modest proposal realized, except

it's the it's the data centers he the

humans instead. But the point stands.

Jensen though also needs energy for his

data centers.

>> Uh we could use more energy in Taiwan.

You need energy. Energy growth.

>> Taiwan needs more energy.

>> Drill baby drill.

>> We need more energy. I think that we all

recognize that. We need more land power

and shell.

>> AI is the world's best opportunity to

modernize the power grid.

>> We vilified energy for so long.

President Trump sticking his neck out

and making taking it on the chin and

helping this helping the country realize

that energy is necessary for our growth

is one of the the really one of the

greatest things he's done right off the

bat.

>> Jensen does have other plans for the

energy shortage though.

>> I also hate elevators. I hate the

concept of elevators.

>> That's right. Elevators. Look at all

these buttons. Inefficient.

pitiful.

You disgust me.

>> I hate the concept of elevators.

>> And Jensen has had a busy trip in

Taiwan. When he wasn't busy vandalizing

bathrooms or practicing his blue steel,

Jensen was on the interview circuit and

spoke about how AI wasn't actually

causing layoffs.

>> AI is creating so many jobs.

>> AI is creating so many new companies. I

think the the narrative that connects AI

to job loss for many of the CEOs that

are doing it, um, it is just too lazy.

AI has just arrived. How is it possible

they're already losing jobs?

>> Juan's comments follow many companies

blaming AI for layoffs or AI washing

their layoffs. Nvidia GPU hoarder Meta

laid off 10% of its workers to offset

quote other investments end quote namely

AI. Cisco cut 4,000 employees even

though it insists it will be a winner in

the AI era. HP will reduce headcount by

four to 6,000 people to invest in AI

adoption. Atlassian cut 1,600 people to

invest in AI. Block laid off 4,000

people due to gains from AI and said

companies would follow suit. Even

Pinterest reduced its workforce by

around 15% to prioritize its resources

in AI. And the list goes on. But Jensen

can't be blamed for using his

imagination. There's an optimistic

future that uh that uh I imagine and

facts would support my imagination of

that future.

>> And that makes sense because to be blind

to the damage caused by the AI roll out,

you'd either need to have a good

imagination

or be drunk.

>> We had a We had some scotch. I brought

him some scotch.

>> I always bring a bottle of whiskey.

Well,

>> you know, I love whiskey. Cheers.

Cheers. Cheers.

Oh, not bad. I think we're going to

enjoy. Let's Let's finish the rest of it

again.

>> Why not both? We brought you this video

with the GN store on store.camers

nexus.net. Like with our GPU shredder

shirt, which has gotten me looks all

over Taipei because Nvidia is that

recognizable here. Although it once

represented the paper launch of the 50

series, now it represents what we should

do with AI, which is feed it into a wood

chipper.

Kind of like how we've fed everything

into the wood chipper that is AI. In

addition to these super comfortable

cotton t-shirts, we also bring our

coverage to you with our gold Halo GPU

VRAM pint glasses that we just restocked

after months of being unavailable. And

no, the irony isn't lost on us that our

glassware we literally printed VRAM on

was also unavailable for months. The

glasses have an ultra fine print detail,

the gold halo, and go great with

Jensen's favorite pastime.

>> Well, you know, I love whiskey.

>> Our store and the products on it fund

all of GN's travel because we don't

accept any travel compensation,

accommodations, or plane tickets. And

although uncommon, we also don't accept

money to visit booths at trade shows.

This is possible because of your ongoing

support. So, if you like our independent

reporting and information gathering,

consider grabbing something on the GN

store, like our soldering and project

mats, copper plated stainless steel mule

mugs, or GPU VRM pint glasses. If you

already have our gear, we also have a

donate button in the bottom left of the

store page to give us the greatest cut

of funding support. Thanks for your

help. Now, back to it. Nvidia Jensen

Juan says that tokens and data centers

equal revenue, and energy equals tokens.

Therefore, energy equals revenue.

