Podcast

The Trillion Dollar Leather Jacket

This week, Nvidia held its annual GTC developer conference — and Jensen Huang used it to announce that the AI infrastructure market will generate one trillion dollars between 2025 and 2027.

7:16 · YPO Technology Network AI Brief

About this episode

This week, Nvidia held its annual GTC developer conference — and Jensen Huang used it to announce that the AI infrastructure market will generate one trillion dollars between 2025 and 2027.

CEO action this week: Ask your CTO two things. Are we experimenting with NemoClaw or any agentic frameworks? And as we deploy more autonomous agents, how does our compute cost scale?

Listen elsewhere

Apple Podcasts
Spotify
RSS.com
Or wherever you get your podcasts

The YPO Technology Network AI Brief is produced in partnership with the YPO Technology Network. Hosted and written by Stephen Forté. Subscribe to The AI Executive Brief for the weekly newsletter.

The Grown-Up Era Of Enterprise AI

The honeymoon era of enterprise AI is over. Three stories landed this week that change the conversation in your boardroom from whether to do AI to how much it will cost you, who you will buy it from, and what the geopolitical risk looks like .

The Stasi Took Decades. Meta Took A Week.

Meta installed monitoring software on every U.S. employee laptop — keystrokes, clicks, periodic screenshots — to train AI agents that will replicate white-collar work. CTO Andrew Bosworth confirmed there is no opt-out. The same week, Meta confirmed 8,000 layoffs.

MCP Is The Plug. You Still Need The Outlet Cover.

MCP — Model Context Protocol — has gone from a curiosity to enterprise infrastructure in less than a year. Last Friday, the Linux Foundation made it official, formalizing MCP under its new Agentic AI Foundation alongside production integrations from SUSE, AWS, and Fujitsu.

Google Just Built An HR System For Agents

Google retired Vertex AI in a single afternoon and replaced it with the Gemini Enterprise Agent Platform — what Sundar Pichai called "mission control for the agentic enterprise." Stephen Forte argues this is the moment AI agents got an HR system: cryptographic identity, a directory, an access…