The inference explosion is rewriting the economics of artificial intelligence

Artificial intelligence has crossed a threshold where usage, not training, defines its trajectory. The shift to reasoning and agentic systems is driving a surge in computation that is fundamentally changing how AI is built, deployed, and monetised. For more than a decade, the trajectory of artificial intelligence has been defined by training. The industry focused […]

Artificial intelligence moves into space as computing leaves Earth

The expansion of artificial intelligence is no longer confined to data centres on the ground, as NVIDIA used its GTC conference to outline how AI systems are beginning to operate in space. The company’s latest announcements point to the emergence of orbital computing infrastructure, where data can be processed and acted upon directly in space […]

Engineering and manufacturing are being reshaped as AI begins to design the physical world

The application of artificial intelligence is extending beyond automation and analytics into the core processes of engineering and manufacturing, as NVIDIA used its GTC conference to outline how AI systems are beginning to take on roles traditionally carried out by human designers and engineers. The company’s latest announcements suggest that industrial workflows are moving toward […]

Autonomous vehicles are shifting from prototype to platform

The development of autonomous vehicles is entering a new phase, as NVIDIA used its GTC conference to position artificial intelligence not simply as an enabling technology, but as the foundation for a standardised global platform for mobility. The latest announcements suggest that the industry is moving away from fragmented development efforts toward shared architectures designed […]

Artificial intelligence moves into the physical world as systems begin to act

The centre of gravity in artificial intelligence is beginning to shift away from digital systems and into the physical world, as NVIDIA used its GTC conference to outline how AI is being embedded into machines, networks and environments that can perceive, decide and act in real time. The announcements point to a convergence of simulation, […]

Software is giving way to autonomous systems as AI agents move into the enterprise

The next phase of artificial intelligence will not be defined by better models, but by systems that can act. That was the underlying message from NVIDIA at its GTC conference, where the company set out a vision of enterprise software evolving into networks of autonomous agents capable of reasoning, planning and executing tasks with minimal […]

The factory is replacing the computer as AI infrastructure enters a new phase

NVIDIA used its GTC conference to signal a decisive shift in how artificial intelligence is built and deployed, moving beyond individual chips and models toward fully integrated systems designed to generate and manage intelligence at scale. The company’s latest announcements point to a future in which AI is no longer defined by standalone hardware or […]

Artificial intelligence is now constrained by how fast data can move

Artificial intelligence is entering a phase where performance is no longer determined solely by compute power, but by how efficiently data can be moved, stored and accessed. A new agreement between Samsung Electronics and AMD reflects a growing recognition that memory technology is becoming one of the defining constraints on AI infrastructure. The two companies […]

The future of artificial intelligence is being redesigned at the level of the processor

Artificial intelligence is forcing a fundamental rethinking of the most basic building blocks of computing infrastructure, as demand for continuous, large-scale workloads begins to outstrip the capabilities of traditional processors. A new collaboration between Meta and Arm signals a shift in how data centre silicon is being designed for an era increasingly defined by agentic […]