They're on their path to becoming a

utility company, which maybe tracks with

their plans to be an infrastructure

company.

>> That tokens are now in extraordinary

demand. Because if you could do this,

you're going to want to produce more of

it. And because tokens are now

profitable units,

tokens are now profit.

>> And it's clear that the audience

absolutely loved Jensen's AI speech.

>> Do you guys What do you guys think? It's

pretty amazing, right?

This is Nvidia Vera.

What do you think? It's okay to clap.

>> Nvidia technically had news for its

keynote that we'll go over like it's

plans to supplant computing for humans

with computing for AI agents instead.

And no, that is not hyperbole. He

literally said that like a dozen times

throughout the keynote. He would not

stop saying that it's all about PCs for

agents. Now, they also had news on the

Vera CPU deployment and continued Vera

Rubin rollout. Also, short of news on N1

and N1X laptops that use Nvidia CPUs,

information that GM gathered

independently from Nvidia partners.

Nvidia also talked about plans for

investing and what it claims will be a

$150 billion investment into Taiwan,

hopefully with more reliability than its

investment into Open AI. The company

also announced its plan to quote

reinvent Windows PCs for the age of

personal AI end quote with Microsoft

Soft which it called the quote world's

first Windows PCs purpose-built for

personal agents end quote then detailed

specs that exceed what the actual users

typically have access to prioritizing

their so-called agents for the 128 GB of

memory instead. There's a lot to talk

about today. So, Nvidia had sort of the

pre-compete show where Jensen went on a

tour around Taipei, meeting with

different business partners, eating a

lot of food, eating more food, drinking

a lot, and and then drinking some more.

But they also have their GTC event,

which happens to be at the exact same

time as Computex, which feels just sort

of like a microcosm for what Nvidia is

doing to consumers right now. Computex,

the consumer hardware show, is facing

basically a hostile takeover from

Nvidia's GTC, which is happening at the

exact same time.

>> With blackjack and hookers,

>> we've had to relocate. We made a grave

mistake, and there was an elevator

somewhat near our previous location. I

could feel it in the spirit world as

Jensen screamed at me through the doors.

Nvidia had some actual news at the show

and that news mostly revolved around its

Vera CPU and its N1 or N1X solutions for

mobile devices alongside others. Here's

what Jensen had to say.

>> CPUs built for the age of AI. All the

CPUs of the past we built for humans.

This CPU is built for agents. This is

Nvidia Vera.

What do you think? Vera spec sheet lists

88 Nvidia Olympus cores and 176 threads

using what Nvidia calls spatial

multi-threading. It has 164 megabytes of

unified L3 cache up to 1.2 terabytes per

second aggregate memory bandwidth up to

1.5 terabytes of LPDDR5X memory for

capacity and a 250 to 450 watt TDP. Vera

will utilize NVLink chip-to-chip

technology which Nvidia explains stating

this

>> and memory coherent NVLink chiptochip

connects GPUs directly to the fabric

beyond GPUs NVLink chip to chip can

scale Vera up to multiple sockets

enabling massive bandwidth between CPUs

Jensen also added

>> it's the first one to be PCI Express Gen

6. It is also the first one to have

LPDDR DDR5 with 1.2 terabytes per

second.

>> Explaining the decision behind 88 cores,

Jensen stated.

>> The number of CPU cores, the number of

CPUs is going to be quite high and the

reason for that is very simple.

We created CPUs

for humans in the past and humans there

only 1 billion of us.

There will be billions of agents and

these agents are going to be using the

CPUs with very little patience. Jensen

also stated what he described as Ver's

four properties. These four properties

instructions per clock or single

threaded performance

bandwidth per core

the total bandwidth around the chip and

inside the chip and energy efficiency

defines Vera.

>> In Nvidia's first party performance

comparison, the company claimed Vera

using LPDDR5X

multiplied the bandwidth per core

against an unnamed x86 CPU using DDR5.

