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Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
参加 April 2009
1.3K フォロー中    26K ファン
You can’t run an AI factory on keynote slides. It needs power. Cooling. Construction. And capacity someone can actually deliver. At GTC Berlin 2026, I sat down with NVIDIA’s @Dion2730 on how @nvidia is tackling the bottlenecks behind the AI boom: Groq LPX, agent guardrails, DSX POD and capacity allocation. Full interview below. 👇 Chapters 00:00 Opening highlights 00:44 Dion Harris at GTC Berlin 01:29 Groq LPX and the inference roadmap 03:13 Premium inference: latency versus throughput 04:35 Vera, OpenShell and BlueField agent security 07:49 DSX and Dynamo: the AI factory stack 10:33 DSX POD, deployment and physical bottlenecks 14:56 Closed-loop cooling and water use 17:04 Power constraints and grid coordination 20:18 Annual hardware cadence and allocation 22:18 Planning the factory and its supply chain 24:36 Throughput, capacity and competing systems 26:09 What comes next for agentic AI 28:21 Closing thoughts
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