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