NVIDIA's Quiet AI OS Coup: Smart Pivot or Silicon Empire?
Jensen Huang barely mentioned GPUs at GTC. Instead, he's pitching an AI factory OS that owns everything from chips to agents. Bold move — or bait for regulators?
⚡ Key Takeaways
- NVIDIA's shifting from GPU seller to AI OS overlord, with software as the killer moat.
- GTC reveals tight integration — chips, racks, agents — that's lock-in disguised as innovation.
- Watch for antitrust: echoes Microsoft's 90s fate, but AI-scale.
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Originally reported by The Sequence
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