We do a summary of our series about RAG. The opinion edition discusses whether NVIDIA is the best VC in AI. The engineering installement explores a new AI framework. The research edition explores the amazing Search-R1 model. NVIDIA's GTC never disappoints. This year's announcements covered everything from powerhouse GPUs to sleek open-source software, forming a two-pronged strategy that's all about speed, scale, and smarter AI. With hardware like Blackwell Ultra and Rubin, and tools like Llama Nemotron and Dynamo, NVIDIA is rewriting what's possible for AI development. Let's start with the hardware. The Blackwell Ultra AI Factory Platform is NVIDIA's latest rack-scale beast, packing 72 Blackwell Ultra GPUs and 36 Grace CPUs. It's 1.5x faster than the previous gen and tailor-made for agentic AI workloads'think AI agents doing real reasoning, not just autocomplete. Then there's the long game. Jensen Huang introduced the upcoming Rubin Ultra NVL576 platform, coming in late 2027, which...
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