NVIDIA GTC: Jensen Huang's 5 Biggest Announcements

At NVIDIA's GCC conference, CEO Jensen Huang announced a bold target of one trillion dollars in orders by 2027. 

The AI graphics breakthrough DLSS 5, which has been received with memes and controversy.

Other announcements include the groundbreaking Vera Rubin platform, which promises 35 times the performance; strategic acquisitions like Grok; and advancements in self-driving technology.

------
🌌 LIMITLESS HQ ⬇️

NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/

------
POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast

------
TIMESTAMPS

0:00 NVIDIA's Trillion-Dollar Vision
1:23 DLSS 5
3:49 Vera Rubin
5:25 Breakthroughs with AI Chips
9:48 The Next Generation: Feynman
11:33 Full Self-Driving Revolution
14:01 Robotics on Stage
16:45 OpenClaw and Enterprise Solutions
17:22 AI in Space
19:12 The DGX Spark Announcement
21:10 Closing Thoughts on NVIDIA's GTC

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Creators and Guests

Host

Ejaaz Ahamadeen

Host

Josh Kale

What is Limitless: An AI Podcast?

Exploring the frontiers of Technology and AI

Josh:
NVIDIA just held its GTC conference in San Jose, where Jensen Huang walked on

Josh:
stage in front of 30,000 people and opened with a number that's probably going

Josh:
to echo across Wall Street for weeks, a trillion dollars in expected orders through 2027.

Josh:
That's double what he predicted just six months ago from that very same stage.

Josh:
And then he spent the next two hours, this was a very long presentation,

Josh:
unveiling why even a trillion dollars is conservative.

Josh:
But a lot of people throughout this presentation seem to have missed the actual

Josh:
reveal. I think they're focused on a few specific highlights when the reality is

Josh:
The things that he presented that are going to yield this trillion dollars are

Josh:
probably much different than I think the average person expects.

Josh:
Ijaz, I know we were chatting as we were watching this two-hour movie marathon.

Josh:
What were your thoughts? Did you make it through? Was it too boring? Was it exciting?

Josh:
What were the first impressions of this presentation?

Ejaaz:
The thing that excited me the most was the announcement of the DLSS 5,

Ejaaz:
which seems to be the most controversial announcement.

Ejaaz:
It's this new 3D rendering AI model that basically refactors old games or gaming

Ejaaz:
graphics into newer, higher performance graphics.

Ejaaz:
So if you're looking on the screen right now, you're seeing a version of a video

Ejaaz:
game and then suddenly it's enhanced.

Ejaaz:
It's kind of like a Snapchat filter, which I think a lot of the gaming community

Ejaaz:
had backlash about. They thought it was just AI slop. They didn't really vibe with it.

Ejaaz:
But in my opinion, it's actually quite a good product and would make me more

Ejaaz:
engaged to play the actual game.

Josh:
So it was surprising to see DLSS 5 get the attention that it

Josh:
did just because nvidia announced some unbelievable stuff and

Josh:
seemingly this was the headline at all the news outlets and it's

Josh:
basically an ai upscaler for video games it takes existing

Josh:
graphics that are you know pretty decent and upscales them it makes the facial

Josh:
features better it increases the dynamic range the highlights the shadows and

Josh:
when i saw it i loved it i was like oh this is pretty cool but the internet

Josh:
reaction to this was far from what mine was i mean if you're looking at the

Josh:
video on screen it increases the facial features if you're And now looking at

Josh:
the meme on screen, that was the public perception.

Josh:
It was also negative for such a small feature that Jensen dropped in a two-hour presentation.

Josh:
So EJs, do you have any idea what's going on with this backlash here,

Josh:
particularly around DLSS 5?

Ejaaz:
I think the point around the gaming community is they're just very sensitive

Ejaaz:
around AI being involved in art.

Ejaaz:
And I get it, right? Like some things can be kind of cringe and doesn't seem

Ejaaz:
very human. But the point is, like, this just makes graphics of games way,

Ejaaz:
way better. I mean, the meme you're showing on the screen isn't the accurate

Ejaaz:
representation of what this thing is going to do.

Ejaaz:
We had the head of Bethesda Games make a partnership with NVIDIA just for this tool.

