Bo Tao

NVIDIA GTC Washington, D.C. Keynote Summary (Oct 28, 2025): It was great to see this presentation where Jensen Huang, CEO of NVIDIA, presented the next phase of accelerated computing and AI, emphasizing advances in national AI infrastructure, quantum computing, robotics, and reindustrialization. He highlighted NVIDIA’s role in America’s AI leadership, the shift from GPU to CPU-accelerated computing, and the critical importance of CUDA-X libraries for opening new markets and unleashing the power of accelerated computing across industries. The keynote stressed that AI is now essential infrastructure: every company and nation will use it and invest in its development. As AI models get smarter and wider adoption increases, the compute demands grow exponentially. Quantum computing was a major topic, with NVIDIA announcing its QLink Quantum-GPU Interconnect, enabling hybrid quantum/classical supercomputing. The concept of AI Factories was introduced: specialized data centers dedicated to producing valuable AI tokens, as opposed to general-purpose computing of the past. Extreme co-design in hardware/software (e.g., Grace Blackwell NVL72 system) was positioned as key for continuing exponential growth and keeping the “virtuous cycle” of AI advancement alive despite the slowing of Moore’s Law. Major partnerships and deployments were revealed in telecommunications, national science, industry, and robotics. #NVIDIA, #GTC202, #Infrastructure, #QuantumComputg, #AILeadership

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Aulë Technologies has joined the NVIDIA Inception Program as we continue building Zyphar to make 3-second generative silicon design the industry standard.

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The end of human drivers? Tried Tesla Robotaxi in the Bay Area for the first time, 8.8 miles from Meta SF to Daly City station for $18. Unlike Waymo, Tesla’s Robotaxi can take the freeway. The ride was smooth, and the decision-making felt far closer to human than “bot-like.” What surprised me most: it’s just a regular Model Y. With the built-in rear screen, any Tesla could potentially be activated as a Robotaxi. That’s scalability at an entirely different level. Waymo might have an early lead, but Tesla’s vision-only approach gives it massive coverage and faster rollout potential. If this scales, Uber, Lyft, and even car ownership itself could be disrupted faster than expected. This is exactly why I quit my job to go all-in on ElasticDash We’re entering a new industrial revolution, the real question is: will you shape it, or be forced to adapt?

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I’m attending the AI Infra Summit, secure your place here: https://lnkd.in/gVYmGggA . The full-stack AI-infrastructure conference, taking place 9–11 September at the Santa Clara Convention Center. What You'll Gain By Joining: • 𝗞𝗲𝘆𝗻𝗼𝘁𝗲𝘀 𝗳𝗿𝗼𝗺 𝘄𝗼𝗿𝗹𝗱-𝗿𝗲𝗻𝗼𝘄𝗻𝗲𝗱 𝗔𝗜 𝘃𝗶𝘀𝗶𝗼𝗻𝗮𝗿𝗶𝗲𝘀 • 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲 & 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 · 𝗘𝗱𝗴𝗲 𝗔𝗜 · 𝗔𝗜 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 · 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜 Four specialised tracks that let you dive straight into the opportunities and challenges that matter to your work. • 𝗔 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝗻 𝗼𝗻𝗲 𝗽𝗹𝗮𝗰𝗲 You’ll hear from 200 + speakers, meet 120 + sponsors, and connect with more than 3,500 peers on the exhibition floor. Secure your place here: https://lnkd.in/gVYmGggA . If you’d like further information before registering, register your interest, and the event team will follow up directly: https://lnkd.in/gsAtJF_i #AIInfraSummit #AIHardware #EdgeAI #EnterpriseAI #Datacenters #AIConference

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I am excited to welcome Sankara Venkateswaran to the Ayar Labs team as our new VP of Engineering. As we move into 2026, the industry is hitting a critical inflection point. The "copper wall" is a real-world bottleneck for hyperscale AI, and co-packaged optics has become an infrastructure necessity in future roadmaps. Sankara joins us at a pivotal moment as we move towards mass production. His deep expertise in  compute and networking acceleration silicon from his time at Intel, Qualcomm, and Atheros perfectly complements our leadership in co-packaged optics. He understands the discipline required to deliver production-grade silicon that integrates into the world's most complex packaging flows. With Sankara leading our engineering organization, we are doubling down on our commitment to: - Scale our TeraPHY™ optical engines for high-volume deployment. - Break the power and bandwidth barriers of traditional interconnects. - Deliver predictable, high-quality CPO solutions that meet the aggressive timelines of our partners for the delivery of hyperscale AI infrastructure. Please join me in welcoming Sankara to the team!

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