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If you’ve been following the artificial intelligence boom over the last few years, you’ve likely noticed a frantic, almost unprecedented gold rush. Tech giants, nation-states, and well-funded startups alike scrambled to buy as many NVIDIA H100 GPUs as possible, often waiting months for shipments and spending billions in capital expenditure. Why? To train the next…
Read MoreThe GTC 2026 keynote in San Jose marked a fundamental pivot in the history of computing. Jensen Huang didn’t just announce a faster GPU; he announced the end of the “Chatbot” phase of artificial intelligence and the official commencement of the Agentic AI Era. For the last three years, the industry’s focus was singular: Training.…
Read MoreThe global semiconductor landscape has undergone a fundamental transformation. In previous eras, the “compute” part of the equation—the raw processing power of the GPU core—was the primary limiting factor for AI progress. As we move deeper into 2026, that bottleneck has shifted decisively toward memory bandwidth. At the Morgan Stanley Technology, Media & Telecom Conference…
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