Ejaaz:
It's going to save him and his team hours and hours of work.

Ejaaz:
And I saw someone make a really good point online yesterday, which says,

Ejaaz:
If you're a gaming developer that's spending years designing AAA games,

Ejaaz:
this not only saves you a bunch of time, but it also helps you realize your artistic vision.

Ejaaz:
Usually when you're a game developer, you make sacrifices when you are designing

Ejaaz:
a particular character or an asset because you don't have enough money,

Ejaaz:
compute, all the tools to be able to do this.

Ejaaz:
This should just be seen as another tool to get to your actual vision.

Ejaaz:
So I think it's a good reason.

Ejaaz:
But there's another reason why this is super cool and everyone missed it, in my opinion.

Ejaaz:
This is the exact same technology that you can

Ejaaz:
use to create visual learning for robotics

Ejaaz:
and for automotive sorry autonomous driving

Ejaaz:
cars so this is the same technology that nvidia is using to build out their

Ejaaz:
partner program with i think it was byd and a bunch of other car companies which

Ejaaz:
we'll talk about in a second as well as being used in their robotics division

Ejaaz:
with their group robotics models this is the same tech so i actually think it's

Ejaaz:
cool that it's so pervasive and it's entering gaming, but that's not really

Ejaaz:
the big story for me here.

Ejaaz:
Whether you hate it or you like it, you're not gonna be able to use this thing

Ejaaz:
for the mass audience until probably next year.

Ejaaz:
This thing runs on like two RTX 5090s, which are very expensive.

Ejaaz:
It's not very accessible to the average day-to-day person.

Ejaaz:
So by the time it gets released to the mass audience, I think it's gonna be

Ejaaz:
a lot better than what we see today.

Josh:
So that's the headliner. If you are not paying attention to the headliner,

Josh:
there is a lot of other stuff that was announced that is far more interesting

Josh:
than this. And we have a lot to unpack, so buckle up.

Josh:
Starting with the Vera Rubin platform, which is the big headliner.

Josh:
I mean, this is the big boy. This is what was teased previously six months ago,

Josh:
I think, when Jensen was announcing his like $500 billion in revenue.

Josh:
Now he's up to a trillion.

Josh:
He was unveiling a little bit more information about the chip.

Josh:
Ejaz, what's new with Vera Rubin?

Ejaaz:
Yeah, so the headline metric is it's 35 times more performant than the previous generation.

Ejaaz:
For anyone who's been tracking, Typically, a new NVIDIA GPU gets you about a

Ejaaz:
2 to 5x performance upgrade on a good day.

Ejaaz:
This is the largest jump overall. And the secret is there are about five to

Ejaaz:
seven major components of a GPU.

Ejaaz:
Typically, when you improve for the next generation of GPUs,

Ejaaz:
you just refactor one of those things.

Ejaaz:
Why? Because if you did all of them at once, that's really high risk.

Ejaaz:
Anything could go wrong and it results in delays of improving your GPUs.

Ejaaz:
Jensen said, forget, I'm just going to do it anyway. And he pulled it off.

Ejaaz:
Seven new chips make up this entire new thing and it gets implemented into five

Ejaaz:
new racks, creating what he calls on stage an AI supercomputer.

Ejaaz:
And that's why you get this massive performance increase. It's just insane.

Josh:
These chips are what's running all the AI that we use every single day.

Josh:
Previously, everyone was training on Hopper.

Josh:
Hopper was the chips that are running a lot of the AI models that you're actually using today.

Josh:
The Frontier Labs have just started to spin up the Blackwell models.

Josh:
That's what we've seen with Opus 4.6, what we've seen with GPT 5.4.

Josh:
That's the Blackwell chip. It takes a long time from these chips to

Josh:
be invented to actually roll down to data centers and then train the models what

Josh:
we're seeing next and we're not going to actually feel the effects

Josh:
of this until probably early next year is vera rubin and vera rubin i mean it's

Josh:
a 10 times performance improvement versus blackwell just in terms of performance

Josh:
per watt so for every gigawatt of energy that these data centers have this new

Josh:
chip is equivalent to 10 gigawatts worth of compute today,

Josh:
So for every gigawatt, you get a 10x improvement on intelligence. And that is huge.

