<p>➀ AI has become an ever-accelerating treadmill, with costs increasing exponentially. </p><p>➁ Jensen Huang highlighted the need for significantly more computation power due to agentic AI, with a requirement 100 times greater than last year's expectations. </p><p>➂ Nvidia is increasing its GPU generation frequency to keep pace, as the AI treadmill is driven by new iterations with enhanced capabilities, such as Perception, Generative, Agentic AI, and the upcoming Physical AI.</p>