«YOUR COMPANY IS NOT GOING TO GO OUT OF BUSINESS BECAUSE OF AI. YOUR COMPANY IS GOING TO GO OUT OF BUSINESS BECAUSE ANOTHER COMPANY USED AI» — Jensen Huang Today at Computex, @nvidia made it very clear: > The era of Local AI has officially begun They announced RTX Spark - a powerful new chip for thin laptops with up to 128GB unified memory Combined with their new Vera CPU, it’s designed specifically for agentic AI workloads ➜ It delivers an 80% speedup over x86 on agent-based tasks. . . > You can now run strong 70B–200B models locally > No more paying $1k–2k/month on cloud APIs (rapid ROI within a couple of months of purchase) > No rate limits and no data leaving your machine > Persistent agents and multi-agent systems become practical and cheap Local AI gives you three big advantages: - much lower costs - full privacy - and the ability to run agents 24/7 Cloud was convenient Local is the new competitive edge The shift is happening now. Those who build their AI stack locally will have a real advantage in speed and cost over the next 12–24 months My bet: The future belongs to those who own their compute Full podcast below ⇩ ⇩ ⇩