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Showing posts from March, 2026

Tokens and Transactions with AI

Based on NVIDIA CEO Jesen Huang’s commentary on the Role of Databases for the Agentic Era in his GTC 2026 keynote . The diagram below is a readable version of Jensen's "Best Slide"; the content is created using LLM from the talk's transcript and then edited. Summary of the Talk [wrt Databases] For a database audience, the keynote underscores a fundamental shift: data is no longer just stored and queried—it is continuously activated to power agentic systems. The talk highlights that the center of gravity is moving from traditional transactional and analytical databases toward AI-driven data platforms that unify structured, unstructured, and real-time data streams into a single operational fabric. Massive growth in AI infrastructure—driven by data center expansion and trillion-dollar-scale compute demand—signals that data systems must scale not just for queries, but for continuous inference and agent workflows. A key theme is the rise of “agentic architectures,” where ...