Jensen Huang and Satya Nadella's Conversation at Microsoft Build

Microsoft CEO Satya Nadella and NVIDIA CEO Jensen Huang examine the rapid evolution of AI infrastructure, spanning from the edge to the data center. The transition of the PC from a traditional tool to an autonomous "personal AI" assistant is driven by RTX Spark systems capable of running state-of-the-art models with hundreds of billions of parameters. In the cloud, the partnership has moved beyond pre-training with Hopper to agentic reasoning with the liquid-cooled Grace Blackwell and Vera Rubin architectures. These systems prioritize low latency and confidential computing to support "agentic" workflows, where AI agents autonomously perform complex tasks. This shift is reflected in a threefold increase in GitHub commits, signaling a move toward highly profitable, token-based economies. By accelerating the entire Azure stack—including SQL and Spark—the collaboration aims to provide developers with the high-speed processing required for next-generation intelligent agents.