SMP Robotics Systems Corp.

Google's recent Gemini 3 release has shocked the world with undeniable proof that the TPU is a powerhouse AI chip, leaving many to wonder what lays in store for companies like @NVIDIA & @xAI. Listen to @GavinSBaker lay out the exact strategy that Jensen Huang & @ElonMusk are going to roll out over the next 12 months to beat @Google at AI. The world is in for a HUGE surprise. ----------  We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from XAI. And the reason for that is just, according to Jensen, no one builds data centers faster than Elon. Jensen has said this on the record. ... So if you're Jensen or Nvidia, you need to get as many GPUs deployed in one data center as fast as possible in a coherent cluster so you can work out the bugs. And so this is what X AI effectively does for Nvidia because they build the data centers the fastest. They can deploy Blackwells that scale the fastest, and they can help work with Nvidia to work out the bugs for everyone else. So because they're the fastest, they will, they'll have the first Blackwell model. ... We know that these Blackwell models are gonna be really good. ... Then something even more important happens. So the GB 200 was really, really, it was really hard to get it going. The GB 300 is a great chip. It is drop in compatible in every way with those GB 200 racks. Now you're not gonna replace the GB 200s there. Just any data center that can handle those, you can slot in the GB 300s, and now everybody's good at making those racks and you know how to get the heat out. You know how to cool them. You're gonna put those GB 300s in and then the companies that use the GB 300s, they're going to be the low cost producer of tokens. Particularly if you're vertically integrated. If you're paying a margin to someone else to make those tokens, you're probably not gonna be. I think this has pretty profound implications because I think it has to change Google's strategic calculus. ---------- Listen to the full conversation between Gavin & @patrick_oshag below 👇

Maybe AI didn’t learn from us. Maybe we’re learning what it means to be code. #thecreatorloop #AIcinema #AIart #existentialfilm #digitalconsciousness #SBSkit