Josh:
It is an absolutely massive growth because we're planning to scale the gigawatts

Josh:
of these data factories pretty significantly by the end of the year.

Josh:
Six to seven gigawatts for some of these. That's going to be equivalent to 60

Josh:
to 70 gigawatts of intelligence as of today.

Josh:
And I think that's pretty important to note is that there is a strong delay

Josh:
when it comes to these chips actually being released, actually being implemented

Josh:
on the racks, trained and deployed.

Josh:
It's hard to imagine we don't get AGI from this. Yeah.

Ejaaz:
The other major improvement that they made was a few, I think it was about a

Ejaaz:
month and a half ago, NVIDIA acquired, and I do this like this because apparently

Ejaaz:
it wasn't a formal acquisition, a company called Grok, spelled G-R-O-Q.

Ejaaz:
And the reason why they acquired them is they get the rights to a very special

Ejaaz:
type of AI chip called an LPU, which uses something called SRAM,

Ejaaz:
static random access memory.

Ejaaz:
Now, if you've been keeping up to tabs with the memory walls that are happening

Ejaaz:
right now, memory prices have skyrocketed.

Ejaaz:
In fact, it's probably going to affect a bunch of major companies releasing

Ejaaz:
their own technology devices because the cost of memory is so high,

Ejaaz:
so they can't even give it to their customers because otherwise they'll need

Ejaaz:
to charge extortion of prices.

Ejaaz:
Jensen made a really smart move by acquiring this company and integrating their

Ejaaz:
technology into Vera Rubin.

Ejaaz:
And so what you're seeing on the screen now is basically the same architecture

Ejaaz:
of Vera Rubin, but integrated with this SRAM technology.

Ejaaz:
And the resulting effects is you can inference AI models at a much larger scale.

Ejaaz:
So that 10x that you just mentioned, Josh,

Ejaaz:
partially, a bunch of that is unlocked by these new LPUs.

Ejaaz:
So we're now starting to see Jensen take two things more seriously.

Ejaaz:
One, a different type of chip architecture. Usually, NVIDIA is known for generalized

Ejaaz:
GPUs, and that's where their bread and butter is.

Ejaaz:
Now we see him branching off into these hyperspecific inference chips because

Ejaaz:
he looks over his shoulder and he sees, not close, but kind of far back,

Ejaaz:
Google's TPUs looming, AMD's chips, and Intel's CPUs and chips coming up behind them as well.

Ejaaz:
And they're all specializing in inference-specific chips. And the argument or

Ejaaz:
the reason behind that is a lot of the world isn't going to be focused on training

Ejaaz:
AI models. It's going to be prompting and querying AI models.

Ejaaz:
And that's going to grow exponentially more.

Ejaaz:
So this is NVIDIA and Jensen basically saying, we're going to make a mark here.

Ejaaz:
This is our stand. This is why we acquired Grok.

Ejaaz:
And here's the chip that we're doing. And VeroRubin is going to be that chip

Ejaaz:
for anything and everything, general purpose and inference.

Josh:
When I think about these chips and just project it out to the future it's

Josh:
so exciting because there's such a

Josh:
clear path to going to where i think every ai lab

Josh:
wants to go yes getting to that agi level and beyond and

Josh:
this chart that we're showing on screen here is a beautiful example of this

Josh:
because in addition to blackwell in addition to rubin they also teased fineman

Josh:
already even though rubin is months to years away from actually being deployed

Josh:
at scale so nvidia is essentially 18 months give or take a few ahead of what

Josh:
the current reality looks like. And I think this is really important to note.

Josh:
Is currently with the bleeding edge of AI, we're running Blackwell right now.

Josh:
And we just started running Blackwell.

Josh:
And Blackwell has about 12 months of improvements to be made before we start

Josh:
to feel the effects of Rubin.

Josh:
By the time we feel the effects of Rubin, which is that 10x performance per

Josh:
watt improvement, they already have Feynman ready to go and to be deployed into these data centers.

Josh:
And already we have two incremental steps, two exponential steps ahead of where we currently sit.

