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Show Notes
– GTC, G stands for growth
– Nvidia’s historical and future market segments
– Nvidia Nemotron agentic model, LPU team
– Chipper clouds: Cerebras+AWS, d-Matrix+Gimlet Labs
– AI’s next big thing? AMI’s “world model” JEPA
– AMI’s massive $1B+ *seed* round
– European AI companies
– InsideHPC signs off
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