By Yahoo Finance Video
Publication Date: 2026-03-12 20:27:00
00:00 Speaker A
You know, obviously Nvidia’s had a lot of deals recently, uh, you know, whether that’s with the the optics uh for for networking uh or or uh with Open AI uh that that deal announcement. Are are we going to get more kind of clarity on on those kind of announcements how they fit in to Nvidia’s kind of long-term vision going forward?
00:26 Speaker B
Yeah. I mean, Nvidia has been incredibly transparent about what is our strategy and view of the entire ecosystem. In fact, Jensen published a blog earlier this week on the five layer cakes of AI and the first layer is energy. So we’re going to talk about all the work we’re doing across the entire landscape and ecosystem to help deliver more energy to power AI. Of course, chips, that’s what we’re known for. We’ll have lots of great announcements describing all the new late breaking um technologies and chips that are going to power AI. And then on top of that, we’ll talk about infrastructure. Most people don’t think about infrastructure, but in terms of how you power, how you cool, how you deliver AI at scale is really the next challenge for how we get to that next level of AI intelligence and performance. And then some of the investments you talked about in terms of model makers, incredible work happening there at that layer in terms of advancing the state of state of AI, delivering the highest intelligence per dollar, the lowest token cost and lower energy consumption per dollar. But more…