Josh:
And it's hard to imagine that with the build-out that's happening,

Josh:
with the performance per watt increase that we're seeing from all these chipsets,

Josh:
that we're not just going to have

Josh:
this completely vertical and exponential growth of AI across the board.

Josh:
And I think that's probably at the core of Jensen's thesis of a trillion dollars

Josh:
is like the spending isn't going to stop because he's already created the future.

Josh:
It's just a matter of actually deploying it and plugging it into the grid so

Josh:
you could power these chips and get the intelligence that everyone wants. And it's unbelievable.

Josh:
So Feynman is coming. They didn't announce a bunch of things about Feynman,

Josh:
but that's the name of the next chip architecture.

Josh:
Named after your favorite mathematicians favorite mathematician richard feinman

Josh:
everyone's a big fan of him very cool very excited.

Ejaaz:
His book or something i

Josh:
Did yep i'm surely joking mr feinman he has a few books that are all awesome

Josh:
so if you're into physics or math or just really admire great teachers richard

Josh:
feinman is amazing and is now the naming architecture for the future of nvidia's

Josh:
ai chips so pretty cool stuff bold.

Ejaaz:
Name big ambitions um nvidia currently sits at, what, $4.5 trillion?

Ejaaz:
Biggest, most valuable company in the world. Odds that it's the same by the end of the year?

Josh:
Is this going to be prolonged? Well, we can ask our friends at Polymarket to

Josh:
answer this for us. And it looks like there has been a strong trend signaling yes.

Josh:
And this was not always the case. I mean, it looks like Alphabet,

Josh:
Google, was at one point during the year, February, just a month ago,

Josh:
was projected to flip them.

Josh:
People thought Google was going to be the world leader. it is

Josh:
clear now that is absolutely not the case in fact

Josh:
apple who we frequently talk about looks like they have a better chance

Josh:
of doing it than google now and now nvidia is up to 70 so it

Josh:
seems highly probable that people saw this presentation people have been seeing

Josh:
progress and they are very much bullish on nvidia so the market is pricing in

Josh:
a pretty steep increase to the stock price before the end of the month i mean

Josh:
it's currently trading at 182 and it looks like there's what 25 30 it's about

Josh:
a 30 chance that it trades over 200 this month so it looks like,

Josh:
Things are looking good for NVIDIA for being the most valuable company in the

Josh:
world and also continuing to trade up on this news. It was an incredible presentation.

Josh:
Thank you to Polymarket for sponsoring this segment of the episode.

Josh:
And now we could probably get into the next most interesting thing for me,

Josh:
at least, which was the full self-driving moment.

Josh:
In fact, Jensen Huang said, this is the chat GPT moment for self-driving cars. It has arrived.

Josh:
This is a bold take because the full self-driving industry is pretty,

Josh:
pretty vicious. Hasn't it been.

Ejaaz:
Solved by tesla already at this

Josh:
Point well it depends who you ask it sounds like internally

Josh:
they feel confident in the fact they've solved it but they're currently solving

Josh:
this march of nines where they have efficacy up to 99.x percent

Josh:
and they need to get it to 9999 now waymo clearly has the most deployed version

Josh:
of this you could actually go and you could get into a waymo you can get into

Josh:
a cyber cab in some places in austin but they still have the kind of guiding

Josh:
drivers they haven't figured out the legislation to let them be fully autonomous

Josh:
but jensen is saying hey if you're not Waymo,

Josh:
if you're not Tesla, we have a solution for you.

Josh:
We are actually going to build the full self-driving stack and integrate it

Josh:
directly into your cars for you from the sensors all the way to the software stack.

Josh:
And they just recently partnered with BYD, Nissan, Hyundai, and Gili.

Josh:
And for those who aren't aware, BYD is actually the largest electric car manufacturer

Josh:
in the world, more so than Tesla.

Josh:
They're based in China and it's showing that NVIDIA is not really country.

Josh:
They're kind of country agnostic, right? Like they're just going to,

Josh:
if you want a self-driving car, come to us. We got you.

Ejaaz:
NVIDIA or Jensen just doesn't care if he aligns with China or not.

Ejaaz:
He's just like out there to expand NVIDIA into anyone and everyone's hands.

