I’m back from GTC and ended up with five separate videos PLUS separate extended interviews because there’s no way to compress what’s going on into a single take without losing the plot.
This thread is the overview — the connective tissue between all of them.
The Videos
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* AI Factory — what Nvidia means by it, and why the infrastructure is the same whether you’re generating medical data or memes
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Token Scaling — from a single DGX station to racks and beyond… same tokens, same stack, just more of it
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AI “Slop” Expectations Reset — is this the year we realize “AI slop” isn’t the endgame?
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* OpenClaw Deep Dive— what it is, why it matters, and why openness is part of the long-term strategy
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* GTC Roundup: AI needs people, people!!! — people, robotics, infrastructure, and what actually felt different this year, interviews and more.
- Charlie Boyle Interview – A perspective on 10 years with Nvidia from the original DGX to Vera Rubin and beyond.
- Allen Bourgoyne - His perspective on launching DGX Spark
- Mark and David - Nvidia setting up Claws all day, every day at GTC
- Lewis and Jeff - Nvidia AI stuff used in broadcast/TV. Real-time translation, lipsync, toward use case like the olympics
- Depu Talla – Insight on the robotics arc in 2026
- Opentrons – Biolab innovation
- Louisa Bulluck
- Shanin Barican
- Karl Andersen, Lectra - Powergrid and Backup Power
- Jeff, Craft Computing – Woo Jeff
- Tae Kim - * * * Author, Blogger, Tech
- Innovation Roundup
That’s a lot of videos!
DLSS5 — a missed opportunity (or a messaging problem)
One thing that didn’t land well was DLSS 5.
If DLSS5 had been presented not as DLSS but as a developer tool — something to help align lighting, textures, motion, and scene consistency during development to more quickly and easily achieve the art direction goals for the game, it would have made a lot more sense. A tool for building better worlds.
Instead, it’s framed as a consumer-facing feature. More interpolation. More abstraction between what the game is and what you see.
That’s where it starts to feel… off. Who’s in the driver seat here? The game devs or the gamers?
It’s not necessarily that DLSS5 is bad — it’s that the goal feels misaligned with the potential. So I get why gamers would be up in arms.
AI as a breeding ground for grifters
If you’re not part of the solution, there’s good money to be made prolonging the problem.
And right now, there are plenty of grifters and opportunists trying to ride AI FOMO to make a quick buck.
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“AI-powered everything” with no substance
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wrappers on top of wrappers
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promises that don’t survive contact with reality
That’s not unique to AI — it’s just the current flavor.
But it does make it harder to separate signal from noise.
The bigger picture
AI might actually be as important as the printing press.
Not in the “everything changes overnight” sense —
but in the “this reshapes how knowledge is utilized, shared, and acted on” sense.
And like the printing press, it’s going to be messy. There will be misuse. There will be hype cycles. There will be backlash…. but there will also be real progress — especially where AI meets the physical world:
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robotics
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science
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automation
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data generation
For the folks that I met at GTC, they’re trying to keep their head down and steer clear of the drama. The new tools let them focus on their work and are a force multiplier for their ability to get work done. I don’t see it as replacing human labor at all unless the goal is to slow overall productivity. That’s the part that felt real at GTC.
Also, Storage!? 256tb, yes terabytes, in a single drive?! WTF Kioxia!?
Kioxia showed a 256TB E3 PCIe SSD — 256TB in a single drive! That’s the trajectory. Mechanical storage is running out of road as they reach capacities around ~60TB, not just because of density but because throughput is fundamentally capped — ~300 MB/sec, maybe ~600 MB/sec with dual actuators. Flash scales differently: more capacity generally means more parallelism, more throughput. AI is accelerating this transition whether it looks like it or not — hyperscale demand is soaking up all the good flash production right now. And like cheap USB drives, consumers will likely see lower-binned or mixed-quality NAND in the near term. Still — if this is the path to “affordable” 8–16TB consumer SSDs, I’m here for it.
Thanks
To everyone supporting us on Patreon, Floatplane, and everywhere else — thank you. Even if you’re not as pro-AI as I am… thank you for engaging in actual discussion – not just knee-jerk “AI slop” responses, but real arguments, real skepticism, and real curiosity.
That’s how we figure this out. Because at the end of the day — AI isn’t going to decide what this becomes. We are. And we, as reasonable people, may have to get in here with a forcing function for what’s reasonable for common and decent human outcomes. I’m onboard for that, too.