Nvidia claims Vera is quote now in full

production unquote and intends to deploy

the CPU in quote standalone Vera

servers, Nvidia Vera Rubin Systems and

Vera Bluefield 4 STX AI storage

platforms end quote. Each standalone

Vera server consists of 256 Vera CPUs.

Maybe the big takeaway here is the

extreme amount of memory capacity. This

is not abnormal for Nvidia server

solutions. They've done this for a

while. Actually, even the DPUs use

memory. And so, uh, when you look at

where does all the memory go, this is

part of it. HPM's a lot of it,

especially because the yields are such

that if you lose one HPM die, you lose

potentially multiple DRAM dies depending

how far they are in the process. Uh, but

this is where a lot of that goes. And

this is also not something that can just

be pulled and sold into the secondhand

market later if it's LPDDR5X soldered to

a board or on a card that's not suitable

for say your typical desktop system. But

they also had other news which was with

Microsoft I said it right that time.

They'll be proud of me. Nvidia also had

news that positioned its uh consumer

adjacent announcements where in

collaboration with Microsoft for

Windows, Nvidia unveiled its new RTX

Spark. Nvidia and its partners heavily

teased the announcement, each tweeting a

new era of PC along with the coordinates

of Taipei Music Center where the keynote

was held. On stage, Jensen attempted to

clarify the statement, stating,

>> "40 years later,

Microsoft and Nvidia are going to

reinvent the PC.

This is going to be the new PC."

>> And we don't know what that means, but

Jensen doubled down on LLMs, comparing

them to DirectX.

>> But the new operating system is, of

course, the old operating system plus

large language models. large language

models in a lot of ways is the modern

version of DirectX.

>> Regarding the specs, the RTX Spark will

feature a Blackwell RTX GPU with 6144

CUDA cores, a claimed one pedlop of FP4

AI performance as they call it, and a 20

core gray CPU built with MediaTek

connected using Nvidia's Envy Link COC

for chipto-chip interconnect as well as

128 GB of unified LP DDR5X for the

memory. Cool.

You know, I've never thought about using

a car on a sidewalk. Have you?

>> Lost in the park.

>> Yeah.

>> Not like elevators, right?

>> No, not like elevators. Yeah. The 6144

CUDA cores would be the same as found on

an RTX 570, but they're not going to be

comparable directly. The memory

arrangement is way different. The power

budget is different, so it won't perform

like a 5070. Jensen showed two RTX Spark

Windows laptop models on stage. He said

this.

>> Here it is. Of

course, I got to show you the most

beautiful part, which is video games.

It is It's also the closest to our

heart.

>> A little late for us to believe that

one, but Jensen also showed off an RTX

Spark desktop variant

>> connected to your whole house, connected

to your laptop, connected to your

display, all the cameras, your your

dryer, your water cooler, your water

heater, your everything, whatever you

want. your security system all connected

to this and this becomes your personal

AI.

>> Jensen also unveiled the so-called DGX

station for Windows. The system specs

list a GB300 Ultra desktop superchip and

a 72 core gray CPU connected via

Nvidia's new Envy CDC interconnect.

Additionally, Nvidia claims, quote, "It

features up to 748 gigabytes of coherent

memory and up to 20 pedaflops of FP4

performance and can be paired with an

Nvidia RTX Pro 6000 Blackwell

workstation GPU." End quote. Closing out

the Windows announcements, Johnson

clarified that Nvidia intended on the

partnership remaining long-term,

stating, quote,

>> "This is a brand new product family for

us. every single generation of

architecture, we will have a desktop, a

laptop, a workstation.

>> Nvidia also briefly showed its N1 and

N1X laptop solutions. They didn't really

give detail on this. There are leaks

which I think Jensen acknowledged on

stage. Uh the company's shown these a

few times over the years to press and

partners, but now they are finally

moving to launch it, it seems like. And

here's what they said.

>> I have too many things in my pocket.

Okay. All right. This is the most

amazing chip the world has ever built.