Ejaaz:
As you said, BYD is the biggest EV maker. They sell more cars than Tesla every single year.

Ejaaz:
And so that distribution, like think about that. Like imagine you put your self-driving

Ejaaz:
model into as many cars as possible.

Ejaaz:
It's probably going to get smarter way, way quicker because it's just inside

Ejaaz:
more So that's real competition against Tesla from a competitive mode.

Ejaaz:
The other thing is he's also integrating into Uber as well, right?

Ejaaz:
So it's going to be launching in 28 cities by 2028.

Ejaaz:
So through the end of next year, which seems like a long time,

Ejaaz:
but that's a lot of cities.

Ejaaz:
And Uber has a lot of reach when it comes to just a driving network in general.

Ejaaz:
So this is a really cool announcement. I don't quite know if it's apples to

Ejaaz:
apples with Tesla full self-driving.

Ejaaz:
They own the end-to-end stack there. NVIDIA doesn't really have that.

Ejaaz:
This is more of a thing that you can kind of attach onto cars.

Ejaaz:
And if I had to guess, this is not just me being an Elon fanboy.

Ejaaz:
There's a lot more friction that NVIDIA will run into. So I don't think this

Ejaaz:
is a direct one-to-one competitor.

Josh:
This is a key difference. If I'm a Tesla shareholder, I'm not really nervous

Josh:
about this because like you said, Tesla owns the full manufacturing stack and

Josh:
they have millions of cars on the road that are full self-driving capable today.

Josh:
They're just one software update away from cracking that. When that

Josh:
final software update comes when the legislation passes that is

Josh:
to be determined but they're there they're ready waymo and

Josh:
i guess uber now are kind of on the other side of this where they they've kind

Josh:
of perhaps figured out the software stack they're close at least but

Josh:
they they have nowhere near figured out the manufacturing stack

Josh:
for this at scale and manufacturing as we know designing hard

Josh:
things in the physical world is hard and that's going

Josh:
to slow these companies down a lot so i think for uber this is probably

Josh:
the best case scenario they finally have a saving grace someone

Josh:
who wants to actually work with them to help deploy the full self-driving vision

Josh:
um but they got a long way to go so it's nice that they're trying this is kind

Josh:
of like apple car play but for full self-driving where they're not going to

Josh:
make the cars they're going to sell you the software to put in the cars and

Josh:
hopefully one day make them full self-driving so we'll see how that goes that

Josh:
was the first of the robotics section of this episode let me.

Ejaaz:
Let me introduce you to the unhinged uh version of this josh

Ejaaz:
So Olaf, made popular in the fictional movie Frozen, came to life on stage.

Ejaaz:
What you're looking at is an autonomous,

Ejaaz:
self-directed robot that runs on NVIDIA. I'm not making this up.

Ejaaz:
That runs on NVIDIA's Newton robotics engine.

Ejaaz:
It also runs on their Jetson chip as well. So what you're looking at is a homegrown

Ejaaz:
NVIDIA robot and product that is autonomously interacting with Jensen.

Ejaaz:
I can't help but think that some of this must be scripted. there's no way that

Ejaaz:
the robot is this interactive.

Ejaaz:
And obviously, it's like been outfitted with the look of this Frozen character,

Ejaaz:
but pretty cool all around.

Ejaaz:
I don't know if this is going to be in everyone's home. I like I don't know

Ejaaz:
what the point of this was. Like, maybe they're going to sell rights to Disney or something.

Ejaaz:
But yeah, like, I don't really have a strong take on this.

Josh:
Yeah, well, it's just I mean, it's more of the direction that they're heading

Josh:
towards, which is real world physical AI, right? It's like we're in self driving

Josh:
cars. Now we're going to get robots.

Josh:
They're creating these small packaged computers to

Josh:
put into these things are creating the entire stack nvidia is

Josh:
becoming the tesla for the general purpose company

Josh:
it's like if you can't build it all yourself nvidia has done

Josh:
it and they will sell you all their hardware they'll sell you all their software

Josh:
they're moving a lot into open source and i guess that's probably the transition

Josh:
to the next announcement which is their nemo claw announcement the open claw

Josh:
competitor which isn't an open claw competitor at all actually it's just a basically

Josh:
enterprise solution for companies that want to use OpenClaw.

