2025-11-06

AI Ecosystem

My 3 takeaways from GTC Washington, D.C. 2025.

Stacked diagram of the AI industry from an Nvidia GTC session: applications, models, infrastructure, GPUs and, at the base, energy.

NVIDIA sits at the center of today’s AI ecosystem. Here are my 3 takeaways from GTC Washington, D.C. 2025 (video replay link below):

✅ AI stack – a clear view of what it looks like, with energy as the foundation powering AI factories. (AI runs on watts before it runs on tokens.) ✅ "AI is not a tool" – I’m still wrapping my head around this shift—AI is more than a tool, it’s a transformation. When have we ever been asked to transform at this level? Never. And that’s exactly the point. ✅ Data centers vs. AI factories – general-purpose centers serve everything; AI factories run AI exclusively, producing tokens at extraordinary rates. The insurance & risk professional in me couldn't help but wonder… will AI factories soon be treated as new infrastructure class — with unique risk, capital, and energy implications?

👉 Learn AI.

Link (Nvidia, GTC Washington, D.C. 2025) https://www.youtube.com/live/lQHK61IDFH4?si=P6BJGsSaI6KHf1A0

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