The Leather Jacket Logs On
Jensen Huang’s first X post was no hello—it was a bid to shape AI policy, champion open models and sovereignty, and expand NVIDIA’s global compute market.
NVIDIA
8posts
The Revenge of the Stack
Nvidia showed that controlling the full stack wins. China’s AI chip race is less about silicon alone than escaping CUDA dependency.
The Model Is No Longer the Product. The Harness Is.
AI agents are no longer just smarter models. The real product is the harness that gives them context, memory, tools, and control.
Nobody With Claws
NVIDIA's NemoClaw is read as more than a framework: a sign that open AI agents are becoming infrastructure with teeth.
Imposta, but Make It Full-Duplex: PersonaPlex and the Next Wave of Voice Agents
NVIDIA's PersonaPlex points toward voice agents that interrupt, overlap, and converse more naturally, with all the design risks that implies.
Europe's Exascale Extravaganza: A Supercomputer Saga of Red Tape, Rivalry, and Reluctant Reliance
Europe's Jupiter supercomputer is impressive, but the post asks whether regulation and dependency will blunt its strategic value.
How DeepSeek's Mathematical Optimizations Complement NVIDIA's NCCL for Efficient AI Training
DeepSeek's mathematical optimizations show how model design and NVIDIA communication infrastructure meet inside efficient training.
The AI Gold Rush Just Got Interesting: How China's DeepSeek R1 is Giving Silicon Valley a Run for Its (Literal) Money
DeepSeek R1 disrupts the AI cost narrative, challenging Silicon Valley's assumption that frontier capability requires extravagant spending.