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Multi modal ai

Why AI Demand Is Outrunning Compute Supply

Why AI Demand Is Outrunning Compute Supply

A deep dive into the current AI boom, exploring why demand for intelligence is likely underestimated and the outcome won't necessarily be winner-take-all. The discussion covers the rapid economics of AI infrastructure, the risk of an AI shortage over a bubble, the potential for orbital compute and re-industrializing America, and NVIDIA's central role as the "central bank of AI" in a multi-model future.

When Agents Learn to Feel: Multi-Modal Affective Computing in Production // Chenyu Zhang

When Agents Learn to Feel: Multi-Modal Affective Computing in Production // Chenyu Zhang

This talk explores the frontier of affective computing in AI agents, proposing a new architecture where emotion is a first-class component. It covers the technical challenges of deploying multi-modal, emotion-aware systems in production—from memory and learning to multi-agent orchestration—and delves into the critical ethical considerations of privacy, manipulation, and scientific validity.