Josh:
So the founder of OpenClaw, he was there.

Josh:
Jensen gave him a nice shout-out. And basically, NemoClaw is...

Josh:
A way for companies to deploy OpenClaw in a more secure way and to run on any

Josh:
coding agent and deploy from anywhere.

Josh:
And I think a lot of people, I mean, ourselves included, thought this could

Josh:
be competition. The reality is it's complementary.

Josh:
NVIDIA wants open source AI because they want to build the hardware that you

Josh:
use to run the open source AI.

Josh:
And it seems like this was kind of like a win for everyone, including the open

Josh:
source community. It's pretty cool.

Ejaaz:
Yeah. I mean, Pete Stuy, as you mentioned, the founder of OpenClaw,

Ejaaz:
actually worked with Jensen and the NVIDIA team for months to build this out.

Ejaaz:
Their target market are enterprise customers specifically because when OpenCore

Ejaaz:
went viral, it went viral because everyone could spin up their own personal agent.

Ejaaz:
There was one glaring issue, loads of security issues. So people could lose

Ejaaz:
money, expose their credit card details or lose all their personal data or have

Ejaaz:
people hack their computers.

Ejaaz:
Not good if you are an enterprise company, but companies still want to get access to this thing.

Ejaaz:
So Jensen kind of dreamt up this platform that sits on top of open call so it

Ejaaz:
works very synonymously with it and now you can kind of use open call without

Ejaaz:
any worry you can spin up an agent that does a particular enterprise workflow

Ejaaz:
or you can use it for accounting back office stuff whatever you can dream of

Ejaaz:
it's now safe to use and it's open source which is great yeah

Josh:
Okay so two more things we have two more quick announcements one ai and space

Josh:
space gpus we're doing the damn thing it's happening,

Josh:
So Jensen got on stage. He said, we are going to build Verirubin for space.

Josh:
You're going to have Verirubin orbiting the Earth. It's going to be in these

Josh:
data centers. It's going to be fantastic.

Josh:
And then he says, well, we're not quite sure how we're going to do it, but we're going to do it.

Josh:
They still have a lot of issues that they need to solve, one of which is the

Josh:
cooling, one of which is solving the radiation.

Josh:
There are a series of issues that are going to need to be solved,

Josh:
but there is the intention to do this.

Josh:
And I suspect he didn't announce it here, but I suspect they're working with

Josh:
SpaceX to design these chips hand to hand because that's really the only company

Josh:
that's going to be getting these things up in space.

Josh:
And I think it's really exciting when we think about AI data centers in space

Josh:
and the quality of the Vera Rubin chip architecture, bringing those two things

Josh:
together and getting them in orbit by 2027, 2028, maybe the latest,

Josh:
that's going to be pretty cool. That's going to change the game.

Josh:
Elon is incredibly bullish on this. He thinks that SpaceX is now going to flip

Josh:
every company in the world when it comes to AI development.

Josh:
And he might not be wrong because if he can get these chips at scale from Jensen,

Josh:
send them up into orbit, lower the cost per watt to be, I mean,

Josh:
a marginal of a small fraction of what it is today. It's a huge upgrade.

Ejaaz:
I feel like this was just a custom announcement for Elon Musk for one individual.

Ejaaz:
He's the only guy that's really trying to launch GPUs into space at scale.

Ejaaz:
Like in this demo, he's demoing it using one of NVIDIA's investment portfolio

Ejaaz:
companies, StarCloud, which are kind of the initial startup that made GPUs in space a trend, a thing.

Ejaaz:
But then elon jumped on the wave and like completely took it over and he's the

Ejaaz:
guy that's actually going to be economically able to launch these at scale um

Ejaaz:
so it's it's it's a good day to be a tesla or spacex uh share owner equity owner

Josh:
And the final announcement that we're going to talk about is the dgx spark they

Josh:
released the new spark and it's now looking like it's going to be priced around

Josh:
forty seven hundred dollars which seems high but if you are someone who runs

Josh:
local inference at your home and you're considering buying a Mac Studio or something

Josh:
to run these tokens on your own.

Josh:
Perhaps you have an OpenClaw instance you want to run local AI.

