NVIDIA CEO Jensen Huang at Dell Technologies World: ‘Demand Is Going Parabolic, Utterly Parabolic’
TL;DR
Agentic AI inference at one-tenth the cost per token with NVIDIA Vera Rubin NVL72. Agent sandboxes run 50% faster on NVIDIA Vera than traditional CPUs — while enterprise data queries are up to 3x faster with the Vera CPU. And 5,000 enterprises like Lilly, Samsung and Honeywell are running AI workloads on Dell AI Factories […].
Nauti's Take
Opportunity: NVIDIA's Vera Rubin NVL72 promises agentic AI inference at a tenth of the cost per token and serious speedups on agent sandboxes and enterprise queries — a real boost for anyone building agent products. Catch: this deepens the dependency on a single chip vendor, and the 'parabolic demand' framing means prices and waitlists won't ease soon.
Who wins: enterprises like Lilly or Samsung sitting on Dell AI Factories; smaller players keep paying NVIDIA's premium.
Summary
Agentic AI inference at one-tenth the cost per token with NVIDIA Vera Rubin NVL72. Agent sandboxes run 50% faster on NVIDIA Vera than traditional CPUs — while enterprise data queries are up to 3x faster with the Vera CPU. And 5,000 enterprises like Lilly, Samsung and Honeywell are running AI workloads on Dell AI Factories […]
Sources