This is the N1X that we built in

partnership with MediaTek. I think I saw

I saw Rick earlier. This is N1X. This is

a beautiful chip. This is this is a a

chip that frankly would take 33 years to

build. And the reason for that is

because 100% of Nvidia software stack

runs here. Microsoft and Nvidia

meticulously optimized everything so

that this computer literally runs

everything the world has ever created.

Plus,

it now runs agents.

>> Some of Nvidia's partners will have N1

and N1X laptops to show soon, if not at

this event. We might be able to see

some. Uh we were hearing from a couple

of Nvidia partners that they won't be

ready to ship the N1X until closer to

January 2027. I don't know if that was

that specific partner or not, but this

will be an ARM solution. And it really

sets Nvidia and Microsoft up to be more

of sort of a closed loop, just shrinking

that circle down a little bit to inflate

it more between the two of them where

they start to block out other partners

because now Nvidia will do the CPU, they

do the GPU, Microsoft does the slop and

the garbage. And between the two of

them, they have a laptop that might work

better than the one that we're editing

this video on, which I just bought for

over $5,000. has a defective three and a

half millimeter jack. Sometimes doesn't

turn on and has at least one other

problem that I can't remember now, but

that's for the best because my blood

pressure is high enough already.

Hopefully, they make something better

than that. It's brand new. It's from

Asus. Nvidia didn't share specs though

for its laptop solutions. Video Cards

has published some rumored ones. video

cards list the N1X as a 20 core as a 10

plus 10 buildout using they say Cortex

X925 and A725 cores per video cards. It

also has a 6144 CUDA core arrangement.

Video cards likewise lists a 9 plus9 and

a 40SM config stating that quote both

N1X chips are designed for a 45 watt to

80 watt power envelope. End quote. And

rumored specs for the N1 without the X

have it at 8 plus4 for the CPU, 7 plus 3

for an alternative CPU with a 2560 or

2048 CUDA core layout. Nvidia's PR tour

has been in full swing this past week

though as Jensen's friend Wally Liao of

Super Micro faced indictments on

allegations and charges from the US

government of GPU smuggling. And also

just before Jensen arrived here, the

Taiwanese government raided a dozen

locations. Also for allegations of GPU

smuggling and they were seeking

fugitives at one point in relation to

that story. Nvidia CEO and man who eats

corn dogs the long way. Jensen Juan also

went back to his roots as a Denny's

waiter just before GTC, giving out food

to everyone. For every restaurant Jensen

visited, he was swarmed by press,

business partners, security, and

paparazzi. And for the inconvenience of

packing a restaurant full of business

partners, press and paparazzi, Jensen

Juan generously tipped the restaurant

staff. Just I have to do the math really

quick.

310 billionth of his wealth.

It It sounds like more than it is.

$2,000 Taiwan dollars from what we could

see or about 60 bucks US, establishing

Jensen as the big spender of the

evening. That's not to mention his

generosity of handing a street vendor

another $30 US and asking literally in

Chinese, "Ga," which just means, "Is it

enough?"

>> A man worth almost $200 billion saying,

"I'll buy for everybody." And and yes,

food is very cheap here. I think there

were probably more than $30 worth of

people buying food, but it it's okay. I

mean, he's lost the man's stepping over

$100 bills in the street. He's probably

if we had $10,000 bills, he would step

over those, too. So, but Jensen had an

image to maintain here, treating his

gargling gaggle to street food. But as

for the news, it really doesn't seem

like a coincidence that the Taiwanese

government orchestrated a bust of GPU

smugglers right as Nvidia CEO arrived

and right after Jensen scrambled to fly

to China with Trump to meet with China's

own government officials. Just before

Jensen was swarmed by reporters in

Taiwan, Taiwanese authorities raided 12

locations and started looking for

fugitives accused of smuggling Super

Micros AI servers with Nvidia GPUs in

them to China. After months of denying

any evidence of chip smuggling, which GN

has itself proven at this point, Jensen

came close to admitting its existence.