Josh:
This is a pretty compelling option. They're basically taking a GB300,

Josh:
which is the Grace Blackwell chip, and they're turning it into a tiny little

Josh:
thing that fits on your desk.

Josh:
That's 750 gigabytes of coherent memory and 20 petaflops of AI compute,

Josh:
which allows you to run models up to a trillion parameters right from your desk.

Josh:
So it's an unbelievably dense machine.

Josh:
In fact, if this was released probably even five years ago, this probably would

Josh:
have been the most powerful supercomputer in the world.

Josh:
And now it's compressed down to something that fits on your desk.

Josh:
So it's just, it's a testament to how much efficiency improvements have been

Josh:
made every single year and how powerful the NVIDIA brand is,

Josh:
man. There's no one else building stuff like this.

Josh:
No one's even close. Looking at this holistically, this is a home run for NVIDIA,

Josh:
for shareholders, for investors, for the AI industry.

Josh:
Everyone wins because NVIDIA is just running full tilts.

Ejaaz:
It's funny, you said that back in the day, you would, this would be so much

Ejaaz:
more expensive. So you would also need like a dedicated like server room to fit this entire thing.

Ejaaz:
And now you can just sit it on your desk next to your laptop and have,

Ejaaz:
in Jensen's words, an AI supercomputer in your house.

Ejaaz:
Super cool. It comes shipped with NemoClaw as well.

Ejaaz:
So you get two products, two NVIDIA GTC 2026 announcements for the price of one.

Ejaaz:
And you said it was $4,700, Josh?

Josh:
That's super cheap. That's what it's looking like on their website right now.

Ejaaz:
I think that's for the Spark. I think that's for the Spark.

Josh:
That is for the Spark.

Ejaaz:
That's for the Spark, yeah. And then they had a separate announcement i think

Ejaaz:
on the dgx station which is like more the more powerful supercomputer which

Ejaaz:
also consequently sits on your desk as well so just two different price points

Ejaaz:
but two very powerful things um yeah just a home run for nvidia yeah

Josh:
What a great presentation that is everything those the highlights i would love

Josh:
for you to share which part you are most excited about is it DLSS 5 how many

Josh:
gamers are here that actually care.

Ejaaz:
About do you hate it

Josh:
Tell me. Because I don't. I think it's cool. I mean, I could understand why

Josh:
the artists maybe don't like their art being, you know, digitally enhanced.

Josh:
But I have good news. You could just turn it off.

Josh:
Like you could just play the vanilla game too. That's also cool.

Josh:
So I'd love to know what people are most excited about here.

Josh:
I think for me, space data centers,

Josh:
man, that's my favorite thing in the world. I want to see AI in space.

Ejaaz:
It's got to be the DLSS 5, but used for robotics.

Ejaaz:
Like, okay, I'm like nerding out over robotics right now, because I think they're

Ejaaz:
going to have their chat GBT from 2022 moment at any point this year.

Ejaaz:
They're getting good enough to move around, run, lift heavy items.

Ejaaz:
We just need a good model. And I think having something like DLSS,

Ejaaz:
that's this code name is, so DLSS 5, kind of like expand robotics models is really exciting for me.

Josh:
So yeah. And one thing's for sure, the naming of all of these is going to continue

Josh:
to be absolutely horrific.

Ejaaz:
Yeah, please come up with easier names.

Josh:
Oh my god. But yeah, that's a wrap. Thank you so much for watching this recap

Josh:
on NVIDIA's GTC. I hope you enjoyed it.

Josh:
We pursued through two hours of pretty boring presentation to bring this to

Josh:
you. So hopefully it was a little more interesting, a little more exciting.

Josh:
Very technical. Jensen's a technical guy. I hope you enjoyed Ejaz's leather

Josh:
jacket that he's rocking today in honor of Jensen and NVIDIA,

Josh:
who donned a leather jacket on stage.

Ejaaz:
I know you are. I hope you appreciate it.

Josh:
But yeah, as always, please don't forget to share with your friends.

Josh:
Like the video subscribe leave a comment rate us five stars all the great things

Josh:
thank you so much for watching and yeah we'll see you guys in the next episode.