gamers are probably going to feel left out since Nvidia seems to have decided renting cloud rigs to them is better than selling consumer hardware, small companies looking for AI chip compromises will be excited, and agentic AI is gonna be so hot that our Mann on the ground this week in San Jose isn't gonna need a jacket.
Despite Nvidia's staggering $4.5 trillion valuation and CEO and founder Jensen Huang's $154 billion net worth, his cash bonus this year will only be $4 million if the company meets performance targets, according to a March 6 SEC filing. For some, a $4 million bonus would be life-changing. But for Huang, it's a drop in the bucket at just 0.26% of his net worth.
Generative AI is evolving into a foundational industrial layer that requires next-generation architectures, like Vera Rubin, to deliver measurable ROI. As Jensen Huang takes the stage in San Jose, the focus is shifting from training massive models to deploying agentic systems and physical robotics... from software hype to industrial execution.
Just for everybody's update, we finalized our agreement. We're going to invest $30 billion in OpenAI. This might be the last time we'll have the opportunity to invest in a consequential company like this.
