[@nvidia is no longer a chip company, it’s becoming an AI factory company] most people still think nvidia = gpus. Jensen just made it clear that’s outdated. “we just really evolved from a GPU company to an AI factory company.” this is not a small positioning change. it’s a complete shift in what they sell. not chips, not hardware. they are building the infrastructure that produces intelligence. an AI factory now includes: > GPUs > CPUs > networking > storage processors > edge compute > robotics systems > an operating system to orchestrate all of it he describes it as a system where: - different workloads → run on different chips - everything → gets orchestrated as one unified compute layer...