Why GPU access alone does not guarantee AI success

Every few years, a new technology trend emerges, capturing the imagination of business leaders so completely that one significant question is often overlooked: What does it take to succeed with it? Graphics processing units (GPUs) are currently playing that role. Public discussions around AI have grown 383% since 2022. However, the same report highlights that only 18% […]

The new unit of AI: why GTC 2026 changed what we should be measuring

There’s a number Jensen Huang threw out at GTC 2026 that I haven’t been able to stop thinking about. Not the $1 trillion in infrastructure demand. Not the 5x performance leap in Vera Rubin, or the Groq acquisition, or the robotaxi partnerships. 350. Token generation per gigawatt increased 350x in two years. From 2 million […]