Latest / YPO Technology Network AI Brief

The Trillion Dollar Leather Jacket
This week, Nvidia held its annual GTC developer conference — and Jensen Huang used it to announce that the AI infrastructure market will generate one trillion dollars between 2025 and 2027.
What we cover:
Blackwell Ultra and the Feynman chip roadmap
NemoClaw — Nvidia open-source agentic AI framework
The Groq acquisition
Robotics and physical AI — Isaac GR00T N1.5
Enterprise partnerships — Adobe, Salesforce, SAP, ServiceNow
CEO action this week: Ask your CTO two things. Are we experimenting with NemoClaw or any agentic frameworks? And as we deploy more autonomous agents, how does our compute…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.