Well, we're very we're rigorous in

explaining to all of our partners um all

of the world's laws and regulations and

uh we uh insist that they're compliant

with laws and regulations. Uh

ultimately, Super Micro has to run their

own company just as everybody has to run

their own company and I hope that they

will they will um uh enhance and improve

their regulation compliance and uh avoid

that from happening in the future.

>> But Jensen did have important news. He

has continued narrowing down

what the it is Nvidia actually is.

>> Because we are not dinosaurs.

Nvidia, we're not dinosaurs.

>> We are not We're not a car. We are not a

car.

>> It's like never have I ever except for

billionaires. Never have I ever been a

dinosaur. Never have I ever been a car.

Never have I ever been a loser. I am not

a loser. We are not a loser. We're not

losers.

I don't. You're not talking to somebody

who woke up a loser. And that loser

added

>> add to it. Never have I ever smuggled

GPUs. While on his Taiwan tour as a

budding food influencer or food

fluencer, Jensen talked extensively

about Nvidia's investment in Taiwan. At

an employee event, Jensen said Nvidia

would spend $150 billion in Taiwan every

year. Four years ago, 5 years ago,

Nvidia was spending about

1015

billion a year in Taiwan.

Now, we're spending 100 going to $150

billion in Taiwan each year. And that's

not counting the big spender Jensen is

for giving these out so recklessly. You

got to be careful, Jensen. You give too

many of these out and you'll bankrupt

the company. I I just even I even Uh-oh.

Oh I actually need those. I I

can't step the I can't step over those.

I'm not This is not This is not one.

Sorry. Three 10 billionth of my wealth.

This is a This is far greater. This This

might be like a couple percentage points

actually. So I just I'm going to I'm

just going to keep those safe. It will

We'll just kind of get back to the news.

So $150 billion spend, that's a lot of

money. It's like I don't know like half

of the revenue for the year more or

less. But we know Jensen's good for it.

>> Nvidia is not going to invest uh as much

as uh 100 billion in open.

>> We never we never said we were going to

invest a hundred billion dollars in one

round. That never was said. As CNBC

pointed out, Nvidia's forecasted spend

of 150 billion would far exceed what

Nvidia makes in one quarter. Nvidia made

$81.6 billion in revenue last quarter.

Nvidia has also made other commitments

for that revenue, if you can still take

their word for commitments. Normally,

you might not need to question this, but

if you're Sam Alman, you might question

it. Jensen also detailed the new Nvidia

campus in Taiwan known as Constellation,

which will be home to about 4,000

employees. Nvidia said that once the

site is up and running, it would be

quote one of the largest AI research and

development hubs and quote in the

Asia-Pacific region. While all this has

been happening, the political backdrop

has continued to be about GPU smuggling

and the GPU black market. Benson has

repeatedly denied allegations of chip

diversion

>> and there's no evidence of any AI uh

chip diversion.

>> Nvidia's chips are not little tiny

potato chips. People talk about

smuggling, but it's incredibly hard to

do and it's we chase down every

opportunity, every video statements have

called smuggling a quote non-starter end

quote or likened smuggling to tall

tales. But our own documentary from a

year ago continues to be proven correct.

Taiwanese officials are quote seeking to

detain three individuals for forging

documents to export Nvidia Corporation

AI chips to China end quote per GBF

Bloomberg. Taiwan accused the three

suspected smugglers of making quote

fraudulent declarations end quote for

approximately 50 AI servers manufactured

by Super Micro. Several days later,

prosecutors arrested three individuals

involved in the case for Tom's Hardware

via Bloomberg. The chip bootleggers

planned to ship servers to Japan before

exporting them to China. Reporters asked

Jensen about the Super Micro smuggling

case right when he got to Taiwan ahead

of GTC and Computex. Uh ultimately Super

Micro has to run their own company just

as everybody has to run their own

company.

>> At this point he has repeatedly gotten

what he requested.

>> Every so often somebody says you know

these GPUs are being smuggled. I really

would love to see it.

