«YOUR COMPANY IS NOT GOING TO GO OUT OF BUSINESS BECAUSE OF AI. YOUR COMPANY IS GOING TO GO OUT OF BUSINESS BECAUSE ANOTHER COMPANY USED AI»
— Jensen Huang
Today at Computex,
@nvidia made it very clear:
> The era of Local AI has officially begun
They announced RTX Spark
- a powerful new chip for thin laptops with up to 128GB unified memory
Combined with their new Vera CPU, it’s designed specifically for agentic AI workloads ➜ It delivers an 80% speedup over x86 on agent-based tasks. . .
> You can now run strong 70B–200B models locally
> No more paying $1k–2k/month on cloud APIs (rapid ROI within a couple of months of purchase)
> No rate limits and no data leaving your machine
> Persistent agents and multi-agent systems become practical and cheap
Local AI gives you three big advantages:
- much lower costs
- full privacy
- and the ability to run agents 24/7
Cloud was convenient
Local is the new competitive edge
The shift is happening now. Those who build their AI stack locally will have a real advantage in speed and cost over the next 12–24 months
My bet:
The future belongs to those who own their compute
Full podcast below ⇩ ⇩ ⇩