NVIDIA just launched Vera Rubin, its own AI agent platform. Apple is expected to double or triple its AI spending to embed agents directly into hardware. We're moving into an era where AI agents become standard across devices, not just tools you prompt.
NVIDIA unveils Vera Rubin AI platform. So NVIDIA is getting in their own game, right? This is a little bit of like, um, I don't know how to put it, like the ice cream guy saying ice cream's good for you or something like that, right?
This actually, this story relates to one of the next ones coming up with Apple. And this is kind of where, you know, Apple talked about this a while back and where I assumed we'd all be, maybe this will still happen, just massively doubling and tripling our investments in Apple, right? It's the combined chip with everything, you know, it's the full meal in the hardware that you buy from
us. So
it's, yeah, this is kind of getting interesting and I wonder what this will make Apple do.
Yeah, I think, I mean, I think you're right. This is the beginning of, you know, it being embedded in the hardware that we use everywhere. But we're certainly firmly, I think this signals more than anything else, we are firmly in the agentic period of this. Growth, right? And that, again, I, I'm just excited by it. It's just so much fun to, to work with that and have these agents everywhere, all that kind of stuff. And it hap— it feels like it happened to me in the last 6 weeks that we moved from like AI and a prompting mechanism to, hey, we all have agents now.
