Nvidia turns the AI factory into a product, and agents into the workload

For most of the past half-decade, the narrative around Nvidia Corp. has largely centered on the graphics processing unit. The questions have been who has allocation, how much faster the next generation is and whether anyone can close the gap. At GTC Berlin early today, Chief Executive Jensen Huang spent surprisingly little of his keynote on silicon. Instead, he argued that artificial intelligence constraints have shifted to deployment speed, power, security, and the ability to put enterprise data to work, and that Nvidia intends to have an answer for each. “We were early to observe that, in fact, AI is a manufacturing industry,” Huang told the audience. “Rather than a tool that’s used by us, it is now part of machinery, an infrastructure, factories that are producing intelligence.” Those comments from Huang tie together most of the massive news payload from Berlin. A summary of the news includes Nvidia introducing DSX POD, a reference design for complete Vera Rubin AI factories built by partners in containers; launching the OpenShell Reference Architecture to run agents safely; expanding its Agent Toolkit with…