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@Scobleizer

Visiting the NVIDIA GTC expo hall shows you why OpenAI is changing strategy. All the big booths are enterprise. Does this mean @sama is gonna give up his dreams of stealing Tim Cook’s lunch? The biggest news here is how NVIDIA is bringing @openclaw to the enterprise. The hidden message is “you don’t want to run your business on a Mac Mini, do you?” Or, even more hidden: “a stack of DGX computers will be better for your development team since you can run an NVIDIA model on them and cut your token-generation bills with Anthropic down.” But if I can discern these hidden messages at GTC so can others. One guy sitting next to me remembers when NVIDIA was for gamers. Barely a mention of video games here this year. But the Holodeck team has a McLaren right in the middle of the NVIDIA booth. With a cool Apple Vision Pro app to do air flow analysis on a race car. Here is Max from NVIDIA telling me about it. I have been telling everyone that Apple has the Formula 1 exclusive, which will keep Apple relevant even if OpenAI went consumer. Enterprise is the smart move. That video game stuff was last week at GDC. I am doing a ton of video this week for Chinese media and investors: https://t.co/2BjIVhqvR4 OpenClaw is even hotter in China than in USA. Why? An analyst I met explained it this way: the Chinese heard that Anthropic hates them, so are choosing systems that let them use their own models. Global politics are everywhere on the show floor. Oh, and same guy said he knows developers who are spending $1,000 a day with their OpenClaws. That is certainly enterprise. Consumers look at you like you have a mental illness if you try to tell them they need to spend $1,000 a day on tokens. But someone is, which is why Jensen said he raised his revenue projections to a trillion dollars. Ask your enterprise developers are throwing cash into the AI factories to get those tokens out. What an industry. Enterprise is sexy all of a sudden. Didn’t see that coming.

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