>> In March the US Department of Justice

indicted Super Micro co-founder Wally

Leao and two others for chip smuggling

in an elaborate billion dollar scheme

involving decoy servers and haird

dryers. Something we already detailed in

a deep dive video that we'll link below.

Jensen was pictured with Wally Liao

several days before the US government

charged Liao with the crime. Just days

ago before GTC, Super Micro commented on

the new raids by Taiwanese police.

Quote, "We are proud to have worked

closely with Taiwanese authorities on

the recent event, helping to prevent the

illicit diversion of our highly

sought-after systems into the restricted

China market. Our collaboration with

authorities in Taiwan resulted in the

arrest of three suspects and a seizure

of 50 servers that had been deceptively

acquired after being sold by Super Micro

to an authorized reseller. End quote. Do

you want to I have nothing to hide. Do

you want to search my car or house or

warehouse

filled with dummy servers? Haird dryers.

Have we moved the dummy servers and the

haird dryers? You can search the

warehouse if you want to. While the US

clears Nvidia's last generation H200 AI

chips for export to China and while

Taiwan arrests people for fraud, China

is responding by this past couple weeks

banning more Nvidia chips for import

into China.

We don't want your stinking chips

anyway, I guess, is where we're at at

this point as China tries to bolster its

own now growing and in some cases

booming chip development industry.

According to the Financial Times, the

Chinese government has now banned the

RTX 5090 DV2, which in our GPU black

market smuggling documentary that we

published last year, we'll link below,

one of the sellers of that series of

GPUs called it a castrated version of

the car. But even with its BGA balls cut

off, the modified version of the 5090

that Nvidia created for China to comply

with the US government's export controls

is no longer allowed in China because of

China. This time, China's bans go beyond

the 5090DV2 ballless GPU. FT also

reported that China blocked sales for

Nvidia's chips like the freshly approved

H200 and H20, specifically to customers

like Alibaba and Tencent. In January,

the US government and Nvidia agreed to a

deal that would give the US government a

25% cut from Nvidia's H200 sales to

Chinese customers, which we think is

likely why the Chinese government

doesn't want to allow the sale. This

comes at a time when Dell, a close

partner of Nvidia's and a recent stock

purchase of Trump, who bought somewhere

between$1 and5 million of Dell stock,

has just been given a nearly $10 billion

defense contract. Sometimes when I'm

pulling on my bootstraps, I think to

myself, "If only I knew about the next

$10 billion technology defense contract

deal, I could make millions of dollars

on that company's stock." I I don't know

why I haven't tried that yet. Just

didn't really occur to me.

The contract includes a quote suite of

software to the US military end quote

and references the quote joint

warfighting cloud capability contract

end quote again the warfighting cloud

capability contract and Dell is a major

customer of both Nvidia and Microsoft

Soft

Micro Slopoft Microsoft

we do have a Microsoft t-shirt on the

store though which you can buy that help

us do stuff like this ship posting

except verbally and a bridge in Taiwan.

Really the big takeaway here for the

show is something we've been talking

about a little bit, but it's just

becoming more obvious. So, uh it's kind

of interesting. They they actually they

did catch me by surprise a little bit a

couple months ago when they started

making the push towards this idea of AI

agents using PCs. We kind of knew they

were reducing their focus on consumer

PCs. What was interesting or surprising

though was this concept of like what if

we create the people out of thin air to

sell the computers to instead. Uh that

was not really I didn't think it would

go that direction but that's really what

they're pushing here. I mean I can't

tell you how many times throughout the

keynote which is very long. He said that

they there will be more AI agents using

computers than people using computers.

Especially if you do the math at 1

billion humans like Jensen Juan did. H

a little little out of touch. But that's

it for the news. There wasn't a ton of

sort of hard news that's interesting

with specs and you know just objective

information. Certainly not much for

consumers. We gave you all the stuff

that's interesting. A lot of more

concerning movements from Nvidia,

especially uh on the data center roll

out, the sort of political side we've

been talking about. And that'll cover it

for now for Nvidia. So subscribe for

more. Go to store.camersex.net to

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